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Portfolio (Quarterly) Guide ↗

Caerus Investment Advisors, LLC

· CIK 0001862682
13F Portfolio $309M AUM 311 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 100 New 138 Added 56 Reduced 59 Exited
Page 13 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AMKR AMKOR TECHNOLOGY INC Technology 7,106.0 $281K 0.09% $39.48 +66.5%
242 GS GOLDMAN SACHS GROUP INC Financial Services 319.0 $280K 0.09% NEW $879.00 +13.4%
243 EVEREST GROUP LTD 818.0 $278K 0.09% -1K -60.9% $339.35
244 KD KYNDRYL HLDGS INC Technology 10,432.0 $277K 0.09% NEW $26.56 -53.7%
245 PCTY PAYLOCITY HLDG CORP Technology 1,809.0 $276K 0.09% +249.0 +16.0% $152.50 -25.9%
246 SCHW SCHWAB CHARLES CORP Financial Services 2,747.0 $274K 0.09% -2K -37.2% $99.91 -9.8%
247 CR CRANE COMPANY Industrials 1,478.0 $273K 0.09% +109.0 +8.0% $184.43 -2.5%
248 FNDX SCHWAB STRATEGIC TR 10,017.0 $273K 0.09% $27.21 +13.3%
249 HCA HCA HEALTHCARE INC Healthcare 583.0 $272K 0.09% NEW $466.86 -15.6%
250 ACGL ARCH CAP GROUP LTD Financial Services 2,832.0 $272K 0.09% NEW $95.92 +0.4%
251 DD DUPONT DE NEMOURS INC Basic Materials 6,722.0 $270K 0.09% +811.0 +13.7% $40.20 +19.7%
252 TGT TARGET CORP Consumer Defensive 2,752.0 $269K 0.09% NEW $97.75 +28.5%
253 DAYFORCE INC 3,873.0 $268K 0.09% NEW $69.16
254 VMI VALMONT INDS INC Industrials 664.0 $267K 0.09% NEW $402.32 +27.6%
255 CNH INDL N V 28,964.0 $267K 0.09% NEW $9.22
256 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,954.0 $266K 0.09% NEW $44.69 +6.9%
257 MTZ MASTEC INC Industrials 1,218.0 $265K 0.09% $217.37 +75.8%
258 VLTO VERALTO CORP Industrials 2,632.0 $263K 0.09% -1K -35.5% $99.78 -13.0%
259 HAL HALLIBURTON CO Energy 9,272.0 $262K 0.09% NEW $28.26 +46.7%
260 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 2,583.0 $262K 0.09% +649.0 +33.6% $101.40 -33.2%
Page 13 of 16  ·  311 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 17.8%
Healthcare 10.9%
Communication Services 10.8%
Industrials 10.7%
Consumer Cyclical 10.7%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.5%
Basic Materials 1.9%