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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 14 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LOW LOWES COS INC Consumer Cyclical 1,086.0 $262K 0.09% NEW $241.16 -10.8%
262 NDAQ NASDAQ INC Financial Services 2,649.0 $257K 0.08% -5K -67.3% $97.13 -6.3%
263 SHOP SHOPIFY INC Technology 1,598.0 $257K 0.08% -620.0 -27.9% $160.97 -36.0%
264 KMI KINDER MORGAN INC DEL Energy 9,117.0 $251K 0.08% -32K -77.9% $27.49 +22.9%
265 EVR EVERCORE INC Financial Services 731.0 $249K 0.08% -429.0 -37.0% $340.25 +1.7%
266 ONTO ONTO INNOVATION INC Technology 1,555.0 $245K 0.08% NEW $157.86 +66.1%
267 RL RALPH LAUREN CORP Consumer Cyclical 692.0 $245K 0.08% NEW $353.61 +6.8%
268 CTA SIMPLIFY EXCHANGE TRADED FUN 8,930.0 $243K 0.08% NEW $27.26 +12.6%
269 PCAR PACCAR INC Industrials 2,220.0 $243K 0.08% NEW $109.51 -0.1%
270 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,655.0 $243K 0.08% -9K -58.7% $36.49 +5.2%
271 RPM RPM INTL INC Basic Materials 2,332.0 $243K 0.08% NEW $104.00 -3.0%
272 SCI SERVICE CORP INTL Consumer Cyclical 3,095.0 $241K 0.08% +49.0 +1.6% $77.97 -0.7%
273 KEY KEYCORP Financial Services 11,634.0 $240K 0.08% NEW $20.64 +4.5%
274 LEIDOS HOLDINGS INC 1,328.0 $240K 0.08% $180.40
275 WCN WASTE CONNECTIONS INC Industrials 1,361.0 $239K 0.08% NEW $175.36 -11.2%
276 IEX IDEX CORP Industrials 1,331.0 $237K 0.08% NEW $177.94 +17.3%
277 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,320.0 $236K 0.08% NEW $44.34 +8.0%
278 ZS ZSCALER INC Technology 1,048.0 $236K 0.08% -2K -68.1% $224.92 -24.0%
279 MHK MOHAWK INDS INC Consumer Cyclical 2,151.0 $235K 0.08% -489.0 -18.5% $109.30 -6.3%
280 RBC RBC BEARINGS INC Industrials 520.0 $233K 0.08% NEW $448.43 +24.9%
Page 14 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%