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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 4 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKNG BOOKING HOLDINGS INC Consumer Cyclical 188.0 $1.0M 0.33% NEW $5355.33 -97.0%
62 GM GENERAL MTRS CO Consumer Cyclical 12,110.0 $985K 0.32% -875.0 -6.7% $81.32 -3.1%
63 BBY BEST BUY INC Consumer Cyclical 14,461.0 $968K 0.31% +5K +46.9% $66.93 -7.9%
64 FCX FREEPORT-MCMORAN INC Basic Materials 19,009.0 $965K 0.31% NEW $50.79 +22.1%
65 NTRA NATERA INC Healthcare 4,154.0 $952K 0.31% +2K +78.3% $229.09 -11.3%
66 VTR VENTAS INC Real Estate 12,028.0 $931K 0.30% +5K +72.0% $77.38 +14.0%
67 ADBE ADOBE INC Technology 2,657.0 $930K 0.30% -935.0 -26.0% $349.99 -30.1%
68 BAC BANK AMERICA CORP Financial Services 16,826.0 $925K 0.30% +2K +11.0% $55.00 -5.8%
69 C CITIGROUP INC Financial Services 7,849.0 $916K 0.30% +1K +20.4% $116.69 +7.2%
70 AEP AMERICAN ELEC PWR CO INC Utilities 7,845.0 $905K 0.29% $115.31 +14.1%
71 FORTINET INC 11,255.0 $894K 0.29% NEW $79.41
72 INCY INCYTE CORP Healthcare 9,026.0 $891K 0.29% +1K +15.5% $98.77 -1.6%
73 STE STERIS PLC Healthcare 3,391.0 $860K 0.28% +1K +58.2% $253.52 -14.6%
74 IT GARTNER INC Technology 3,371.0 $850K 0.28% +3K +321.4% $252.28 -36.6%
75 LMT LOCKHEED MARTIN CORP Industrials 1,753.0 $848K 0.28% NEW $483.67 +10.2%
76 WDC WESTERN DIGITAL CORP Technology 4,596.0 $792K 0.26% +2K +48.9% $172.27 +181.1%
77 EXEL EXELIXIS INC Healthcare 17,638.0 $773K 0.25% NEW $43.83 +14.4%
78 MKTX MARKETAXESS HLDGS INC Financial Services 4,263.0 $773K 0.25% +2K +117.1% $181.25 -24.3%
79 PNC PNC FINL SVCS GROUP INC Financial Services 3,698.0 $772K 0.25% -3K -47.2% $208.73 +5.0%
80 UPS UNITED PARCEL SERVICE INC Industrials 7,733.0 $767K 0.25% NEW $99.19 +1.8%
Page 4 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%