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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 7 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTWO VANGUARD SCOTTSDALE FDS 5,841.0 $581K 0.19% NEW $99.52 +17.9%
122 EXACT SCIENCES CORP 5,638.0 $573K 0.18% NEW $101.56
123 FDS FACTSET RESH SYS INC Financial Services 1,973.0 $573K 0.18% NEW $290.19 -20.4%
124 PM PHILIP MORRIS INTL INC Consumer Defensive 3,474.0 $557K 0.18% +2K +98.3% $160.40 +13.2%
125 CFG CITIZENS FINL GROUP INC Financial Services 9,516.0 $556K 0.18% +3K +50.9% $58.41 +9.0%
126 CIEN CIENA CORP Technology 2,357.0 $551K 0.18% +215.0 +10.0% $233.87 +157.6%
127 GDDY GODADDY INC Technology 4,431.0 $550K 0.18% NEW $124.08 -28.3%
128 ARMK ARAMARK Industrials 14,911.0 $550K 0.18% NEW $36.86 +41.8%
129 USB US BANCORP DEL Financial Services 10,255.0 $547K 0.18% NEW $53.36 +3.5%
130 BDX BECTON DICKINSON & CO Healthcare 2,800.0 $543K 0.18% +841.0 +42.9% $194.07 -23.9%
131 NTRS NORTHERN TR CORP Financial Services 3,974.0 $543K 0.18% NEW $136.59 +24.5%
132 VIKING HOLDINGS LTD 7,582.0 $541K 0.17% NEW $71.41
133 MFUS PIMCO EQUITY SER 9,560.0 $541K 0.17% $56.61 +14.6%
134 FRT FEDERAL RLTY INVT TR NEW Real Estate 5,348.0 $539K 0.17% +3K +117.5% $100.80 +19.2%
135 NOW SERVICENOW INC Technology 3,515.0 $538K 0.17% NEW $153.19 -34.8%
136 EQIX EQUINIX INC Real Estate 701.0 $537K 0.17% +278.0 +65.7% $766.16 +40.7%
137 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,093.0 $528K 0.17% NEW $103.67 +7.5%
138 AMD ADVANCED MICRO DEVICES INC Technology 2,430.0 $520K 0.17% +193.0 +8.6% $214.16 +135.3%
139 XOM EXXON MOBIL CORP Energy 4,304.0 $518K 0.17% +318.0 +8.0% $120.33 +24.5%
140 DAL DELTA AIR LINES INC DEL Industrials 7,434.0 $516K 0.17% NEW $69.40 +14.4%
Page 7 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%