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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 8 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSCO CISCO SYS INC Technology 6,652.0 $512K 0.17% +637.0 +10.6% $77.03 +53.3%
142 AMT AMERICAN TOWER CORP NEW Real Estate 2,895.0 $508K 0.17% NEW $175.57 +5.4%
143 PINS PINTEREST INC Communication Services 19,591.0 $507K 0.16% +6K +39.1% $25.89 -25.2%
144 V VISA INC Financial Services 1,441.0 $505K 0.16% +35.0 +2.5% $350.71 -7.1%
145 HUBS HUBSPOT INC Technology 1,248.0 $501K 0.16% +633.0 +102.9% $401.30 -50.4%
146 PYPL PAYPAL HLDGS INC Financial Services 8,521.0 $497K 0.16% NEW $58.38 -24.4%
147 NYT NEW YORK TIMES CO Communication Services 7,112.0 $494K 0.16% -79.0 -1.1% $69.42 +6.8%
148 AFL AFLAC INC Financial Services 4,430.0 $488K 0.16% +184.0 +4.3% $110.27 +6.3%
149 JHG JANUS HENDERSON GROUP PLC Financial Services 10,262.0 $488K 0.16% +2K +26.2% $47.57 +8.9%
150 IQVIA HLDGS INC 2,156.0 $486K 0.16% +952.0 +79.1% $225.41
151 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,237.0 $478K 0.15% $76.67 +13.4%
152 OTIS OTIS WORLDWIDE CORP Industrials 5,468.0 $478K 0.15% +3K +117.8% $87.35 -17.1%
153 MTG MGIC INVT CORP WIS Financial Services 16,230.0 $474K 0.15% +7K +78.7% $29.22 -11.1%
154 BIIB BIOGEN INC Healthcare 2,667.0 $469K 0.15% +187.0 +7.5% $175.99 +10.2%
155 AR ANTERO RESOURCES CORP Energy 13,578.0 $468K 0.15% -1K -7.1% $34.46 +7.2%
156 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,173.0 $466K 0.15% -499.0 -29.8% $397.65 -25.2%
157 JLL JONES LANG LASALLE INC Real Estate 1,379.0 $464K 0.15% NEW $336.47 -12.9%
158 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,430.0 $460K 0.15% NEW $37.00 -12.9%
159 VRSN VERISIGN INC Technology 1,849.0 $449K 0.15% -2K -53.8% $242.95 +27.8%
160 EXPAND ENERGY CORPORATION 4,057.0 $448K 0.14% NEW $110.36
Page 8 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%