Caerus Investment Advisors
Latest statistics and disclosures from Caerus Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, XYLD, SPY, QYLD, GOOG, and represent 26.56% of Caerus Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, PLTR, MSFT, VOO, AAPL, PG, PNC, INTC, PEP, CB.
- Started 236 new stock positions in GD, CVX, CVS, TPR, MGM, INTC, LVS, SCHW, AWI, SSB.
- Reduced shares in these 5 stocks: GOOG (-$5.6M), BUCK, AXP, JEPI, ODFL.
- Caerus Investment Advisors was a net buyer of stock by $129M.
- Caerus Investment Advisors has $245M in assets under management (AUM), dropping by 133.09%.
- Central Index Key (CIK): 0001862682
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Portfolio Holdings for Caerus Investment Advisors
Caerus Investment Advisors holds 269 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.9 | $19M | +9% | 32k | 612.38 |
|
| Global X Fds S&p 500 Covered (XYLD) | 5.1 | $13M | 319k | 39.26 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $12M | +5% | 18k | 666.18 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 4.6 | $11M | +7% | 658k | 17.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $10M | -35% | 42k | 243.55 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $7.4M | 31k | 241.96 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.9 | $7.1M | 76k | 93.37 |
|
|
| NVIDIA Corporation (NVDA) | 2.5 | $6.0M | +265% | 32k | 186.58 |
|
| Apple (AAPL) | 2.3 | $5.6M | +38% | 22k | 254.63 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.0 | $4.9M | 126k | 38.57 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.4 | $3.5M | -8% | 61k | 57.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.2M | +17% | 13k | 243.10 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 1.3 | $3.2M | 44k | 72.44 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $3.2M | +150% | 6.1k | 517.99 |
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $2.6M | NEW | 15k | 182.42 |
|
| Ishares Tr Select Divid Etf (DVY) | 1.1 | $2.6M | 18k | 142.10 |
|
|
| Amazon (AMZN) | 0.9 | $2.2M | +103% | 9.8k | 219.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.6M | +141% | 3.2k | 502.74 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.5M | NEW | 9.8k | 153.65 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.4M | +5% | 25k | 57.52 |
|
| PNC Financial Services (PNC) | 0.6 | $1.4M | NEW | 7.0k | 200.93 |
|
| Intel Corporation (INTC) | 0.6 | $1.4M | NEW | 41k | 33.55 |
|
| Pepsi (PEP) | 0.6 | $1.4M | NEW | 9.8k | 140.44 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.4M | +282% | 1.9k | 734.38 |
|
| Chubb (CB) | 0.5 | $1.3M | NEW | 4.7k | 282.25 |
|
| Merck & Co (MRK) | 0.5 | $1.3M | NEW | 16k | 83.93 |
|
| Tesla Motors (TSLA) | 0.5 | $1.3M | NEW | 2.9k | 444.72 |
|
| Roblox Corp Cl A (RBLX) | 0.5 | $1.3M | NEW | 9.2k | 138.52 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.3M | NEW | 3.6k | 352.75 |
|
| PG&E Corporation (PCG) | 0.5 | $1.2M | NEW | 81k | 15.08 |
|
| Kinder Morgan (KMI) | 0.5 | $1.2M | NEW | 41k | 28.31 |
|
| Ge Aerospace Com New (GE) | 0.5 | $1.1M | NEW | 3.8k | 300.82 |
|
| Verisign (VRSN) | 0.5 | $1.1M | NEW | 4.0k | 279.57 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.1M | NEW | 3.2k | 341.00 |
|
| Expedia Group Com New (EXPE) | 0.4 | $1.1M | NEW | 5.1k | 213.75 |
|
| Airbnb Com Cl A (ABNB) | 0.4 | $1.1M | NEW | 8.9k | 121.42 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.1M | NEW | 8.0k | 133.90 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.4 | $1.0M | -26% | 43k | 23.85 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.0M | NEW | 9.7k | 103.06 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $994k | NEW | 3.3k | 297.91 |
|
| Zscaler Incorporated (ZS) | 0.4 | $985k | NEW | 3.3k | 299.66 |
|
| Broadcom (AVGO) | 0.4 | $982k | NEW | 3.0k | 329.86 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $971k | NEW | 2.7k | 355.47 |
|
| Zoom Communications Cl A (ZM) | 0.4 | $921k | NEW | 11k | 82.50 |
|
| FedEx Corporation (FDX) | 0.4 | $908k | NEW | 3.9k | 235.81 |
|
| Capital One Financial (COF) | 0.4 | $895k | NEW | 4.2k | 212.58 |
|
| Edison International (EIX) | 0.4 | $887k | NEW | 16k | 55.28 |
|
| American Electric Power Company (AEP) | 0.4 | $882k | NEW | 7.8k | 112.50 |
|
| Nutanix Cl A (NTNX) | 0.3 | $855k | NEW | 12k | 74.39 |
|
| Technipfmc (FTI) | 0.3 | $845k | NEW | 21k | 39.45 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $824k | +130% | 2.6k | 315.41 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $821k | NEW | 4.6k | 178.14 |
|
| Medpace Hldgs (MEDP) | 0.3 | $811k | NEW | 1.6k | 514.16 |
|
| General Motors Company (GM) | 0.3 | $792k | NEW | 13k | 60.97 |
|
| J.B. Hunt Transport Services (JBHT) | 0.3 | $786k | NEW | 5.9k | 134.17 |
|
| Chevron Corporation (CVX) | 0.3 | $783k | NEW | 5.0k | 155.29 |
|
| Bank of America Corporation (BAC) | 0.3 | $782k | NEW | 15k | 51.59 |
|
| Metropcs Communications (TMUS) | 0.3 | $780k | +207% | 3.3k | 239.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $777k | NEW | 1.4k | 568.81 |
|
| Comfort Systems USA (FIX) | 0.3 | $767k | NEW | 929.00 | 825.18 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $762k | NEW | 1.7k | 456.00 |
|
| Phillips 66 (PSX) | 0.3 | $753k | NEW | 5.5k | 136.02 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $747k | NEW | 1.3k | 562.27 |
|
| Best Buy (BBY) | 0.3 | $744k | NEW | 9.8k | 75.62 |
|
| Advisorshares Tr Insider Advanta (SURE) | 0.3 | $733k | 5.9k | 123.73 |
|
|
| Everest Re Group (EG) | 0.3 | $732k | NEW | 2.1k | 350.23 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $716k | NEW | 8.1k | 88.45 |
|
| Mosaic (MOS) | 0.3 | $712k | NEW | 21k | 34.68 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.3 | $710k | NEW | 20k | 36.16 |
|
| AutoZone (AZO) | 0.3 | $704k | NEW | 164.00 | 4290.24 |
|
| Draftkings Com Cl A (DKNG) | 0.3 | $697k | NEW | 19k | 37.40 |
|
| BorgWarner (BWA) | 0.3 | $681k | NEW | 16k | 43.96 |
|
| Lyft Cl A Com (LYFT) | 0.3 | $679k | NEW | 31k | 22.01 |
|
| Pinnacle Financial Partners (PNFP) | 0.3 | $675k | NEW | 7.2k | 93.79 |
|
| Neurocrine Biosciences (NBIX) | 0.3 | $664k | NEW | 4.7k | 140.38 |
|
| Incyte Corporation (INCY) | 0.3 | $663k | NEW | 7.8k | 84.81 |
|
| Citigroup Com New (C) | 0.3 | $662k | NEW | 6.5k | 101.50 |
|
| Williams Companies (WMB) | 0.3 | $659k | NEW | 10k | 63.35 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $655k | NEW | 5.3k | 123.75 |
|
| TJX Companies (TJX) | 0.3 | $654k | NEW | 4.5k | 144.54 |
|
| Ge Vernova (GEV) | 0.3 | $652k | NEW | 1.1k | 614.90 |
|
| Match Group (MTCH) | 0.3 | $652k | NEW | 19k | 35.32 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $640k | NEW | 2.6k | 246.60 |
|
| Medtronic SHS (MDT) | 0.3 | $636k | NEW | 6.7k | 95.24 |
|
| Encana Corporation (OVV) | 0.3 | $629k | NEW | 16k | 40.38 |
|
| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 0.3 | $628k | NEW | 17k | 37.17 |
|
| Devon Energy Corporation (DVN) | 0.3 | $623k | NEW | 18k | 35.06 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $621k | NEW | 14k | 45.10 |
|
| Roku Com Cl A (ROKU) | 0.3 | $615k | NEW | 6.1k | 100.13 |
|
| Brown & Brown (BRO) | 0.2 | $610k | NEW | 6.5k | 93.79 |
|
| Dollar General (DG) | 0.2 | $593k | NEW | 5.7k | 103.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $589k | NEW | 1.8k | 328.23 |
|
| UnitedHealth (UNH) | 0.2 | $576k | NEW | 1.7k | 345.30 |
|
| Dell Technologies CL C (DELL) | 0.2 | $576k | NEW | 4.1k | 141.77 |
|
| Tapestry (TPR) | 0.2 | $572k | NEW | 5.1k | 113.22 |
|
| Adt (ADT) | 0.2 | $569k | NEW | 65k | 8.71 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $561k | NEW | 6.7k | 84.31 |
|
| MGM Resorts International. (MGM) | 0.2 | $558k | NEW | 16k | 34.66 |
|
| Garmin SHS (GRMN) | 0.2 | $557k | NEW | 2.3k | 246.22 |
|
| Netflix (NFLX) | 0.2 | $556k | +65% | 464.00 | 1198.92 |
|
| Home Depot (HD) | 0.2 | $552k | NEW | 1.4k | 405.19 |
|
| Mueller Industries (MLI) | 0.2 | $551k | NEW | 5.5k | 101.11 |
|
| Manhattan Associates (MANH) | 0.2 | $545k | NEW | 2.7k | 204.98 |
|
| Oracle Corporation (ORCL) | 0.2 | $542k | NEW | 1.9k | 281.24 |
|
| BioMarin Pharmaceutical (BMRN) | 0.2 | $539k | NEW | 10k | 54.16 |
|
| Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 0.2 | $538k | NEW | 9.6k | 56.25 |
|
| Dover Corporation (DOV) | 0.2 | $536k | NEW | 3.2k | 166.83 |
|
| Steris Shs Usd (STE) | 0.2 | $531k | NEW | 2.1k | 247.44 |
|
| Range Resources (RRC) | 0.2 | $513k | NEW | 14k | 37.64 |
|
| Tyson Foods Cl A (TSN) | 0.2 | $511k | NEW | 9.4k | 54.30 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $508k | NEW | 5.1k | 99.95 |
|
| Elastic N V Ord Shs (ESTC) | 0.2 | $500k | NEW | 5.9k | 84.49 |
|
| Cummins (CMI) | 0.2 | $497k | NEW | 1.2k | 422.37 |
|
| Antero Res (AR) | 0.2 | $490k | NEW | 15k | 33.56 |
|
| NewMarket Corporation (NEU) | 0.2 | $490k | NEW | 592.00 | 828.21 |
|
| Ventas (VTR) | 0.2 | $490k | NEW | 7.0k | 69.99 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $482k | NEW | 2.1k | 225.55 |
|
| Molina Healthcare (MOH) | 0.2 | $482k | NEW | 2.5k | 191.36 |
|
| Visa Com Cl A (V) | 0.2 | $480k | +9% | 1.4k | 341.38 |
|
| Teleflex Incorporated (TFX) | 0.2 | $477k | NEW | 3.9k | 122.36 |
|
| Ametek (AME) | 0.2 | $476k | NEW | 2.5k | 188.00 |
|
| Ross Stores (ROST) | 0.2 | $476k | NEW | 3.1k | 152.39 |
|
| Johnson & Johnson (JNJ) | 0.2 | $475k | NEW | 2.6k | 185.42 |
|
| AFLAC Incorporated (AFL) | 0.2 | $474k | NEW | 4.2k | 111.70 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $464k | NEW | 3.2k | 145.71 |
|
| Micron Technology (MU) | 0.2 | $462k | NEW | 2.8k | 167.32 |
|
| Dupont De Nemours (DD) | 0.2 | $461k | NEW | 5.9k | 77.90 |
|
| Pinterest Cl A (PINS) | 0.2 | $453k | NEW | 14k | 32.17 |
|
| Copart (CPRT) | 0.2 | $453k | NEW | 10k | 44.97 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $452k | NEW | 2.8k | 159.70 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $449k | +85% | 4.0k | 112.75 |
|
| Verizon Communications (VZ) | 0.2 | $442k | NEW | 10k | 43.95 |
|
| Popular Com New (BPOP) | 0.2 | $437k | NEW | 3.4k | 127.01 |
|
| Veralto Corp Com Shs (VLTO) | 0.2 | $435k | NEW | 4.1k | 106.61 |
|
| salesforce (CRM) | 0.2 | $434k | NEW | 1.8k | 237.00 |
|
| Extra Space Storage (EXR) | 0.2 | $432k | NEW | 3.1k | 140.94 |
|
| Packaging Corporation of America (PKG) | 0.2 | $431k | NEW | 2.0k | 217.93 |
|
| Fidelity National Financial Com Shs (FNF) | 0.2 | $425k | NEW | 7.0k | 60.49 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $425k | NEW | 1.8k | 234.98 |
|
| Monster Beverage Corp (MNST) | 0.2 | $419k | NEW | 6.2k | 67.31 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $418k | NEW | 4.4k | 95.47 |
|
| Duolingo Cl A Com (DUOL) | 0.2 | $417k | NEW | 1.3k | 321.84 |
|
| Wec Energy Group (WEC) | 0.2 | $414k | NEW | 3.6k | 114.59 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $414k | NEW | 5.5k | 75.39 |
|
| New York Times Cl A (NYT) | 0.2 | $413k | NEW | 7.2k | 57.40 |
|
| Southstate Bk Corp (SSB) | 0.2 | $412k | NEW | 4.2k | 98.87 |
|
| Cisco Systems (CSCO) | 0.2 | $412k | NEW | 6.0k | 68.42 |
|
| Toro Company (TTC) | 0.2 | $402k | NEW | 5.3k | 76.20 |
|
| Zoetis Cl A (ZTS) | 0.2 | $399k | NEW | 2.7k | 146.32 |
|
| Emcor (EME) | 0.2 | $399k | NEW | 614.00 | 649.54 |
|
| Linde SHS (LIN) | 0.2 | $395k | NEW | 831.00 | 475.00 |
|
| Evercore Class A (EVR) | 0.2 | $391k | NEW | 1.2k | 337.32 |
|
| Altria (MO) | 0.2 | $387k | NEW | 5.9k | 66.06 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $382k | +17% | 2.1k | 178.73 |
|
| Hp (HPQ) | 0.2 | $377k | NEW | 14k | 27.23 |
|
| Natera (NTRA) | 0.2 | $375k | NEW | 2.3k | 160.97 |
|
| NetApp (NTAP) | 0.2 | $374k | NEW | 3.2k | 118.46 |
|
| Danaher Corporation (DHR) | 0.2 | $372k | NEW | 1.9k | 198.26 |
|
| Western Digital (WDC) | 0.2 | $371k | NEW | 3.1k | 120.06 |
|
| National Fuel Gas (NFG) | 0.2 | $370k | NEW | 4.0k | 92.37 |
|
| Becton, Dickinson and (BDX) | 0.1 | $367k | NEW | 2.0k | 187.17 |
|
| Simon Property (SPG) | 0.1 | $363k | NEW | 1.9k | 187.67 |
|
| Advanced Micro Devices (AMD) | 0.1 | $362k | NEW | 2.2k | 161.79 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $362k | NEW | 8.1k | 44.51 |
|
| Old Republic International Corporation (ORI) | 0.1 | $358k | NEW | 8.4k | 42.47 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $355k | NEW | 383.00 | 925.63 |
|
| Centene Corporation (CNC) | 0.1 | $350k | NEW | 9.8k | 35.68 |
|
| Armstrong World Industries (AWI) | 0.1 | $349k | NEW | 1.8k | 196.01 |
|
| D.R. Horton (DHI) | 0.1 | $348k | NEW | 2.1k | 169.47 |
|
| Chewy Cl A (CHWY) | 0.1 | $348k | NEW | 8.6k | 40.45 |
|
| Biogen Idec (BIIB) | 0.1 | $347k | NEW | 2.5k | 140.08 |
|
| MetLife (MET) | 0.1 | $346k | NEW | 4.2k | 82.37 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $346k | NEW | 1.7k | 203.04 |
|
| Regions Financial Corporation (RF) | 0.1 | $344k | NEW | 13k | 26.37 |
|
| Analog Devices (ADI) | 0.1 | $343k | NEW | 1.4k | 245.70 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $342k | NEW | 1.2k | 287.91 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $342k | NEW | 2.0k | 174.25 |
|
| Mohawk Industries (MHK) | 0.1 | $340k | NEW | 2.6k | 128.92 |
|
| Msci (MSCI) | 0.1 | $336k | NEW | 592.00 | 567.41 |
|
| Citizens Financial (CFG) | 0.1 | $335k | NEW | 6.3k | 53.16 |
|
| Akamai Technologies (AKAM) | 0.1 | $333k | NEW | 4.4k | 75.76 |
|
| American Express Company (AXP) | 0.1 | $332k | -50% | 1.0k | 332.16 |
|
| Equinix (EQIX) | 0.1 | $331k | NEW | 423.00 | 783.24 |
|
| Travelers Companies (TRV) | 0.1 | $331k | NEW | 1.2k | 279.22 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $330k | 2.2k | 148.61 |
|
|
| Fiserv (FI) | 0.1 | $327k | NEW | 2.5k | 128.93 |
|
| Edwards Lifesciences (EW) | 0.1 | $325k | NEW | 4.2k | 77.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $320k | NEW | 5.3k | 59.92 |
|
| Genpact SHS (G) | 0.1 | $317k | NEW | 7.6k | 41.89 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $312k | NEW | 2.1k | 145.67 |
|
| Illumina (ILMN) | 0.1 | $311k | NEW | 3.3k | 94.97 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $311k | NEW | 7.2k | 42.96 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $309k | NEW | 2.1k | 150.86 |
|
| Sandisk Corp (SNDK) | 0.1 | $308k | NEW | 2.7k | 112.20 |
|
| Hasbro (HAS) | 0.1 | $304k | NEW | 4.0k | 75.85 |
|
| Progressive Corporation (PGR) | 0.1 | $301k | NEW | 1.2k | 246.95 |
|
| Palo Alto Networks (PANW) | 0.1 | $299k | NEW | 1.5k | 203.62 |
|
| Pilgrim's Pride Corporation (PPC) | 0.1 | $296k | NEW | 7.3k | 40.72 |
|
| Synovus Finl Corp Com New (SNV) | 0.1 | $292k | NEW | 6.0k | 49.08 |
|
| International Business Machines (IBM) | 0.1 | $289k | NEW | 1.0k | 282.04 |
|
| Hubspot (HUBS) | 0.1 | $288k | NEW | 615.00 | 467.80 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $285k | 1.3k | 215.79 |
|
|
| Philip Morris International (PM) | 0.1 | $284k | NEW | 1.8k | 162.20 |
|
| Public Storage (PSA) | 0.1 | $278k | NEW | 963.00 | 288.85 |
|
| National Retail Properties (NNN) | 0.1 | $273k | NEW | 6.4k | 42.57 |
|
| Union Pacific Corporation (UNP) | 0.1 | $270k | NEW | 1.1k | 236.37 |
|
| Confluent Class A Com (CFLT) | 0.1 | $270k | NEW | 14k | 19.80 |
|
| Robert Half International (RHI) | 0.1 | $269k | NEW | 7.9k | 33.98 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $268k | NEW | 1.2k | 224.58 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $264k | NEW | 1.8k | 143.18 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $263k | NEW | 10k | 26.30 |
|
| CRH Ord (CRH) | 0.1 | $263k | NEW | 2.2k | 119.90 |
|
| Trex Company (TREX) | 0.1 | $262k | NEW | 5.1k | 51.67 |
|
| ExlService Holdings (EXLS) | 0.1 | $261k | NEW | 5.9k | 44.03 |
|
| Curtiss-Wright (CW) | 0.1 | $261k | NEW | 481.00 | 542.94 |
|
| Intuit (INTU) | 0.1 | $261k | NEW | 382.00 | 682.91 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $258k | NEW | 23k | 11.39 |
|
| MasTec (MTZ) | 0.1 | $258k | NEW | 1.2k | 212.81 |
|
| Caci Intl Cl A (CACI) | 0.1 | $258k | NEW | 517.00 | 498.78 |
|
| MGIC Investment (MTG) | 0.1 | $258k | NEW | 9.1k | 28.37 |
|
| Gap (GAP) | 0.1 | $257k | NEW | 12k | 21.39 |
|
| Host Hotels & Resorts (HST) | 0.1 | $256k | NEW | 15k | 17.02 |
|
| West Pharmaceutical Services (WST) | 0.1 | $256k | NEW | 975.00 | 262.33 |
|
| Service Corporation International (SCI) | 0.1 | $254k | NEW | 3.0k | 83.22 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $254k | NEW | 3.0k | 84.88 |
|
| Crane Company Common Stock (CR) | 0.1 | $252k | NEW | 1.4k | 184.14 |
|
| Ingredion Incorporated (INGR) | 0.1 | $252k | NEW | 2.1k | 122.11 |
|
| Leidos Holdings (LDOS) | 0.1 | $251k | NEW | 1.3k | 188.96 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $249k | NEW | 2.5k | 101.31 |
|
| Paylocity Holding Corporation (PCTY) | 0.1 | $249k | NEW | 1.6k | 159.27 |
|
| Guidewire Software (GWRE) | 0.1 | $248k | NEW | 1.1k | 229.86 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $247k | NEW | 2.5k | 97.63 |
|
| Invesco SHS (IVZ) | 0.1 | $247k | NEW | 11k | 22.94 |
|
| Pentair SHS (PNR) | 0.1 | $247k | NEW | 2.2k | 110.76 |
|
| Workday Cl A (WDAY) | 0.1 | $244k | NEW | 1.0k | 240.73 |
|
| News Corp Cl A (NWSA) | 0.1 | $243k | NEW | 7.9k | 30.71 |
|
| Carvana Cl A (CVNA) | 0.1 | $243k | 643.00 | 377.24 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $242k | NEW | 2.2k | 108.96 |
|
| Axalta Coating Sys (AXTA) | 0.1 | $239k | NEW | 8.3k | 28.62 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $236k | 1.7k | 140.78 |
|
|
| Rubrik Cl A (RBRK) | 0.1 | $235k | NEW | 2.9k | 82.25 |
|
| Air Lease Corp Cl A (AL) | 0.1 | $232k | NEW | 3.7k | 63.65 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $230k | NEW | 2.5k | 91.43 |
|
| Iqvia Holdings (IQV) | 0.1 | $229k | NEW | 1.2k | 189.94 |
|
| Arrow Electronics (ARW) | 0.1 | $227k | NEW | 1.9k | 121.00 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $226k | NEW | 1.1k | 214.59 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $224k | 1.6k | 140.05 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $221k | NEW | 290.00 | 763.00 |
|
| Las Vegas Sands (LVS) | 0.1 | $220k | NEW | 4.1k | 53.79 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $220k | NEW | 2.6k | 83.81 |
|
| Doordash Cl A (DASH) | 0.1 | $216k | NEW | 793.00 | 271.99 |
|
| Boston Beer Cl A (SAM) | 0.1 | $215k | NEW | 1.0k | 211.42 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $214k | NEW | 908.00 | 235.83 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $211k | NEW | 1.0k | 209.26 |
|
| Crocs (CROX) | 0.1 | $211k | NEW | 2.5k | 83.55 |
|
| Gartner (IT) | 0.1 | $210k | NEW | 800.00 | 262.87 |
|
| Corteva (CTVA) | 0.1 | $210k | NEW | 3.1k | 67.63 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $210k | NEW | 1.9k | 108.57 |
|
| Murphy Usa (MUSA) | 0.1 | $204k | NEW | 525.00 | 388.26 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $203k | NEW | 739.00 | 275.11 |
|
| Flowserve Corporation (FLS) | 0.1 | $203k | NEW | 3.8k | 53.14 |
|
| Essential Utils (WTRG) | 0.1 | $203k | NEW | 5.1k | 39.90 |
|
| Amkor Technology (AMKR) | 0.1 | $202k | NEW | 7.1k | 28.40 |
|
| Owens Corning (OC) | 0.1 | $202k | NEW | 1.4k | 141.46 |
|
| Dentsply Sirona (XRAY) | 0.1 | $153k | NEW | 12k | 12.69 |
|
| DV (DV) | 0.1 | $136k | NEW | 11k | 11.98 |
|
| Liberty Global Com Cl A (LBTYA) | 0.0 | $121k | NEW | 11k | 11.46 |
|
| Huntsman Corporation (HUN) | 0.0 | $116k | NEW | 13k | 8.98 |
|
| Medical Properties Trust (MPW) | 0.0 | $109k | NEW | 21k | 5.07 |
|
Past Filings by Caerus Investment Advisors
SEC 13F filings are viewable for Caerus Investment Advisors going back to 2021
- Caerus Investment Advisors 2025 Q3 filed Nov. 20, 2025
- Caerus Investment Advisors 2025 Q2 filed Aug. 14, 2025
- Caerus Investment Advisors 2025 Q1 filed April 29, 2025
- Caerus Investment Advisors 2024 Q4 filed Feb. 14, 2025
- Caerus Investment Advisors 2024 Q3 filed Nov. 14, 2024
- Caerus Investment Advisors 2024 Q2 filed Aug. 14, 2024
- Caerus Investment Advisors 2024 Q1 filed April 18, 2024
- Caerus Investment Advisors 2023 Q4 filed Jan. 19, 2024
- Caerus Investment Advisors 2023 Q3 filed Oct. 26, 2023
- Caerus Investment Advisors 2023 Q2 filed Aug. 14, 2023
- Caerus Investment Advisors 2023 Q1 filed May 10, 2023
- Caerus Investment Advisors 2022 Q4 filed Feb. 14, 2023
- Caerus Investment Advisors 2022 Q3 filed Nov. 4, 2022
- Caerus Investment Advisors 2022 Q2 filed July 18, 2022
- Caerus Investment Advisors 2022 Q1 filed May 13, 2022
- Caerus Investment Advisors 2021 Q4 filed Feb. 10, 2022