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Asset Manager ← All Institutions

Caerus Investment Advisors, LLC

Q1 2026 · Filed 2026-02-12
Market Value
$0
-100.0%
Holdings
306
-58
New Purchases
0
Added To
0
Closed
306
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $0 0%
Large Cap 207 $0 0%
Mid Cap 45 $0 0%
Small Cap 6 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$198.4B
Median Market Cap
$28.8B
Avg P/E
33.3
Median P/E
22.1
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
273
# ETFs / Funds
33

Top Holdings (306 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVS —% -$442K -5,565 -100.0% SOLD
2 ESTC —% -$692K -9,173 -100.0% SOLD
3 BDX —% -$543K -2,800 -100.0% SOLD
4 AMP —% -$723K -1,474 -100.0% SOLD
5 ACN —% -$1M -4,282 -100.0% SOLD
6 CB —% -$2M -6,309 -100.0% SOLD
7 AR —% -$468K -13,578 -100.0% SOLD
8 ARMK —% -$550K -14,911 -100.0% SOLD
9 DECK —% -$528K -5,093 -100.0% SOLD
10 FDX —% -$1M -5,115 -100.0% SOLD
11 OC —% -$219K -1,953 -100.0% SOLD
12 BFAM —% -$262K -2,583 -100.0% SOLD
13 RBC —% -$233K -520 -100.0% SOLD
14 HII —% -$589K -1,732 -100.0% SOLD
15 PB —% -$281K -4,060 -100.0% SOLD
16 AA —% -$387K -7,286 -100.0% SOLD
17 NOW —% -$538K -3,515 -100.0% SOLD
18 BMY —% -$2M -33,882 -100.0% SOLD
19 XOM —% -$518K -4,304 -100.0% SOLD
20 ATI —% -$283K -2,469 -100.0% SOLD
21 CFG —% -$556K -9,516 -100.0% SOLD
22 AMT —% -$508K -2,895 -100.0% SOLD
23 CMG —% -$460K -12,430 -100.0% SOLD
24 PSX —% -$1M -8,148 -100.0% SOLD
25 IVZ —% -$350K -13,305 -100.0% SOLD
26 FRT —% -$539K -5,348 -100.0% SOLD
27 IQV —% -$486K -2,156 -100.0% SOLD
28 AXTA —% -$407K -12,585 -100.0% SOLD
29 HUBS —% -$501K -1,248 -100.0% SOLD
30 TREX —% -$395K -11,264 -100.0% SOLD
31 ANET —% -$1M -8,636 -100.0% SOLD
32 GE —% -$1M -4,718 -100.0% SOLD
33 SNOW —% -$692K -3,153 -100.0% SOLD
34 MUSA —% -$356K -883 -100.0% SOLD
35 WST —% -$285K -1,035 -100.0% SOLD
36 CHWY —% -$407K -12,312 -100.0% SOLD
37 AFL —% -$488K -4,430 -100.0% SOLD
38 AME —% -$377K -1,838 -100.0% SOLD
39 JHG —% -$488K -10,262 -100.0% SOLD
40 FDS —% -$573K -1,973 -100.0% SOLD
41 OTIS —% -$478K -5,468 -100.0% SOLD
42 GS —% -$280K -319 -100.0% SOLD
43 SON —% -$215K -4,928 -100.0% SOLD
44 HAL —% -$262K -9,272 -100.0% SOLD
45 AXP —% -$370K -1,000 -100.0% SOLD
46 FTI —% -$1M -23,766 -100.0% SOLD
47 CR —% -$273K -1,478 -100.0% SOLD
48 DVN —% -$292K -7,977 -100.0% SOLD
49 EIX —% -$2M -28,494 -100.0% SOLD
50 OMF —% -$228K -3,378 -100.0% SOLD
51 TPR —% -$438K -3,430 -100.0% SOLD
52 DHR —% -$680K -2,971 -100.0% SOLD
53 ECL —% -$295K -1,122 -100.0% SOLD
54 CRM —% -$344K -1,298 -100.0% SOLD
55 MGM —% -$243K -6,655 -100.0% SOLD
56 W —% -$307K -3,053 -100.0% SOLD
57 BBY —% -$968K -14,461 -100.0% SOLD
58 AWI —% -$381K -1,992 -100.0% SOLD
59 RL —% -$245K -692 -100.0% SOLD
60 KEY —% -$240K -11,634 -100.0% SOLD
61 IEX —% -$237K -1,331 -100.0% SOLD
62 VMI —% -$267K -664 -100.0% SOLD
63 KD —% -$277K -10,432 -100.0% SOLD
64 TJX —% -$1M -7,862 -100.0% SOLD
65 LOW —% -$262K -1,086 -100.0% SOLD
66 UPS —% -$767K -7,733 -100.0% SOLD
67 MHK —% -$235K -2,151 -100.0% SOLD
68 MSCI —% -$355K -618 -100.0% SOLD
69 LDOS —% -$240K -1,328 -100.0% SOLD
70 VLTO —% -$263K -2,632 -100.0% SOLD
71 GM —% -$985K -12,110 -100.0% SOLD
72 PFE —% -$365K -14,675 -100.0% SOLD
73 IBM —% -$310K -1,045 -100.0% SOLD
74 GEV —% -$663K -1,015 -100.0% SOLD
75 MTG —% -$474K -16,230 -100.0% SOLD
76 EVR —% -$249K -731 -100.0% SOLD
77 LVS —% -$1M -16,923 -100.0% SOLD
78 HPQ —% -$361K -16,221 -100.0% SOLD
79 MTZ —% -$265K -1,218 -100.0% SOLD
80 PCG —% -$2M -113,647 -100.0% SOLD
81 NNN —% -$317K -8,007 -100.0% SOLD
82 KMX —% -$227K -5,868 -100.0% SOLD
83 DD —% -$270K -6,722 -100.0% SOLD
84 MLI —% -$1M -8,840 -100.0% SOLD
85 PM —% -$557K -3,474 -100.0% SOLD
86 LMT —% -$848K -1,753 -100.0% SOLD
87 CNC —% -$2M -42,597 -100.0% SOLD
88 FNF —% -$332K -6,076 -100.0% SOLD
89 WMB —% -$426K -7,093 -100.0% SOLD
90 TSN —% -$723K -12,326 -100.0% SOLD
91 FIG —% -$9M -235,805 -100.0% SOLD
92 CAT —% -$330K -576 -100.0% SOLD
93 PINS —% -$507K -19,591 -100.0% SOLD
94 BWA —% -$736K -16,324 -100.0% SOLD
95 KMI —% -$251K -9,117 -100.0% SOLD
96 DG —% -$1M -8,881 -100.0% SOLD
97 JPM —% -$737K -2,289 -100.0% SOLD
98 JEF —% -$401K -6,465 -100.0% SOLD
99 JLL —% -$464K -1,379 -100.0% SOLD
100 BAC —% -$925K -16,826 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
NVDA $0 SOLD

Top Puts

SymbolSharesValueStatus
FIG $0 SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ESTC —%
BDX —%
AMP —%
ACN —%
CB —%
AR —%
ARMK —%
DECK —%
FDX —%
OC —%
BFAM —%
JHG —%
CVS —%
PB —%
View SEC EDGAR Filings for Caerus Investment Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms