Institutions / Caerus Investment Advisors, LLC
Caerus Investment Advisors, LLC
CIK 1862682 · Institution · as of Dec 31, 2025
Portfolio value
$299.53M
Positions
309
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 309 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $17.91M | 6.0% |
| Alphabet Inc. | $13.46M | 4.5% |
| SPDR S&P 500 ETF Tr | $11.93M | 4.0% |
| Global X Fds | $11.22M | 3.7% |
| Global X Fds | $10.84M | 3.6% |
| Figma, Inc.FIG | $8.81M | 2.9% |
| NVIDIA Corp | $7.27M | 2.4% |
| iShares Tr | $6.88M | 2.3% |
| iShares Tr | $6.87M | 2.3% |
| J P Morgan Exchange Traded F | $6.35M | 2.1% |
| Apple Inc. | $5.98M | 2.0% |
| Dimensional ETF Trust | $4.99M | 1.7% |
| Alphabet Inc. | $4.45M | 1.5% |
| Dimensional ETF Trust | $3.26M | 1.1% |
| Amazon.com Inc | $3.25M | 1.1% |
| Microsoft Corp | $2.97M | 1.0% |
| iShares Tr | $2.90M | 1.0% |
| iShares Tr | $2.44M | 0.8% |
| J P Morgan Exchange Traded F | $2.16M | 0.7% |
| Chubb Ltd | $1.97M | 0.7% |
| Merck & Co., Inc. | $1.96M | 0.7% |
| Palantir Technologies Inc | $1.90M | 0.6% |
| Bristol Myers Squibb Co | $1.83M | 0.6% |
| PG&E Corp | $1.83M | 0.6% |
| Pepsico Inc | $1.76M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.