Caerus Investment Advisors, LLC New Holdings in Q3 2025

Caerus Investment Advisors, LLC

  • $237 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
10.1K
New
$44.6 - $49.97 $449K - $503K
10.1K $452K
VZ
Verizon Communications Inc

Communication Services
10.1K
New
$40.84 - $45.06 $411K - $453K
10.1K $442K
BPOP
Popular, Inc.

Financial Services
3.44K
New
$111.3 - $128.04 $383K - $440K
3.44K $436K
CRM
Salesforce, Inc.

Technology
1.83K
New
$231.66 - $273.65 $424K - $501K
1.83K $433K
PKG
Packaging Corp Of America

Consumer Cyclical
1.98K
New
$191.41 - $220.25 $379K - $436K
1.98K $431K
EXR
Extra Space Storage Inc.

Real Estate
3.06K
New
$134.36 - $152.88 $412K - $468K
3.06K $431K
FNF
Fidelity National Financial, Inc.

Financial Services
7.03K
New
$51.22 - $61.07 $360K - $429K
7.03K $425K
LNG
Cheniere Energy, Inc.

Energy
1.81K
New
$222.68 - $244.28 $403K - $442K
1.81K $424K
MNST
Monster Beverage Corp

Consumer Defensive
6.22K
New
$58.65 - $67.31 $365K - $419K
6.22K $418K
SCHW
Schwab Charles Corp

Financial Services
4.38K
New
$91.03 - $98.69 $398K - $432K
4.38K $417K
WEC
Wec Energy Group, Inc.

Utilities
3.62K
New
$103.66 - $114.59 $375K - $414K
3.62K $414K
CVS
Cvs Health Corp

Healthcare
5.5K
New
$58.75 - $76.5 $323K - $420K
5.5K $414K
NYT
New York Times CO

Communication Services
7.19K
New
$51.43 - $61.95 $370K - $445K
7.19K $412K
CSCO
Cisco Systems, Inc.

Technology
6.02K
New
$66.2 - $71.79 $398K - $432K
6.02K $411K
TTC
Toro CO

Industrials
5.28K
New
$72.64 - $82.54 $383K - $436K
5.28K $402K
AKAM
Akamai Technologies Inc

Technology
4.4K
New
N/A
4.4K $399K
ZTS
Zoetis Inc.

Healthcare
2.73K
New
$141.13 - $159.19 $385K - $434K
2.73K $399K
EME
Emcor Group, Inc.

Industrials
614
New
$530.88 - $655.83 $326K - $403K
614 $398K
EVR
Evercore Inc.

Financial Services
1.16K
New
$276.5 - $362.79 $321K - $421K
1.16K $391K
MO
Altria Group, Inc.

Consumer Defensive
5.85K
New
$57.75 - $67.68 $338K - $396K
5.85K $386K
HPQ
Hp Inc

Technology
13.8K
New
$24.45 - $29.35 $338K - $406K
13.8K $376K
NTRA
Natera, Inc.

Healthcare
2.33K
New
$133.66 - $181.11 $311K - $422K
2.33K $375K
NTAP
Net App, Inc.

Technology
3.16K
New
$101.1 - $126.36 $319K - $399K
3.16K $373K
DHR
Danaher Corp

Healthcare
1.88K
New
$181.46 - $212.2 $340K - $398K
1.88K $371K
WDC
Western Digital Corp

Technology
3.09K
New
$63.84 - $120.06 $197K - $371K
3.09K $370K
NFG
National Fuel Gas CO

Energy
4K
New
$82.19 - $93.72 $329K - $375K
4K $369K
BDX
Becton Dickinson & CO

Healthcare
1.96K
New
$172.41 - $199.66 $338K - $391K
1.96K $366K
SPG
Simon Property Group Inc

Real Estate
1.93K
New
$159.93 - $187.67 $309K - $363K
1.93K $362K
JHG
Janus Henderson Group PLC

Financial Services
8.13K
New
$39.46 - $45.37 $321K - $369K
8.13K $361K
AMD
Advanced Micro Devices Inc

Technology
2.24K
New
$134.8 - $184.42 $302K - $413K
2.24K $361K
ORI
Old Republic International Corp

Financial Services
8.43K
New
$35.74 - $42.47 $301K - $358K
8.43K $357K
COST
Costco Wholesale Corp

Consumer Defensive
383
New
$915.95 - $994.57 $351K - $381K
383 $354K
CNC
Centene Corp

Healthcare
9.81K
New
$25.21 - $56.65 $247K - $556K
9.81K $349K
DHI
Horton D R Inc

Consumer Cyclical
2.05K
New
$129.82 - $184.04 $267K - $378K
2.05K $348K
AWI
Armstrong World Industries Inc

Industrials
1.78K
New
$163.99 - $199.13 $292K - $354K
1.78K $348K
CHWY
Chewy, Inc.

Consumer Cyclical
8.6K
New
$34.27 - $42.33 $295K - $364K
8.6K $347K
BIIB
Biogen Inc.

Healthcare
2.48K
New
$122.68 - $148.84 $304K - $369K
2.48K $347K
THC
Tenet Healthcare Corp

Healthcare
1.71K
New
$148.38 - $203.04 $253K - $346K
1.71K $346K
MET
Metlife Inc

Financial Services
4.21K
New
$73.82 - $82.37 $310K - $346K
4.21K $346K
RF
Regions Financial Corp

Financial Services
13K
New
$24.03 - $27.41 $313K - $357K
13K $343K
ADI
Analog Devices Inc

Technology
1.4K
New
$220.68 - $255.63 $308K - $357K
1.4K $342K
MKTX
Marketaxess Holdings Inc

Financial Services
1.96K
New
$174.25 - $223.11 $342K - $438K
1.96K $342K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.19K
New
$246.31 - $287.91 $293K - $342K
1.19K $342K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.64K
New
$107.23 - $139.75 $283K - $369K
2.64K $340K
CFG
Citizens Financial Group Inc

Financial Services
6.31K
New
$46.1 - $53.65 $291K - $338K
6.31K $335K
MSCI
Msci Inc.

Financial Services
592
New
$526.48 - $588.0 $312K - $348K
592 $335K
EQIX
Equinix Inc

Real Estate
423
New
$756.7 - $811.13 $320K - $343K
423 $331K
TRV
Travelers Companies, Inc.

Financial Services
1.18K
New
$250.62 - $279.43 $297K - $331K
1.18K $330K
EW
Edwards Lifesciences Corp

Healthcare
4.17K
New
$73.75 - $81.83 $308K - $341K
4.17K $324K
Activity Summary
Buys All Purchases 254 New Holdings 236 Increased Positions 18 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 1 Puts 0
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