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
VEA
Vanguard Ftse Developed Market

ETFs
5.34K
New
$56.02 - $60.3 $299K - $322K
5.34K $319K
FISV
Fiserv Inc

Technology
2.53K
New
N/A
2.53K $317K
G
Genpact LTD

Technology
7.57K
New
$41.06 - $46.13 $311K - $349K
7.57K $316K
CIEN
Ciena Corp

Technology
2.14K
New
$77.75 - $145.67 $167K - $312K
2.14K $312K
FNDF
Schwab Fundamental Intl Large

ETFs
7.23K
New
$39.84 - $43.15 $288K - $312K
7.23K $310K
ILMN
Illumina, Inc.

Healthcare
3.27K
New
$91.69 - $109.88 $300K - $360K
3.27K $310K
HAS
Hasbro, Inc.

Consumer Cyclical
4K
New
$73.92 - $81.85 $296K - $328K
4K $303K
PGR
Progressive Corp

Financial Services
1.22K
New
$238.61 - $264.3 $291K - $322K
1.22K $301K
PANW
Palo Alto Networks Inc

Technology
1.47K
New
$167.06 - $208.19 $245K - $305K
1.47K $298K
PPC
Pilgrims Pride Corp

Consumer Defensive
7.26K
New
$40.22 - $50.41 $292K - $366K
7.26K $295K
IBM
International Business Machines Corp

Technology
1.02K
New
$234.77 - $292.47 $240K - $299K
1.02K $288K
HUBS
Hubspot Inc

Technology
615
New
$420.79 - $560.9 $259K - $345K
615 $287K
PM
Philip Morris International Inc.

Consumer Defensive
1.75K
New
$157.77 - $183.27 $276K - $321K
1.75K $284K
PSA
Public Storage

Real Estate
963
New
$271.94 - $298.09 $262K - $287K
963 $278K
NNN
National Retail Properties, Inc.

Real Estate
6.42K
New
$40.68 - $44.1 $261K - $283K
6.42K $273K
UNP
Union Pacific Corp

Industrials
1.14K
New
$214.91 - $237.16 $246K - $271K
1.14K $270K
CFLT
Confluent, Inc.

Technology
13.6K
New
$15.91 - $27.35 $217K - $373K
13.6K $270K
RHI
Robert Half International Inc.

Industrials
7.91K
New
$33.49 - $43.03 $265K - $340K
7.91K $268K
HOOD
Robinhood Markets, Inc.

Technology
1.85K
New
$91.27 - $143.18 $168K - $264K
1.85K $264K
FNDX
Schwab Fundamental U S Large C

ETFs
10K
New
$24.38 - $26.34 $244K - $264K
10K $263K
EXLS
Exl Service Holdings, Inc.

Technology
5.94K
New
$41.4 - $45.43 $246K - $270K
5.94K $261K
TREX
Trex CO Inc

Industrials
5.07K
New
$50.48 - $68.49 $256K - $347K
5.07K $261K
CW
Curtiss Wright Corp

Industrials
481
New
$472.43 - $542.94 $227K - $261K
481 $261K
INTU
Intuit Inc

Technology
382
New
$646.03 - $807.39 $247K - $308K
382 $260K
MTZ
Mastec Inc

Industrials
1.21K
New
$168.23 - $212.81 $204K - $258K
1.21K $257K
MTG
Mgic Investment Corp

Financial Services
9.08K
New
$25.06 - $28.92 $228K - $263K
9.08K $257K
WST
West Pharmaceutical Services Inc

Healthcare
975
New
$210.08 - $279.1 $205K - $272K
975 $255K
HST
Host Hotels & Resorts, Inc.

Real Estate
15K
New
$15.27 - $17.68 $230K - $266K
15K $255K
SCI
Service Corp International

Consumer Cyclical
3.05K
New
$75.63 - $83.25 $230K - $254K
3.05K $253K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.99K
New
$84.43 - $97.93 $252K - $292K
2.99K $253K
INGR
Ingredion Inc

Consumer Defensive
2.06K
New
$121.01 - $138.21 $250K - $285K
2.06K $251K
LDOS
Leidos Holdings, Inc.

Technology
1.33K
New
$159.2 - $188.96 $211K - $251K
1.33K $250K
FRT
Federal Realty Investment Trust

Real Estate
2.46K
New
$90.61 - $102.67 $223K - $252K
2.46K $249K
GWRE
Guidewire Software, Inc.

Technology
1.08K
New
$207.82 - $261.88 $224K - $283K
1.08K $248K
PCTY
Paylocity Holding Corp

Technology
1.56K
New
$159.27 - $190.36 $248K - $297K
1.56K $248K
BSX
Boston Scientific Corp

Healthcare
2.53K
New
$97.03 - $108.14 $246K - $274K
2.53K $247K
PNR
Pentair PLC

Industrials
2.23K
New
$100.62 - $112.59 $224K - $251K
2.23K $246K
IVZ
Invesco Ltd.

Financial Services
10.8K
New
$16.17 - $23.0 $174K - $248K
10.8K $246K
WDAY
Workday, Inc.

Technology
1.01K
New
$213.69 - $247.69 $217K - $251K
1.01K $244K
GPS
Gap Inc

Consumer Cyclical
12K
New
N/A
12K $242K
NWSA
News Corp

Communication Services
7.91K
New
$28.38 - $31.03 $225K - $245K
7.91K $242K
BK
Bank Of New York Mellon Corp

Financial Services
2.22K
New
$90.65 - $109.75 $202K - $244K
2.22K $242K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
8.34K
New
$27.79 - $32.38 $232K - $270K
8.34K $238K
AL
Air Lease Corp

Industrials
3.65K
New
$54.35 - $64.28 $198K - $235K
3.65K $232K
OTIS
Otis Worldwide Corp

Industrials
2.51K
New
$84.93 - $101.07 $213K - $254K
2.51K $229K
IQV
Iqvia Holdings Inc.

Healthcare
1.2K
New
$157.68 - $200.82 $190K - $242K
1.2K $228K
ARW
Arrow Electronics Inc

Technology
1.88K
New
$114.66 - $133.24 $215K - $250K
1.88K $227K
NET
Cloudflare, Inc.

Technology
1.05K
New
$181.39 - $228.28 $191K - $240K
1.05K $225K
LLY
Eli Lilly & CO

Healthcare
290
New
$625.65 - $812.69 $181K - $236K
290 $221K
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
Track This Portfolio

Track Caerus Investment Advisors, LLC Portfolio

Follow Caerus Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caerus Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caerus Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email