Caerus Investment Advisors, LLC
Position in AGL — agilon health, inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in AGL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,595
+$253,734 QoQ
Shares Held
2,562
+111.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#125
of 177 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $560,839 across 3 Medical Care Facilities names. AGL ranks #2 (49.0% of the industry book) .
All Filings in AGL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,595 | 2,562 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $20,861 | 30,278 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||