Caerus Investment Advisors, LLC

Position in EVR — Evercore Inc.

CIK 1862682 WEST LAKE HILLS, TX

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$307,637

+$58,915 QoQ

Shares Held

901

+23.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#481

of 703 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $1,347,383 across 4 Capital Markets names. EVR ranks #3 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	4,017	$463,742
2	JEF	Jefferies Financial Group Inc.	7,006	$350,159
3	EVR	Evercore Inc. This page	901	$307,637
4	MKTX	Marketaxess Holdings Inc	1,990	$225,845

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,637	901	+23.3%	Shares	Sole	2026-08-14
2025-12-31	$248,722	731	-37.0%	Shares	Sole	2026-02-12
2025-09-30	$391,291	1,160	—	Shares	Sole	2025-11-20
No filing history on record for this holder in this stock.