Caerus Investment Advisors, LLC
Position in HELE — Helen Of Troy Ltd
CIK 1862682
WEST LAKE HILLS, TX
Position in HELE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,623
New position
Shares Held
7,383
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#123
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $571,670 across 3 Household & Personal Products names. HELE ranks #2 (37.5% of the industry book) .
All Filings in HELE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,623 | 7,383 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||