Position in IT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$367,083
+$70,671 QoQ
Shares Held
2,832
+51.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#367
of 647 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $1,339,153 across 4 Information Technology Services names. IT ranks #2 (27.4% of the industry book) .
All Filings in IT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,083 | 2,832 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $296,412 | 1,872 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $850,435 | 3,371 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $210,296 | 800 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||