Caerus Investment Advisors, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1862682 WEST LAKE HILLS, TX

Position in JEF

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

Position Value

$350,159

+$106,419 QoQ

Shares Held

7,006

+18.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#353

of 581 holders

Holding Since

Dec 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. JEF ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	4,017	$463,742
2	JEF	Jefferies Financial Group Inc. This page	7,006	$350,159
3	EVR	Evercore Inc.	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	$350,159	7,006	+18.6%	Shares	Sole	2026-08-14
2026-03-31	$243,740	5,906	-8.6%	Shares	Sole	2026-06-01
2025-12-31	$400,636	6,465	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.