Caerus Investment Advisors, LLC
Position in MORN — Morningstar, Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in MORN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,681
-$23,170 QoQ
Shares Held
1,658
+27.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#274
of 419 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $1,254,158 across 4 Financial Data & Stock Exchanges names. MORN ranks #2 (20.6% of the industry book) .
All Filings in MORN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,681 | 1,658 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $281,851 | 1,297 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||