Caerus Investment Advisors, LLC

Position in MSCI — MSCI Inc.

CIK 1862682 WEST LAKE HILLS, TX

Position in MSCI

as of Mar 31, 2026 · filed Jun 1, 2026 Compact

Position Value

$204,823

-$149,742 QoQ

Shares Held

380

-38.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

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 $1,254,158 across 4 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	2,251	$517,910
2	MORN	Morningstar, Inc.	1,658	$258,681
3	SPGI	S&P Global Inc.	625	$240,690
4	MCO	Moodys Corp /De/	523	$236,877

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,823	380	-38.5%	Shares	Sole	2026-06-01
2025-12-31	$354,565	618	+4.4%	Shares	Sole	2026-02-12
2025-09-30	$335,906	592	—	Shares	Sole	2025-11-20
No filing history on record for this holder in this stock.