Position in OC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$312,038
+$93,478 QoQ
Shares Held
1,963
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#417
of 688 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $885,651 across 3 Building Products & Equipment names. OC ranks #1 (35.2% of the industry book) .
All Filings in OC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,038 | 1,963 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $218,560 | 1,953 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $201,721 | 1,426 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||