Caerus Investment Advisors, LLC
Top Portfolio Positions
240 positions ·
$142,102,756 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
16,919 | $11,003,102 | 7.74% | |
| FIG |
Figma, Inc.
Technology
|
275,805 | $5,830,517 | 4.10% | |
| AAPL |
Apple Inc.
Technology
|
20,082 | $5,096,610 | 3.59% | |
| NVDA |
Nvidia Corp
Technology
|
28,791 | $5,021,150 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,715 | $4,519,005 | 3.18% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
18,563 | $2,232,943 | 1.57% | |
| MSFT |
Microsoft Corp
Technology
|
5,659 | $2,094,792 | 1.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,415 | $1,960,862 | 1.38% | |
| EIX |
Edison International
Utilities
|
25,462 | $1,863,309 | 1.31% | |
| FDX |
Fedex Corp
Industrials
|
5,172 | $1,842,162 | 1.30% |
Portfolio Trend
Holdings in ZIP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,862 | 13,512 | Shares | Sole | 2026-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||