Caerus Investment Advisors, LLC

Est. AUM

$240.3M

13F long equity, this entity only

Positions

281

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.1M	28582	7.11%	SOLE
2	ALPHABET INC	CAP STK CL C	$12.5M	43413	5.18%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.0M	16919	4.58%	SOLE
4	GLOBAL X FDS	S&P 500 COVERED	$10.5M	268687	4.38%	SOLE
5	GLOBAL X FDS	NASDAQ 100 COVER	$10.0M	580224	4.14%	SOLE
6	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$7.8M	140755	3.25%	SOLE
7	ISHARES TR	RUSSELL 2000 ETF	$6.8M	27493	2.84%	SOLE
8	ISHARES TR	MSCI EAFE ETF	$6.8M	69979	2.83%	SOLE
9	APPLE INC	COM	$5.1M	20082	2.12%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.9M	126041	2.04%	SOLE
11	NVIDIA CORPORATION	COM	$4.8M	27591	2.00%	SOLE
12	ALPHABET INC	CAP STK CL A	$4.5M	15715	1.88%	SOLE
13	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.0M	42869	1.27%	SOLE
14	FIGMA INCPUT	CLASS A COM STK	$3.0M	140000	1.23%	SOLE
15	FIGMA INC	CLASS A COM STK	$2.9M	135805	1.19%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$2.8M	4231	1.15%	SOLE
17	ISHARES TR	SELECT DIVID ETF	$2.6M	16920	1.07%	SOLE
18	MERCK & CO INC	COM	$2.2M	18563	0.93%	SOLE
19	MICROSOFT CORP	COM	$2.1M	5659	0.87%	SOLE
20	AMAZON COM INC	COM	$2.0M	9415	0.82%	SOLE
21	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.9M	33078	0.78%	SOLE
22	EDISON INTL	COM	$1.9M	25462	0.78%	SOLE
23	FEDEX CORP	COM	$1.8M	5172	0.77%	SOLE
24	LAM RESEARCH CORP	COM NEW	$1.8M	8583	0.76%	SOLE
25	COMFORT SYS USA INC	COM	$1.7M	1214	0.70%	SOLE
26	TECHNIPFMC PLC	COM	$1.7M	24025	0.69%	SOLE
27	HUNT J B TRANS SVCS INC	COM	$1.5M	7271	0.64%	SOLE
28	CHUBB LTD SWITZ	COM	$1.5M	4539	0.62%	SOLE
29	MICRON TECHNOLOGY INC	COM	$1.5M	4353	0.61%	SOLE
30	WORLD GOLD TR	SPDR GLD MINIS	$1.5M	15658	0.60%	SOLE
31	BRISTOL-MYERS SQUIBB CO	COM	$1.4M	23217	0.59%	SOLE
32	BROADCOM INC	COM	$1.4M	4519	0.58%	SOLE
33	WALMART INC	COM	$1.4M	10920	0.56%	SOLE
34	PG&E CORP	COM	$1.3M	75035	0.55%	SOLE
35	SPDR GOLD TR	GOLD SHS	$1.3M	2999	0.54%	SOLE
36	REGENERON PHARMACEUTICALS	COM	$1.3M	1666	0.54%	SOLE
37	WESTERN DIGITAL CORP	COM	$1.2M	4604	0.52%	SOLE
38	FREEPORT MCMORAN INC	CL B	$1.1M	19287	0.47%	SOLE
39	INTEL CORP	COM	$1.1M	25544	0.47%	SOLE
40	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$1.1M	47886	0.47%	SOLE
41	PHILLIPS 66	COM	$1.1M	5927	0.45%	SOLE
42	GENERAL MTRS CO	COM	$1.0M	13558	0.42%	SOLE
43	CIENA CORP	COM NEW	$915K	2358	0.38%	SOLE
44	AMERICAN ELEC PWR CO INC	COM	$905K	6901	0.38%	SOLE
45	LOCKHEED MARTIN CORP	COM	$898K	1486	0.37%	SOLE
46	SANDISK CORP	COM	$881K	1387	0.37%	SOLE
47	AIRBNB INC	COM CL A	$843K	6678	0.35%	SOLE
48	PEPSICO INC	COM	$839K	5405	0.35%	SOLE
49	ROSS STORES INC	COM	$825K	3808	0.34%	SOLE
50	PALANTIR TECHNOLOGIES INC	CL A	$819K	5600	0.34%	SOLE

1–50 of 281

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.