StockDriftsStockDriftsTop 50 Caerus Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.49% | 28.0K | $19.3M | -1.91%(-547) | $424.95(+67.71%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.21% | 43.7K | $15.5M | +0.77%(+336) | $146.70(+133.57%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.26% | 16.9K | $12.6M | -0.11%(-19) | $489.36(+58.44%) | 2026-06-30 | |
| XYLD | GLOBAL X FDS | 4.21% | 306.2K | $12.5M | +13.97%(+37.54K) | $40.43(+2.99%) | 2026-06-30 | |
| QYLD | GLOBAL X FDS | 4.19% | 674.9K | $12.4M | +16.31%(+94.65K) | $17.56(+3.64%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.9% | 188.1K | $11.6M | +33.62%(+47.33K) | $57.08(+6.28%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.79% | 27.5K | $8.3M | +0.00%(+0) | $219.73(+38.24%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.45% | 70.0K | $7.3M | +0.00%(+0) | $78.06(+39.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.22% | 22.8K | $6.6M | +13.30%(+2.67K) | $193.24(+58.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 32.8K | $6.6M | +18.92%(+5.22K) | $151.08(+49.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.41% | +49.75% | — | — | +32.54% |
| Top 20 Holdings Unweighted | +17.52% | +62.30% | — | — | +47.63% |
Caerus Investment Advisors LLC reports $300.27M in US-listed equity holdings across 330 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.5%), GOOG (5.2%) and SPY (4.3%). The top 20 holdings account for 50.05% of reported assets. Its disclosed equity book has returned +49.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Caerus Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1862682). View Caerus Investment Advisors LLC’s 13F filings on SEC