Arkolith/Funds/Caerus Investment Advisors, LLC

Caerus Investment Advisors, LLC

CIK 1862682
Holdings as of Mar 31, 2026·disclosed Jun 1, 2026·~62-day 13F lag·13F-HR
Active Filer

Caerus Investment Advisors, LLC holds a diversified book of 278 stocks worth $236.8M as of Q1 2026 (disclosed Jun 1, 2026, a ~62-day 13F lag). This quarter they opened JPMorgan Ultra-Short Income and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard S&P 500 ETF at 7% of the equity book. They also disclosed $3.0M in put options (a bearish bet) and $512K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2022 would be +81% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Caerus Investment Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
70
new positions
Added to
70
existing
Trimmed
123
reduced
Sold out
101
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+80.8%
+14.1%/yr · since Feb '22
Their reported book
+55.1%
held from quarter-end
S&P 500
+78.8%
same window
$8K$10K$13K$16K$18KFeb '22Jan '23Nov '23Oct '24Sep '25Aug '26
Caerus Investment Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 25.6 points over this window.

Growth of $10,000 cloning Caerus Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~62 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
39%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

59% mapped to company sectors

ETF / fund or unclassified
41%
Information Technology
22%
Industrials
9%
Financials
7%
Health Care
6%
Consumer Discretionary
6%
Materials
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Caerus Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$530.9B
LPL Financial LLC80 / 80$74.4B
OSAIC HOLDINGS, INC.80 / 80$16.2B
CWM, LLC80 / 80$7.6B
ROYAL BANK OF CANADA79 / 80$146.5B
WELLS FARGO & COMPANY/MN79 / 80$141.1B
UBS Group AG79 / 80$135.2B
RAYMOND JAMES FINANCIAL INC79 / 80$89.0B

Ranked by how many of Caerus Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

278 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$17.1M28.6K
7.2%
+0.1%
Added · +26 sh
2Alphabet Inc
CAP STK CL C
$12.5M43.4K
5.3%
+1.2%
Added · +531 sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$11.0M16.9K
4.6%
−3.3%
Reduced · −576 sh
4Global X FDS
S&P 500 COVERED
$10.5M268.7K
4.4%
−2.7%
Reduced · −8K sh
5Global X FDS
NASDAQ 100 COVER
$10.0M580.2K
4.2%
−5.4%
Reduced · −33K sh
6J P Morgan Exchange Traded F
NASDAQ EQT PREM
$7.8M140.8K
3.3%
+29%
Added · +31K sh
7Ishares TR
RUSSELL 2000 ETF
$6.8M27.5K
2.9%
−1.6%
Reduced · −447 sh
8Ishares TR
MSCI EAFE ETF
$6.8M70.0K
2.9%
−2.2%
Reduced · −2K sh
9Apple Inc
COM
$5.1M20.1K
2.2%
−8.6%
Reduced · −2K sh
10Dimensional ETF Trust
US CORE EQUITY 2
$4.9M126.0K
2.1%
Held
11Nvidia Corporation
COM
$4.8M27.6K
2.0%
−29%
Reduced · −11K sh
12Alphabet Inc
CAP STK CL A
$4.5M15.7K
1.9%
+11%
Added · +2K sh
13Dimensional ETF Trust
US EQUITY MARKET
$3.0M42.9K
1.3%
−2.6%
Reduced · −1K sh
14Figma Inc
CLASS A COM STK
$2.9M135.8K
1.2%
−42%
Reduced · −100K sh
15Ishares TR
CORE S&P500 ETF
$2.8M4.2K
1.2%
Held
16Ishares TR
SELECT DIVID ETF
$2.6M16.9K
1.1%
−2.0%
Reduced · −350 sh
17Merck & Co Inc
COM
$2.2M18.6K
0.9%
−0.1%
Reduced · −22 sh
18Microsoft Corp
COM
$2.1M5.7K
0.9%
−7.8%
Reduced · −482 sh
19Amazon Com Inc
COM
$2.0M9.4K
0.8%
−33%
Reduced · −5K sh
20J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.9M33.1K
0.8%
−12%
Reduced · −5K sh
21Edison Intl
COM
$1.9M25.5K
0.8%
−11%
Reduced · −3K sh
22Fedex Corp
COM
$1.8M5.2K
0.8%
+1.1%
Added · +57 sh
23Lam Research Corp
COM NEW
$1.8M8.6K
0.8%
+0.2%
Added · +20 sh
24Comfort Sys USA Inc
COM
$1.7M1.2K
0.7%
−21%
Reduced · −325 sh
25Technipfmc PLC
COM
$1.7M24.0K
0.7%
+1.1%
Added · +259 sh
26Hunt J B Trans Svcs Inc
COM
$1.5M7.3K
0.7%
−2.0%
Reduced · −149 sh
27Chubb Ltd Switz
COM
$1.5M4.5K
0.6%
−28%
Reduced · −2K sh
28Micron Technology Inc
COM
$1.5M4.4K
0.6%
−10%
Reduced · −489 sh
29World Gold TR
SPDR GLD MINIS
$1.5M15.7K
0.6%
−7.7%
Reduced · −1K sh
30Bristol-Myers Squibb Co
COM
$1.4M23.2K
0.6%
−31%
Reduced · −11K sh
31Broadcom Inc
COM
$1.4M4.5K
0.6%
+40%
Added · +1K sh
32Walmart Inc
COM
$1.4M10.9K
0.6%
−18%
Reduced · −2K sh
33PG&E Corp
COM
$1.3M75.0K
0.6%
−34%
Reduced · −39K sh
34SPDR Gold TR
GOLD SHS
$1.3M3.0K
0.5%
−2.6%
Reduced · −80 sh
35Regeneron Pharmaceuticals
COM
$1.3M1.7K
0.5%
+1.6%
Added · +27 sh
36Western Digital Corp
COM
$1.2M4.6K
0.5%
+0.2%
Added · +8 sh
37Freeport McMoran Inc
CL B
$1.1M19.3K
0.5%
+1.5%
Added · +278 sh
38Intel Corp
COM
$1.1M25.5K
0.5%
−40%
Reduced · −17K sh
39Simplify Exchange Traded Fun
TREASURY OPT INC
$1.1M47.9K
0.5%
−13%
Reduced · −7K sh
40Phillips 66
COM
$1.1M5.9K
0.5%
−27%
Reduced · −2K sh
41General MTRS Co
COM
$1.0M13.6K
0.4%
+12%
Added · +1K sh
42Ciena Corp
COM NEW
$915K2.4K
0.4%
~0%
Added · +1 sh
43American Elec PWR Co Inc
COM
$905K6.9K
0.4%
−12%
Reduced · −944 sh
44Lockheed Martin Corp
COM
$898K1.5K
0.4%
−15%
Reduced · −267 sh
45Sandisk Corp
COM
$881K1.4K
0.4%
−52%
Reduced · −1K sh
46Airbnb Inc
COM CL A
$843K6.7K
0.4%
−39%
Reduced · −4K sh
47Pepsico Inc
COM
$839K5.4K
0.4%
−56%
Reduced · −7K sh
48Ross Stores Inc
COM
$825K3.8K
0.3%
+0.4%
Added · +15 sh
49Palantir Technologies Inc
CL A
$819K5.6K
0.3%
−48%
Reduced · −5K sh
50Tesla Inc
COM
$810K2.2K
0.3%
−33%
Reduced · −1K sh
Showing 50 of 278 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.0M
Call notional (bullish)$512K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishFIGMA INC-CL AFIG$3.0M140K
CALL · bullishAMERICAN EXPRESS COAXP$302K1K
CALL · bullishNVIDIA CORPNVDA$209K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jun 1, 2026281$240.3M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026311$308.7M13F-HR
Q3 2025Sep 30, 2025Nov 20, 2025270$244.5M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202533$104.9M13F-HR
Q1 2025Mar 31, 2025Apr 29, 202530$103.7M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202531$106.4M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202430$105.5M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202430$102.2M13F-HR
Q1 2024Mar 31, 2024Apr 18, 202434$103.7M13F-HR
Q4 2023Dec 31, 2023Jan 19, 202436$104.5M13F-HR
Q3 2023Sep 30, 2023Oct 26, 202333$97.2M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202333$88.4M13F-HR
Q1 2023Mar 31, 2023May 10, 202349$86.8M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202342$66.1M13F-HR
Q3 2022Sep 30, 2022Nov 4, 202256$79.3M13F-HR
Q2 2022Jun 30, 2022Jul 18, 202259$82.5M13F-HR
Q1 2022Mar 31, 2022May 13, 202253$82.6M13F-HR
Q4 2021Dec 31, 2021Feb 10, 202277$92.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.