Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Caerus Investment Advisors, LLC

Quarter ended Q3 2025 · Filed November 20, 2025 · Accession 0001862682-25-000002

Total Value
$244.5M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836331,558$19.3M7.90%
2GLOBAL X FDS37954Y475319,279$12.5M5.13%
3SPDR S&P 500 ETF TRSPY17,713$11.8M4.83%
4GLOBAL X FDS37954Y483657,895$11.2M4.58%
5ALPHABET INCGOOG41,481$10.1M4.13%
6ISHARES TR46428765530,478$7.4M3.02%
7ISHARES TR46428746576,187$7.1M2.91%
8NVIDIA CORPORATIONNVDA31,105$5.8M2.37%
9APPLE INCAAPL21,870$5.6M2.28%
10DIMENSIONAL ETF TRUST25434V708126,041$4.9M1.99%
11J P MORGAN EXCHANGE TRADED F46641Q33261,222$3.5M1.43%
12ALPHABET INCGOOG13,231$3.2M1.32%
13DIMENSIONAL ETF TRUST25434V40144,020$3.2M1.30%
14MICROSOFT CORPMSFT6,126$3.2M1.30%
15PALANTIR TECHNOLOGIES INCPLTR14,486$2.6M1.08%
16ISHARES TR46428716818,348$2.6M1.07%
17AMAZON COM INCAMZN9,797$2.2M0.88%
18BERKSHIRE HATHAWAY INC DELBRK-A3,249$1.6M0.67%
19PROCTER AND GAMBLE CO7427181099,841$1.5M0.62%
20J P MORGAN EXCHANGE TRADED F46654Q20324,846$1.4M0.58%
21PNC FINL SVCS GROUP INC6934751057,007$1.4M0.58%
22INTEL CORPINTC41,272$1.4M0.57%
23PEPSICO INCPEP9,834$1.4M0.56%
24META PLATFORMS INCMETA1,860$1.4M0.56%
25CHUBB LIMITEDCB4,739$1.3M0.55%
26MERCK & CO INCMRK15,622$1.3M0.54%
27TESLA INCTSLA2,880$1.3M0.52%
28ROBLOX CORPRBLX9,188$1.3M0.52%
29ADOBE INCADBE3,592$1.3M0.52%
30PG&E CORPPCG-PX80,902$1.2M0.50%
31KINDER MORGAN INC DELEP-PC41,222$1.2M0.48%
32GE AEROSPACE3696043013,806$1.1M0.47%
33VERISIGN INCVRSN3,998$1.1M0.46%
34GENERAL DYNAMICS CORPGD3,185$1.1M0.44%
35EXPEDIA GROUP INCEXPE5,071$1.1M0.44%
36AIRBNB INCABNB8,897$1.1M0.44%
37LAM RESEARCH CORPLRCX8,005$1.1M0.44%
38SIMPLIFY EXCHANGE TRADED FUN82889N64042,523$1.0M0.41%
39WALMART INCWMT9,721$1.0M0.41%
40VEEVA SYS INCVEEV3,335$993,5300.41%
41ZSCALER INCZS3,287$984,9820.40%
42BROADCOM INCAVGO2,978$982,3360.40%
43SPDR GOLD TRGLD2,732$971,1440.40%
44ZOOM COMMUNICATIONS INCZM11,157$920,4530.38%
45FEDEX CORPFDX3,852$908,3400.37%
46CAPITAL ONE FINL CORP14040H1054,208$894,5370.37%
47EDISON INTL28102010716,053$887,4100.36%
48AMERICAN ELEC PWR CO INC0255371017,837$881,6630.36%
49NUTANIX INCNTNX11,495$855,1130.35%
50TECHNIPFMC PLCFTI21,410$844,6250.35%
51JPMORGAN CHASE & CO.VYLD2,612$823,8580.34%
52WELLTOWER INCWELL4,611$821,4040.34%
53MEDPACE HLDGS INCMEDP1,577$810,8300.33%
54GENERAL MTRS CO37045V10012,985$791,6950.32%
55HUNT J B TRANS SVCS INC4456581075,859$786,1020.32%
56CHEVRON CORP NEWCVX5,042$782,9720.32%
57BANK AMERICA CORP06050510415,159$782,0530.32%
58T-MOBILE US INCTMUSZ3,257$779,6610.32%
59MASTERCARD INCORPORATEDMA1,366$776,9940.32%
60COMFORT SYS USA INC199908104929$766,5920.31%
61ALNYLAM PHARMACEUTICALS INCALNY1,672$762,4320.31%
62PHILLIPS 66PSX5,534$752,7350.31%
63REGENERON PHARMACEUTICALSREGN1,329$747,2570.31%
64BEST BUY INCBBY9,843$744,3280.30%
65ADVISORSHARES TR00768Y8185,920$732,5040.30%
66EVEREST GROUP LTDEG2,091$732,3310.30%
67NASDAQ INCNDAQ8,090$715,5610.29%
68MOSAIC CO NEWMOS20,542$712,3970.29%
69SCHWAB STRATEGIC TR80852473019,646$710,3990.29%
70AUTOZONE INCAZO164$703,5990.29%
71DRAFTKINGS INC NEWDKNG18,630$696,7620.28%
72BORGWARNER INCBWA15,495$681,1600.28%
73LYFT INCLYFT30,845$678,8980.28%
74PINNACLE FINL PARTNERS INC72346Q1047,194$674,7250.28%
75NEUROCRINE BIOSCIENCES INCNBIX4,733$664,4190.27%
76INCYTE CORPINCY7,817$662,9600.27%
77CITIGROUP INCC-PR6,522$661,9830.27%
78WILLIAMS COS INC96945710010,405$659,1570.27%
79AMPHENOL CORP NEW0320951015,296$655,3800.27%
80TJX COS INC NEW8725401094,526$654,1880.27%
81GE VERNOVA INCGEV1,061$652,4090.27%
82MATCH GROUP INC NEWMTCH18,469$652,3250.27%
83ACCENTURE PLC IRELANDACN2,594$639,6800.26%
84MEDTRONIC PLCMDT6,674$635,6320.26%
85OVINTIV INCOVV15,581$629,1610.26%
86PIMCO EQUITY SER72202L37116,880$627,4530.26%
87DEVON ENERGY CORP NEW25179M10317,777$623,2620.25%
88BRISTOL-MYERS SQUIBB COCELG-RI13,777$621,3430.25%
89ROKU INCROKU6,138$614,5980.25%
90BROWN & BROWN INCBRO6,501$609,7290.25%
91DOLLAR GEN CORP NEW2566771055,742$593,4360.24%
92VANGUARD INDEX FDS9229087691,794$588,8500.24%
93UNITEDHEALTH GROUP INCUNH1,669$576,3060.24%
94DELL TECHNOLOGIES INCDELL4,065$576,2950.24%
95TAPESTRY INCTPR5,055$572,3270.23%
96ADT INC DELADT65,302$568,7800.23%
97NEWMONT CORPNEMCL6,650$560,6620.23%
98MGM RESORTS INTERNATIONALMGM16,107$558,2690.23%
99GARMIN LTDGRMN2,263$557,1960.23%
100NETFLIX INCNFLX464$556,2990.23%
101HOME DEPOT INCHD1,361$551,4640.23%
102MUELLER INDS INC6247561025,451$551,1510.23%
103MANHATTAN ASSOCIATES INCMANH2,659$545,0420.22%
104ORACLE CORPORCL-PD1,928$542,2310.22%
105BIOMARIN PHARMACEUTICAL INCBMRN9,958$539,3250.22%
106PIMCO EQUITY SER72202L3639,560$537,7500.22%
107DOVER CORPDOV3,211$535,6910.22%
108STERIS PLCSTE2,144$530,5110.22%
109RANGE RES CORPRRC13,625$512,8450.21%
110TYSON FOODS INCTSN9,415$511,2350.21%
111BOOZ ALLEN HAMILTON HLDG CORBAH5,079$507,6460.21%
112ELASTIC N VESTC5,922$500,3500.20%
113CUMMINS INCCMI1,176$496,7070.20%
114ANTERO RESOURCES CORPAR14,611$490,3450.20%
115NEWMARKET CORPNEU592$490,3000.20%
116VENTAS INCVTR6,994$489,5100.20%
117SNOWFLAKE INCSNOW2,137$482,0000.20%
118MOLINA HEALTHCARE INCMOH2,517$481,6530.20%
119VISA INCV1,406$479,9800.20%
120TELEFLEX INCORPORATEDTFX3,900$477,2040.20%
121AMETEK INCAME2,532$476,0160.19%
122ROSS STORES INCROST3,122$475,7620.19%
123JOHNSON & JOHNSONJNJ2,559$474,4900.19%
124AFLAC INCAFL4,246$474,2780.19%
125ARISTA NETWORKS INCANET3,186$464,2320.19%
126MICRON TECHNOLOGY INCMU2,760$461,8030.19%
127DUPONT DE NEMOURS INCDD5,911$460,4670.19%
128PINTEREST INCPINS14,083$453,0500.19%
129COPART INCCPRT10,062$452,4880.19%
130ATLASSIAN CORPORATIONTEAM2,832$452,2700.18%
131EXXON MOBIL CORPXOM3,986$449,4080.18%
132VERIZON COMMUNICATIONS INCVZ10,057$442,0050.18%
133POPULAR INCBPOPM3,438$436,6600.18%
134VERALTO CORPVLTO4,083$435,2890.18%
135SALESFORCE INCCRM1,831$433,9470.18%
136EXTRA SPACE STORAGE INCEXR3,063$431,6990.18%
137PACKAGING CORP AMER6951561091,978$431,0660.18%
138FIDELITY NATIONAL FINANCIALFNF7,028$425,1240.17%
139CHENIERE ENERGY INCLNG1,808$424,8440.17%
140MONSTER BEVERAGE CORP NEWMNST6,219$418,6010.17%
141SCHWAB CHARLES CORPSCHW-PJ4,377$417,8720.17%
142DUOLINGO INCDUOL1,297$417,4260.17%
143WEC ENERGY GROUP INCWEC3,616$414,3570.17%
144CVS HEALTH CORPCVS5,496$414,3430.17%
145NEW YORK TIMES CONYT7,191$412,7630.17%
146SOUTHSTATE BK CORP84472E1024,170$412,2880.17%
147CISCO SYS INCCSCO6,015$411,5460.17%
148TORO COTORO5,277$402,1070.16%
149ZOETIS INCZTS2,727$399,0150.16%
150EMCOR GROUP INCEME614$398,8180.16%
151LINDE PLCLIN831$394,7250.16%
152EVERCORE INCEVR1,160$391,2910.16%
153ALTRIA GROUP INCMO5,850$386,4510.16%
154ALIBABA GROUP HLDG LTDBBAAY2,139$382,3030.16%
155HP INCHPQ13,840$376,8630.15%
156NATERA INCNTRA2,330$375,0600.15%
157NETAPP INCNTAP3,156$373,8600.15%
158DANAHER CORPORATION2358511021,875$371,7380.15%
159WESTERN DIGITAL CORPWDC3,086$370,5050.15%
160NATIONAL FUEL GAS CONFG4,002$369,6650.15%
161BECTON DICKINSON & COBDX1,959$366,6660.15%
162SIMON PPTY GROUP INC NEW8288061091,932$362,5780.15%
163ADVANCED MICRO DEVICES INCAMD2,237$361,9240.15%
164JANUS HENDERSON GROUP PLCJHG8,131$361,9110.15%
165OLD REP INTL CORP6802231048,427$357,8950.15%
166COSTCO WHSL CORP NEW22160K105383$354,5160.14%
167CENTENE CORP DELCNC9,806$349,8780.14%
168ARMSTRONG WORLD INDS INC NEW04247X1021,778$348,5060.14%
169D R HORTON INC23331A1092,054$348,0910.14%
170CHEWY INCCHWY8,600$347,8700.14%
171BIOGEN INCBIIB2,480$347,3980.14%
172METLIFE INCMET-PF4,206$346,4480.14%
173TENET HEALTHCARE CORPTHC1,705$346,1830.14%
174REGIONS FINANCIAL CORP NEWRF-PF13,025$343,4690.14%
175ANALOG DEVICES INCADI1,396$342,9970.14%
176HUNTINGTON INGALLS INDS INC4464131061,189$342,3250.14%
177MARKETAXESS HLDGS INCMKTX1,964$342,2270.14%
178MOHAWK INDS INC6081901042,640$340,3490.14%
179MSCI INCMSCI592$335,9070.14%
180CITIZENS FINL GROUP INCCIA6,307$335,2800.14%
181AKAMAI TECHNOLOGIES INCAKAM4,401$333,4200.14%
182AMERICAN EXPRESS COAXP1,000$332,1600.14%
183EQUINIX INCEQIX423$331,3110.14%
184TRAVELERS COMPANIES INCTRV1,184$330,5960.14%
185SHOPIFY INCSHOP2,218$329,6170.13%
186FISERV INCFISV2,534$326,7090.13%
187EDWARDS LIFESCIENCES CORPEW4,172$324,4560.13%
188VANGUARD TAX-MANAGED FDS9219438585,337$319,7930.13%
189GENPACT LIMITEDG7,565$316,8980.13%
190CIENA CORPCIEN2,142$312,0250.13%
191ILLUMINA INCILMN3,273$310,8370.13%
192SCHWAB STRATEGIC TR8085247557,230$310,6010.13%
193VERTIV HOLDINGS COVRT2,051$309,4140.13%
194SANDISK CORPSNDK2,748$308,3260.13%
195HASBRO INCHAS4,004$303,7030.12%
196PROGRESSIVE CORP7433151031,220$301,2790.12%
197PALO ALTO NETWORKS INCPANW1,467$298,7110.12%
198PILGRIMS PRIDE CORPPPC7,259$295,5860.12%
199SYNOVUS FINL CORP87161C5015,955$292,2710.12%
200INTERNATIONAL BUSINESS MACHSINTR1,024$288,8130.12%
201HUBSPOT INCHUBS615$287,6970.12%
202VANGUARD SPECIALIZED FUNDS9219088441,320$284,8430.12%
203PHILIP MORRIS INTL INC7181721091,752$284,1740.12%
204PUBLIC STORAGE OPER COPSA-PS963$278,1630.11%
205NNN REIT INCNNN6,416$273,1290.11%
206UNION PAC CORPUNP1,144$270,4070.11%
207CONFLUENT INC20717M10313,647$270,2110.11%
208ROBERT HALF INC.RHI7,912$268,8500.11%
209FERGUSON ENTERPRISES INCFERG1,193$267,9240.11%
210ROBINHOOD MKTS INC7707001021,846$264,3100.11%
211SCHWAB STRATEGIC TR80852477110,017$263,4470.11%
212CRH PLCCRH2,196$263,3000.11%
213TREX CO INCTREX5,065$261,7090.11%
214EXLSERVICE HOLDINGS INCEXLS5,935$261,3180.11%
215CURTISS WRIGHT CORPCW481$261,1540.11%
216INTUITINTU382$260,8720.11%
217RITHM CAPITAL CORPRITM-PF22,652$258,0060.11%
218MASTEC INCMTZ1,212$257,9260.11%
219CACI INTL INC127190304517$257,8690.11%
220MGIC INVT CORP WIS5528481039,084$257,7130.11%
221GAP INCGAP12,034$257,4070.11%
222HOST HOTELS & RESORTS INCHST15,032$255,8450.10%
223WEST PHARMACEUTICAL SVSC INC955306105975$255,7720.10%
224SERVICE CORP INTL8175651043,046$253,4880.10%
225ALLISON TRANSMISSION HLDGS IALSN2,986$253,4520.10%
226CRANE COMPANYCR1,369$252,0880.10%
227INGREDION INCINGR2,063$251,9130.10%
228LEIDOS HOLDINGS INCLDOS1,326$250,5610.10%
229FEDERAL RLTY INVT TR NEW3137451012,459$249,1210.10%
230PAYLOCITY HLDG CORPPCTY1,560$248,4610.10%
231GUIDEWIRE SOFTWARE INCGWRE1,079$248,0190.10%
232BOSTON SCIENTIFIC CORPBSX2,532$247,1990.10%
233INVESCO LTDIVZ10,763$246,9030.10%
234PENTAIR PLCPNR2,227$246,6630.10%
235WORKDAY INCWDAY1,014$244,1000.10%
236NEWS CORP NEWNWSLL7,911$242,9470.10%
237CARVANA COCVNA643$242,5650.10%
238BANK NEW YORK MELLON CORP0640581002,224$242,3270.10%
239AXALTA COATING SYS LTDAXTA8,339$238,6620.10%
240OLD DOMINION FREIGHT LINE INODFL1,673$235,5250.10%
241RUBRIK INC.RBRK2,856$234,9060.10%
242AIR LEASE CORPAIIR3,651$232,3860.10%
243OTIS WORLDWIDE CORPOTIS2,510$229,4890.09%
244IQVIA HLDGS INCIQV1,204$228,6880.09%
245ARROW ELECTRS INC0427351001,877$227,1170.09%
246CLOUDFLARE INCNET1,053$225,9630.09%
247SPDR SERIES TRUST78464A7631,600$224,0800.09%
248NVIDIA CORPORATIONNVDA1,200$223,8960.09%
249ELI LILLY & COLLY290$221,2700.09%
250LAS VEGAS SANDS CORPLVS4,098$220,4310.09%
251PURE STORAGE INC74624M1022,624$219,9170.09%
252DOORDASH INCDASH793$215,6880.09%
253BOSTON BEER INCSAM1,017$215,0140.09%
254LINCOLN ELEC HLDGS INC533900106908$214,1340.09%
255ISHARES TR4642887601,010$211,3530.09%
256CROCS INCCROX2,527$211,1310.09%
257GARTNER INCIT800$210,2960.09%
258CORTEVA INCCTVA3,108$210,1940.09%
259BRIGHT HORIZONS FAM SOL IN D1091941001,934$209,9740.09%
260MURPHY USA INCMUSA525$203,8370.08%
261CHARTER COMMUNICATIONS INC N16119P108739$203,3030.08%
262FLOWSERVE CORPFLS3,817$202,8350.08%
263ESSENTIAL UTILS INC29670G1025,081$202,7320.08%
264AMKOR TECHNOLOGY INCAMKR7,106$201,8100.08%
265OWENS CORNING NEWOC1,426$201,7220.08%
266DENTSPLY SIRONA INCXRAY12,085$153,3590.06%
267DOUBLEVERIFY HLDGS INCDV11,383$136,3680.06%
268LIBERTY GLOBAL LTDLBTYK10,582$121,2700.05%
269HUNTSMAN CORPHUN12,937$116,1740.05%
270MEDICAL PPTYS TRUST INC58463J30421,447$108,7360.04%