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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 Q4 2025 · Filed February 12, 2026 · Accession 0001862682-26-000001

Total Value
$308.7M
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836328,556$17.9M5.80%
2ALPHABET INCGOOG42,882$13.5M4.36%
3SPDR S&P 500 ETF TRSPY17,495$11.9M3.86%
4GLOBAL X FDS37954Y475276,188$11.2M3.63%
5GLOBAL X FDS37954Y483613,338$10.8M3.51%
6FIGMA INCFIG240,000$9.0M2.91%
7FIGMA INCFIG235,805$8.8M2.85%
8NVIDIA CORPORATIONNVDA38,982$7.3M2.35%
9ISHARES TR46428765527,940$6.9M2.23%
10ISHARES TR46428746571,529$6.9M2.22%
11J P MORGAN EXCHANGE TRADED F46654Q203109,277$6.4M2.06%
12APPLE INCAAPL21,981$6.0M1.94%
13DIMENSIONAL ETF TRUST25434V708126,041$5.0M1.62%
14ALPHABET INCGOOG14,211$4.4M1.44%
15DIMENSIONAL ETF TRUST25434V40144,020$3.3M1.06%
16AMAZON COM INCAMZN14,086$3.3M1.05%
17MICROSOFT CORPMSFT6,141$3.0M0.96%
18ISHARES TR4642872004,231$2.9M0.94%
19ISHARES TR46428716817,270$2.4M0.79%
20J P MORGAN EXCHANGE TRADED F46641Q33237,778$2.2M0.70%
21CHUBB LIMITEDCB6,309$2.0M0.64%
22MERCK & CO INCMRK18,585$2.0M0.63%
23PALANTIR TECHNOLOGIES INCPLTR10,697$1.9M0.62%
24BRISTOL-MYERS SQUIBB COCELG-RI33,882$1.8M0.59%
25PG&E CORPPCG-PX113,647$1.8M0.59%
26PEPSICO INCPEP12,282$1.8M0.57%
27CENTENE CORP DELCNC42,597$1.8M0.57%
28ATLASSIAN CORPORATIONTEAM10,623$1.7M0.56%
29EDISON INTL28102010728,494$1.7M0.55%
30EXPEDIA GROUP INCEXPE5,821$1.6M0.53%
31INTEL CORPINTC42,589$1.6M0.51%
32WALMART INCWMT13,288$1.5M0.48%
33AIRBNB INCABNB10,896$1.5M0.48%
34FEDEX CORPFDX5,115$1.5M0.48%
35TESLA INCTSLA3,263$1.5M0.48%
36LAM RESEARCH CORPLRCX8,563$1.5M0.47%
37GE AEROSPACE3696043014,718$1.5M0.47%
38WORLD GOLD TRGLDW16,969$1.4M0.47%
39HUNT J B TRANS SVCS INC4456581077,420$1.4M0.47%
40COMFORT SYS USA INC1999081041,539$1.4M0.47%
41ZOOM COMMUNICATIONS INCZM16,385$1.4M0.46%
42MICRON TECHNOLOGY INCMU4,842$1.4M0.45%
43SIMPLIFY EXCHANGE TRADED FUN82889N64055,304$1.3M0.42%
44MEDPACE HLDGS INCMEDP2,297$1.3M0.42%
45REGENERON PHARMACEUTICALSREGN1,639$1.3M0.41%
46CAPITAL ONE FINL CORP14040H1055,105$1.2M0.40%
47BERKSHIRE HATHAWAY INC DELBRK-A2,434$1.2M0.40%
48SPDR GOLD TRGLD3,079$1.2M0.40%
49GENERAL DYNAMICS CORPGD3,595$1.2M0.39%
50TJX COS INC NEW8725401097,862$1.2M0.39%
51DOLLAR GEN CORP NEW2566771058,881$1.2M0.38%
52ACCENTURE PLC IRELANDACN4,282$1.1M0.37%
53ARISTA NETWORKS INCANET8,636$1.1M0.37%
54BROADCOM INCAVGO3,239$1.1M0.36%
55NEWMONT CORPNEMCL11,167$1.1M0.36%
56LAS VEGAS SANDS CORPLVS16,923$1.1M0.36%
57TECHNIPFMC PLCFTI23,766$1.1M0.34%
58PHILLIPS 66PSX8,148$1.1M0.34%
59META PLATFORMS INCMETA1,559$1.0M0.33%
60MUELLER INDS INC6247561028,840$1.0M0.33%
61BOOKING HOLDINGS INCBKNG188$1.0M0.33%
62GENERAL MTRS CO37045V10012,110$984,7850.32%
63BEST BUY INCBBY14,461$967,8750.31%
64FREEPORT-MCMORAN INCFCX19,009$965,4670.31%
65NATERA INCNTRA4,154$951,6400.31%
66VENTAS INCVTR12,028$930,7270.30%
67ADOBE INCADBE2,657$929,9230.30%
68BANK AMERICA CORP06050510416,826$925,4300.30%
69CITIGROUP INCC-PR7,849$915,9000.30%
70AMERICAN ELEC PWR CO INC0255371017,845$904,6070.29%
71FORTINET INCFTNT11,255$893,7600.29%
72INCYTE CORPINCY9,026$891,4980.29%
73STERIS PLCSTE3,391$859,6860.28%
74GARTNER INCIT3,371$850,4360.28%
75LOCKHEED MARTIN CORPLMT1,753$847,8740.27%
76WESTERN DIGITAL CORPWDC4,596$791,7530.26%
77EXELIXIS INCEXEL17,638$773,0740.25%
78MARKETAXESS HLDGS INCMKTX4,263$772,6690.25%
79PNC FINL SVCS GROUP INC6934751053,698$771,8840.25%
80UNITED PARCEL SERVICE INCUPS7,733$767,0360.25%
81WELLTOWER INCWELL4,108$762,4860.25%
82ADVISORSHARES TR00768Y8185,920$754,3410.24%
83INVESCO QQQ TRIVZ1,224$751,9150.24%
84AMPHENOL CORP NEW0320951015,519$745,8380.24%
85DRAFTKINGS INC NEWDKNG21,618$744,9560.24%
86NEUROCRINE BIOSCIENCES INCNBIX5,252$744,8910.24%
87JPMORGAN CHASE & CO.VYLD2,289$737,4920.24%
88BORGWARNER INCBWA16,324$735,5590.24%
89ILLUMINA INCILMN5,605$735,1520.24%
90AMERIPRISE FINL INC03076C1061,474$722,7610.23%
91TYSON FOODS INCTSN12,326$722,5500.23%
92MEDTRONIC PLCMDT7,439$714,5900.23%
93UNITED THERAPEUTICS CORP DELUTHR1,464$713,3340.23%
94SCHWAB STRATEGIC TR80852473019,646$708,4350.23%
95DOVER CORPDOV3,605$703,8400.23%
96ELASTIC N VESTC9,173$692,0110.22%
97SNOWFLAKE INCSNOW3,153$691,6420.22%
98ROSS STORES INCROST3,793$683,2710.22%
99DANAHER CORPORATION2358511022,971$680,1210.22%
100SANDISK CORPSNDK2,864$679,8560.22%
101PALO ALTO NETWORKS INCPANW3,684$678,5930.22%
102STIFEL FINL CORP8606301025,338$668,4240.22%
103CUMMINS INCCMI1,308$667,6690.22%
104GE VERNOVA INCGEV1,015$663,3740.21%
105LYFT INCLYFT34,118$660,8660.21%
106CONFLUENT INC20717M10321,667$655,2100.21%
107VANGUARD INDEX FDS9229087691,939$650,2240.21%
108PIMCO EQUITY SER72202L37116,880$648,6260.21%
109ROKU INCROKU5,901$640,1990.21%
110ADT INC DELADT78,758$635,5770.21%
111GENPACT LIMITEDG13,440$628,7230.20%
112JOHNSON & JOHNSONJNJ3,017$624,3680.20%
113TEXTRON INCTXT7,118$620,4760.20%
114ORACLE CORPORCL-PD3,172$618,2550.20%
115BIOMARIN PHARMACEUTICAL INCBMRN10,236$608,3250.20%
116OMNICOM GROUP INCOMC7,333$592,1400.19%
117HUNTINGTON INGALLS INDS INC4464131061,732$589,0010.19%
118TENET HEALTHCARE CORPTHC2,953$586,8200.19%
119ELI LILLY & COLLY545$585,7010.19%
120VANGUARD SPECIALIZED FUNDS9219088442,649$582,1970.19%
121VANGUARD SCOTTSDALE FDS92206C6645,841$581,2960.19%
122EXACT SCIENCES CORP30063P1055,638$572,5950.19%
123FACTSET RESH SYS INC3030751051,973$572,5450.19%
124PHILIP MORRIS INTL INC7181721093,474$557,2300.18%
125CITIZENS FINL GROUP INCCIA9,516$555,8300.18%
126CIENA CORPCIEN2,357$551,2320.18%
127GODADDY INCGDDY4,431$549,7980.18%
128ARAMARKARMK14,911$549,6190.18%
129US BANCORP DELUSB-PS10,255$547,2070.18%
130BECTON DICKINSON & COBDX2,800$543,3960.18%
131NORTHERN TR CORPNTRSO3,974$542,8090.18%
132VIKING HOLDINGS LTDVIK7,582$541,4310.18%
133PIMCO EQUITY SER72202L3639,560$541,2190.18%
134FEDERAL RLTY INVT TR NEW3137451015,348$539,0780.17%
135SERVICENOW INCNOW3,515$538,4630.17%
136EQUINIX INCEQIX701$537,0780.17%
137DECKERS OUTDOOR CORPDECK5,093$527,9910.17%
138ADVANCED MICRO DEVICES INCAMD2,430$520,4090.17%
139EXXON MOBIL CORPXOM4,304$517,9060.17%
140DELTA AIR LINES INC DELDAL7,434$515,9200.17%
141CISCO SYS INCCSCO6,652$512,4040.17%
142AMERICAN TOWER CORP NEW03027X1002,895$508,2750.16%
143PINTEREST INCPINS19,591$507,2110.16%
144VISA INCV1,441$505,3730.16%
145HUBSPOT INCHUBS1,248$500,8220.16%
146PAYPAL HLDGS INCPYPL8,521$497,4560.16%
147NEW YORK TIMES CONYT7,112$493,7150.16%
148AFLAC INCAFL4,430$488,4960.16%
149JANUS HENDERSON GROUP PLCJHG10,262$488,1630.16%
150IQVIA HLDGS INCIQV2,156$485,9840.16%
151MONSTER BEVERAGE CORP NEWMNST6,237$478,1910.15%
152OTIS WORLDWIDE CORPOTIS5,468$477,6300.15%
153MGIC INVT CORP WIS55284810316,230$474,2410.15%
154BIOGEN INCBIIB2,667$469,3650.15%
155ANTERO RESOURCES CORPAR13,578$467,8980.15%
156ALNYLAM PHARMACEUTICALS INCALNY1,173$466,4430.15%
157JONES LANG LASALLE INCJLL1,379$463,9920.15%
158CHIPOTLE MEXICAN GRILL INCCMG12,430$459,9100.15%
159VERISIGN INCVRSN1,849$449,2150.15%
160EXPAND ENERGY CORPORATIONEXE4,057$447,7310.15%
161VANGUARD STAR FDS9219097685,886$444,0400.14%
162CVS HEALTH CORPCVS5,565$441,6380.14%
163D R HORTON INC23331A1093,052$439,5800.14%
164AIR LEASE CORPAIIR6,831$438,7550.14%
165TAPESTRY INCTPR3,430$438,2510.14%
166PROLOGIS INC.PLDGP3,353$428,0440.14%
167WILLIAMS COS INC9694571007,093$426,3600.14%
168DELL TECHNOLOGIES INCDELL3,360$422,9570.14%
169REINSURANCE GRP OF AMERICA I7593516042,041$415,2620.13%
170MASTERCARD INCORPORATEDMA724$413,3170.13%
171CHEWY INCCHWY12,312$406,9120.13%
172AXALTA COATING SYS LTDAXTA12,585$406,6210.13%
173OLD REP INTL CORP6802231048,835$403,2290.13%
174GITLAB INCGTLB10,724$402,4720.13%
175JEFFERIES FINL GROUP INC47233W1096,465$400,6360.13%
176FIVE BELOW INCFIVE2,103$396,1210.13%
177TREX CO INCTREX11,264$395,1410.13%
178EDWARDS LIFESCIENCES CORPEW4,631$394,7930.13%
179TEXAS ROADHOUSE INCTXRH2,370$393,4200.13%
180BANK NEW YORK MELLON CORP0640581003,378$392,1520.13%
181SAREPTA THERAPEUTICS INCSRPT18,222$392,1370.13%
182UNITEDHEALTH GROUP INCUNH1,187$391,8410.13%
183ALCOA CORPAA7,286$387,1780.13%
184ARMSTRONG WORLD INDS INC NEW04247X1021,992$380,6710.12%
185AMETEK INCAME1,838$377,3600.12%
186AMERICAN EXPRESS COAXP1,000$369,9500.12%
187GAP INCGAP14,435$369,5360.12%
188PFIZER INCPFE14,675$365,4080.12%
189AMERICAN CENTY ETF TR0250728023,880$364,6040.12%
190HP INCHPQ16,221$361,4040.12%
191TRAVELERS COMPANIES INCTRV1,236$358,5140.12%
192MURPHY USA INCMUSA883$356,3080.12%
193ROPER TECHNOLOGIES INCROP797$354,7690.11%
194VERTIV HOLDINGS COVRT2,189$354,6400.11%
195MSCI INCMSCI618$354,5650.11%
196AXIS CAP HLDGS LTDG0692U1093,278$351,0410.11%
197INVESCO LTDIVZ13,305$349,5220.11%
198MARSH & MCLENNAN COS INC5717481021,871$347,1080.11%
199SALESFORCE INCCRM1,298$343,8530.11%
200DEXCOM INCDXCM5,160$342,4690.11%
201CURTISS WRIGHT CORPCW613$337,9290.11%
202FIDELITY NATIONAL FINANCIALFNF6,076$331,6890.11%
203SYNOVUS FINL CORP87161C5016,613$330,9810.11%
204CATERPILLAR INCCAT576$329,9730.11%
205SCHWAB STRATEGIC TR8085247557,270$328,6880.11%
206PROGRESSIVE CORP7433151031,439$327,6890.11%
207CACI INTL INC127190304610$325,0140.11%
208CROWN HLDGS INCCCK3,131$322,3990.10%
209GENERAL MLS INC3703341046,900$320,8500.10%
210UNITED AIRLS HLDGS INCUNTCW2,840$317,5690.10%
211NNN REIT INCNNN8,007$317,3170.10%
212SYSCO CORPSYY4,286$315,8350.10%
213KEURIG DR PEPPER INCKDP11,197$313,6280.10%
214TELEFLEX INCORPORATEDTFX2,555$311,8120.10%
215INTERNATIONAL BUSINESS MACHSINTR1,045$309,6060.10%
216WAYFAIR INCW3,053$306,5520.10%
217RANGE RES CORPRRC8,641$304,6820.10%
218AKAMAI TECHNOLOGIES INCAKAM3,479$303,5430.10%
219TERADYNE INCTER1,555$300,9860.10%
220ROBLOX CORPRBLX3,703$300,0540.10%
221HASBRO INCHAS3,617$296,5940.10%
222UNION PAC CORPUNP1,278$295,6270.10%
223VANGUARD TAX-MANAGED FDS9219438584,731$295,5720.10%
224MATCH GROUP INC NEWMTCH9,143$295,2270.10%
225INTUITINTU445$294,7770.10%
226MARVELL TECHNOLOGY INCMRVL3,468$294,7110.10%
227ECOLAB INCECL1,122$294,5470.10%
228ROBERT HALF INC.RHI10,820$293,8710.10%
229CRH PLCCRH2,344$292,5310.09%
230DEVON ENERGY CORP NEW25179M1037,977$292,1980.09%
2313M COMMM1,805$288,9810.09%
232MONGODB INCMDB686$287,9070.09%
233EMCOR GROUP INCEME467$285,7060.09%
234WEST PHARMACEUTICAL SVSC INC9553061051,035$284,7700.09%
235NETFLIX INCNFLX3,036$284,6550.09%
236LINCOLN ELEC HLDGS INC5339001061,186$284,2130.09%
237PRINCIPAL FINANCIAL GROUP INPFG3,220$284,0360.09%
238ATI INCATI2,469$283,3420.09%
239MORNINGSTAR INCMORN1,297$281,8510.09%
240PROSPERITY BANCSHARES INCPB4,060$280,5870.09%
241AMKOR TECHNOLOGY INCAMKR7,106$280,5450.09%
242GOLDMAN SACHS GROUP INCGSCE319$280,4010.09%
243EVEREST GROUP LTDEG818$277,5880.09%
244KYNDRYL HLDGS INCKD10,432$277,0740.09%
245PAYLOCITY HLDG CORPPCTY1,809$275,8730.09%
246SCHWAB CHARLES CORPSCHW-PJ2,747$274,4530.09%
247CRANE COMPANYCR1,478$272,5880.09%
248SCHWAB STRATEGIC TR80852477110,017$272,5630.09%
249HCA HEALTHCARE INCHCA583$272,1790.09%
250ARCH CAP GROUP LTDG0450A1052,832$271,6450.09%
251DUPONT DE NEMOURS INCDD6,722$270,2240.09%
252TARGET CORPTGT2,752$269,0080.09%
253DAYFORCE INC15677J1083,873$267,8570.09%
254VALMONT INDS INC920253101664$267,1400.09%
255CNH INDL N VN2094410928,964$267,0480.09%
256GAMING & LEISURE PPTYS INC36467J1085,954$266,0840.09%
257MASTEC INCMTZ1,218$264,7570.09%
258VERALTO CORPVLTO2,632$262,6210.09%
259HALLIBURTON COHAL9,272$262,0270.08%
260BRIGHT HORIZONS FAM SOL IN D1091941002,583$261,9160.08%
261LOWES COS INC5486611071,086$261,9000.08%
262NASDAQ INCNDAQ2,649$257,2970.08%
263SHOPIFY INCSHOP1,598$257,2300.08%
264KINDER MORGAN INC DELEP-PC9,117$250,6260.08%
265EVERCORE INCEVR731$248,7230.08%
266ONTO INNOVATION INCONTO1,555$245,4720.08%
267RALPH LAUREN CORPRL692$244,6980.08%
268SIMPLIFY EXCHANGE TRADED FUN82889N6998,930$243,4320.08%
269PACCAR INCPCAR2,220$243,1120.08%
270MGM RESORTS INTERNATIONALMGM6,655$242,8410.08%
271RPM INTL INC7496851032,332$242,5280.08%
272SERVICE CORP INTL8175651043,095$241,3170.08%
273KEYCORP49326710811,634$240,1260.08%
274LEIDOS HOLDINGS INCLDOS1,328$239,5710.08%
275WASTE CONNECTIONS INCWCN1,361$238,6650.08%
276IDEX CORP45167R1041,331$236,8380.08%
277OMEGA HEALTHCARE INVS INC6819361005,320$235,8890.08%
278ZSCALER INCZS1,048$235,7160.08%
279MOHAWK INDS INC6081901042,151$235,1040.08%
280RBC BEARINGS INCRBC520$233,1840.08%
281MID-AMER APT CMNTYS INC59522J1031,655$229,8960.07%
282SCHWAB STRATEGIC TR8085248059,558$229,7740.07%
283VANGUARD INTL EQUITY INDEX F9220428584,246$228,2810.07%
284ONEMAIN HLDGS INCOMF3,378$228,1840.07%
285WOODWARD INCWWD754$227,9490.07%
286PROCTER AND GAMBLE CO7427181091,586$227,2900.07%
287CARMAX INCKMX5,868$226,7400.07%
288NVIDIA CORPORATIONNVDA1,200$223,8000.07%
289SPDR SERIES TRUST78464A7631,600$222,6560.07%
290PURE STORAGE INC74624M1023,317$222,2720.07%
291RITHM CAPITAL CORPRITM-PF20,254$220,7690.07%
292FERGUSON ENTERPRISES INCFERG991$220,6260.07%
293OWENS CORNING NEWOC1,953$218,5600.07%
294SENTINELONE INCS14,513$217,6950.07%
295ISHARES TR4642887601,010$216,8370.07%
296SONOCO PRODS CO8354951024,928$215,0580.07%
297TAKE-TWO INTERACTIVE SOFTWARTTWO838$214,5530.07%
298CHARTER COMMUNICATIONS INC N16119P1081,019$212,7160.07%
299NEWMARKET CORPNEU309$212,3630.07%
300SMITH A O CORPAOS3,167$211,8090.07%
301TRADEWEB MKTS INC8926721061,961$210,8860.07%
302POPULAR INCBPOPM1,686$209,9410.07%
303MCKESSON CORPMCK254$208,3540.07%
304TORO COTORO2,546$200,4210.06%
305HOST HOTELS & RESORTS INCHST11,187$198,3460.06%
306V F CORPVFC10,811$195,4630.06%
307LIBERTY GLOBAL LTDLBTYK11,930$132,9000.04%
308MEDICAL PPTYS TRUST INC58463J30424,469$122,3450.04%
309NEWELL BRANDS INCNWL13,162$48,9630.02%
310PLAYTIKA HLDG CORPPLTK12,083$47,7280.02%
311AGILON HEALTH INCAGL30,278$20,8520.01%