CEERA INVESTMENTS, LLC 13F Holdings

CIK 0001860698 · BELLAIRE, TX

As of Sep 30, 2025, CEERA INVESTMENTS, LLC reported 110 positions worth $320.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—468,045$46.4M14.47%
META PLATFORMS INCMETACommunication Services22,316 6.4M5.11%
JPMORGAN ULTRA-SHORT INCOMEJPST—263,525 3.4M4.17%
ALPHABET INCGOOGLEquity48,382 1.8M3.67%
AMERICAN EXPRESS COAXPFinancial Services28,159$9.4M2.92%
APPLE INCAAPLTechnology30,662$7.8M2.44%
GARTNER INCITTechnology29,034$7.6M2.38%
YELP INCYELPCommunication Services232,541$7.3M2.26%
NICE LTDNICETechnology49,281$7.1M2.23%
ADOBE INCADBETechnology19,461$6.9M2.14%
UNITEDHEALTH GROUP INCUNHHealthcare19,029$6.6M2.05%
PAYPAL HOLDINGS INCPYPLFinancial Services97,480$6.5M2.04%
FRESHWORKS INCFRSHTechnology539,094$6.3M1.98%
VEEVA SYSTEMS INCVEEVHealthcare18,877$5.6M1.75%
GLOBAL PAYMENTS INCGPNIndustrials65,913$5.5M1.71%
GITLAB INCGTLBTechnology120,137$5.4M1.69%
CORPAY INCCPAYTechnology18,721$5.4M1.68%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,750$5.3M1.66%
CME GROUP INCCMEFinancial Services19,573$5.3M1.65%
VANGUARD 0-3 MONTH TREASURY BILL ETFVBIL—68,924$5.2M1.63%
DOCUSIGN INCDOCUTechnology72,092$5.2M1.62%
TRADEWEB MARKETS INCTWFinancial Services46,665$5.2M1.62%
SALESFORCE INCCRMTechnology21,807$5.2M1.61%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETFSPYV—92,439$5.1M1.60%
WISDOMTREE US VALUE FUNDWTV—56,065$5.1M1.59%