CEERA INVESTMENTS, LLC — 13F Holdings & Portfolio
CIK 1860698 · latest 13F-HR filed 2026-05-06
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$228.0M
Long-equity book
Holdings
93
Distinct positions
Period
2026-03-31
Filed 2026-05-06
Q/Q Activity
+16 / −10 / ↑26 / ↓39
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- J P MORGAN EXCHANGE TRADED F$7.8M +63.8%
- BERKSHIRE HATHAWAY INC DEL$927.9K +141.9%
- BLOCK H & R INC$879.2K +190.7%
- PAYCHEX INC$796.8K +36.5%
- TESLA INC$795.2K +103.7%
Top Trims
- VANECK ETF TRUST-$6.9M -15.4%
- CME GROUP INC-$3.4M -83.0%
- ATLASSIAN CORPORATION-$2.9M -65.8%
- GITLAB INC-$2.3M -47.8%
- META PLATFORMS INC-$2.3M -20.9%
New Positions
- VANGUARD INDEX FDS$5.7M
- INTUIT$4.5M
- FAIR ISAAC CORP$2.6M
- SCHWAB STRATEGIC TR$968.8K
- VANGUARD WHITEHALL FDS$964.1K
Exited Positions
- GARTNER INC$6.4M
- VESTIS CORPORATION$5.3M
- NICE LTD$2.9M
- SENTINELONE INC$1.9M
- PFIZER INC$1.5M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANECK ETF TRUST | MOAT | 92189F643 | $38.1M | 16.69% | 393,572 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $20.0M | 8.77% | 395,152 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $10.0M | 4.38% | 34,689 | SH |
| 4 | META PLATFORMS INC | META | 30303M102 | $8.6M | 3.78% | 15,059 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $6.5M | 2.85% | 25,616 | SH |
| 6 | AMERICAN EXPRESS CO | AXP | 025816109 | $6.4M | 2.82% | 21,278 | SH |
| 7 | VANGUARD INDEX FDS | VOO | 922908363 | $5.7M | 2.50% | 9,540 | SH |
| 8 | WISDOMTREE TR | WTV | 97717W547 | $4.9M | 2.15% | 51,698 | SH |
| 9 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.9M | 2.13% | 4,879 | SH |
| 10 | CORPAY INC | CPAY | 219948106 | $4.6M | 2.01% | 15,778 | SH |
| 11 | INTUIT | INTU | 461202103 | $4.5M | 1.99% | 10,511 | SH |
| 12 | SPDR SERIES TRUST | SPYV | 78464A508 | $4.5M | 1.97% | 79,430 | SH |
| 13 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.4M | 1.95% | 16,436 | SH |
| 14 | WORKDAY INC | WDAY | 98138H101 | $4.4M | 1.94% | 34,013 | SH |
| 15 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $4.1M | 1.80% | 21,418 | SH |
| 16 | TRADEWEB MKTS INC | TW | 892672106 | $4.0M | 1.77% | 34,384 | SH |
| 17 | YELP INC | YELP | 985817105 | $4.0M | 1.77% | 162,812 | SH |
| 18 | SALESFORCE INC | CRM | 79466L302 | $4.0M | 1.77% | 21,573 | SH |
| 19 | GLOBAL PMTS INC | GPN | 37940X102 | $3.9M | 1.70% | 57,480 | SH |
| 20 | VEEVA SYS INC | VEEV | 922475108 | $3.7M | 1.60% | 20,781 | SH |
| 21 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $3.3M | 1.46% | 73,588 | SH |
| 22 | ADOBE INC | ADBE | 00724F101 | $3.3M | 1.44% | 13,474 | SH |
| 23 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.3M | 1.43% | 6,519 | SH |
| 24 | PAYCHEX INC | PAYX | 704326107 | $3.0M | 1.31% | 32,347 | SH |
| 25 | FRESHWORKS INC | FRSH | 358054104 | $2.9M | 1.29% | 367,198 | SH |
| 26 | COUPANG INC | CPNG | 22266T109 | $2.7M | 1.20% | 145,194 | SH |
| 27 | KENVUE INC | KVUE | 49177J102 | $2.7M | 1.19% | 156,874 | SH |
| 28 | DOCUSIGN INC | DOCU | 256163106 | $2.7M | 1.18% | 56,662 | SH |
| 29 | FAIR ISAAC CORP | FICO | 303250104 | $2.6M | 1.15% | 2,458 | SH |
| 30 | GITLAB INC | GTLB | 37637K108 | $2.5M | 1.11% | 117,449 | SH |
| 31 | ALTRIA GROUP INC | MO | 02209S103 | $2.4M | 1.04% | 35,963 | SH |
| 32 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $2.3M | 1.02% | 30,724 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $2.1M | 0.93% | 3,246 | SH |
| 34 | S&P GLOBAL INC | SPGI | 78409V104 | $1.8M | 0.79% | 4,229 | SH |
| 35 | TARGET CORP | TGT | 87612E106 | $1.8M | 0.78% | 14,707 | SH |
| 36 | EOG RES INC | EOG | 26875P101 | $1.7M | 0.75% | 11,835 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.6M | 0.69% | 3,301 | SH |
| 38 | INVESCO QQQ TR | QQQ | 46090E103 | $1.6M | 0.69% | 2,725 | SH |
| 39 | TESLA INC | TSLA | 88160R101 | $1.6M | 0.69% | 4,203 | SH |
| 40 | ATLASSIAN CORPORATION | TEAM | 049468101 | $1.5M | 0.65% | 21,853 | SH |
| 41 | BLOCK H & R INC | HRB | 093671105 | $1.3M | 0.59% | 42,228 | SH |
| 42 | BRITISH AMERN TOB PLC | BTI | 110448107 | $1.3M | 0.58% | 22,460 | SH |
| 43 | CHEVRON CORPORATION | CVX | 166764100 | $1.3M | 0.56% | 6,195 | SH |
| 44 | MORNINGSTAR INC | MORN | 617700109 | $1.3M | 0.55% | 7,436 | SH |
| 45 | UNITED PARCEL SVCS INC | UPS | 911312106 | $1.2M | 0.54% | 12,488 | SH |
| 46 | GENERAL MILLS INC | GIS | 370334104 | $1.1M | 0.50% | 30,516 | SH |
| 47 | CARDINAL HEALTH INC | CAH | 14149Y108 | $1.1M | 0.49% | 5,305 | SH |
| 48 | VISA INC | V | 92826C839 | $1.1M | 0.47% | 3,541 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $1.1M | 0.46% | 4,867 | SH |
| 50 | MOLSON COORS BEVERAGE CO | TAP | 60871R209 | $1.0M | 0.45% | 23,880 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $228.0M | 93 | 0001860698-26-000002 |
| 2025-12-31 | 2026-02-09 | $258.9M | 87 | 0001860698-26-000001 |