CEERA INVESTMENTS, LLC
CIK: 0001860698SEC EDGAR →
Portfolio Value
$258.9M
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 434,412 | $45.0M | 17.38% |
| 2 | J P MORGAN EXCHANGE TRADED F | 241,403 | $12.2M | 4.72% |
| 3 | ALPHABET INC | 38,204 | $12.0M | 4.62% |
| 4 | META PLATFORMS INC | 16,505 | $10.9M | 4.21% |
| 5 | AMERICAN EXPRESS CO | 23,487 | $8.7M | 3.36% |
| 6 | APPLE INC | 28,353 | $7.7M | 2.98% |
| 7 | GARTNER INC | 25,430 | $6.4M | 2.48% |
| 8 | UNITEDHEALTH GROUP INC | 18,014 | $5.9M | 2.30% |
| 9 | YELP INC | 192,442 | $5.8M | 2.26% |
| 10 | CORPAY INC | 18,074 | $5.4M | 2.10% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$45.0M · 434K shares
$12.2M · 241K shares
$12.0M · 38K shares
$10.9M · 17K shares
$8.7M · 23K shares
$7.7M · 28K shares
$6.4M · 25K shares
$5.9M · 18K shares
$5.8M · 192K shares
$5.4M · 18K shares
$5.4M · 21K shares
$5.3M · 795K shares
$5.3M · 15K shares
$5.1M · 419K shares
$5.1M · 55K shares
$5.0M · 64K shares
$5.0M · 85K shares
$4.9M · 130K shares
$4.8M · 85K shares
$4.6M · 68K shares
$4.6M · 5K shares
$4.4M · 27K shares
$4.2M · 39K shares
$4.1M · 15K shares
$4.1M · 18K shares
$4.0M · 19K shares
$4.0M · 7K shares
$3.7M · 19K shares
$3.5M · 148K shares
$3.2M · 43K shares
$2.9M · 26K shares
$2.6M · 150K shares
$2.5M · 5K shares
$2.2M · 19K shares
$2.2M · 38K shares
$1.9M · 126K shares
$1.8M · 3K shares
$1.8M · 8K shares
$1.5M · 59K shares
$1.5M · 15K shares
$1.3M · 6K shares
$1.2M · 12K shares
$1.2M · 26K shares
$1.2M · 3K shares
$1.2M · 2K shares
$1.1M · 2K shares
$1.1M · 20K shares
$1.0M · 11K shares
$1.0M · 37K shares
$1.0M · 5K shares
$998K · 21K shares
$993K · 48K shares
$909K · 6K shares
$781K · 12K shares
$767K · 2K shares
$720K · 14K shares
$670K · 7K shares
$653K · 1K shares
$652K · 3K shares
$622K · 36K shares
$532K · 32K shares
$498K · 9K shares
$461K · 11K shares
$435K · 2K shares
$418K · 2K shares
$370K · 3K shares
$354K · 3K shares
$328K · 4K shares
$314K · 2K shares
$293K · 13K shares
$292K · 2K shares
$290K · 2K shares
$283K · 1K shares
$282K · 5K shares
$279K · 795 shares
$270K · 1K shares
$263K · 4K shares
$254K · 4K shares
$253K · 6K shares
$252K · 6K shares
$244K · 3K shares
$235K · 680 shares
$234K · 1K shares
$233K · 3K shares
$228K · 5K shares
$228K · 747 shares
$133K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $114.3M | 44.2% |
| Technology | 17 | $58.3M | 22.5% |
| Communication Services | 5 | $30.0M | 11.6% |
| Healthcare | 6 | $14.1M | 5.4% |
| Industrials | 4 | $13.5M | 5.2% |
| Consumer Defensive | 7 | $13.4M | 5.2% |
| Unknown | 6 | $7.9M | 3.0% |
| Consumer Cyclical | 5 | $5.2M | 2.0% |
| Energy | 2 | $2.2M | 0.8% |