Ceera Investments
Latest statistics and disclosures from Ceera Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, JPST, GOOGL, META, AXP, and represent 34.28% of Ceera Investments's stock portfolio.
- Added to shares of these 10 stocks: KVUE, UL, WDAY, RSP, TSLA, EOG, GTLB, TEAM, AFLG, BRK.B.
- Started 2 new stock positions in UL, AFLG.
- Reduced shares in these 10 stocks: META, SEMR, MOAT, GOOGL, SMWB, NICE, BILL, ALKT, TOST, VBIL.
- Sold out of its positions in ALKT, AVPT, AVDX, BILL, BL, CRWD, DOW, EXFY, FIVN, HUBS.
- Ceera Investments was a net seller of stock by $-63M.
- Ceera Investments has $259M in assets under management (AUM), dropping by -19.23%.
- Central Index Key (CIK): 0001860698
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Portfolio Holdings for Ceera Investments
Ceera Investments holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 17.4 | $45M | -7% | 434k | 103.56 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.7 | $12M | -8% | 241k | 50.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $12M | -21% | 38k | 313.00 |
|
| Meta Platforms Cl A (META) | 4.2 | $11M | -26% | 17k | 660.09 |
|
| American Express Company (AXP) | 3.4 | $8.7M | -16% | 24k | 369.95 |
|
| Apple (AAPL) | 3.0 | $7.7M | -7% | 28k | 271.86 |
|
| Gartner (IT) | 2.5 | $6.4M | -12% | 25k | 252.28 |
|
| UnitedHealth (UNH) | 2.3 | $5.9M | -5% | 18k | 330.11 |
|
| Ye Cl A (YELP) | 2.3 | $5.8M | -17% | 192k | 30.39 |
|
| Corpay Com Shs (CPAY) | 2.1 | $5.4M | -3% | 18k | 300.93 |
|
| salesforce (CRM) | 2.1 | $5.4M | -5% | 21k | 264.91 |
|
| Vestis Corporation Com Shs (VSTS) | 2.0 | $5.3M | -2% | 795k | 6.67 |
|
| Adobe Systems Incorporated (ADBE) | 2.0 | $5.3M | -22% | 15k | 349.99 |
|
| Freshworks Class A Com (FRSH) | 2.0 | $5.1M | -22% | 419k | 12.25 |
|
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 2.0 | $5.1M | -2% | 55k | 93.30 |
|
| Global Payments (GPN) | 1.9 | $5.0M | -2% | 65k | 77.40 |
|
| Paypal Holdings (PYPL) | 1.9 | $5.0M | -12% | 85k | 58.38 |
|
| Gitlab Class A Com (GTLB) | 1.9 | $4.9M | +7% | 130k | 37.53 |
|
| Spdr Series Trust State Street Spd (SPYV) | 1.9 | $4.8M | -7% | 85k | 56.81 |
|
| Docusign (DOCU) | 1.8 | $4.6M | -5% | 68k | 68.40 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $4.6M | -6% | 5.4k | 862.34 |
|
| Atlassian Corporation Cl A (TEAM) | 1.7 | $4.4M | +8% | 27k | 162.14 |
|
| Tradeweb Mkts Cl A (TW) | 1.6 | $4.2M | -15% | 39k | 107.54 |
|
| Cme (CME) | 1.6 | $4.1M | -22% | 15k | 273.08 |
|
| Veeva Sys Cl A Com (VEEV) | 1.6 | $4.1M | -2% | 18k | 223.23 |
|
| Workday Cl A (WDAY) | 1.6 | $4.0M | +18% | 19k | 214.78 |
|
| Mastercard Incorporated Cl A (MA) | 1.6 | $4.0M | -6% | 7.1k | 570.88 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $3.7M | +18% | 19k | 191.56 |
|
| Coupang Cl A (CPNG) | 1.4 | $3.5M | -3% | 148k | 23.59 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.3 | $3.2M | -37% | 43k | 75.43 |
|
| Nice Sponsored Adr (NICE) | 1.1 | $2.9M | -47% | 26k | 113.04 |
|
| Kenvue (KVUE) | 1.0 | $2.6M | +130% | 150k | 17.25 |
|
| S&p Global (SPGI) | 1.0 | $2.5M | -11% | 4.7k | 522.59 |
|
| Paychex (PAYX) | 0.8 | $2.2M | -23% | 20k | 112.18 |
|
| Altria (MO) | 0.8 | $2.2M | -13% | 38k | 57.66 |
|
| Sentinelone Cl A (S) | 0.7 | $1.9M | -34% | 126k | 15.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.8M | -49% | 2.6k | 684.94 |
|
| Morningstar (MORN) | 0.7 | $1.8M | -9% | 8.1k | 217.31 |
|
| Pfizer (PFE) | 0.6 | $1.5M | 59k | 24.90 |
|
|
| Target Corporation (TGT) | 0.6 | $1.5M | +2% | 15k | 97.75 |
|
| Abbvie (ABBV) | 0.5 | $1.3M | -40% | 5.6k | 228.49 |
|
| EOG Resources (EOG) | 0.5 | $1.2M | +72% | 12k | 105.01 |
|
| General Mills (GIS) | 0.5 | $1.2M | -24% | 26k | 46.50 |
|
| Visa Com Cl A (V) | 0.5 | $1.2M | 3.4k | 350.71 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.2M | +4% | 1.9k | 614.26 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.1M | +20% | 2.3k | 483.58 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $1.1M | -40% | 20k | 56.62 |
|
| United Parcel Service CL B (UPS) | 0.4 | $1.0M | -34% | 11k | 99.19 |
|
| Campbell Soup Company (CPB) | 0.4 | $1.0M | -7% | 37k | 27.87 |
|
| Cardinal Health (CAH) | 0.4 | $1.0M | -35% | 4.9k | 205.50 |
|
| Molson Coors Beverage CL B (TAP) | 0.4 | $998k | +19% | 21k | 46.68 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.4 | $994k | -17% | 48k | 20.53 |
|
| Chevron Corporation (CVX) | 0.4 | $909k | -17% | 6.0k | 152.41 |
|
| Unilever Spon Adr New (UL) | 0.3 | $781k | NEW | 12k | 65.40 |
|
| Tesla Motors (TSLA) | 0.3 | $767k | +276% | 1.7k | 449.72 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.3 | $721k | -4% | 15k | 49.88 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $671k | -8% | 7.3k | 91.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $654k | +48% | 1.3k | 502.65 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $652k | +10% | 3.5k | 186.50 |
|
| Flaherty & Crumrine/Claymore Total Retur (FLC) | 0.2 | $623k | +19% | 36k | 17.50 |
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $532k | +3% | 32k | 16.51 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $499k | 9.3k | 53.76 |
|
|
| H&R Block (HRB) | 0.2 | $461k | -48% | 11k | 43.58 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $435k | 2.2k | 199.68 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $419k | 2.0k | 211.79 |
|
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $370k | +5% | 2.6k | 142.13 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $354k | 3.4k | 105.69 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $329k | 3.8k | 86.25 |
|
|
| Qualcomm (QCOM) | 0.1 | $315k | 1.8k | 171.05 |
|
|
| WPP Adr (WPP) | 0.1 | $293k | -59% | 13k | 22.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $293k | 2.4k | 120.18 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $290k | -13% | 1.5k | 190.99 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $284k | 1.3k | 211.24 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $283k | 4.7k | 60.17 |
|
|
| Stryker Corporation (SYK) | 0.1 | $279k | 795.00 | 351.47 |
|
|
| Amazon (AMZN) | 0.1 | $270k | -83% | 1.2k | 230.82 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $263k | 4.0k | 66.00 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $254k | 4.1k | 62.47 |
|
|
| First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) | 0.1 | $254k | NEW | 6.5k | 39.10 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $253k | 5.7k | 44.37 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $244k | 3.2k | 77.53 |
|
|
| Broadcom (AVGO) | 0.1 | $235k | -9% | 680.00 | 346.10 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $234k | +7% | 1.3k | 177.37 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $234k | 3.5k | 67.22 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $228k | +20% | 4.6k | 49.65 |
|
| McDonald's Corporation (MCD) | 0.1 | $228k | 747.00 | 305.63 |
|
|
| Semrush Hldgs Cl A Com (SEMR) | 0.1 | $134k | -96% | 11k | 11.89 |
|
Past Filings by Ceera Investments
SEC 13F filings are viewable for Ceera Investments going back to 2021
- Ceera Investments 2025 Q4 filed Feb. 9, 2026
- Ceera Investments 2025 Q3 filed Nov. 5, 2025
- Ceera Investments 2025 Q2 filed Aug. 5, 2025
- Ceera Investments 2025 Q1 filed April 29, 2025
- Ceera Investments 2024 Q4 filed Feb. 7, 2025
- Ceera Investments 2024 Q3 filed Nov. 7, 2024
- Ceera Investments 2024 Q2 filed Aug. 6, 2024
- Ceera Investments 2024 Q1 filed May 14, 2024
- Ceera Investments 2023 Q4 filed Feb. 8, 2024
- Ceera Investments 2023 Q3 filed Nov. 8, 2023
- Ceera Investments 2022 Q4 restated filed Oct. 2, 2023
- Ceera Investments 2023 Q1 restated filed Sept. 27, 2023
- Ceera Investments 2023 Q2 filed Aug. 4, 2023
- Ceera Investments 2023 Q1 filed May 9, 2023
- Ceera Investments 2022 Q4 filed Feb. 9, 2023
- Ceera Investments 2022 Q3 filed Nov. 8, 2022