Ceera Investments

Latest statistics and disclosures from Ceera Investments's latest quarterly 13F-HR filing:

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Positions held by Ceera Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ceera Investments

Ceera Investments holds 83 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 14.9 $32M +6% 372k 84.87
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Meta Platforms Cl A (META) 4.5 $9.6M 27k 353.96
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Sentinelone Cl A (S) 4.1 $8.8M 319k 27.44
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Apple (AAPL) 4.1 $8.7M 45k 192.53
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salesforce (CRM) 3.7 $7.9M 30k 263.14
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Alphabet Cap Stk Cl A (GOOGL) 3.5 $7.4M 53k 139.69
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Crowdstrike Hldgs Cl A (CRWD) 3.3 $7.0M -10% 27k 255.32
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Ye Cl A (YELP) 3.2 $6.8M 143k 47.34
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Adobe Systems Incorporated (ADBE) 3.1 $6.6M 11k 596.60
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American Express Company (AXP) 2.8 $5.9M +8% 32k 187.34
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Atlassian Corporation Cl A (TEAM) 2.8 $5.9M 25k 237.86
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Fidelity National Information Services (FIS) 2.6 $5.6M NEW 93k 60.07
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Dropbox Cl A (DBX) 2.5 $5.4M 183k 29.48
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Workday Cl A (WDAY) 2.4 $5.1M 18k 276.06
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Tradeweb Mkts Cl A (TW) 2.3 $4.8M 53k 90.88
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McKesson Corporation (MCK) 2.3 $4.8M 10k 462.98
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Cme (CME) 2.1 $4.6M 22k 210.60
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Paypal Holdings (PYPL) 2.0 $4.3M -21% 70k 61.41
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Costco Wholesale Corporation (COST) 1.9 $4.1M 6.3k 660.08
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Mastercard Incorporated Cl A (MA) 1.7 $3.7M 8.7k 426.51
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Docusign (DOCU) 1.7 $3.6M -16% 61k 59.45
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Starbucks Corporation (SBUX) 1.6 $3.5M 36k 96.01
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Paychex (PAYX) 1.6 $3.4M 29k 119.11
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.5 $3.1M +25% 34k 91.39
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Alkami Technology (ALKT) 1.4 $3.0M 122k 24.25
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Embecta Corp Common Stock (EMBC) 1.4 $2.9M NEW 153k 18.93
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Morningstar (MORN) 1.3 $2.9M -19% 10k 286.24
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S&p Global (SPGI) 1.3 $2.7M 6.1k 440.52
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Semrush Hldgs Cl A Com (SEMR) 1.1 $2.2M 164k 13.66
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Elastic N V Ord Shs (ESTC) 1.0 $2.1M 18k 112.70
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International Business Machines (IBM) 0.9 $1.9M 12k 163.55
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Altria (MO) 0.8 $1.7M +3% 41k 40.34
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Abbvie (ABBV) 0.7 $1.4M 9.2k 154.97
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Unilever Spon Adr New (UL) 0.7 $1.4M -17% 29k 48.48
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Sprinklr Cl A (CXM) 0.6 $1.4M 113k 12.04
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Dow (DOW) 0.6 $1.3M -28% 24k 54.84
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Walt Disney Company (DIS) 0.6 $1.2M -28% 14k 90.29
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Paymentus Holdings Com Cl A (PAY) 0.6 $1.2M 70k 17.87
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Cardinal Health (CAH) 0.6 $1.2M -34% 12k 100.80
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Molson Coors Beverage CL B (TAP) 0.6 $1.2M -7% 20k 61.21
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Amazon (AMZN) 0.5 $1.1M 7.0k 151.94
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Hubspot (HUBS) 0.5 $1.1M 1.8k 580.54
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H&R Block (HRB) 0.5 $1.1M 22k 48.37
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Pfizer (PFE) 0.4 $919k -46% 32k 28.79
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Buckle (BKE) 0.4 $901k -12% 19k 47.52
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Nutanix Cl A (NTNX) 0.4 $874k 18k 47.69
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3M Company (MMM) 0.4 $866k -50% 7.9k 109.32
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Church & Dwight (CHD) 0.4 $817k 8.6k 94.56
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.3 $743k -3% 17k 42.80
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Whirlpool Corporation (WHR) 0.3 $733k -28% 6.0k 121.77
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Couchbase (BASE) 0.3 $720k 32k 22.52
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Docebo (DCBO) 0.3 $696k 14k 48.38
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Shopify Cl A (SHOP) 0.3 $672k 8.6k 77.90
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Sprout Social Com Cl A (SPT) 0.3 $603k 9.8k 61.44
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $596k +2% 1.2k 477.63
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Walgreen Boots Alliance (WBA) 0.3 $572k -63% 22k 26.11
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General Mills (GIS) 0.2 $452k 6.9k 65.14
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Toast Cl A (TOST) 0.2 $420k NEW 23k 18.26
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Domo Com Cl B (DOMO) 0.2 $406k -32% 39k 10.29
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Campbell Soup Company (CPB) 0.2 $386k -32% 8.9k 43.23
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Palo Alto Networks (PANW) 0.2 $369k 1.3k 294.88
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Msc Indl Direct Cl A (MSM) 0.2 $357k 3.5k 101.26
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Qualcomm (QCOM) 0.2 $333k 2.3k 144.63
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $331k 2.7k 122.75
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Avepoint Com Cl A (AVPT) 0.2 $324k 39k 8.21
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Exxon Mobil Corporation (XOM) 0.1 $309k 3.1k 99.98
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Expensify Com Cl A (EXFY) 0.1 $309k NEW 125k 2.47
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $286k 1.6k 179.97
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $282k 645.00 436.80
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Marriott Intl Cl A (MAR) 0.1 $279k 1.2k 225.51
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $264k 3.8k 69.34
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Vtex Shs Cl A (VTEX) 0.1 $264k 38k 6.88
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Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $261k +24% 2.5k 105.60
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $256k 1.3k 190.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $254k -24% 620.00 409.52
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Ishares Tr Expanded Tech (IGV) 0.1 $248k 611.00 405.64
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $240k NEW 2.0k 117.45
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Microsoft Corporation (MSFT) 0.1 $236k NEW 629.00 375.91
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Wisdomtree Tr Cloud Computng (WCLD) 0.1 $235k NEW 6.7k 34.95
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Vanguard Index Fds Value Etf (VTV) 0.1 $227k 1.5k 149.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $222k 622.00 356.66
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $220k NEW 795.00 277.15
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Cs Disco (LAW) 0.1 $127k -92% 17k 7.59
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Past Filings by Ceera Investments

SEC 13F filings are viewable for Ceera Investments going back to 2021