Ceera Investments
Latest statistics and disclosures from Ceera Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, JPST, GOOGL, META, AAPL, and represent 36.47% of Ceera Investments's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$7.8M), VOO (+$5.7M), INTU, FICO, WDAY, PAYX, HRB, SCHD, VYMI, BRK.B.
- Started 16 new stock positions in NFLX, CSCO, SCHD, GOOG, GS, IOVA, FICO, MRK, PG, VYMI. GEV, VO, VOO, INTU, HPE, EMBC.
- Reduced shares in these 10 stocks: IT (-$6.4M), VSTS (-$5.3M), MOAT, CME, NICE, S, PFE, CPB, GOOGL, SKM.
- Sold out of its positions in AVGO, CPB, VSTS, IT, IBIT, NICE, PFE, SKM, SEMR, S.
- Ceera Investments was a net seller of stock by $-4.7M.
- Ceera Investments has $228M in assets under management (AUM), dropping by -11.94%.
- Central Index Key (CIK): 0001860698
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Portfolio Holdings for Ceera Investments
Ceera Investments holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 16.7 | $38M | -9% | 394k | 96.70 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 8.8 | $20M | +63% | 395k | 50.61 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $10M | -9% | 35k | 287.56 |
|
| Meta Platforms Cl A (META) | 3.8 | $8.6M | -8% | 15k | 572.13 |
|
| Apple (AAPL) | 2.9 | $6.5M | -9% | 26k | 253.79 |
|
| American Express Company (AXP) | 2.8 | $6.4M | -9% | 21k | 302.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.5 | $5.7M | NEW | 9.5k | 597.55 |
|
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 2.1 | $4.9M | -5% | 52k | 94.73 |
|
| Costco Wholesale Corporation (COST) | 2.1 | $4.9M | -8% | 4.9k | 996.43 |
|
| Corpay Com Shs (CPAY) | 2.0 | $4.6M | -12% | 16k | 290.99 |
|
| Intuit (INTU) | 2.0 | $4.5M | NEW | 11k | 432.38 |
|
| Spdr Series Trust State Street Spd (SPYV) | 2.0 | $4.5M | -6% | 79k | 56.58 |
|
| UnitedHealth (UNH) | 2.0 | $4.4M | -8% | 16k | 270.59 |
|
| Workday Cl A (WDAY) | 1.9 | $4.4M | +80% | 34k | 129.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.8 | $4.1M | +10% | 21k | 191.92 |
|
| Tradeweb Mkts Cl A (TW) | 1.8 | $4.0M | -12% | 34k | 117.66 |
|
| Ye Cl A (YELP) | 1.8 | $4.0M | -15% | 163k | 24.74 |
|
| salesforce (CRM) | 1.8 | $4.0M | +5% | 22k | 186.67 |
|
| Global Payments (GPN) | 1.7 | $3.9M | -10% | 58k | 67.30 |
|
| Veeva Sys Cl A Com (VEEV) | 1.6 | $3.7M | +13% | 21k | 175.66 |
|
| Paypal Holdings (PYPL) | 1.5 | $3.3M | -13% | 74k | 45.23 |
|
| Adobe Systems Incorporated (ADBE) | 1.4 | $3.3M | -11% | 14k | 243.08 |
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $3.3M | -7% | 6.5k | 499.66 |
|
| Paychex (PAYX) | 1.3 | $3.0M | +66% | 32k | 92.12 |
|
| Freshworks Class A Com (FRSH) | 1.3 | $2.9M | -12% | 367k | 8.03 |
|
| Coupang Cl A (CPNG) | 1.2 | $2.7M | -2% | 145k | 18.88 |
|
| Kenvue (KVUE) | 1.2 | $2.7M | +4% | 157k | 17.24 |
|
| Docusign (DOCU) | 1.2 | $2.7M | -16% | 57k | 47.41 |
|
| Fair Isaac Corporation (FICO) | 1.2 | $2.6M | NEW | 2.5k | 1067.54 |
|
| Gitlab Class A Com (GTLB) | 1.1 | $2.5M | -9% | 117k | 21.64 |
|
| Altria (MO) | 1.0 | $2.4M | -4% | 36k | 65.99 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.0 | $2.3M | -28% | 31k | 75.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.1M | +22% | 3.2k | 653.21 |
|
| S&p Global (SPGI) | 0.8 | $1.8M | -10% | 4.2k | 425.34 |
|
| Target Corporation (TGT) | 0.8 | $1.8M | 15k | 121.20 |
|
|
| EOG Resources (EOG) | 0.8 | $1.7M | 12k | 144.57 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.6M | +153% | 3.3k | 479.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.6M | +40% | 2.7k | 577.15 |
|
| Tesla Motors (TSLA) | 0.7 | $1.6M | +146% | 4.2k | 371.75 |
|
| Atlassian Corporation Cl A (TEAM) | 0.7 | $1.5M | -18% | 22k | 68.25 |
|
| H&R Block (HRB) | 0.6 | $1.3M | +299% | 42k | 31.74 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.6 | $1.3M | +14% | 23k | 58.47 |
|
| Chevron Corporation (CVX) | 0.6 | $1.3M | +3% | 6.2k | 206.90 |
|
| Morningstar (MORN) | 0.6 | $1.3M | -8% | 7.4k | 169.05 |
|
| United Parcel Svcs CL B (UPS) | 0.5 | $1.2M | +18% | 13k | 98.38 |
|
| General Mills (GIS) | 0.5 | $1.1M | +16% | 31k | 37.22 |
|
| Cardinal Health (CAH) | 0.5 | $1.1M | +8% | 5.3k | 211.31 |
|
| Visa Com Cl A (V) | 0.5 | $1.1M | +2% | 3.5k | 302.24 |
|
| Abbvie (ABBV) | 0.5 | $1.1M | -13% | 4.9k | 217.49 |
|
| Molson Coors Beverage CL B (TAP) | 0.5 | $1.0M | +11% | 24k | 43.06 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $969k | NEW | 32k | 30.68 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $964k | NEW | 10k | 94.24 |
|
| Microsoft Corporation (MSFT) | 0.4 | $933k | +7% | 2.5k | 370.16 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $885k | +45% | 5.1k | 174.40 |
|
| Cme (CME) | 0.3 | $707k | -84% | 2.4k | 295.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $697k | NEW | 2.4k | 286.86 |
|
| RBB F/m Us Treasury (TBIL) | 0.3 | $678k | -5% | 14k | 49.86 |
|
| Unilever Spon Adr New (UL) | 0.3 | $646k | -5% | 11k | 56.97 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $617k | -8% | 6.7k | 91.64 |
|
| Flaherty & Crumrine/Claymore Total Retur (FLC) | 0.2 | $559k | -5% | 34k | 16.60 |
|
| Merck & Co (MRK) | 0.2 | $556k | NEW | 4.6k | 120.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $531k | +5% | 9.8k | 54.05 |
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $469k | -6% | 30k | 15.49 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $455k | +5% | 2.1k | 217.25 |
|
| Amazon (AMZN) | 0.2 | $435k | +78% | 2.1k | 208.27 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $396k | 2.2k | 181.42 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $374k | +7% | 4.1k | 91.37 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $341k | +12% | 2.7k | 124.31 |
|
| Embecta Corp Common Stock (EMBC) | 0.1 | $331k | NEW | 37k | 8.84 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $331k | 2.6k | 126.97 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $301k | 1.3k | 224.59 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $298k | 1.5k | 196.20 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $294k | 4.7k | 62.56 |
|
|
| Goldman Sachs (GS) | 0.1 | $274k | NEW | 324.00 | 846.73 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $273k | +10% | 3.5k | 78.41 |
|
| Netflix (NFLX) | 0.1 | $271k | NEW | 2.8k | 96.15 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $269k | 4.0k | 67.53 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $268k | 3.4k | 80.05 |
|
|
| Stryker Corporation (SYK) | 0.1 | $261k | 795.00 | 328.59 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $261k | 4.1k | 64.08 |
|
|
| Qualcomm (QCOM) | 0.1 | $258k | +8% | 2.0k | 128.78 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $255k | +5% | 3.7k | 69.75 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $251k | 5.6k | 44.87 |
|
|
| First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) | 0.1 | $250k | 6.5k | 38.58 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $243k | 1.3k | 184.28 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $241k | NEW | 10k | 23.81 |
|
| McDonald's Corporation (MCD) | 0.1 | $232k | 747.00 | 310.79 |
|
|
| Ge Vernova (GEV) | 0.1 | $217k | NEW | 248.00 | 872.90 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $215k | NEW | 750.00 | 287.18 |
|
| Cisco Systems (CSCO) | 0.1 | $212k | NEW | 2.7k | 77.60 |
|
| Procter & Gamble Company (PG) | 0.1 | $210k | NEW | 1.5k | 144.44 |
|
| WPP Adr (WPP) | 0.1 | $203k | 13k | 15.55 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $44k | NEW | 13k | 3.51 |
|
Past Filings by Ceera Investments
SEC 13F filings are viewable for Ceera Investments going back to 2021
- Ceera Investments 2026 Q1 filed May 6, 2026
- 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