13F HOLDINGS REPORT
CEERA INVESTMENTS, LLC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001860698-25-000004
Total Value
$326.5M
Positions
112
Other Managers
0
Confidential Omitted
No
Holdings (112)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 92189F643 | 511,976 | $48.0M | 14.71% |
| 2 | META PLATFORMS INC | META | 23,391 | $17.3M | 5.29% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 263,496 | $13.4M | 4.09% |
| 4 | AMERICAN EXPRESS CO | AXP | 29,766 | $9.5M | 2.91% |
| 5 | ALPHABET INC | GOOG | 50,838 | $9.0M | 2.74% |
| 6 | NICE LTD | NCSYF | 48,797 | $8.2M | 2.52% |
| 7 | FRESHWORKS INC | FRSH | 546,739 | $8.2M | 2.50% |
| 8 | YELP INC | YELP | 229,877 | $7.9M | 2.41% |
| 9 | PAYPAL HLDGS INC | PYPL | 101,962 | $7.6M | 2.32% |
| 10 | TRADEWEB MKTS INC | 892672106 | 49,930 | $7.3M | 2.24% |
| 11 | VANGUARD INSTL INDEX FD | 922040845 | 94,125 | $7.1M | 2.18% |
| 12 | ADOBE INC | ADBE | 18,072 | $7.0M | 2.14% |
| 13 | APPLE INC | AAPL | 33,232 | $6.8M | 2.09% |
| 14 | SALESFORCE INC | CRM | 22,897 | $6.2M | 1.91% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 6,186 | $6.1M | 1.88% |
| 16 | DROPBOX INC | DBX | 213,934 | $6.1M | 1.87% |
| 17 | DOCUSIGN INC | DOCU | 76,937 | $6.0M | 1.84% |
| 18 | VEEVA SYS INC | VEEV | 19,959 | $5.7M | 1.76% |
| 19 | CME GROUP INC | CME | 20,293 | $5.6M | 1.71% |
| 20 | GITLAB INC | GTLB | 120,395 | $5.4M | 1.66% |
| 21 | GLOBAL PMTS INC | 37940X102 | 67,610 | $5.4M | 1.66% |
| 22 | ATLASSIAN CORPORATION | TEAM | 26,358 | $5.4M | 1.64% |
| 23 | CORPAY INC | CPAY | 15,907 | $5.3M | 1.62% |
| 24 | COUPANG INC | CPNG | 162,318 | $4.9M | 1.49% |
| 25 | MASTERCARD INCORPORATED | MA | 8,595 | $4.8M | 1.48% |
| 26 | WORKDAY INC | WDAY | 16,477 | $4.0M | 1.21% |
| 27 | PAYCHEX INC | PAYX | 27,025 | $3.9M | 1.20% |
| 28 | SPDR SERIES TRUST | 78464A508 | 70,778 | $3.7M | 1.13% |
| 29 | VESTIS CORPORATION | VSTS | 642,261 | $3.7M | 1.13% |
| 30 | WISDOMTREE TR | WT | 41,436 | $3.6M | 1.10% |
| 31 | STARBUCKS CORP | SBUX | 36,208 | $3.3M | 1.02% |
| 32 | ISHARES TR | 464287200 | 5,112 | $3.2M | 0.97% |
| 33 | S&P GLOBAL INC | SPGI | 5,961 | $3.1M | 0.96% |
| 34 | MORNINGSTAR INC | MORN | 9,786 | $3.1M | 0.94% |
| 35 | SEMRUSH HLDGS INC | SEMR | 330,195 | $3.0M | 0.92% |
| 36 | ALTRIA GROUP INC | MO | 45,083 | $2.6M | 0.81% |
| 37 | SENTINELONE INC | S | 143,285 | $2.6M | 0.80% |
| 38 | SIMILARWEB LTD | SMWB | 319,027 | $2.5M | 0.77% |
| 39 | TOAST INC | TOST | 55,000 | $2.4M | 0.75% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 7,883 | $2.3M | 0.71% |
| 41 | ALKAMI TECHNOLOGY INC | ALKT | 74,891 | $2.3M | 0.69% |
| 42 | ABBVIE INC | ABBV | 9,406 | $1.7M | 0.53% |
| 43 | MSC INDL DIRECT INC | 553530106 | 19,213 | $1.6M | 0.50% |
| 44 | UNITED PARCEL SERVICE INC | UPS | 15,792 | $1.6M | 0.49% |
| 45 | AMAZON COM INC | AMZN | 7,201 | $1.6M | 0.48% |
| 46 | UNILEVER PLC | UNLYF | 25,730 | $1.6M | 0.48% |
| 47 | BRITISH AMERN TOB PLC | 110448107 | 32,965 | $1.6M | 0.48% |
| 48 | SPRINKLR INC | CXM | 182,105 | $1.5M | 0.47% |
| 49 | GENERAL MLS INC | 370334104 | 27,968 | $1.4M | 0.44% |
| 50 | PFIZER INC | PFE | 59,567 | $1.4M | 0.44% |
| 51 | RBB FD INC | 74933W452 | 27,965 | $1.4M | 0.43% |
| 52 | CARDINAL HEALTH INC | CAH | 7,615 | $1.3M | 0.39% |
| 53 | KENVUE INC | KVUE | 59,442 | $1.2M | 0.38% |
| 54 | VISA INC | V | 3,441 | $1.2M | 0.37% |
| 55 | TARGET CORP | TGT | 11,694 | $1.2M | 0.35% |
| 56 | EXPENSIFY INC | EXFY | 443,640 | $1.1M | 0.35% |
| 57 | BLOCK H & R INC | BSQKZ | 20,510 | $1.1M | 0.34% |
| 58 | WPP PLC NEW | WPPGF | 31,990 | $1.1M | 0.34% |
| 59 | BILL HOLDINGS INC | BILL | 24,010 | $1.1M | 0.34% |
| 60 | BLACKLINE INC | BL | 18,844 | $1.1M | 0.33% |
| 61 | ZOOMINFO TECHNOLOGIES INC | GTM | 104,945 | $1.1M | 0.33% |
| 62 | WORKIVA INC | WK | 15,301 | $1.0M | 0.32% |
| 63 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 104,520 | $1.0M | 0.31% |
| 64 | CHEVRON CORP NEW | CVX | 6,972 | $998,321 | 0.31% |
| 65 | CROWDSTRIKE HLDGS INC | CRWD | 1,950 | $993,155 | 0.30% |
| 66 | THE CAMPBELLS COMPANY | CPB | 31,935 | $978,808 | 0.30% |
| 67 | JFROG LTD | FROG | 22,290 | $978,085 | 0.30% |
| 68 | MICROSOFT CORP | MSFT | 1,944 | $966,860 | 0.30% |
| 69 | FIVE9 INC | FIVN | 33,885 | $897,275 | 0.27% |
| 70 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,772 | $867,263 | 0.27% |
| 71 | MOLSON COORS BEVERAGE CO | TAP-A | 17,900 | $860,811 | 0.26% |
| 72 | SK TELECOM CO LTD | SKM | 36,500 | $852,275 | 0.26% |
| 73 | EOG RES INC | EOG | 6,892 | $824,352 | 0.25% |
| 74 | INVESCO QQQ TR | IVZ | 1,462 | $806,417 | 0.25% |
| 75 | BUCKLE INC | BKE | 17,730 | $804,056 | 0.25% |
| 76 | AVEPOINT INC | AVPT | 39,440 | $761,586 | 0.23% |
| 77 | NVIDIA CORPORATION | NVDA | 3,757 | $593,568 | 0.18% |
| 78 | DOW INC | DOW | 22,412 | $593,470 | 0.18% |
| 79 | ISHARES TR | 46434V878 | 10,570 | $536,005 | 0.16% |
| 80 | SPDR SERIES TRUST | 78468R663 | 5,810 | $532,951 | 0.16% |
| 81 | VANGUARD INDEX FDS | 922908363 | 905 | $514,067 | 0.16% |
| 82 | HUBSPOT INC | HUBS | 920 | $512,100 | 0.16% |
| 83 | SHOPIFY INC | SHOP | 4,270 | $492,545 | 0.15% |
| 84 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,280 | $458,989 | 0.14% |
| 85 | ISHARES TR | 464287721 | 2,395 | $414,982 | 0.13% |
| 86 | FLAHERTY & CRUMRINE TOTAL RE | FLC | 23,170 | $393,890 | 0.12% |
| 87 | FLAHERTY & CRUMRINE PFD SECS | 338478100 | 24,170 | $393,729 | 0.12% |
| 88 | SPROUT SOCIAL INC | SPT | 18,160 | $379,726 | 0.12% |
| 89 | MARRIOTT INTL INC NEW | 571903202 | 1,235 | $337,414 | 0.10% |
| 90 | ISHARES TR | 464287515 | 3,055 | $334,523 | 0.10% |
| 91 | ISHARES TR | 46429B689 | 3,810 | $320,269 | 0.10% |
| 92 | FIRST TR EXCHANGE-TRADED FD | 337344105 | 2,325 | $317,339 | 0.10% |
| 93 | STRYKER CORPORATION | SYK | 795 | $314,526 | 0.10% |
| 94 | VANGUARD INDEX FDS | 922908744 | 1,760 | $311,062 | 0.10% |
| 95 | VANGUARD INDEX FDS | 922908611 | 1,588 | $309,676 | 0.09% |
| 96 | QUALCOMM INC | QCOM | 1,875 | $298,613 | 0.09% |
| 97 | VANGUARD WORLD FD | 92204A207 | 1,342 | $293,898 | 0.09% |
| 98 | WHIRLPOOL CORP | WHR-PA | 2,822 | $286,207 | 0.09% |
| 99 | MCKESSON CORP | MCK | 390 | $285,784 | 0.09% |
| 100 | VTEX | VTEX | 39,800 | $262,680 | 0.08% |
| 101 | BROADCOM INC | AVGO | 950 | $261,868 | 0.08% |
| 102 | PACER FDS TR | 69374H881 | 4,695 | $258,695 | 0.08% |
| 103 | PALO ALTO NETWORKS INC | PANW | 1,258 | $257,437 | 0.08% |
| 104 | WISDOMTREE TR | WT | 7,091 | $256,269 | 0.08% |
| 105 | ISHARES TR | 464287507 | 3,975 | $246,530 | 0.08% |
| 106 | ISHARES BITCOIN TRUST ETF | IBIT | 3,825 | $234,128 | 0.07% |
| 107 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,069 | $231,974 | 0.07% |
| 108 | ISHARES TR | 464288273 | 3,150 | $228,942 | 0.07% |
| 109 | PACER FDS TR | 69374H857 | 5,690 | $226,547 | 0.07% |
| 110 | MCDONALDS CORP | MCD | 757 | $221,173 | 0.07% |
| 111 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 428 | $207,910 | 0.06% |
| 112 | ISHARES INC | 46434G103 | 3,455 | $207,404 | 0.06% |