13F HOLDINGS REPORT
CEERA INVESTMENTS, LLC
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001860698-25-000005
Total Value
$320.5M
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 92189F643 | 468,045 | $46.4M | 14.47% |
| 2 | META PLATFORMS INC | META | 22,316 | $16.4M | 5.11% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 263,525 | $13.4M | 4.17% |
| 4 | ALPHABET INC | GOOG | 48,382 | $11.8M | 3.67% |
| 5 | AMERICAN EXPRESS CO | AXP | 28,159 | $9.4M | 2.92% |
| 6 | APPLE INC | AAPL | 30,662 | $7.8M | 2.44% |
| 7 | GARTNER INC | IT | 29,034 | $7.6M | 2.38% |
| 8 | YELP INC | YELP | 232,541 | $7.3M | 2.26% |
| 9 | NICE LTD | NCSYF | 49,281 | $7.1M | 2.23% |
| 10 | ADOBE INC | ADBE | 19,461 | $6.9M | 2.14% |
| 11 | UNITEDHEALTH GROUP INC | UNH | 19,029 | $6.6M | 2.05% |
| 12 | PAYPAL HLDGS INC | PYPL | 97,480 | $6.5M | 2.04% |
| 13 | FRESHWORKS INC | FRSH | 539,094 | $6.3M | 1.98% |
| 14 | VEEVA SYS INC | VEEV | 18,877 | $5.6M | 1.75% |
| 15 | GLOBAL PMTS INC | 37940X102 | 65,913 | $5.5M | 1.71% |
| 16 | GITLAB INC | GTLB | 120,137 | $5.4M | 1.69% |
| 17 | CORPAY INC | CPAY | 18,721 | $5.4M | 1.68% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 5,750 | $5.3M | 1.66% |
| 19 | CME GROUP INC | CME | 19,573 | $5.3M | 1.65% |
| 20 | VANGUARD INSTL INDEX FD | 922040845 | 68,924 | $5.2M | 1.63% |
| 21 | DOCUSIGN INC | DOCU | 72,092 | $5.2M | 1.62% |
| 22 | TRADEWEB MKTS INC | 892672106 | 46,665 | $5.2M | 1.62% |
| 23 | SALESFORCE INC | CRM | 21,807 | $5.2M | 1.61% |
| 24 | SPDR SERIES TRUST | 78464A508 | 92,439 | $5.1M | 1.60% |
| 25 | WISDOMTREE TR | WT | 56,065 | $5.1M | 1.59% |
| 26 | COUPANG INC | CPNG | 154,351 | $5.0M | 1.55% |
| 27 | MASTERCARD INCORPORATED | MA | 7,595 | $4.3M | 1.35% |
| 28 | ATLASSIAN CORPORATION | TEAM | 24,728 | $3.9M | 1.23% |
| 29 | WORKDAY INC | WDAY | 15,892 | $3.8M | 1.19% |
| 30 | VESTIS CORPORATION | VSTS | 818,951 | $3.7M | 1.16% |
| 31 | ISHARES TR | 464287200 | 5,233 | $3.5M | 1.09% |
| 32 | SENTINELONE INC | S | 191,405 | $3.4M | 1.05% |
| 33 | PAYCHEX INC | PAYX | 25,560 | $3.2M | 1.01% |
| 34 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,272 | $3.1M | 0.96% |
| 35 | SIMILARWEB LTD | SMWB | 319,027 | $3.0M | 0.93% |
| 36 | ALTRIA GROUP INC | MO | 43,618 | $2.9M | 0.90% |
| 37 | S&P GLOBAL INC | SPGI | 5,378 | $2.6M | 0.82% |
| 38 | BILL HOLDINGS INC | BILL | 47,190 | $2.5M | 0.78% |
| 39 | SEMRUSH HLDGS INC | SEMR | 330,195 | $2.3M | 0.73% |
| 40 | ABBVIE INC | ABBV | 9,381 | $2.2M | 0.68% |
| 41 | ALKAMI TECHNOLOGY INC | ALKT | 85,151 | $2.1M | 0.66% |
| 42 | MORNINGSTAR INC | MORN | 8,936 | $2.1M | 0.65% |
| 43 | TOAST INC | TOST | 55,000 | $2.0M | 0.63% |
| 44 | BRITISH AMERN TOB PLC | 110448107 | 32,965 | $1.7M | 0.55% |
| 45 | GENERAL MLS INC | 370334104 | 34,489 | $1.7M | 0.54% |
| 46 | AMAZON COM INC | AMZN | 7,201 | $1.6M | 0.49% |
| 47 | PFIZER INC | PFE | 60,162 | $1.5M | 0.48% |
| 48 | UNILEVER PLC | UNLYF | 25,375 | $1.5M | 0.47% |
| 49 | SPRINKLR INC | CXM | 182,105 | $1.4M | 0.44% |
| 50 | UNITED PARCEL SERVICE INC | UPS | 16,164 | $1.4M | 0.42% |
| 51 | WORKIVA INC | WK | 15,301 | $1.3M | 0.41% |
| 52 | TARGET CORP | TGT | 14,651 | $1.3M | 0.41% |
| 53 | SK TELECOM CO LTD | SKM | 58,900 | $1.3M | 0.40% |
| 54 | THE CAMPBELLS COMPANY | CPB | 39,935 | $1.3M | 0.39% |
| 55 | CARDINAL HEALTH INC | CAH | 7,605 | $1.2M | 0.37% |
| 56 | VISA INC | V | 3,441 | $1.2M | 0.37% |
| 57 | ZOOMINFO TECHNOLOGIES INC | GTM | 104,945 | $1.1M | 0.36% |
| 58 | CHEVRON CORP NEW | CVX | 7,203 | $1.1M | 0.35% |
| 59 | INVESCO QQQ TR | IVZ | 1,862 | $1.1M | 0.35% |
| 60 | KENVUE INC | KVUE | 65,044 | $1.1M | 0.33% |
| 61 | JFROG LTD | FROG | 22,290 | $1.1M | 0.33% |
| 62 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 104,520 | $1.0M | 0.32% |
| 63 | BLOCK H & R INC | BSQKZ | 20,510 | $1.0M | 0.32% |
| 64 | FIVE9 INC | FIVN | 41,625 | $1.0M | 0.31% |
| 65 | MICROSOFT CORP | MSFT | 1,944 | $1.0M | 0.31% |
| 66 | BLACKLINE INC | BL | 18,844 | $1.0M | 0.31% |
| 67 | CROWDSTRIKE HLDGS INC | CRWD | 1,950 | $956,241 | 0.30% |
| 68 | EXPENSIFY INC | EXFY | 443,640 | $820,734 | 0.26% |
| 69 | MOLSON COORS BEVERAGE CO | TAP-A | 17,900 | $809,975 | 0.25% |
| 70 | INTERNATIONAL BUSINESS MACHS | INTR | 2,850 | $804,156 | 0.25% |
| 71 | WPP PLC NEW | WPPGF | 31,990 | $801,350 | 0.25% |
| 72 | EOG RES INC | EOG | 6,892 | $772,731 | 0.24% |
| 73 | RBB FD INC | 74933W452 | 15,090 | $754,500 | 0.24% |
| 74 | SPDR SERIES TRUST | 78468R663 | 7,979 | $732,073 | 0.23% |
| 75 | SHOPIFY INC | SHOP | 4,270 | $634,565 | 0.20% |
| 76 | AVEPOINT INC | AVPT | 39,440 | $591,994 | 0.18% |
| 77 | NVIDIA CORPORATION | NVDA | 3,162 | $589,966 | 0.18% |
| 78 | FLAHERTY & CRUMRINE TOTAL RE | FLC | 29,730 | $529,789 | 0.17% |
| 79 | FLAHERTY & CRUMRINE PFD SECS | 338478100 | 31,280 | $528,319 | 0.16% |
| 80 | VANGUARD INDEX FDS | 922908363 | 825 | $505,214 | 0.16% |
| 81 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,280 | $502,790 | 0.16% |
| 82 | DOW INC | DOW | 21,397 | $490,633 | 0.15% |
| 83 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 878 | $441,406 | 0.14% |
| 84 | HUBSPOT INC | HUBS | 920 | $430,376 | 0.13% |
| 85 | ISHARES TR | 464287721 | 2,180 | $426,975 | 0.13% |
| 86 | VANGUARD INDEX FDS | 922908611 | 1,978 | $412,828 | 0.13% |
| 87 | ISHARES TR | 464287515 | 3,350 | $385,284 | 0.12% |
| 88 | FIRST TR EXCHANGE-TRADED FD | 337344105 | 2,460 | $347,131 | 0.11% |
| 89 | VANGUARD INDEX FDS | 922908744 | 1,760 | $328,222 | 0.10% |
| 90 | ISHARES TR | 46429B689 | 3,810 | $323,202 | 0.10% |
| 91 | MARRIOTT INTL INC NEW | 571903202 | 1,235 | $321,643 | 0.10% |
| 92 | QUALCOMM INC | QCOM | 1,875 | $311,925 | 0.10% |
| 93 | MCKESSON CORP | MCK | 390 | $301,291 | 0.09% |
| 94 | STRYKER CORPORATION | SYK | 795 | $293,888 | 0.09% |
| 95 | ISHARES TR | 464287804 | 2,430 | $288,757 | 0.09% |
| 96 | VANGUARD WORLD FD | 92204A207 | 1,342 | $286,826 | 0.09% |
| 97 | PACER FDS TR | 69374H881 | 4,695 | $269,822 | 0.08% |
| 98 | ISHARES TR | 464287507 | 3,975 | $259,409 | 0.08% |
| 99 | PALO ALTO NETWORKS INC | PANW | 1,250 | $254,525 | 0.08% |
| 100 | PACER FDS TR | 69374H857 | 5,690 | $249,108 | 0.08% |
| 101 | BROADCOM INC | AVGO | 755 | $249,082 | 0.08% |
| 102 | ISHARES BITCOIN TRUST ETF | IBIT | 3,825 | $248,625 | 0.08% |
| 103 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,069 | $243,814 | 0.08% |
| 104 | ISHARES TR | 464288273 | 3,150 | $241,668 | 0.08% |
| 105 | SPROUT SOCIAL INC | SPT | 18,160 | $234,627 | 0.07% |
| 106 | ISHARES INC | 46434G103 | 3,455 | $227,754 | 0.07% |
| 107 | MCDONALDS CORP | MCD | 747 | $227,006 | 0.07% |
| 108 | VANGUARD INDEX FDS | 922908512 | 1,230 | $214,733 | 0.07% |
| 109 | TESLA INC | TSLA | 453 | $201,458 | 0.06% |
| 110 | VTEX | VTEX | 39,800 | $174,324 | 0.05% |