Institutional Manager · CIK 0001860698
CEERA INVESTMENTS, LLC
BELLAIRE, TX · File #028-21168
Latest AUM
$258.9M
Positions
87
Top-10 Concentration
49.5%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202587 pos · $258.9M
- 13F HOLDINGS REPORTQ/E Sep 2025110 pos · $320.5M
- 13F HOLDINGS REPORTQ/E Jun 2025112 pos · $326.5M
- 13F HOLDINGS REPORTQ/E Mar 2025101 pos · $290.3M
- 13F HOLDINGS REPORTQ/E Dec 202498 pos · $291.3M
- 13F HOLDINGS REPORTQ/E Sep 2024102 pos · $265.3M
- 13F HOLDINGS REPORTQ/E Jun 202492 pos · $236.4M
- 13F HOLDINGS REPORTQ/E Mar 202486 pos · $228.4M
- 13F HOLDINGS REPORTQ/E Dec 202379 pos · $184.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202375 pos · $158.2M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202371 pos · $156.7M
- 13F HOLDINGS REPORTQ/E Sep 202376 pos · $173.2M
- 13F HOLDINGS REPORTQ/E Jun 202371 pos · $156,733
- 13F HOLDINGS REPORTQ/E Mar 202375 pos · $158,189
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 92189F643 | 434,412 | $45.0M | 18.52% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 241,403 | $12.2M | 5.03% |
| 3 | ALPHABET INC | GOOG | 38,204 | $12.0M | 4.92% |
| 4 | META PLATFORMS INC | META | 16,505 | $10.9M | 4.49% |
| 5 | AMERICAN EXPRESS CO | AXP | 23,487 | $8.7M | 3.58% |
| 6 | APPLE INC | AAPL | 28,353 | $7.7M | 3.17% |
| 7 | GARTNER INC | IT | 25,430 | $6.4M | 2.64% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 18,014 | $5.9M | 2.45% |
| 9 | YELP INC | YELP | 192,442 | $5.8M | 2.41% |
| 10 | CORPAY INC | CPAY | 18,074 | $5.4M | 2.24% |
| 11 | SALESFORCE INC | CRM | 20,515 | $5.4M | 2.24% |
| 12 | VESTIS CORPORATION | VSTS | 795,181 | $5.3M | 2.18% |
| 13 | ADOBE INC | ADBE | 15,143 | $5.3M | 2.18% |
| 14 | FRESHWORKS INC | FRSH | 419,063 | $5.1M | 2.11% |
| 15 | WISDOMTREE TR | WT | 54,798 | $5.1M | 2.11% |
| 16 | GLOBAL PMTS INC | 37940X102 | 64,463 | $5.0M | 2.05% |
| 17 | PAYPAL HLDGS INC | PYPL | 84,840 | $5.0M | 2.04% |
| 18 | GITLAB INC | GTLB | 129,656 | $4.9M | 2.00% |
| 19 | SPDR SERIES TRUST | 78464A508 | 85,360 | $4.8M | 2.00% |
| 20 | DOCUSIGN INC | DOCU | 67,809 | $4.6M | 1.91% |