Filed: 11/5/2025ACC: 0001860698-25-000005
📋 What this filing means
CEERA INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $320.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$320.55M
Total AUM (reported)
6.29M
Total Shares
Allocation by class
COM$110.69M34.5%
CL A$53.95M16.8%
MRNGSTR WDE MOAT$46.39M14.5%
ULTRA SHRT ETF$13.37M4.2%
CAP STK CL A$11.76M3.7%
CLASS A COM$11.76M3.7%
SPONSORED ADR$10.16M3.2%
Portfolio Concentration
Top 3$76.14M23.8%
4–10$57.81M18.0%
11–25$82.94M25.9%
Rest$103.65M32.3%
Top 3 weight
23.8%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 6.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings110
Rows:
VANECK ETF TRUST
SOLEShares468.05K
TypeSH
Market value$46.39M
14.47%
Sole
0.00
Shared
0.00
None
468.05K
META PLATFORMS INC
SOLEShares22.32K
TypeSH
Market value$16.39M
5.11%
Sole
0.00
Shared
0.00
None
22.32K
J P MORGAN EXCHANGE TRADED F
SOLEShares263.52K
TypeSH
Market value$13.37M
4.17%
Sole
0.00
Shared
0.00
None
263.52K
ALPHABET INC
SOLEShares48.38K
TypeSH
Market value$11.76M
3.67%
Sole
0.00
Shared
0.00
None
48.38K
AMERICAN EXPRESS CO
SOLEShares28.16K
TypeSH
Market value$9.35M
2.92%
Sole
0.00
Shared
0.00
None
28.16K
APPLE INC
SOLEShares30.66K
TypeSH
Market value$7.81M
2.44%
Sole
0.00
Shared
0.00
None
30.66K
GARTNER INC
SOLEShares29.03K
TypeSH
Market value$7.63M
2.38%
Sole
0.00
Shared
0.00
None
29.03K
YELP INC
SOLEShares232.54K
TypeSH
Market value$7.26M
2.26%
Sole
0.00
Shared
0.00
None
232.54K
NICE LTD
SOLEShares49.28K
TypeSH
Market value$7.13M
2.23%
Sole
0.00
Shared
0.00
None
49.28K
ADOBE INC
SOLEShares19.46K
TypeSH
Market value$6.86M
2.14%
Sole
0.00
Shared
0.00
None
19.46K
UNITEDHEALTH GROUP INC
SOLEShares19.03K
TypeSH
Market value$6.57M
2.05%
Sole
0.00
Shared
0.00
None
19.03K
PAYPAL HLDGS INC
SOLEShares97.48K
TypeSH
Market value$6.54M
2.04%
Sole
0.00
Shared
0.00
None
97.48K
FRESHWORKS INC
SOLEShares539.09K
TypeSH
Market value$6.35M
1.98%
Sole
0.00
Shared
0.00
None
539.09K
VEEVA SYS INC
SOLEShares18.88K
TypeSH
Market value$5.62M
1.75%
Sole
0.00
Shared
0.00
None
18.88K
GLOBAL PMTS INC
SOLEShares65.91K
TypeSH
Market value$5.48M
1.71%
Sole
0.00
Shared
0.00
None
65.91K
GITLAB INC
SOLEShares120.14K
TypeSH
Market value$5.42M
1.69%
Sole
0.00
Shared
0.00
None
120.14K
CORPAY INC
SOLEShares18.72K
TypeSH
Market value$5.39M
1.68%
Sole
0.00
Shared
0.00
None
18.72K
COSTCO WHSL CORP NEW
SOLEShares5.75K
TypeSH
Market value$5.32M
1.66%
Sole
0.00
Shared
0.00
None
5.75K
CME GROUP INC
SOLEShares19.57K
TypeSH
Market value$5.29M
1.65%
Sole
0.00
Shared
0.00
None
19.57K
VANGUARD INSTL INDEX FD
SOLEShares68.92K
TypeSH
Market value$5.21M
1.63%
Sole
0.00
Shared
0.00
None
68.92K
DOCUSIGN INC
SOLEShares72.09K
TypeSH
Market value$5.20M
1.62%
Sole
0.00
Shared
0.00
None
72.09K
TRADEWEB MKTS INC
SOLEShares46.66K
TypeSH
Market value$5.18M
1.62%
Sole
0.00
Shared
0.00
None
46.66K
SALESFORCE INC
SOLEShares21.81K
TypeSH
Market value$5.17M
1.61%
Sole
0.00
Shared
0.00
None
21.81K
SPDR SERIES TRUST
SOLEShares92.44K
TypeSH
Market value$5.11M
1.60%
Sole
0.00
Shared
0.00
None
92.44K
WISDOMTREE TR
SOLEShares56.06K
TypeSH
Market value$5.10M
1.59%
Sole
0.00
Shared
0.00
None
56.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 468.05K | SH | $46.39M 14.47% | 0.00 | 0.00 | 468.05K |
META PLATFORMS INCSOLE | CL A | 22.32K | SH | $16.39M 5.11% | 0.00 | 0.00 | 22.32K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 263.52K | SH | $13.37M 4.17% | 0.00 | 0.00 | 263.52K |
ALPHABET INCSOLE | CAP STK CL A | 48.38K | SH | $11.76M 3.67% | 0.00 | 0.00 | 48.38K |
AMERICAN EXPRESS COSOLE | COM | 28.16K | SH | $9.35M 2.92% | 0.00 | 0.00 | 28.16K |
APPLE INCSOLE | COM | 30.66K | SH | $7.81M 2.44% | 0.00 | 0.00 | 30.66K |
GARTNER INCSOLE | COM | 29.03K | SH | $7.63M 2.38% | 0.00 | 0.00 | 29.03K |
YELP INCSOLE | CL A | 232.54K | SH | $7.26M 2.26% | 0.00 | 0.00 | 232.54K |
NICE LTDSOLE | SPONSORED ADR | 49.28K | SH | $7.13M 2.23% | 0.00 | 0.00 | 49.28K |
ADOBE INCSOLE | COM | 19.46K | SH | $6.86M 2.14% | 0.00 | 0.00 | 19.46K |
UNITEDHEALTH GROUP INCSOLE | COM | 19.03K | SH | $6.57M 2.05% | 0.00 | 0.00 | 19.03K |
PAYPAL HLDGS INCSOLE | COM | 97.48K | SH | $6.54M 2.04% | 0.00 | 0.00 | 97.48K |
FRESHWORKS INCSOLE | CLASS A COM | 539.09K | SH | $6.35M 1.98% | 0.00 | 0.00 | 539.09K |
VEEVA SYS INCSOLE | CL A COM | 18.88K | SH | $5.62M 1.75% | 0.00 | 0.00 | 18.88K |
GLOBAL PMTS INCSOLE | COM | 65.91K | SH | $5.48M 1.71% | 0.00 | 0.00 | 65.91K |
GITLAB INCSOLE | CLASS A COM | 120.14K | SH | $5.42M 1.69% | 0.00 | 0.00 | 120.14K |
CORPAY INCSOLE | COM SHS | 18.72K | SH | $5.39M 1.68% | 0.00 | 0.00 | 18.72K |
COSTCO WHSL CORP NEWSOLE | COM | 5.75K | SH | $5.32M 1.66% | 0.00 | 0.00 | 5.75K |
CME GROUP INCSOLE | COM | 19.57K | SH | $5.29M 1.65% | 0.00 | 0.00 | 19.57K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 68.92K | SH | $5.21M 1.63% | 0.00 | 0.00 | 68.92K |
DOCUSIGN INCSOLE | COM | 72.09K | SH | $5.20M 1.62% | 0.00 | 0.00 | 72.09K |
TRADEWEB MKTS INCSOLE | CL A | 46.66K | SH | $5.18M 1.62% | 0.00 | 0.00 | 46.66K |
SALESFORCE INCSOLE | COM | 21.81K | SH | $5.17M 1.61% | 0.00 | 0.00 | 21.81K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 92.44K | SH | $5.11M 1.60% | 0.00 | 0.00 | 92.44K |
WISDOMTREE TRSOLE | WISDOMTREE US VA | 56.06K | SH | $5.10M 1.59% | 0.00 | 0.00 | 56.06K |
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