Filed: 2/9/2026ACC: 0001860698-26-000001
📋 What this filing means
CEERA INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $258.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$258.89M
Total AUM (reported)
3.98M
Total Shares
Allocation by class
COM$89.16M34.4%
MRNGSTR WDE MOAT$44.99M17.4%
CL A$38.79M15.0%
ULTRA SHRT ETF$12.21M4.7%
CAP STK CL A$11.96M4.6%
COM SHS$10.74M4.1%
CLASS A COM$10.00M3.9%
Portfolio Concentration
Top 3$69.16M26.7%
4–10$50.94M19.7%
11–25$72.01M27.8%
Rest$66.78M25.8%
Top 3 weight
26.7%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 3.98M
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
3.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
VANECK ETF TRUST
SOLEShares434.41K
TypeSH
Market value$44.99M
17.38%
Sole
0.00
Shared
0.00
None
434.41K
J P MORGAN EXCHANGE TRADED F
SOLEShares241.40K
TypeSH
Market value$12.21M
4.72%
Sole
0.00
Shared
0.00
None
241.40K
ALPHABET INC
SOLEShares38.20K
TypeSH
Market value$11.96M
4.62%
Sole
0.00
Shared
0.00
None
38.20K
META PLATFORMS INC
SOLEShares16.50K
TypeSH
Market value$10.89M
4.21%
Sole
0.00
Shared
0.00
None
16.50K
AMERICAN EXPRESS CO
SOLEShares23.49K
TypeSH
Market value$8.69M
3.36%
Sole
0.00
Shared
0.00
None
23.49K
APPLE INC
SOLEShares28.35K
TypeSH
Market value$7.71M
2.98%
Sole
0.00
Shared
0.00
None
28.35K
GARTNER INC
SOLEShares25.43K
TypeSH
Market value$6.42M
2.48%
Sole
0.00
Shared
0.00
None
25.43K
UNITEDHEALTH GROUP INC
SOLEShares18.01K
TypeSH
Market value$5.95M
2.30%
Sole
0.00
Shared
0.00
None
18.01K
YELP INC
SOLEShares192.44K
TypeSH
Market value$5.85M
2.26%
Sole
0.00
Shared
0.00
None
192.44K
CORPAY INC
SOLEShares18.07K
TypeSH
Market value$5.44M
2.10%
Sole
0.00
Shared
0.00
None
18.07K
SALESFORCE INC
SOLEShares20.52K
TypeSH
Market value$5.43M
2.10%
Sole
0.00
Shared
0.00
None
20.52K
VESTIS CORPORATION
SOLEShares795.18K
TypeSH
Market value$5.30M
2.05%
Sole
0.00
Shared
0.00
None
795.18K
ADOBE INC
SOLEShares15.14K
TypeSH
Market value$5.30M
2.05%
Sole
0.00
Shared
0.00
None
15.14K
FRESHWORKS INC
SOLEShares419.06K
TypeSH
Market value$5.13M
1.98%
Sole
0.00
Shared
0.00
None
419.06K
WISDOMTREE TR
SOLEShares54.80K
TypeSH
Market value$5.11M
1.97%
Sole
0.00
Shared
0.00
None
54.80K
GLOBAL PMTS INC
SOLEShares64.46K
TypeSH
Market value$4.99M
1.93%
Sole
0.00
Shared
0.00
None
64.46K
PAYPAL HLDGS INC
SOLEShares84.84K
TypeSH
Market value$4.95M
1.91%
Sole
0.00
Shared
0.00
None
84.84K
GITLAB INC
SOLEShares129.66K
TypeSH
Market value$4.87M
1.88%
Sole
0.00
Shared
0.00
None
129.66K
SPDR SERIES TRUST
SOLEShares85.36K
TypeSH
Market value$4.85M
1.87%
Sole
0.00
Shared
0.00
None
85.36K
DOCUSIGN INC
SOLEShares67.81K
TypeSH
Market value$4.64M
1.79%
Sole
0.00
Shared
0.00
None
67.81K
COSTCO WHSL CORP NEW
SOLEShares5.35K
TypeSH
Market value$4.61M
1.78%
Sole
0.00
Shared
0.00
None
5.35K
ATLASSIAN CORPORATION
SOLEShares26.89K
TypeSH
Market value$4.36M
1.68%
Sole
0.00
Shared
0.00
None
26.89K
TRADEWEB MKTS INC
SOLEShares39.23K
TypeSH
Market value$4.22M
1.63%
Sole
0.00
Shared
0.00
None
39.23K
CME GROUP INC
SOLEShares15.19K
TypeSH
Market value$4.15M
1.60%
Sole
0.00
Shared
0.00
None
15.19K
VEEVA SYS INC
SOLEShares18.33K
TypeSH
Market value$4.09M
1.58%
Sole
0.00
Shared
0.00
None
18.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 434.41K | SH | $44.99M 17.38% | 0.00 | 0.00 | 434.41K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 241.40K | SH | $12.21M 4.72% | 0.00 | 0.00 | 241.40K |
ALPHABET INCSOLE | CAP STK CL A | 38.20K | SH | $11.96M 4.62% | 0.00 | 0.00 | 38.20K |
META PLATFORMS INCSOLE | CL A | 16.50K | SH | $10.89M 4.21% | 0.00 | 0.00 | 16.50K |
AMERICAN EXPRESS COSOLE | COM | 23.49K | SH | $8.69M 3.36% | 0.00 | 0.00 | 23.49K |
APPLE INCSOLE | COM | 28.35K | SH | $7.71M 2.98% | 0.00 | 0.00 | 28.35K |
GARTNER INCSOLE | COM | 25.43K | SH | $6.42M 2.48% | 0.00 | 0.00 | 25.43K |
UNITEDHEALTH GROUP INCSOLE | COM | 18.01K | SH | $5.95M 2.30% | 0.00 | 0.00 | 18.01K |
YELP INCSOLE | CL A | 192.44K | SH | $5.85M 2.26% | 0.00 | 0.00 | 192.44K |
CORPAY INCSOLE | COM SHS | 18.07K | SH | $5.44M 2.10% | 0.00 | 0.00 | 18.07K |
SALESFORCE INCSOLE | COM | 20.52K | SH | $5.43M 2.10% | 0.00 | 0.00 | 20.52K |
VESTIS CORPORATIONSOLE | COM SHS | 795.18K | SH | $5.30M 2.05% | 0.00 | 0.00 | 795.18K |
ADOBE INCSOLE | COM | 15.14K | SH | $5.30M 2.05% | 0.00 | 0.00 | 15.14K |
FRESHWORKS INCSOLE | CLASS A COM | 419.06K | SH | $5.13M 1.98% | 0.00 | 0.00 | 419.06K |
WISDOMTREE TRSOLE | WISDOMTREE US VA | 54.80K | SH | $5.11M 1.97% | 0.00 | 0.00 | 54.80K |
GLOBAL PMTS INCSOLE | COM | 64.46K | SH | $4.99M 1.93% | 0.00 | 0.00 | 64.46K |
PAYPAL HLDGS INCSOLE | COM | 84.84K | SH | $4.95M 1.91% | 0.00 | 0.00 | 84.84K |
GITLAB INCSOLE | CLASS A COM | 129.66K | SH | $4.87M 1.88% | 0.00 | 0.00 | 129.66K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 85.36K | SH | $4.85M 1.87% | 0.00 | 0.00 | 85.36K |
DOCUSIGN INCSOLE | COM | 67.81K | SH | $4.64M 1.79% | 0.00 | 0.00 | 67.81K |
COSTCO WHSL CORP NEWSOLE | COM | 5.35K | SH | $4.61M 1.78% | 0.00 | 0.00 | 5.35K |
ATLASSIAN CORPORATIONSOLE | CL A | 26.89K | SH | $4.36M 1.68% | 0.00 | 0.00 | 26.89K |
TRADEWEB MKTS INCSOLE | CL A | 39.23K | SH | $4.22M 1.63% | 0.00 | 0.00 | 39.23K |
CME GROUP INCSOLE | COM | 15.19K | SH | $4.15M 1.60% | 0.00 | 0.00 | 15.19K |
VEEVA SYS INCSOLE | CL A COM | 18.33K | SH | $4.09M 1.58% | 0.00 | 0.00 | 18.33K |
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