CEERA INVESTMENTS, LLC

PrivateCIK: 1860698
Location

BELLAIRE, TX

101
Positions
$235.89M
Total AUM (reported)
2.79M
Total Shares

Allocation by class

TOTAL AUM$235.89M101 positions
COM$83.17M35.3%
MRNGSTR WDE MOAT$25.32M10.7%
CL A$23.97M10.2%
ULTRA SHRT ETF$13.46M5.7%
CAP STK CL A$12.07M5.1%
US VALUE FD$7.26M3.1%
COM SHS$6.92M2.9%

Portfolio Concentration

Top 321.6%4–1021.1%11–2525.7%Rest31.6%TOP 1042.7%0%100%
Top 3$50.85M21.6%
4–10$49.80M21.1%
11–25$60.64M25.7%
Rest$74.60M31.6%

Top 3 weight

21.6%

Top 10 weight

42.7%

Voting Authority Distribution

Total shares with voting rights: 2.79M

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

2.79M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole101
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings101
Rows:

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares243.56K
TypeSH
Market value$25.32M
10.73%
Sole
0.00
Shared
0.00
None
243.56K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHRT ETF
Shares266.25K
TypeSH
Market value$13.46M
5.71%
Sole
0.00
Shared
0.00
None
266.25K

ALPHABET INC

SOLE
CAP STK CL A
Shares33.77K
TypeSH
Market value$12.07M
5.12%
Sole
0.00
Shared
0.00
None
33.77K

META PLATFORMS INC

SOLE
CL A
Shares14.96K
TypeSH
Market value$8.43M
3.57%
Sole
0.00
Shared
0.00
None
14.96K

APPLE INC

SOLE
COM
Shares25.20K
TypeSH
Market value$7.29M
3.09%
Sole
0.00
Shared
0.00
None
25.20K

WISDOMTREE TR

SOLE
US VALUE FD
Shares71.38K
TypeSH
Market value$7.26M
3.08%
Sole
0.00
Shared
0.00
None
71.38K

AMERICAN EXPRESS CO

SOLE
COM
Shares20.60K
TypeSH
Market value$6.97M
2.95%
Sole
0.00
Shared
0.00
None
20.60K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares16.19K
TypeSH
Market value$6.73M
2.85%
Sole
0.00
Shared
0.00
None
16.19K

SPDR SERIES TRUST

SOLE
ST STR P500VAL
Shares108.05K
TypeSH
Market value$6.57M
2.78%
Sole
0.00
Shared
0.00
None
108.05K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares9.54K
TypeSH
Market value$6.55M
2.78%
Sole
0.00
Shared
0.00
None
9.54K

ISHARES TR

SOLE
TOP 20 U S ETF
Shares191.32K
TypeSH
Market value$6.30M
2.67%
Sole
0.00
Shared
0.00
None
191.32K

CORPAY INC

SOLE
COM SHS
Shares15.63K
TypeSH
Market value$5.21M
2.21%
Sole
0.00
Shared
0.00
None
15.63K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares24.36K
TypeSH
Market value$5.18M
2.20%
Sole
0.00
Shared
0.00
None
24.36K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares4.88K
TypeSH
Market value$4.56M
1.93%
Sole
0.00
Shared
0.00
None
4.88K

GLOBAL PMTS INC

SOLE
COM
Shares57.02K
TypeSH
Market value$4.14M
1.75%
Sole
0.00
Shared
0.00
None
57.02K

WORKDAY INC

SOLE
CL A
Shares33.01K
TypeSH
Market value$4.04M
1.71%
Sole
0.00
Shared
0.00
None
33.01K

VEEVA SYS INC

SOLE
CL A COM
Shares21.91K
TypeSH
Market value$3.89M
1.65%
Sole
0.00
Shared
0.00
None
21.91K

FAIR ISAAC CORP

SOLE
COM
Shares3.11K
TypeSH
Market value$3.71M
1.57%
Sole
0.00
Shared
0.00
None
3.11K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares111.54K
TypeSH
Market value$3.54M
1.50%
Sole
0.00
Shared
0.00
None
111.54K

GITLAB INC

SOLE
CLASS A COM
Shares115.78K
TypeSH
Market value$3.53M
1.50%
Sole
0.00
Shared
0.00
None
115.78K

MASTERCARD INCORPORATED

SOLE
CL A
Shares6.52K
TypeSH
Market value$3.35M
1.42%
Sole
0.00
Shared
0.00
None
6.52K

COUPANG INC

SOLE
CL A
Shares192.74K
TypeSH
Market value$3.35M
1.42%
Sole
0.00
Shared
0.00
None
192.74K

PAYCHEX INC

SOLE
COM
Shares33.93K
TypeSH
Market value$3.34M
1.41%
Sole
0.00
Shared
0.00
None
33.93K

SALESFORCE INC

SOLE
COM
Shares20.78K
TypeSH
Market value$3.26M
1.38%
Sole
0.00
Shared
0.00
None
20.78K

BROADRIDGE FINL SOLUTIONS IN

SOLE
COM
Shares23.69K
TypeSH
Market value$3.24M
1.38%
Sole
0.00
Shared
0.00
None
23.69K
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