§ 13F · FUND PROFILE
CEERA INVESTMENTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $321M (13F)Positions · 110Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 394K | $38M | 16.7% | −9% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 395K | $20M | 8.8% | +64% |
| 3 | GOOGL | ALPHABET INC | 35K | $10M | 4.4% | −9% |
| 4 | META | META PLATFORMS INC | 15K | $9M | 3.8% | −9% |
| 5 | AAPL | APPLE INC | 26K | $7M | 2.9% | −10% |
| 6 | AXP | AMERICAN EXPRESS CO | 21K | $6M | 2.8% | −9% |
| 7 | VOO | VANGUARD INDEX FDS | 10K | $6M | 2.5% | NEW |
| 8 | WTV | WISDOMTREE TR | 52K | $5M | 2.1% | −6% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 5K | $5M | 2.1% | −9% |
| 10 | CPAY | CORPAY INC | 16K | $5M | 2.0% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CEERA SIGNAL
AC read
CEERA INVESTMENTS, LLC is a Other fund managing $321 million in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed