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Disclosery

13F-HR filed by CEERA INVESTMENTS, LLC

CEERA INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-05, with 112 holding rows worth $326,523,093.

Accession
0001860698-25-000004
Filer
CIK 1860698
Filed
2025-08-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 112 entries on the cover page, a total value of $326,523,093 stated on the cover page (in dollars after the unit check, H1), rows summing to $326,523,093 with VALUE read as dollars as filed, 13F file number 028-21168. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT511,976$48,018,229dollars as filed
META PLATFORMS INC CL A30303M102COM23,391$17,264,663dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF263,496$13,353,977dollars as filed
American Express Company025816109COM29,766$9,494,759dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM50,838$8,959,181dollars as filed
NICE LTD SPONSORED ADR653656108ADR48,797$8,242,301dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock546,739$8,151,878dollars as filed
YELP INC CL A985817105Stock229,877$7,877,885dollars as filed
PAYPALHLDGSINC70450Y103STOK101,962$7,577,816dollars as filed
TRADEWEB MKTS INC CL A892672106Stock49,930$7,309,752dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM94,125$7,111,144dollars as filed
Adobe Inc00724F101COM18,072$6,991,695dollars as filed
Apple Inc037833100COM33,232$6,818,209dollars as filed
Salesforce.com, Inc79466L302COM22,897$6,243,783dollars as filed
Costco Wholesale Corporation22160K105COM6,186$6,123,769dollars as filed
DROPBOX INC CL A26210C104Stock213,934$6,118,512dollars as filed
DOCUSIGN INC COM256163106Stock76,937$5,992,623dollars as filed
VEEVA SYS INC CL A COM922475108Stock19,959$5,747,793dollars as filed
CME Group Inc. Class A12572Q105COM20,293$5,593,157dollars as filed
GITLAB INC CLASS A COM37637K108Stock120,395$5,431,018dollars as filed
GLOBAL PMTS INC37940X102COM67,610$5,411,504dollars as filed
ATLASSIANCORPCLASSA049468101STOK26,358$5,353,046dollars as filed
CORPAY INC COM SHS219948106Stock15,907$5,278,261dollars as filed
COUPANG INC22266T109CL A162,318$4,863,047dollars as filed
MasterCard, Inc57636Q104COM8,595$4,829,874dollars as filed
WORKDAY INC CL A98138H101Stock16,477$3,954,480dollars as filed
PAYCHEX INC704326107COM27,025$3,931,057dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL70,778$3,704,521dollars as filed
VESTIS CORPORATION29430C102COM SHS642,261$3,680,156dollars as filed
WISDOMTREE U S VALUE ETF97717W547COM41,436$3,580,070dollars as filed
Starbucks Corporation855244109COM36,208$3,317,697dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,112$3,174,041dollars as filed
S&P Global,Inc.78409V104COM5,961$3,143,176dollars as filed
MORNINGSTAR INC COM617700109Stock9,786$3,072,119dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock330,195$2,988,265dollars as filed
Altria Group Inc02209S103COM45,083$2,643,190dollars as filed
SENTINELONE INC81730H109CL A143,285$2,619,250dollars as filed
SIMILARWEB LTDM84137104SHS319,027$2,501,172dollars as filed
TOASTINCCLASSCLASSA888787108STOK55,000$2,435,950dollars as filed
International Business Machines Corporation459200101COM7,883$2,323,751dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM74,891$2,257,215dollars as filed
AbbVie,Inc.00287Y109COM9,406$1,745,942dollars as filed
MSC INDL DIRECT INC CL A553530106Stock19,213$1,633,489dollars as filed
United Parcel Service,Inc. Class B911312106COM15,792$1,594,044dollars as filed
Amazon.com, Inc023135106COM7,201$1,579,827dollars as filed
UNILEVER PLC904767704SPON ADR NEW25,730$1,573,904dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR32,965$1,560,233dollars as filed
SPRINKLR INC85208T107CL A182,105$1,540,608dollars as filed
GENERAL MILLS INC COM370334104Stock27,968$1,449,022dollars as filed
Pfizer Inc.717081103COM59,567$1,443,904dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH27,965$1,398,110dollars as filed
CARDINAL HEALTH INC14149Y108COM7,615$1,279,320dollars as filed
KENVUE INC49177J102COM59,442$1,244,121dollars as filed
Visa Inc92826C839COM3,441$1,221,727dollars as filed
TARGET CORP COM87612E106Stock11,694$1,153,613dollars as filed
EXPENSIFY INC30219Q106COM CL A443,640$1,149,028dollars as filed
BLOCK H & R INC COM093671105Stock20,510$1,125,794dollars as filed
WPP PLC NEW ADR92937A102ADR31,990$1,119,970dollars as filed
BILL HOLDINGS INC090043100COM24,010$1,110,703dollars as filed
BLACKLINE, INC.09239B109COM18,844$1,066,947dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock104,945$1,062,043dollars as filed
WORKIVA INC COM CL A98139A105Stock15,301$1,047,353dollars as filed
AVIDXCHANGE HOLDINGS INC05368X102COM104,520$1,023,251dollars as filed
Chevron Corporation166764100COM6,972$998,321dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,950$993,155dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock31,935$978,808dollars as filed
JFROG LTD ORD SHSM6191J100Stock22,290$978,085dollars as filed
Microsoft Corp594918104COM1,944$966,860dollars as filed
FIVE9 INC338307101COM33,885$897,275dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,772$867,263dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock17,900$860,811dollars as filed
SK TELECOM CO LTD SPONSORED ADR78440P306ADR36,500$852,275dollars as filed
EOG RES INC COM26875P101Stock6,892$824,352dollars as filed
INVESCO QQQ TR46090E103COM1,462$806,417dollars as filed
BUCKLE INC COM118440106Stock17,730$804,056dollars as filed
AVEPOINT INC COM CL A053604104Stock39,440$761,586dollars as filed
NVIDIA Corp67066G104COM3,757$593,568dollars as filed
DOW HLDGS INC COM260557103Stock22,412$593,470dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS10,570$536,005dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS5,810$532,951dollars as filed
Vanguard S&P 500 ETF922908363COM905$514,067dollars as filed
HUBSPOTINC443573100STOK920$512,100dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,270$492,545dollars as filed
VWO922042858SHS9,280$458,989dollars as filed
iShares U.S. Technology ETF464287721SHS2,395$414,982dollars as filed
FLAHERTY & CRUMRINE TOTAL RE338479108COM23,170$393,890dollars as filed
FLAHERTY & CRUMRIN PFD & INM338478100COM24,170$393,729dollars as filed
SPROUT SOCIAL INC COM CL A85209W109Stock18,160$379,726dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,235$337,414dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS3,055$334,523dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,810$320,269dollars as filed
FIRST TR NAS100 EQ WEIGHTED337344105SHS2,325$317,339dollars as filed
Stryker Corporation863667101COM795$314,526dollars as filed
Vanguard Value ETF922908744SHS1,760$311,062dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,588$309,676dollars as filed
Qualcomm Incorporated747525103COM1,875$298,613dollars as filed
Vanguard Consumer Staples ETF92204A207SHS1,342$293,898dollars as filed
WHIRLPOOL CORP COM963320106Stock2,822$286,207dollars as filed
MCKESSON CORP COM58155Q103Stock390$285,784dollars as filed
VTEX SHS CL AG9470A102Stock39,800$262,680dollars as filed
Broadcom Inc.11135F101COM950$261,868dollars as filed
PACER FDS TR69374H881US CASH COWS 1004,695$258,695dollars as filed
PALO ALTO NETWORKS INC697435105COM1,258$257,437dollars as filed
WISDOMTREE TR97717Y691CMN7,091$256,269dollars as filed
IJH464287507COM3,975$246,530dollars as filed
IShares Bitcoin Trust Registered46438F101SHS3,825$234,128dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,069$231,974dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF3,150$228,942dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS5,690$226,547dollars as filed
McDonalds Corporation580135101COM757$221,173dollars as filed
Berkshire Hathaway Inc084670702COM428$207,910dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,455$207,404dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001860698-25-000004this filing2025-08-05acceptance time not in the bulk data set