Skip to content
Disclosery

13F-HR filed by CEERA INVESTMENTS, LLC

CEERA INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-05, with 110 holding rows worth $320,546,763.

Accession
0001860698-25-000005
Filer
CIK 1860698
Filed
2025-11-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 110 entries on the cover page, a total value of $320,546,763 stated on the cover page (in dollars after the unit check, H1), rows summing to $320,546,763 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 MOAT468,045$46,387,940dollars as filed
META PLATFORMS INC CL A30303M102COM22,316$16,388,424dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF263,525$13,368,623dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM48,382$11,761,664dollars as filed
American Express Company025816109COM28,159$9,353,293dollars as filed
Apple Inc037833100COM30,662$7,807,465dollars as filed
GARTNERINC366651107STOK29,034$7,632,168dollars as filed
YELP INC CL A985817105Stock232,541$7,255,279dollars as filed
NICE LTD SPONSORED ADR653656108ADR49,281$7,134,903dollars as filed
Adobe Inc00724F101COM19,461$6,864,868dollars as filed
UnitedHealth Group Inc91324P102COM19,029$6,570,714dollars as filed
PAYPALHLDGSINC70450Y103STOK97,480$6,537,009dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock539,094$6,345,136dollars as filed
VEEVA SYS INC CL A COM922475108Stock18,877$5,623,647dollars as filed
GLOBAL PMTS INC37940X102COM65,913$5,476,052dollars as filed
GITLAB INC CLASS A COM37637K108Stock120,137$5,415,776dollars as filed
CORPAY INC COM SHS219948106Stock18,721$5,392,771dollars as filed
Costco Wholesale Corporation22160K105COM5,750$5,322,373dollars as filed
CME Group Inc. Class A12572Q105COM19,573$5,288,429dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM68,924$5,211,688dollars as filed
DOCUSIGN INC COM256163106Stock72,092$5,197,112dollars as filed
TRADEWEB MKTS INC CL A892672106Stock46,665$5,178,882dollars as filed
Salesforce.com, Inc79466L302COM21,807$5,168,259dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL92,439$5,114,650dollars as filed
WISDOMTREE U S VALUE ETF97717W547COM56,065$5,102,476dollars as filed
COUPANG INC22266T109CL A154,351$4,970,102dollars as filed
MasterCard, Inc57636Q104COM7,595$4,320,112dollars as filed
ATLASSIANCORPCLASSA049468101STOK24,728$3,949,062dollars as filed
WORKDAY INC CL A98138H101Stock15,892$3,825,681dollars as filed
VESTIS CORPORATION29430C102COM SHS818,951$3,709,848dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,233$3,502,447dollars as filed
SENTINELONE INC81730H109CL A191,405$3,370,642dollars as filed
PAYCHEX INC704326107COM25,560$3,239,986dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM16,272$3,086,798dollars as filed
SIMILARWEB LTDM84137104SHS319,027$2,966,951dollars as filed
Altria Group Inc02209S103COM43,618$2,881,376dollars as filed
S&P Global,Inc.78409V104COM5,378$2,617,526dollars as filed
BILL HOLDINGS INC090043100COM47,190$2,499,654dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock330,195$2,337,781dollars as filed
AbbVie,Inc.00287Y109COM9,381$2,172,077dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM85,151$2,115,151dollars as filed
MORNINGSTAR INC COM617700109Stock8,936$2,073,241dollars as filed
TOASTINCCLASSCLASSA888787108STOK55,000$2,008,050dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR32,965$1,749,782dollars as filed
GENERAL MILLS INC COM370334104Stock34,489$1,738,935dollars as filed
Amazon.com, Inc023135106COM7,201$1,581,124dollars as filed
Pfizer Inc.717081103COM60,162$1,532,928dollars as filed
UNILEVER PLC904767704SPON ADR NEW25,375$1,504,230dollars as filed
SPRINKLR INC85208T107CL A182,105$1,405,851dollars as filed
United Parcel Service,Inc. Class B911312106COM16,164$1,350,179dollars as filed
WORKIVA INC COM CL A98139A105Stock15,301$1,317,110dollars as filed
TARGET CORP COM87612E106Stock14,651$1,314,195dollars as filed
SK TELECOM CO LTD SPONSORED ADR78440P306ADR58,900$1,272,240dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock39,935$1,261,147dollars as filed
CARDINAL HEALTH INC14149Y108COM7,605$1,193,681dollars as filed
Visa Inc92826C839COM3,441$1,174,689dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock104,945$1,144,950dollars as filed
Chevron Corporation166764100COM7,203$1,118,554dollars as filed
INVESCO QQQ TR46090E103COM1,862$1,117,801dollars as filed
KENVUE INC49177J102COM65,044$1,055,664dollars as filed
JFROG LTD ORD SHSM6191J100Stock22,290$1,054,986dollars as filed
AVIDXCHANGE HOLDINGS INC05368X102COM104,520$1,039,974dollars as filed
BLOCK H & R INC COM093671105Stock20,510$1,037,191dollars as filed
FIVE9 INC338307101COM41,625$1,007,325dollars as filed
Microsoft Corp594918104COM1,944$1,006,786dollars as filed
BLACKLINE, INC.09239B109COM18,844$1,000,616dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,950$956,241dollars as filed
EXPENSIFY INC30219Q106COM CL A443,640$820,734dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock17,900$809,975dollars as filed
International Business Machines Corporation459200101COM2,850$804,156dollars as filed
WPP PLC NEW ADR92937A102ADR31,990$801,350dollars as filed
EOG RES INC COM26875P101Stock6,892$772,731dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH15,090$754,500dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS7,979$732,073dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,270$634,565dollars as filed
AVEPOINT INC COM CL A053604104Stock39,440$591,994dollars as filed
NVIDIA Corp67066G104COM3,162$589,966dollars as filed
FLAHERTY & CRUMRINE TOTAL RE338479108COM29,730$529,789dollars as filed
FLAHERTY & CRUMRIN PFD & INM338478100COM31,280$528,319dollars as filed
Vanguard S&P 500 ETF922908363COM825$505,214dollars as filed
VWO922042858SHS9,280$502,790dollars as filed
DOW HLDGS INC COM260557103Stock21,397$490,633dollars as filed
Berkshire Hathaway Inc084670702COM878$441,406dollars as filed
HUBSPOTINC443573100STOK920$430,376dollars as filed
iShares U.S. Technology ETF464287721SHS2,180$426,975dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,978$412,828dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS3,350$385,284dollars as filed
FIRST TR NAS100 EQ WEIGHTED337344105SHS2,460$347,131dollars as filed
Vanguard Value ETF922908744SHS1,760$328,222dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,810$323,202dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,235$321,643dollars as filed
Qualcomm Incorporated747525103COM1,875$311,925dollars as filed
MCKESSON CORP COM58155Q103Stock390$301,291dollars as filed
Stryker Corporation863667101COM795$293,888dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,430$288,757dollars as filed
Vanguard Consumer Staples ETF92204A207SHS1,342$286,826dollars as filed
PACER FDS TR69374H881US CASH COWS 1004,695$269,822dollars as filed
IJH464287507COM3,975$259,409dollars as filed
PALO ALTO NETWORKS INC697435105COM1,250$254,525dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS5,690$249,108dollars as filed
Broadcom Inc.11135F101COM755$249,082dollars as filed
IShares Bitcoin Trust Registered46438F101SHS3,825$248,625dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,069$243,814dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF3,150$241,668dollars as filed
SPROUT SOCIAL INC COM CL A85209W109Stock18,160$234,627dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,455$227,754dollars as filed
McDonalds Corporation580135101COM747$227,006dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,230$214,733dollars as filed
Tesla Motors, Inc88160R101COM453$201,458dollars as filed
VTEX SHS CL AG9470A102Stock39,800$174,324dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001860698-25-000005this filing2025-11-05acceptance time not in the bulk data set