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Disclosery

13F-HR filed by CEERA INVESTMENTS, LLC

CEERA INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-09, with 87 holding rows worth $258,891,686.

Accession
0001860698-26-000001
Filer
CIK 1860698
Filed
2026-02-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 87 entries on the cover page, a total value of $258,891,686 stated on the cover page (in dollars after the unit check, H1), rows summing to $258,891,686 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 MOAT434,412$44,987,707dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF241,403$12,212,578dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM38,204$11,957,852dollars as filed
META PLATFORMS INC CL A30303M102COM16,505$10,894,785dollars as filed
American Express Company025816109COM23,487$8,689,016dollars as filed
Apple Inc037833100COM28,353$7,708,047dollars as filed
GARTNERINC366651107STOK25,430$6,415,480dollars as filed
UnitedHealth Group Inc91324P102COM18,014$5,946,602dollars as filed
YELP INC CL A985817105Stock192,442$5,848,312dollars as filed
CORPAY INC COM SHS219948106Stock18,074$5,439,009dollars as filed
Salesforce.com, Inc79466L302COM20,515$5,434,629dollars as filed
VESTIS CORPORATION29430C102COM SHS795,181$5,303,857dollars as filed
Adobe Inc00724F101COM15,143$5,299,899dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock419,063$5,133,522dollars as filed
WISDOMTREE U S VALUE ETF97717W547COM54,798$5,112,653dollars as filed
GLOBAL PMTS INC37940X102COM64,463$4,989,436dollars as filed
PAYPALHLDGSINC70450Y103STOK84,840$4,952,959dollars as filed
GITLAB INC CLASS A COM37637K108Stock129,656$4,865,990dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL85,360$4,849,302dollars as filed
DOCUSIGN INC COM256163106Stock67,809$4,638,136dollars as filed
Costco Wholesale Corporation22160K105COM5,350$4,613,519dollars as filed
ATLASSIANCORPCLASSA049468101STOK26,887$4,359,458dollars as filed
TRADEWEB MKTS INC CL A892672106Stock39,225$4,218,257dollars as filed
CME Group Inc. Class A12572Q105COM15,187$4,147,266dollars as filed
VEEVA SYS INC CL A COM922475108Stock18,327$4,091,136dollars as filed
WORKDAY INC CL A98138H101Stock18,812$4,040,441dollars as filed
MasterCard, Inc57636Q104COM7,070$4,036,122dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM19,349$3,706,494dollars as filed
COUPANG INC22266T109CL A148,328$3,499,058dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM42,975$3,241,604dollars as filed
NICE LTD SPONSORED ADR653656108ADR25,791$2,915,415dollars as filed
KENVUE INC49177J102COM150,249$2,591,795dollars as filed
S&P Global,Inc.78409V104COM4,740$2,477,077dollars as filed
PAYCHEX INC704326107COM19,460$2,183,023dollars as filed
Altria Group Inc02209S103COM37,773$2,177,965dollars as filed
SENTINELONE INC81730H109CL A126,320$1,894,800dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,641$1,808,927dollars as filed
MORNINGSTAR INC COM617700109Stock8,101$1,760,428dollars as filed
Pfizer Inc.717081103COM59,416$1,479,458dollars as filed
TARGET CORP COM87612E106Stock14,976$1,463,904dollars as filed
AbbVie,Inc.00287Y109COM5,624$1,285,028dollars as filed
EOG RES INC COM26875P101Stock11,879$1,247,414dollars as filed
GENERAL MILLS INC COM370334104Stock26,189$1,217,789dollars as filed
Visa Inc92826C839COM3,438$1,205,741dollars as filed
INVESCO QQQ TR46090E103COM1,941$1,192,286dollars as filed
Microsoft Corp594918104COM2,344$1,133,503dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR19,575$1,108,337dollars as filed
United Parcel Service,Inc. Class B911312106COM10,536$1,045,066dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock36,795$1,025,477dollars as filed
CARDINAL HEALTH INC14149Y108COM4,905$1,007,978dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock21,380$998,018dollars as filed
SK TELECOM CO LTD SPONSORED ADR78440P306ADR48,410$993,857dollars as filed
Chevron Corporation166764100COM5,967$909,430dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR11,946$781,269dollars as filed
Tesla Motors, Inc88160R101COM1,706$767,222dollars as filed
RBB FD INC74933W452US TREAS 3 MNTH14,452$720,866dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS7,340$670,729dollars as filed
Berkshire Hathaway Inc084670702COM1,301$653,948dollars as filed
NVIDIA Corp67066G104COM3,496$652,004dollars as filed
FLAHERTY & CRUMRINE TOTAL RE338479108COM35,570$622,475dollars as filed
FLAHERTY & CRUMRIN PFD & INM338478100COM32,240$532,282dollars as filed
VWO922042858SHS9,280$498,893dollars as filed
BLOCK H & R INC COM093671105Stock10,580$461,076dollars as filed
iShares U.S. Technology ETF464287721SHS2,180$435,302dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,978$418,921dollars as filed
FIRST TR NAS100 EQ WEIGHTED337344105SHS2,605$370,247dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS3,350$354,062dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF3,810$328,613dollars as filed
Qualcomm Incorporated747525103COM1,840$314,732dollars as filed
WPP PLC NEW ADR92937A102ADR13,055$293,215dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,434$292,518dollars as filed
Vanguard Value ETF922908744SHS1,520$290,305dollars as filed
Vanguard Consumer Staples ETF92204A207SHS1,342$283,484dollars as filed
PACER FDS TR69374H881US CASH COWS 1004,695$282,498dollars as filed
Stryker Corporation863667101COM795$279,419dollars as filed
Amazon.com, Inc023135106COM1,170$270,059dollars as filed
IJH464287507COM3,986$263,076dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,069$254,190dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F821ACTV FCTR LGCP6,491$253,798dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS5,690$252,465dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF3,150$244,220dollars as filed
Broadcom Inc.11135F101COM680$235,348dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,320$234,128dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,480$233,926dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,600$228,390dollars as filed
McDonalds Corporation580135101COM747$228,306dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock11,258$133,858dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001860698-26-000001this filing2026-02-09acceptance time not in the bulk data set