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Latest CEERA INVESTMENTS, LLC Stock Portfolio

$235Million | No. of Holdings #101

CEERA INVESTMENTS, LLC Performance

2026 Q2+4.64%
YTD-5.38%
2025-1.37%

About CEERA INVESTMENTS, LLC and 13F Hedge Fund Stock Holdings

CEERA INVESTMENTS, LLC is a hedge fund based in Bellaire, TX. On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, CEERA INVESTMENTS, LLC reported an equity portfolio of $235.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CEERA INVESTMENTS, LLC are AFK, BBAX, GOOG. The fund has invested 10.7% of it's portfolio in VANECK ETF TRUST and 5.7% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off YELP INC (YELP), FRESHWORKS INC (FRSH) and S&P GLOBAL INC (SPGI) stocks. They significantly reduced their stock positions in TARGET CORP (TGT), SPDR SERIES TRUST (BIL) and RBB FD INC (EERN). CEERA INVESTMENTS, LLC opened new stock positions in ISHARES TR, BROADRIDGE FINL SOLUTIONS IN (BR) and UBER TECHNOLOGIES INC (UBER). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and FLAHERTY & CRUMRIN PFD & INM.
CEERA INVESTMENTS, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$235Million
  as of Aug 06, 2026

CEERA INVESTMENTS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CEERA INVESTMENTS, LLC made a return of 4.64% in the last quarter. In trailing 12 months, it's portfolio return was -6.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr6,298,220
broadridge finl solutions in3,244,890
uber technologies inc2,211,420
s&p global inc1,709,270
schwab strategic tr1,451,960
clorox co del1,111,680
hp inc1,105,840
american centy etf tr915,738
New stocks bought by CEERA INVESTMENTS, LLC

Additions

Ticker% Inc.
vanguard index fds300
schwab strategic tr253
flaherty & crumrin pfd & inm143
flaherty & crumrine total re107
vanguard whitehall fds104
wisdomtree tr38.07
spdr series trust36.03
coupang inc32.75
Additions to existing portfolio by CEERA INVESTMENTS, LLC

Reductions

Ticker% Reduced
target corp-62.87
spdr series trust-58.62
rbb fd inc-44.79
vaneck etf trust-38.12
j p morgan exchange traded f-32.62
amazon com inc-32.58
eog res inc-16.86
ishares tr-9.63
CEERA INVESTMENTS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
freshworks inc-2,948,600
yelp inc-4,027,970
general mills inc-1,135,810
wpp plc new-203,005
s&p global inc-1,798,760
cisco sys inc-212,402
qualcomm inc-257,560
mcdonalds corp-232,160
CEERA INVESTMENTS, LLC got rid off the above stocks

Sector Distribution

CEERA INVESTMENTS, LLC has about 45.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Consumer Cyclical
Sector%
Others45.7
Technology17.8
Financial Services9.1
Communication Services9.1
Healthcare6
Consumer Defensive4.3
Industrials3.9
Consumer Cyclical2.9

Market Cap. Distribution

CEERA INVESTMENTS, LLC has about 51.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED45.7
LARGE-CAP25.7
MEGA-CAP25.5
MID-CAP3.1

Stocks belong to which Index?

About 42.6% of the stocks held by CEERA INVESTMENTS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others57.2
S&P 50042.6
Top 5 Winners (%)%
HPE
hewlett packard enterprise c
86.3 %
UNH
unitedhealth group inc
53.2 %
GTLB
gitlab inc
40.8 %
IJR
ishares tr
37.1 %
ge vernova inc
34.6 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.4 M
UNH
unitedhealth group inc
2.4 M
AFK
vaneck etf trust
2.3 M
GTLB
gitlab inc
1.0 M
AAPL
apple inc
0.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.6 %
EMBC
embecta corp
-61.2 %
INTU
intuit
-39.5 %
NFLX
netflix inc.
-25.7 %
CME
cme group inc
-25.2 %
Top 5 Losers ($)$
INTU
intuit
-1.8 M
CRM
salesforce inc
-0.6 M
TW
tradeweb mkts inc
-0.6 M
ADBE
adobe inc
-0.5 M
VB
vanguard index fds
-0.4 M

CEERA INVESTMENTS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CEERA INVESTMENTS, LLC

CEERA INVESTMENTS, LLC has 101 stocks in it's portfolio. About 42.7% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CEERA INVESTMENTS, LLC last quarter.

$235.89MTotal Value
109Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CEERA INVESTMENTS, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CEERA INVESTMENTS, LLC's holding in Ishares Tr over time
0.12%3,475
$285.9K
0.12%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CEERA INVESTMENTS, LLC's holding in American Centy Etf Tr over time
0.39%7,340
$915.7K
0.39%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CEERA INVESTMENTS, LLC's holding in Vaneck Etf Trust over time
10.73%243,555
$25.32M
10.73%
decreased 38.12 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
CEERA INVESTMENTS, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.14%7,849
$340.8K
0.14%
increased 20.96 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
CEERA INVESTMENTS, LLC's holding in Pacer Fds Tr over time
0.12%4,695
$292.0K
0.12%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
CEERA INVESTMENTS, LLC's holding in Pacer Fds Tr over time
0.12%5,585
$282.7K
0.12%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
CEERA INVESTMENTS, LLC's holding in Wisdomtree Tr over time
3.08%71,378
$7.26M
3.08%
increased 38.07 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
CEERA INVESTMENTS, LLC's holding in J P Morgan Exchange Traded F over time
5.71%266,246
$13.46M
5.71%
decreased 32.62 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CEERA INVESTMENTS, LLC's holding in Spdr Series Trust over time
2.78%108,046
$6.57M
2.78%
increased 36.03 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
CEERA INVESTMENTS, LLC's holding in Spdr Series Trust over time
0.11%2,785
$255.2K
0.11%
decreased 58.62 percentreduced
BTI
British Amern Tob Plc

British Amern Tob Plc

BTI
CEERA INVESTMENTS, LLC's holding in British Amern Tob Plc over time
0.58%22,360
$1.38M
0.58%
decreased 0.45 percentreduced
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
CEERA INVESTMENTS, LLC's holding in First Tr Exchange-Traded Fd over time
0.1%1,126
$244.6K
0.1%
new position