Latest CEERA INVESTMENTS, LLC Stock Portfolio

CEERA INVESTMENTS, LLC Performance:

2025 Q4: 0.11%YTD: -1.37%2024: 15.4%

Performance for 2025 Q4 is 0.11%, and YTD is -1.37%, and 2024 is 15.4%.

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

CEERA INVESTMENTS, LLC is a hedge fund based in Bellaire, TX. On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CEERA INVESTMENTS, LLC reported an equity portfolio of $258.9 Millions as of 31 Dec, 2025.

The top stock holdings of CEERA INVESTMENTS, LLC are AFK, BBAX, GOOG. The fund has invested 17.4% of it's portfolio in VANECK ETF TRUST and 4.7% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off SIMILARWEB LTD, BILL HOLDINGS INC (BILL) and ALKAMI TECHNOLOGY INC (ALKT) stocks. They significantly reduced their stock positions in SEMRUSH HLDGS INC (SEMR), AMAZON COM INC (AMZN) and WPP PLC NEW. CEERA INVESTMENTS, LLC opened new stock positions in UNILEVER PLC and FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), KENVUE INC and EOG RES INC (EOG).

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

Our best estimate is that CEERA INVESTMENTS, LLC made a return of 0.11% in the last quarter. In trailing 12 months, it's portfolio return was -1.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	781,269
first tr exchng traded fd vi	253,798

New stocks bought by CEERA INVESTMENTS, LLC

Additions

Ticker	% Inc.
tesla inc	276
kenvue inc	131
eog res inc	72.36
berkshire hathaway inc del	48.18
microsoft corp	20.58
ishares bitcoin trust etf	20.26
flaherty & crumrine total re	19.64
molson coors beverage co	19.44

Additions to existing portfolio by CEERA INVESTMENTS, LLC

Reductions

Ticker	% Reduced
semrush hldgs inc	-96.59
amazon com inc	-83.75
wpp plc new	-59.19
ishares tr	-49.53
block h & r inc	-48.42
nice ltd	-47.67
british amern tob plc	-40.62
abbvie inc	-40.05

CEERA INVESTMENTS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
expensify inc	-820,734
similarweb ltd	-2,966,950
sprinklr inc	-1,405,850
zoominfo technologies inc	-1,144,950
avidxchange holdings inc	-1,039,970
alkami technology inc	-2,115,150
toast inc	-2,008,050
bill holdings inc	-2,499,650

CEERA INVESTMENTS, LLC got rid off the above stocks

Sector Distribution

CEERA INVESTMENTS, LLC has about 40.5% of it's holdings in Others sector.

Sector	%
Others	40.5
Technology	20.2
Financial Services	12.2
Communication Services	11.1
Healthcare	5.4
Consumer Defensive	4.4
Industrials	3.2
Consumer Cyclical	2

Market Cap. Distribution

CEERA INVESTMENTS, LLC has about 50.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	42.2
LARGE-CAP	26.5
MEGA-CAP	24.1
MID-CAP	7

Stocks belong to which Index?

About 46.4% of the stocks held by CEERA INVESTMENTS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	53.6
S&P 500	42
RUSSELL 2000	4.4

Top 5 Winners (%)		%
	vestis corporation	46.6 %
SEMR	semrush hldgs inc	35.1 %
GOOG	alphabet inc	25.7 %
CAH	cardinal health inc	25.4 %
UPS	united parcel service inc	15.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.0 M
AFK	vaneck etf trust	2.0 M
	vestis corporation	1.7 M
AXP	american express co	1.0 M
SEMR	semrush hldgs inc	0.8 M

Top 5 Losers (%)		%
CPNG	coupang inc	-26.2 %
VEEV	veeva sys inc	-24.7 %
	ishares bitcoin trust etf	-22.1 %
	nice ltd	-16.7 %
GTLB	gitlab inc	-16.2 %

Top 5 Losers ($)		$
META	meta platforms inc	-1.4 M
VEEV	veeva sys inc	-1.4 M
CPNG	coupang inc	-1.3 M
	nice ltd	-1.2 M
GTLB	gitlab inc	-0.9 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 87 stocks in it's portfolio. About 46.4% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for CEERA INVESTMENTS, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.98	28,353	7,708,050	reduced	-7.53

AAXJ	ishares tr	0.09	3,150	244,220	unchanged	0.00

ABBV	abbvie inc	0.50	5,624	1,285,030	reduced	-40.05

ADBE	adobe inc	2.05	15,143	5,299,900	reduced	-22.19

AFK	vaneck etf trust	17.38	434,412	44,987,700	reduced	-7.19

AFLG	first tr exchng traded fd vi	0.10	6,491	253,798	new

AFTY	pacer fds tr	0.11	4,695	282,498	unchanged	0.00

AFTY	pacer fds tr	0.10	5,690	252,465	unchanged	0.00

AGZD	wisdomtree tr	1.98	54,798	5,112,650	reduced	-2.26

ALKT	alkami technology inc	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.13	3,810	328,613	unchanged	0.00

AMZN	amazon com inc	0.10	1,170	270,059	reduced	-83.75

AVDX	avidxchange holdings inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.09	680	235,348	reduced	-9.93

AVPT	avepoint inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	3.36	23,487	8,689,020	reduced	-16.59

BBAX	j p morgan exchange traded f	4.72	241,403	12,212,600	reduced	-8.39

BIL	spdr series trust	1.87	85,360	4,849,300	reduced	-7.66

BIL	spdr series trust	0.26	7,340	670,729	reduced	-8.01

BILL	bill holdings inc	0.00	0.00	0.00	sold off	-100