Latest CEERA INVESTMENTS, LLC Stock Portfolio
CEERA INVESTMENTS, LLC Performance:
2025 Q3: -1.56%YTD: -0.89%2024: 13.27%
Performance for 2025 Q3 is -1.56%, and YTD is -0.89%, and 2024 is 13.27%.
About CEERA INVESTMENTS, LLC and 13F Hedge Fund Stock Holdings
CEERA INVESTMENTS, LLC is a hedge fund based in BELLAIRE, TX. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $252.6 Millions. In it's latest 13F Holdings report, CEERA INVESTMENTS, LLC reported an equity portfolio of $320.5 Millions as of 30 Sep, 2025.
The top stock holdings of CEERA INVESTMENTS, LLC are AFK, META, BBAX. The fund has invested 14.5% of it's portfolio in VANECK ETF TRUST and 5.1% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off DROPBOX INC (DBX), STARBUCKS CORP (SBUX) and MSC INDL DIRECT INC (MSM) stocks. They significantly reduced their stock positions in INTERNATIONAL BUSINESS MACHS (IBM), RBB FD INC (EERN) and VANGUARD INSTL INDEX FD. CEERA INVESTMENTS, LLC opened new stock positions in GARTNER INC (IT), UNITEDHEALTH GROUP INC (UNH) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), BERKSHIRE HATHAWAY INC DEL and BILL HOLDINGS INC (BILL).
The top stock holdings of CEERA INVESTMENTS, LLC are AFK, META, BBAX. The fund has invested 14.5% of it's portfolio in VANECK ETF TRUST and 5.1% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off DROPBOX INC (DBX), STARBUCKS CORP (SBUX) and MSC INDL DIRECT INC (MSM) stocks. They significantly reduced their stock positions in INTERNATIONAL BUSINESS MACHS (IBM), RBB FD INC (EERN) and VANGUARD INSTL INDEX FD. CEERA INVESTMENTS, LLC opened new stock positions in GARTNER INC (IT), UNITEDHEALTH GROUP INC (UNH) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), BERKSHIRE HATHAWAY INC DEL and BILL HOLDINGS INC (BILL).
CEERA INVESTMENTS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CEERA INVESTMENTS, LLC made a return of -1.56% in the last quarter. In trailing 12 months, it's portfolio return was 4.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| gartner inc | 7,632,170 |
| unitedhealth group inc | 6,570,710 |
| ishares tr | 288,757 |
| vanguard index fds | 214,733 |
| tesla inc | 201,458 |
New stocks bought by CEERA INVESTMENTS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| invesco exchange traded fd t | 240 |
| berkshire hathaway inc del | 105 |
| bill holdings inc | 96.54 |
| sk telecom co ltd | 61.37 |
| spdr series trust | 37.33 |
| wisdomtree tr | 35.31 |
| sentinelone inc | 33.58 |
| spdr series trust | 30.6 |
Additions to existing portfolio by CEERA INVESTMENTS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| international business machs | -63.85 |
| rbb fd inc | -46.04 |
| vanguard instl index fd | -26.77 |
| broadcom inc | -20.53 |
| nvidia corporation | -15.84 |
| mastercard incorporated | -11.63 |
| s&p global inc | -9.78 |
| ishares tr | -8.98 |
CEERA INVESTMENTS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dropbox inc | -6,118,510 |
| starbucks corp | -3,317,700 |
| msc indl direct inc | -1,633,490 |
| buckle inc | -804,056 |
| ishares tr | -536,005 |
| wisdomtree tr | -256,269 |
| whirlpool corp | -286,207 |
CEERA INVESTMENTS, LLC got rid off the above stocks
Sector Distribution
CEERA INVESTMENTS, LLC has about 36.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 36.7 |
| Technology | 24.6 |
| Financial Services | 11.4 |
| Communication Services | 11 |
| Healthcare | 5.5 |
| Consumer Defensive | 4.2 |
| Industrials | 3.1 |
| Consumer Cyclical | 2.6 |
Market Cap. Distribution
CEERA INVESTMENTS, LLC has about 49.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 38 |
| LARGE-CAP | 26.9 |
| MEGA-CAP | 22.6 |
| MID-CAP | 10.9 |
| SMALL-CAP | 1.4 |
Stocks belong to which Index?
About 47.7% of the stocks held by CEERA INVESTMENTS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 52.2 |
| S&P 500 | 40 |
| RUSSELL 2000 | 7.7 |
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 110 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. TW 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: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.44 | 30,662 | 7,807,460 | reduced | -7.73 | ||
| AAXJ | ishares tr | 0.07 | 3,150 | 241,668 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.68 | 9,381 | 2,172,080 | reduced | -0.27 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 2.14 | 19,461 | 6,864,870 | added | 7.69 | ||
| AFK | vaneck etf trust | 14.47 | 468,045 | 46,387,900 | reduced | -8.58 | ||
| AFTY | pacer fds tr | 0.08 | 4,695 | 269,822 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.08 | 5,690 | 249,108 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 1.59 | 56,065 | 5,102,480 | added | 35.31 | ||
| ALKT | alkami technology inc | 0.66 | 85,151 | 2,115,150 | added | 13.7 | ||
| AMPS | ishares tr | 0.10 | 3,810 | 323,202 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.49 | 7,201 | 1,581,120 | unchanged | 0.00 | ||
| AVDX | avidxchange holdings inc | 0.32 | 104,520 | 1,039,970 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.08 | 755 | 249,082 | reduced | -20.53 | ||
| AVPT | avepoint inc | 0.18 | 39,440 | 591,994 | unchanged | 0.00 | ||
| AXP | american express co | 2.92 | 28,159 | 9,353,290 | reduced | -5.4 | ||
| BBAX | j p morgan exchange traded f | 4.17 | 263,525 | 13,368,600 | added | 0.01 | ||
| BIL | spdr series trust | 1.60 | 92,439 | 5,114,650 | added | 30.6 | ||
| BIL | spdr series trust | 0.23 | 7,979 | 732,073 | added | 37.33 | ||
| BILL | bill holdings inc | 0.78 | 47,190 | 2,499,650 | added | 96.54 | ||