Latest CEERA INVESTMENTS, LLC Stock Portfolio

$227Million– No. of Holdings #93

CEERA INVESTMENTS, LLC Performance:

2026 Q1: -9.58%YTD: -9.58%2025: -1.37%

Performance for 2026 Q1 is -9.58%, and YTD is -9.58%, and 2025 is -1.37%.

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

CEERA INVESTMENTS, LLC is a hedge fund based in Bellaire, TX. On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, CEERA INVESTMENTS, LLC reported an equity portfolio of $228 Millions as of 31 Mar, 2026.

The top stock holdings of CEERA INVESTMENTS, LLC are AFK, BBAX, GOOG. The fund has invested 16.7% of it's portfolio in VANECK ETF TRUST and 8.8% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off GARTNER INC (IT), VESTIS CORPORATION and NICE LTD (NICE) stocks. They significantly reduced their stock positions in CME GROUP INC (CME), VANGUARD INSTL INDEX FD and ATLASSIAN CORPORATION (TEAM). CEERA INVESTMENTS, LLC opened new stock positions in VANGUARD INDEX FDS (VB), INTUIT (INTU) and FAIR ISAAC CORP (FICO). The fund showed a lot of confidence in some stocks as they added substantially to BLOCK H & R INC (HRB), BERKSHIRE HATHAWAY INC DEL and TESLA INC (TSLA).

CEERA INVESTMENTS, LLC Equity Portfolio Value

Last Reported on: 06 May, 2026

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

Our best estimate is that CEERA INVESTMENTS, LLC made a return of -9.58% in the last quarter. In trailing 12 months, it's portfolio return was -6.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	5,700,630
intuit	4,544,750
fair isaac corp	2,624,010
schwab strategic tr	968,782
vanguard whitehall fds	964,075
alphabet inc	697,357
merck & co inc	555,615
embecta corp	330,837

New stocks bought by CEERA INVESTMENTS, LLC

Additions

Ticker	% Inc.
block h & r inc	299
berkshire hathaway inc del	153
tesla inc	146
workday inc	80.8
amazon com inc	78.38
paychex inc	66.22
j p morgan exchange traded f	63.69
nvidia corporation	45.17

Additions to existing portfolio by CEERA INVESTMENTS, LLC

Reductions

Ticker	% Reduced
cme group inc	-84.24
vanguard instl index fd	-28.51
atlassian corporation	-18.72
docusign inc	-16.44
yelp inc	-15.4
abbvie inc	-13.46
paypal hldgs inc	-13.26
corpay inc	-12.7

CEERA INVESTMENTS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vestis corporation	-5,303,860
sentinelone inc	-1,894,800
pfizer inc	-1,479,460
sk telecom co ltd	-993,857
the campbells company	-1,025,480
nice ltd	-2,915,420
gartner inc	-6,415,480
semrush hldgs inc	-133,858

CEERA INVESTMENTS, LLC got rid off the above stocks

Sector Distribution

CEERA INVESTMENTS, LLC has about 45.6% of it's holdings in Others sector.

Others
Technology
Communication Services
Financial Services
Healthcare
Consumer Defensive
Industrials
Consumer Cyclical
Energy

Sector	%
Others	45.6
Technology	16.5
Communication Services	10.3
Financial Services	9.7
Healthcare	5
Consumer Defensive	5
Industrials	3.5
Consumer Cyclical	2.8
Energy	1.3

Market Cap. Distribution

CEERA INVESTMENTS, LLC has about 47.6% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
LARGE-CAP
MEGA-CAP
MID-CAP
SMALL-CAP

Category	%
UNALLOCATED	45.6
LARGE-CAP	24
MEGA-CAP	23.6
MID-CAP	4.9
SMALL-CAP	1.9

Stocks belong to which Index?

About 43.8% of the stocks held by CEERA INVESTMENTS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	56.2
S&P 500	40.4
RUSSELL 2000	3.4

Top 5 Winners (%)		%
EOG	eog res inc	37.6 %
CVX	chevron corporation	34.9 %
TGT	target corp	23.8 %
COST	costco wholesale corporation	14.9 %
MO	altria group inc	14.1 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	0.7 M
EOG	eog res inc	0.5 M
TW	tradeweb mkts inc	0.4 M
TGT	target corp	0.3 M
CVX	chevron corporation	0.3 M

Top 5 Losers (%)		%
TEAM	atlassian corporation	-52.5 %
GTLB	gitlab inc	-40.4 %
WDAY	workday inc	-33.6 %
FRSH	freshworks inc	-32.3 %
WPP	wpp plc new	-30.8 %

Top 5 Losers ($)		$
AFK	vaneck etf trust	-2.8 M
TEAM	atlassian corporation	-2.3 M
WDAY	workday inc	-2.2 M
GTLB	gitlab inc	-2.0 M
FRSH	freshworks inc	-1.7 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 93 stocks in it's portfolio. About 48.1% of the portfolio is in top 10 stocks. AFK proved to be the most loss making stock for the portfolio. COST was the most profitable stock for CEERA INVESTMENTS, LLC last quarter.

Last Reported on: 06 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.85	25,616	6,501,170	reduced	-9.65

AAXJ	ishares tr	0.12	3,475	272,475	added	10.32

ABBV	abbvie inc	0.46	4,867	1,058,520	reduced	-13.46

ADBE	adobe inc	1.44	13,474	3,275,260	reduced	-11.02

AFK	vaneck etf trust	16.69	393,572	38,058,400	reduced	-9.4

AFLG	first tr exchng traded fd vi	0.11	6,489	250,313	reduced	-0.03

AFTY	pacer fds tr	0.13	4,695	293,719	unchanged	0.00

AFTY	pacer fds tr	0.11	5,585	250,599	reduced	-1.85

AGZD	wisdomtree tr	2.15	51,698	4,897,350	reduced	-5.66

AMPS	ishares tr	0.16	4,090	373,703	added	7.35

AMZN	amazon com inc	0.19	2,087	434,659	added	78.38

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	2.82	21,278	6,436,170	reduced	-9.41

BBAX	j p morgan exchange traded f	8.77	395,152	19,998,600	added	63.69

BIL	spdr series trust	1.97	79,430	4,494,150	reduced	-6.95

BIL	spdr series trust	0.27	6,730	616,737	reduced	-8.31

BTI	british amern tob plc	0.58	22,460	1,313,240	added	14.74

CAH	cardinal health inc	0.49	5,305	1,121,000	added	8.15

CME	cme group inc	0.31	2,394	707,068	reduced	-84.24

COST	costco wholesale corporation	2.13	4,879	4,861,580	reduced	-8.8