CEERA INVESTMENTS, LLC

CIK 0001860698 · BELLAIRE, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

CEERA INVESTMENTS, LLC reported 101 positions worth $235.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: MOAT (10.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$235.9M
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.7%
Est. Net Flow (Q)
2026 Q2
10 / 101 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MOATVANECK ETF TRUSTSH$25.3M10.73%243,555
2JPSTJ P MORGAN EXCHANGE TRADED FSH$13.5M5.71%266,246
3GOOGLALPHABET INCSH$12.1M5.12%33,772
4METAMETA PLATFORMS INCSH$8.4M3.57%14,964
5AAPLAPPLE INCSH$7.3M3.09%25,201
6WTVWISDOMTREE TRSH$7.3M3.08%71,378
7AXPAMERICAN EXPRESS COSH$7.0M2.95%20,598
8UNHUNITEDHEALTH GROUP INCSH$6.7M2.85%16,193
9SPYVSPDR SERIES TRUSTSH$6.6M2.78%108,046
10VOOVANGUARD INDEX FDSSH$6.6M2.78%9,540

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CEERA INVESTMENTS, LLC hold as of Q2 2026?

CEERA INVESTMENTS, LLC reported 101 positions worth $235.9M in its Q2 2026 13F filing. Largest positions: MOAT (10.7%), JPST (5.7%), GOOGL (5.1%), META (3.6%) and AAPL (3.1%).

What did CEERA INVESTMENTS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CEERA INVESTMENTS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.