Ceera Investments, LLC Portfolio Holdings

Ceera Investments, LLC

  • $298 Million
  • Q2 2025

Ceera Investments, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $298 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $43.9M, Meta Platforms, Inc. with a value of $17.3M, Jp Morgan ETF Tr Ultra Short I with a value of $13.4M, American Express CO with a value of $9.49M, and Alphabet Inc. with a value of $8.96M.

Examining the 13F form we can see an increase of $32.1M in the current position value, from $266M to 298M.

Ceera Investments, LLC is based out at Bellaire, TX

Below you can find more details about Ceera Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $298 Million
Technology: $86.2 Million
ETFs: $75.4 Million
Financial Services: $43.2 Million
Communication Services: $38.6 Million
Consumer Defensive: $16.3 Million
Industrials: $12.6 Million
Consumer Cyclical: $12.5 Million
Healthcare: $10.8 Million
Other: $2.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.9 Million 14.74% of portfolio
511,976
Q2 2025 Reduced 2.18%
$1.78T
$17.3 Million 5.79% of portfolio
23,391
Q2 2025 Reduced 0.36%
$0
$13.4 Million 4.48% of portfolio
263,496
Q2 2025 Added 36.97%
$227B
$9.49 Million 3.19% of portfolio
29,766
Q2 2025 Reduced 0.78%
$1.21T
$8.96 Million 3.01% of portfolio
50,838
Q2 2025 Reduced 0.78%
$9.04B
$8.24 Million 2.77% of portfolio
48,797
Q2 2025 Added 2.41%
$1.83B
$8.15 Million 2.73% of portfolio
546,739
Q2 2025 Added 20.06%
$2.18B
$7.88 Million 2.64% of portfolio
229,877
Q2 2025 Added 2.35%
$78.6B
$7.58 Million 2.54% of portfolio
101,962
Q2 2025 Added 29.4%
$14.6B
$7.31 Million 2.45% of portfolio
49,930
Q2 2025 Reduced 0.98%
$157B
$6.99 Million 2.35% of portfolio
18,072
Q2 2025 Added 14.92%
$3.69T
$6.82 Million 2.29% of portfolio
33,232
Q1 2025 Reduced 9.91%
$232B
$6.24 Million 2.09% of portfolio
22,897
Q2 2025 Reduced 1.38%
$439B
$6.12 Million 2.05% of portfolio
6,186
Q1 2025 Reduced 0.11%
$7.82B
$6.12 Million 2.05% of portfolio
213,934
Q2 2025 Reduced 2.28%
$13.7B
$5.99 Million 2.01% of portfolio
76,937
Q2 2025 Reduced 2.24%
$99.2B
$5.59 Million 1.88% of portfolio
20,293
Q2 2025 Reduced 1.14%
$3.41B
$5.43 Million 1.82% of portfolio
120,395
Q2 2025 New
$22.8B
$5.41 Million 1.82% of portfolio
67,610
Q2 2025 New
$44.8B
$4.86 Million 1.63% of portfolio
162,318
Q2 2025 Reduced 0.34%
$548B
$4.83 Million 1.62% of portfolio
8,595
Q2 2025 Reduced 0.35%
$43.1B
$3.95 Million 1.33% of portfolio
16,477
Q2 2025 Reduced 0.99%
$48.7B
$3.93 Million 1.32% of portfolio
27,025
Q2 2025 Reduced 0.57%
$0
$3.7 Million 1.24% of portfolio
70,778
Q2 2025 Added 211.52%
$0
$3.58 Million 1.2% of portfolio
41,436
Q2 2025 Added 253.1%
$108B
$3.32 Million 1.11% of portfolio
36,208
Q2 2025 Reduced 0.43%
$0
$3.17 Million 1.06% of portfolio
5,112
Q2 2025 Added 24.32%
$182B
$3.14 Million 1.05% of portfolio
5,961
Q2 2025 Reduced 0.2%
$11B
$3.07 Million 1.03% of portfolio
9,786
Q3 2024 Reduced 0.1%
$321M
$2.99 Million 1.0% of portfolio
330,195
Q2 2025 Added 35.55%
$118B
$2.64 Million 0.89% of portfolio
45,083
Q2 2025 Reduced 0.39%
$3.36B
$2.62 Million 0.88% of portfolio
143,285
Q2 2025 Reduced 0.92%
$539M
$2.5 Million 0.84% of portfolio
319,027
Q1 2025 Added 22.78%
$14.2B
$2.44 Million 0.82% of portfolio
55,000
Q1 2024 Added 139.13%
$210B
$2.32 Million 0.78% of portfolio
7,883
Q1 2025 Reduced 8.53%
$1.98B
$2.26 Million 0.76% of portfolio
74,891
Q2 2025 Added 22.66%
$351B
$1.75 Million 0.59% of portfolio
9,406
Q2 2025 Reduced 0.16%
$4.08B
$1.63 Million 0.55% of portfolio
19,213
Q2 2025 Added 11.44%
$63.8B
$1.59 Million 0.53% of portfolio
15,792
Q2 2025 Added 8.74%
$155B
$1.57 Million 0.53% of portfolio
25,730
Q2 2025 Reduced 1.0%
$2.26T
$1.58 Million 0.53% of portfolio
7,201
Q1 2025 Added 0.93%
$130B
$1.56 Million 0.52% of portfolio
32,965
Q1 2025 Added 15.59%
$904M
$1.54 Million 0.52% of portfolio
182,105
Q4 2024 Added 61.42%
$29.2B
$1.45 Million 0.49% of portfolio
27,968
Q2 2025 Added 7.86%
$138B
$1.44 Million 0.48% of portfolio
59,567
Q2 2025 Added 5.42%
$38.3B
$1.28 Million 0.43% of portfolio
7,615
Q1 2025 Reduced 12.27%
$551B
$1.22 Million 0.41% of portfolio
3,441
Q1 2025 Added 0.5%
$123M
$1.15 Million 0.39% of portfolio
443,640
Q2 2025 Added 0.98%
$48.9B
$1.15 Million 0.39% of portfolio
11,694
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $298 Million
  • Prior Value $266 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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