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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.83B
$8.15 Million 2.73% of portfolio
546,739
Q2 2025 Added 20.06%
$321M
$2.99 Million 1.0% of portfolio
330,195
Q2 2025 Added 35.55%
$539M
$2.5 Million 0.84% of portfolio
319,027
Q1 2025 Added 22.78%
$1.98B
$2.26 Million 0.76% of portfolio
74,891
Q2 2025 Added 22.66%
$904M
$1.54 Million 0.52% of portfolio
182,105
Q4 2024 Added 61.42%
$1.96B
$1.02 Million 0.34% of portfolio
104,520
Q2 2025 Added 240.46%
$1.72B
$897,000 0.3% of portfolio
33,885
Q2 2025 Added 252.97%
$637M
$379,000 0.13% of portfolio
18,160
Q4 2024 Added 84.99%
$349M
$262,000 0.09% of portfolio
39,800
Q1 2025 Added 3.81%

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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