CEERA INVESTMENTS, LLC

CIK

1860698

Location

BELLAIRE, TX

Portfolio Value

Small $136,749,136

Diversification

Diversified

Filing Date

Global Rank

#4,698 / 8,232 ▼ 310

Top Industry

Software - Application 21.5%

3Y Alpha vs SPY

-12.0%

Period ended 2 months ago

Filed May 6, 2026 · 38d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.3%

SPY

+76.5%

Annualised alpha

-11.9%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.3%

+0.5 pts

Top 5

26.6%

+0.7 pts

Top 10

42.7%

+1.0 pts

HHI

304

Diversified+0

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$45,158,631	17
Financial Services	18.1%	$24,783,929	12
Communication Services	16.9%	$23,092,604	5
Consumer Defensive	11.7%	$16,055,347	9
Healthcare	8.4%	$11,468,766	8
Consumer Cyclical	4.6%	$6,310,862	5
Industrials	3.9%	$5,313,452	3
Energy	2.2%	$2,992,730	2
Unclassified	1.2%	$1,572,815	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
HRB	H&R Block Inc	+31,648	42,228	$1,340,316
WDAY	Workday, Inc.	+15,201	34,013	$4,418,968
PAYX	Paychex Inc	+12,887	32,347	$2,979,805
KVUE	Kenvue Inc.	+6,625	156,874	$2,704,507
GIS	General Mills Inc	+4,327	30,516	$1,135,805
BTI	British American Tobacco p.l.c.	+2,885	22,460	$1,313,236
TAP	Molson Coors Beverage Co	+2,500	23,880	$1,028,272
TSLA	Tesla, Inc.	+2,497	4,203	$1,562,465
VEEV	Veeva Systems Inc	+2,454	20,781	$3,650,390
BRK-B	Berkshire Hathaway Inc	+2,000	3,301	$1,581,839
UPS	United Parcel Service Inc	+1,952	12,488	$1,228,569
NVDA	Nvidia Corp	+1,579	5,075	$885,080
CRM	Salesforce, Inc.	+1,058	21,573	$4,027,031
AMZN	Amazon Com Inc	+917	2,087	$434,659
QQQ	Invesco Qqq Trust, Series 1	+784	2,725	$1,572,815
CAH	Cardinal Health Inc	+400	5,305	$1,120,999
CVX	Chevron Corp	+228	6,195	$1,281,745
MSFT	Microsoft Corp	+176	2,520	$932,828
QCOM	Qualcomm Inc/De	+160	2,000	$257,560
V	Visa Inc.	+103	3,541	$1,070,231
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FRSH	Freshworks Inc.	−51,865	367,198	$2,948,599
YELP	Yelp Inc	−29,630	162,812	$4,027,968
CME	Cme Group Inc.	−12,793	2,394	$707,067
GTLB	Gitlab Inc.	−12,207	117,449	$2,541,596
PYPL	PayPal Holdings, Inc.	−11,252	73,588	$3,328,385
DOCU	Docusign, Inc.	−11,147	56,662	$2,686,345
GPN	Global Payments Inc	−6,983	57,480	$3,868,404
TEAM	Atlassian Corp	−5,034	21,853	$1,491,467
TW	Tradeweb Markets Inc.	−4,841	34,384	$4,045,621
GOOGL	Alphabet Inc.	−3,515	34,689	$9,975,168
CPNG	Coupang, Inc.	−3,134	145,194	$2,741,262
AAPL	Apple Inc.	−2,737	25,616	$6,501,084
CPAY	Corpay, Inc.	−2,296	15,778	$4,591,240
AXP	American Express Co	−2,209	21,278	$6,436,169
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	−1,995	30,245	$468,495
FLC	Flaherty & Crumrine Total Return Fund Inc	−1,900	33,670	$558,922
MO	Altria Group, Inc.	−1,810	35,963	$2,373,198
ADBE	Adobe Inc.	−1,669	13,474	$3,275,259
UNH	Unitedhealth Group Inc	−1,578	16,436	$4,447,417
META	Meta Platforms, Inc.	−1,446	15,059	$8,615,705
ABBV	AbbVie Inc.	−757	4,867	$1,058,523
MORN	Morningstar, Inc.	−665	7,436	$1,257,055
UL	Unilever PLC	−610	11,336	$645,811
MA	Mastercard Inc	−551	6,519	$3,257,283
SPGI	S&P Global Inc.	−511	4,229	$1,798,762
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	10,511	$4,544,746
FICO	Fair Isaac Corp	2,458	$2,624,013
MRK	Merck & Co., Inc.	4,619	$555,619
EMBC	Embecta Corp.	37,425	$330,837
GS	Goldman Sachs Group Inc	324	$274,100
NFLX	Netflix Inc	2,816	$270,758
HPE	Hewlett Packard Enterprise Co	10,107	$240,647
GEV	GE Vernova Inc.	248	$216,479
CSCO	Cisco Systems, Inc.	2,737	$212,363
PG	PROCTER & GAMBLE Co	1,457	$210,449
IOVA	Iovance Biotherapeutics, Inc.	12,465	$43,752
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
IT	Gartner Inc	25,430	$6,415,480
VSTS	Vestis Corp	795,181	$5,303,857
NICE	NICE Ltd.	25,791	$2,915,414
S	SentinelOne, Inc.	126,320	$1,894,800
PFE	Pfizer Inc	59,416	$1,479,458
CPB	CAMPBELL'S Co	36,795	$1,025,476
SKM	Sk Telecom Co Ltd	48,410	$993,857
AVGO	Broadcom Inc.	680	$235,348
IBIT	iShares Bitcoin Trust ETF	4,600	$228,390
SEMR	SEMrush Holdings, Inc.	11,258	$133,857
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $136,749,136 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	34,689	-3,515	$9,975,168	−16.6%	7.29%
META	Meta Platforms, Inc. Communication Services	Reduced	15,059	-1,446	$8,615,705	−20.9%	6.30%
AAPL	Apple Inc. Technology	Reduced	25,616	-2,737	$6,501,084	−15.7%	4.75%
AXP	American Express Co Financial Services	Reduced	21,278	-2,209	$6,436,169	−25.9%	4.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,879	-471	$4,861,581	+5.4%	3.56%
CPAY	Corpay, Inc. Technology	Reduced	15,778	-2,296	$4,591,240	−15.6%	3.36%
INTU	Intuit Inc. Technology	NEW	10,511	NEW	$4,544,746	NEW	3.32%
UNH	Unitedhealth Group Inc Healthcare	Reduced	16,436	-1,578	$4,447,417	−25.2%	3.25%
WDAY	Workday, Inc. Technology	Added	34,013	+15,201	$4,418,968	+9.4%	3.23%
TW	Tradeweb Markets Inc. Financial Services	Reduced	34,384	-4,841	$4,045,621	−4.1%	2.96%
YELP	Yelp Inc Communication Services	Reduced	162,812	-29,630	$4,027,968	−31.1%	2.95%
CRM	Salesforce, Inc. Technology	Added	21,573	+1,058	$4,027,031	−25.9%	2.94%
GPN	Global Payments Inc Industrials	Reduced	57,480	-6,983	$3,868,404	−22.5%	2.83%
VEEV	Veeva Systems Inc Healthcare	Added	20,781	+2,454	$3,650,390	−10.8%	2.67%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	73,588	-11,252	$3,328,385	−32.8%	2.43%
ADBE	Adobe Inc. Technology	Reduced	13,474	-1,669	$3,275,259	−38.2%	2.40%
MA	Mastercard Inc Financial Services	Reduced	6,519	-551	$3,257,283	−19.3%	2.38%
PAYX	Paychex Inc Technology	Added	32,347	+12,887	$2,979,805	+36.5%	2.18%
FRSH	Freshworks Inc. Technology	Reduced	367,198	-51,865	$2,948,599	−42.6%	2.16%
CPNG	Coupang, Inc. Consumer Cyclical	Reduced	145,194	-3,134	$2,741,262	−21.7%	2.00%
KVUE	Kenvue Inc. Consumer Defensive	Added	156,874	+6,625	$2,704,507	+4.3%	1.98%
DOCU	Docusign, Inc. Technology	Reduced	56,662	-11,147	$2,686,345	−42.1%	1.96%
FICO	Fair Isaac Corp Technology	NEW	2,458	NEW	$2,624,013	NEW	1.92%
GTLB	Gitlab Inc. Technology	Reduced	117,449	-12,207	$2,541,596	−47.8%	1.86%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,963	-1,810	$2,373,198	+9.0%	1.74%
SPGI	S&P Global Inc. Financial Services	Reduced	4,229	-511	$1,798,762	−27.4%	1.32%
TGT	Target Corp Consumer Defensive	Reduced	14,707	-269	$1,782,488	+21.8%	1.30%
EOG	Eog Resources Inc Energy	Reduced	11,835	-44	$1,710,985	+37.2%	1.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,301	+2,000	$1,581,839	+141.9%	1.16%
QQQ	Invesco Qqq Trust, Series 1	Added	2,725	+784	$1,572,815	+31.9%	1.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,203	+2,497	$1,562,465	+103.7%	1.14%
TEAM	Atlassian Corp Technology	Reduced	21,853	-5,034	$1,491,467	−65.8%	1.09%
HRB	H&R Block Inc Consumer Cyclical	Added	42,228	+31,648	$1,340,316	+190.7%	0.98%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	22,460	+2,885	$1,313,236	+18.5%	0.96%
CVX	Chevron Corp Energy	Added	6,195	+228	$1,281,745	+40.9%	0.94%
MORN	Morningstar, Inc. Financial Services	Reduced	7,436	-665	$1,257,055	−28.6%	0.92%
UPS	United Parcel Service Inc Industrials	Added	12,488	+1,952	$1,228,569	+17.6%	0.90%
GIS	General Mills Inc Consumer Defensive	Added	30,516	+4,327	$1,135,805	−6.7%	0.83%
CAH	Cardinal Health Inc Healthcare	Added	5,305	+400	$1,120,999	+11.2%	0.82%
V	Visa Inc. Financial Services	Added	3,541	+103	$1,070,231	−11.2%	0.78%
ABBV	AbbVie Inc. Healthcare	Reduced	4,867	-757	$1,058,523	−17.6%	0.77%
TAP	Molson Coors Beverage Co Consumer Defensive	Added	23,880	+2,500	$1,028,272	+3.0%	0.75%
MSFT	Microsoft Corp Technology	Added	2,520	+176	$932,828	−17.7%	0.68%
NVDA	Nvidia Corp Technology	Added	5,075	+1,579	$885,080	+35.7%	0.65%
CME	Cme Group Inc. Financial Services	Reduced	2,394	-12,793	$707,067	−83.0%	0.52%
UL	Unilever PLC Consumer Defensive	Reduced	11,336	-610	$645,811	−17.3%	0.47%
FLC	Flaherty & Crumrine Total Return Fund Inc Financial Services	Reduced	33,670	-1,900	$558,922	−10.2%	0.41%
MRK	Merck & Co., Inc. Healthcare	NEW	4,619	NEW	$555,619	NEW	0.41%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Reduced	30,245	-1,995	$468,495	−12.0%	0.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,087	+917	$434,659	+60.9%	0.32%