CEERA INVESTMENTS, LLC
Top Portfolio Positions
62 positions ·
$136,749,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
34,689 | $9,975,168 | 7.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,059 | $8,615,705 | 6.30% | |
| AAPL |
Apple Inc.
Technology
|
25,616 | $6,501,084 | 4.75% | |
| AXP |
American Express Co
Financial Services
|
21,278 | $6,436,169 | 4.71% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,879 | $4,861,581 | 3.56% | |
| CPAY |
Corpay, Inc.
Technology
|
15,778 | $4,591,240 | 3.36% | |
| INTU |
Intuit Inc.
Technology
|
10,511 | $4,544,746 | 3.32% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
16,436 | $4,447,417 | 3.25% | |
| WDAY |
Workday, Inc.
Technology
|
34,013 | $4,418,968 | 3.23% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
34,384 | $4,045,621 | 2.96% |
Portfolio Trend
21 quarters · across all stocks
Holdings in FRSH
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,948,599 | 367,198 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,133,521 | 419,063 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,345,136 | 539,094 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,151,878 | 546,739 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,425,623 | 455,395 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,364,141 | 455,420 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $383,948 | 33,445 | Shares | Sole | 2024-11-07 | |
| 2022-12-31 | $1,776,217 | 120,749 | Shares | Sole | 2023-10-02 | |
| 2022-09-30 | $1,494,520 | 115,229 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,215,941 | 92,467 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,429,424 | 79,767 | Shares | Sole | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||