CEERA INVESTMENTS, LLC
Top Portfolio Positions
61 positions ·
$135,167,297 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
34,689 | $9,975,168 | 7.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,059 | $8,615,705 | 6.37% | |
| AAPL |
Apple Inc.
Technology
|
25,616 | $6,501,084 | 4.81% | |
| AXP |
American Express Co
Financial Services
|
21,278 | $6,436,169 | 4.76% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
4,879 | $4,861,581 | 3.60% | |
| CPAY |
Corpay, Inc.
Technology
|
15,778 | $4,591,240 | 3.40% | |
| INTU |
Intuit Inc.
Technology
|
10,511 | $4,544,746 | 3.36% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
16,436 | $4,447,417 | 3.29% | |
| WDAY |
Workday, Inc.
Technology
|
34,013 | $4,418,968 | 3.27% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
34,384 | $4,045,621 | 2.99% |
Portfolio Trend
Holdings in WPP
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,005 | 13,055 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $293,215 | 13,055 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $801,349 | 31,990 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,119,969 | 31,990 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,081,480 | 28,490 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $825,484 | 16,060 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $632,081 | 12,355 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $458,715 | 10,020 | Shares | Sole | 2024-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||