Ceera Investments, LLC Portfolio Holdings

Ceera Investments, LLC

  • $294 Million
  • Q3 2025

Ceera Investments, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Million distributed in 110 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 $40.2M, Meta Platforms, Inc. with a value of $16.4M, Jp Morgan ETF Tr Ultra Short I with a value of $13.4M, Alphabet Inc. with a value of $11.8M, and American Express CO with a value of $9.35M.

Examining the 13F form we can see an decrease of $4.24M in the current position value, from $298M to 294M.

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 $294 Million
Technology: $82.7 Million
ETFs: $77.7 Million
Communication Services: $40.4 Million
Financial Services: $38 Million
Healthcare: $17.7 Million
Consumer Defensive: $16.6 Million
Industrials: $10.1 Million
Consumer Cyclical: $8.34 Million
Other: $2.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.2 Million 13.67% of portfolio
468,045
Q3 2025 Reduced 8.58%
$1.37T
$16.4 Million 5.58% of portfolio
22,316
Q3 2025 Reduced 4.6%
$0
$13.4 Million 4.55% of portfolio
263,525
Q3 2025 Added 0.01%
$1.65T
$11.8 Million 4.0% of portfolio
48,382
Q3 2025 Reduced 4.83%
$255B
$9.35 Million 3.18% of portfolio
28,159
Q3 2025 Reduced 5.4%
$4.3T
$7.81 Million 2.66% of portfolio
30,662
Q3 2025 Reduced 7.73%
$18.3B
$7.63 Million 2.6% of portfolio
29,034
Q3 2025 New
$1.99B
$7.26 Million 2.47% of portfolio
232,541
Q3 2025 Added 1.16%
$8.47B
$7.13 Million 2.43% of portfolio
49,281
Q3 2025 Added 0.99%
$151B
$6.86 Million 2.34% of portfolio
19,461
Q3 2025 Added 7.69%
$300B
$6.57 Million 2.24% of portfolio
19,029
Q3 2025 New
$71.6B
$6.54 Million 2.22% of portfolio
97,480
Q3 2025 Reduced 4.4%
$1.71B
$6.35 Million 2.16% of portfolio
539,094
Q3 2025 Reduced 1.4%
$41.2B
$5.62 Million 1.91% of portfolio
18,877
Q3 2025 Reduced 5.42%
$20.5B
$5.48 Million 1.86% of portfolio
65,913
Q3 2025 Reduced 2.51%
$3.86B
$5.42 Million 1.84% of portfolio
120,137
Q3 2025 Reduced 0.21%
$100B
$5.29 Million 1.8% of portfolio
19,573
Q3 2025 Reduced 3.55%
$13.6B
$5.2 Million 1.77% of portfolio
72,092
Q3 2025 Reduced 6.3%
$12.2B
$5.18 Million 1.76% of portfolio
46,665
Q3 2025 Reduced 6.54%
$237B
$5.17 Million 1.76% of portfolio
21,807
Q3 2025 Reduced 4.76%
$0
$5.1 Million 1.74% of portfolio
56,065
Q3 2025 Added 35.31%
$0
$5.11 Million 1.74% of portfolio
92,439
Q3 2025 Added 30.6%
$44.9B
$4.97 Million 1.69% of portfolio
154,351
Q3 2025 Reduced 4.91%
$512B
$4.32 Million 1.47% of portfolio
7,595
Q3 2025 Reduced 11.63%
$46.4B
$3.83 Million 1.3% of portfolio
15,892
Q3 2025 Reduced 3.55%
$0
$3.5 Million 1.19% of portfolio
5,233
Q3 2025 Added 2.37%
$3.45B
$3.37 Million 1.15% of portfolio
191,405
Q3 2025 Added 33.58%
$40.4B
$3.24 Million 1.1% of portfolio
25,560
Q3 2025 Reduced 5.42%
$0
$3.09 Million 1.05% of portfolio
16,272
Q3 2025 Added 240.99%
$558M
$2.97 Million 1.01% of portfolio
319,027
Q1 2025 Added 22.78%
$104B
$2.88 Million 0.98% of portfolio
43,618
Q3 2025 Reduced 3.25%
$159B
$2.62 Million 0.89% of portfolio
5,378
Q3 2025 Reduced 9.78%
$5.32B
$2.5 Million 0.85% of portfolio
47,190
Q3 2025 Added 96.54%
$292M
$2.34 Million 0.8% of portfolio
330,195
Q2 2025 Added 35.55%
$414B
$2.17 Million 0.74% of portfolio
9,381
Q3 2025 Reduced 0.27%
$1.86B
$2.12 Million 0.72% of portfolio
85,151
Q3 2025 Added 13.7%
$9B
$2.07 Million 0.71% of portfolio
8,936
Q3 2025 Reduced 8.69%
$11.6B
$2.01 Million 0.68% of portfolio
55,000
Q1 2024 Added 139.13%
$123B
$1.75 Million 0.6% of portfolio
32,965
Q1 2025 Added 15.59%
$28.1B
$1.74 Million 0.59% of portfolio
34,489
Q3 2025 Added 23.32%
$2.39T
$1.58 Million 0.54% of portfolio
7,201
Q1 2025 Added 0.93%
$141B
$1.53 Million 0.52% of portfolio
60,162
Q3 2025 Added 1.0%
$150B
$1.5 Million 0.51% of portfolio
25,375
Q3 2025 Reduced 1.38%
$825M
$1.41 Million 0.48% of portfolio
182,105
Q4 2024 Added 61.42%
$68.7B
$1.35 Million 0.46% of portfolio
16,164
Q3 2025 Added 2.36%
$4.41B
$1.32 Million 0.45% of portfolio
15,301
Q2 2025 New
$41.4B
$1.31 Million 0.45% of portfolio
14,651
Q3 2025 Added 25.29%
$9.38B
$1.26 Million 0.43% of portfolio
39,935
Q3 2025 Added 25.05%
$8.01B
$1.27 Million 0.43% of portfolio
58,900
Q3 2025 Added 61.37%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $294 Million
  • Prior Value $298 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Ceera Investments, LLC Portfolio

Follow Ceera Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ceera Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ceera Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email