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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.99B
$7.26 Million 2.47% of portfolio
232,541
Q3 2025 Added 1.16%
$1.71B
$6.35 Million 2.16% of portfolio
539,094
Q3 2025 Reduced 1.4%
$558M
$2.97 Million 1.01% of portfolio
319,027
Q1 2025 Added 22.78%
$1.86B
$2.12 Million 0.72% of portfolio
85,151
Q3 2025 Added 13.7%
$825M
$1.41 Million 0.48% of portfolio
182,105
Q4 2024 Added 61.42%
$1.98B
$1.04 Million 0.35% of portfolio
104,520
Q2 2025 Added 240.46%
$1.42B
$1.01 Million 0.34% of portfolio
41,625
Q3 2025 Added 22.84%
$471M
$234,000 0.08% of portfolio
18,160
Q4 2024 Added 84.99%
$333M
$174,000 0.06% of portfolio
39,800
Q1 2025 Added 3.81%

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
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