Institutions / Ceera Investments, LLC

Ceera Investments, LLC

CIK 1860698 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$258.89M
Positions
87
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
VanEck ETF Trustโ€”$44.99M434,41217.4%
J P Morgan Exchange Traded Fโ€”$12.21M241,4034.7%
Alphabet Inc.โ€”$11.96M38,2044.6%
Meta Platforms Incโ€”$10.89M16,5054.2%
American Express Coโ€”$8.69M23,4873.4%
Apple Inc.โ€”$7.71M28,3533.0%
Gartner Incโ€”$6.42M25,4302.5%
Unitedhealth Group Incโ€”$5.95M18,0142.3%
Yelp Incโ€”$5.85M192,4422.3%
Corpay Incโ€”$5.44M18,0742.1%
Salesforce Incโ€”$5.43M20,5152.1%
Vestis Corpโ€”$5.30M795,1812.0%
Adobe Inc.โ€”$5.30M15,1432.0%
Freshworks Inc.โ€”$5.13M419,0632.0%
WisdomTree Trโ€”$5.11M54,7982.0%
Global Payments Incโ€”$4.99M64,4631.9%
PayPal Holdings, Inc.โ€”$4.95M84,8401.9%
Gitlab Inc.โ€”$4.87M129,6561.9%
SPDR Series Trustโ€”$4.85M85,3601.9%
Docusign Incโ€”$4.64M67,8091.8%
Costco Wholesale Corp /Newโ€”$4.61M5,3501.8%
Atlassian Corporationโ€”$4.36M26,8871.7%
Tradeweb Markets Inc.โ€”$4.22M39,2251.6%
CME Group Incโ€”$4.15M15,1871.6%
Veeva Systems Incโ€”$4.09M18,3271.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.