Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CEERA INVESTMENTS, LLC (CIK 1860698) reported $235.9M across 101 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MOAT ($25.3M, 10.73%), JPST ($13.5M, 5.71%), GOOGL ($12.1M, 5.12%), META ($8.4M, 3.57%), AAPL ($7.3M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $25.3M | 10.73% | 243,555 | Trimmed |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $13.5M | 5.71% | 266,246 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $12.1M | 5.12% | 33,772 | Trimmed |
| 4 | META | META PLATFORMS INC | $8.4M | 3.57% | 14,964 | Trimmed |
| 5 | AAPL | APPLE INC | $7.3M | 3.09% | 25,201 | Trimmed |
| 6 | WTV | WISDOMTREE TR | $7.3M | 3.08% | 71,378 | Added |
| 7 | AXP | AMERICAN EXPRESS CO | $7.0M | 2.95% | 20,598 | Trimmed |
| 8 | UNH | UNITEDHEALTH GROUP INC | $6.7M | 2.85% | 16,193 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $6.6M | 2.78% | 9,540 | Hold |
| 10 | SPYV | SPDR SERIES TRUST | $6.6M | 2.78% | 108,046 | Added |
| 11 | TOPT | ISHARES TR | $6.3M | 2.67% | 191,319 | New |
| 12 | CPAY | CORPAY INC | $5.2M | 2.21% | 15,632 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $5.2M | 2.20% | 24,357 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $4.6M | 1.93% | 4,879 | Hold |
| 15 | GPN | GLOBAL PMTS INC | $4.1M | 1.75% | 57,024 | Trimmed |
| 16 | WDAY | WORKDAY INC | $4.0M | 1.71% | 33,009 | Trimmed |
| 17 | VEEV | VEEVA SYS INC | $3.9M | 1.65% | 21,914 | Added |
| 18 | FICO | FAIR ISAAC CORP | $3.7M | 1.57% | 3,106 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $3.5M | 1.50% | 111,537 | Added |
| 20 | GTLB | GITLAB INC | $3.5M | 1.50% | 115,778 | Trimmed |
| 21 | MA | MASTERCARD INCORPORATED | $3.3M | 1.42% | 6,519 | Hold |
| 22 | CPNG | COUPANG INC | $3.3M | 1.42% | 192,739 | Added |
| 23 | PAYX | PAYCHEX INC | $3.3M | 1.41% | 33,929 | Added |
| 24 | BR | BROADRIDGE FINL SOLUTIONS IN | $3.2M | 1.38% | 23,694 | New |
| 25 | CRM | SALESFORCE INC | $3.3M | 1.38% | 20,779 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30