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 $228.0M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MOAT ($38.1M, 16.69%), JPST ($20.0M, 8.77%), GOOGL ($10.0M, 4.38%), META ($8.6M, 3.78%), AAPL ($6.5M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $38.1M | 16.69% | 393,572 | Trimmed |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $20.0M | 8.77% | 395,152 | Added |
| 3 | GOOGL | ALPHABET INC | $10.0M | 4.38% | 34,689 | Trimmed |
| 4 | META | META PLATFORMS INC | $8.6M | 3.78% | 15,059 | Trimmed |
| 5 | AAPL | APPLE INC | $6.5M | 2.85% | 25,616 | Trimmed |
| 6 | AXP | AMERICAN EXPRESS CO | $6.4M | 2.82% | 21,278 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $5.7M | 2.50% | 9,540 | New |
| 8 | WTV | WISDOMTREE TR | $4.9M | 2.15% | 51,698 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $4.9M | 2.13% | 4,879 | Trimmed |
| 10 | CPAY | CORPAY INC | $4.6M | 2.01% | 15,778 | Trimmed |
| 11 | INTU | INTUIT | $4.5M | 1.99% | 10,511 | New |
| 12 | SPYV | SPDR SERIES TRUST | $4.5M | 1.97% | 79,430 | Trimmed |
| 13 | UNH | UNITEDHEALTH GROUP INC | $4.4M | 1.95% | 16,436 | Trimmed |
| 14 | WDAY | WORKDAY INC | $4.4M | 1.94% | 34,013 | Added |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.80% | 21,418 | Added |
| 16 | YELP | YELP INC | $4.0M | 1.77% | 162,812 | Trimmed |
| 17 | CRM | SALESFORCE INC | $4.0M | 1.77% | 21,573 | Added |
| 18 | TW | TRADEWEB MKTS INC | $4.0M | 1.77% | 34,384 | Trimmed |
| 19 | GPN | GLOBAL PMTS INC | $3.9M | 1.70% | 57,480 | Trimmed |
| 20 | VEEV | VEEVA SYS INC | $3.7M | 1.60% | 20,781 | Added |
| 21 | PYPL | PAYPAL HLDGS INC | $3.3M | 1.46% | 73,588 | Trimmed |
| 22 | ADBE | ADOBE INC | $3.3M | 1.44% | 13,474 | Trimmed |
| 23 | MA | MASTERCARD INCORPORATED | $3.3M | 1.43% | 6,519 | Trimmed |
| 24 | PAYX | PAYCHEX INC | $3.0M | 1.31% | 32,347 | Added |
| 25 | FRSH | FRESHWORKS INC | $2.9M | 1.29% | 367,198 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31