Ceera Investments, LLC

13F filer · CIK 0001860698

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$236MU.S. long equity reported on 13F

Positions6610 new · 8 closed

Net flow last quarter-$250KBuys minus sells

Top 10 positions weight26.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202666 positions
GOOGLAlphabet Inc.	$12.1M	5.12%	0.00%	-2.6%	Q1 2021
METAMeta Platforms, Inc.	$8.43M	3.57%	Not reported	-0.6%	Q1 2021
AAPLApple Inc.	$7.29M	3.09%	0.00%	-1.6%	Q1 2021
AXPAmerican Express Co	$6.97M	2.95%	0.00%	-3.2%	Q1 2021
UNHUnitedhealth Group Inc	$6.73M	2.85%	0.00%	-1.5%	Q3 2025
CPAYCorpay, Inc.	$5.21M	2.21%	0.02%	-0.9%	Q2 2024
COSTCostco Wholesale Corp	$4.56M	1.93%	0.00%	Not reported	Q1 2021
GPNGlobal Payments Inc	$4.14M	1.75%	0.02%	-0.8%	Q2 2025
WDAYWorkday, Inc.	$4.04M	1.71%	0.02%	-3.0%	Q3 2022
VEEVVeeva Systems Inc	$3.89M	1.65%	0.01%	+5.5%	Q3 2024
FICOFair Isaac Corp	$3.71M	1.57%	0.01%	+26.4%	Q1 2026
GTLBGitlab Inc.	$3.53M	1.50%	Not reported	-1.4%	Q2 2025
MAMastercard Inc	$3.35M	1.42%	0.00%	Not reported	Q1 2021
CPNGCoupang, Inc.	$3.35M	1.42%	Not reported	+32.8%	Q1 2024
PAYXPaychex Inc	$3.34M	1.41%	0.01%	+4.9%	Q1 2021
CRMSalesforce, Inc.	$3.26M	1.38%	0.00%	-3.7%	Q3 2022
BRBroadridge Financial Solutions, Inc.	$3.24M	1.38%	0.02%	Not reported	Q1 2021
TWTradeweb Markets Inc.	$3.22M	1.36%	32284.00%	-6.1%	Q1 2021
PYPLPayPal Holdings, Inc.	$3.15M	1.33%	0.01%	-1.0%	Q1 2021
KVUEKenvue Inc.	$2.96M	1.26%	0.01%	-1.1%	Q2 2024
INTUIntuit Inc.	$2.77M	1.17%	0.00%	+0.9%	Q1 2026
ADBEAdobe Inc.	$2.68M	1.13%	0.00%	-3.2%	Q3 2022
DOCUDocusign, Inc.	$2.56M	1.09%	0.03%	+1.7%	Q1 2021
MOAltria Group, Inc.	$2.47M	1.05%	0.00%	-4.4%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$2.23M	0.94%	Not reported	+11.1%	Q1 2023
UBERUber Technologies, Inc	$2.21M	0.94%	0.00%	New	Q2 2026
TSLATesla, Inc.	$1.71M	0.72%	0.00%	-3.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.64M	0.70%	Not reported	-0.5%	Q1 2022
TEAMAtlassian Corp	$1.59M	0.67%	Not reported	-6.7%	Q4 2022
UPSUnited Parcel Service Inc	$1.52M	0.65%	0.00%	+13.4%	Q2 2024
HRBH&R Block Inc	$1.48M	0.63%	0.03%	-8.3%	Q1 2021
FNDFSchwab Strategic Trust	$1.45M	0.62%	Not reported	New	Q2 2026
BTIBritish American Tobacco p.l.c.	$1.38M	0.59%	0.00%	-0.5%	Q4 2024
EOGEog Resources Inc	$1.28M	0.54%	0.00%	-16.9%	Q2 2025
CAHCardinal Health Inc	$1.24M	0.52%	0.00%	-2.0%	Q1 2021
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.2M	0.51%	Not reported	+143.8%	Q1 2021
NVDANvidia Corp	$1.2M	0.51%	0.00%	+17.9%	Q1 2024
ABBVAbbVie Inc.	$1.19M	0.51%	0.00%	-2.6%	Q1 2021
FLCFlaherty & Crumrine Total Return Fund Inc	$1.18M	0.50%	Not reported	+107.7%	Q1 2021
MSFTMicrosoft Corp	$1.16M	0.49%	0.00%	+23.1%	Q2 2023
VVisa Inc.	$1.15M	0.49%	0.00%	-5.7%	Q3 2024
MORNMorningstar, Inc.	$1.11M	0.47%	0.02%	-4.0%	Q1 2021
CLXClorox Co	$1.11M	0.47%	0.01%	New	Q2 2026
HPQHP Inc	$1.11M	0.47%	0.01%	New	Q2 2026
TAPMolson Coors Beverage Co	$1.1M	0.47%	Not reported	+18.7%	Q1 2021
CVXChevron Corp	$1.02M	0.43%	0.00%	-0.2%	Q1 2022
GOOGAlphabet Inc.	$859K	0.36%	Not reported	Not reported	Q1 2026
FISFidelity National Information Services, Inc.	$848K	0.36%	0.00%	Not reported	Q4 2023
TGTTarget Corp	$713K	0.30%	0.00%	-62.9%	Q2 2025
ULUnilever PLC	$679K	0.29%	0.00%	-0.3%	Q1 2022

Q1 2026Reported May 6, 202664 positions
GOOGLAlphabet Inc.	$9.98M	4.38%	0.00%	-9.2%	Q1 2021
METAMeta Platforms, Inc.	$8.62M	3.78%	Not reported	-8.8%	Q1 2021
AAPLApple Inc.	$6.5M	2.85%	0.00%	-9.7%	Q1 2021
AXPAmerican Express Co	$6.44M	2.82%	0.00%	-9.4%	Q1 2021
COSTCostco Wholesale Corp	$4.86M	2.13%	0.00%	-8.8%	Q1 2021
CPAYCorpay, Inc.	$4.59M	2.01%	0.02%	-12.7%	Q2 2024
INTUIntuit Inc.	$4.54M	1.99%	0.00%	New	Q1 2026
UNHUnitedhealth Group Inc	$4.45M	1.95%	0.00%	-8.8%	Q3 2025
WDAYWorkday, Inc.	$4.42M	1.94%	0.02%	+80.8%	Q3 2022
TWTradeweb Markets Inc.	$4.05M	1.77%	34384.00%	-12.3%	Q1 2021
YELPYelp Inc	$4.03M	1.77%	0.29%	-15.4%	Q1 2021
CRMSalesforce, Inc.	$4.03M	1.77%	0.00%	+5.2%	Q3 2022
GPNGlobal Payments Inc	$3.87M	1.70%	0.02%	-10.8%	Q2 2025
VEEVVeeva Systems Inc	$3.65M	1.60%	0.01%	+13.4%	Q3 2024
PYPLPayPal Holdings, Inc.	$3.33M	1.46%	0.01%	-13.3%	Q1 2021
ADBEAdobe Inc.	$3.28M	1.44%	0.00%	-11.0%	Q3 2022
MAMastercard Inc	$3.26M	1.43%	0.00%	-7.8%	Q1 2021
PAYXPaychex Inc	$2.98M	1.31%	0.01%	+66.2%	Q1 2021
FRSHFreshworks Inc.	$2.95M	1.29%	0.24%	-12.4%	Q1 2022
CPNGCoupang, Inc.	$2.74M	1.20%	Not reported	-2.1%	Q1 2024
KVUEKenvue Inc.	$2.7M	1.19%	0.01%	+4.4%	Q2 2024
DOCUDocusign, Inc.	$2.69M	1.18%	0.03%	-16.4%	Q1 2021
FICOFair Isaac Corp	$2.62M	1.15%	0.01%	New	Q1 2026
GTLBGitlab Inc.	$2.54M	1.11%	Not reported	-9.4%	Q2 2025
MOAltria Group, Inc.	$2.37M	1.04%	0.00%	-4.8%	Q2 2023
SPGIS&P Global Inc.	$1.8M	0.79%	0.00%	-10.8%	Q1 2021
TGTTarget Corp	$1.78M	0.78%	0.00%	-1.8%	Q2 2025
EOGEog Resources Inc	$1.71M	0.75%	0.00%	-0.4%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.58M	0.69%	Not reported	+153.7%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$1.57M	0.69%	Not reported	+40.4%	Q1 2023
TSLATesla, Inc.	$1.56M	0.69%	0.00%	+146.4%	Q3 2025
TEAMAtlassian Corp	$1.49M	0.65%	Not reported	-18.7%	Q4 2022
HRBH&R Block Inc	$1.34M	0.59%	0.03%	+299.1%	Q1 2021
BTIBritish American Tobacco p.l.c.	$1.31M	0.58%	0.00%	+14.7%	Q4 2024
CVXChevron Corp	$1.28M	0.56%	0.00%	+3.8%	Q1 2022
MORNMorningstar, Inc.	$1.26M	0.55%	0.02%	-8.2%	Q1 2021
UPSUnited Parcel Service Inc	$1.23M	0.54%	0.00%	+18.5%	Q2 2024
GISGeneral Mills Inc	$1.14M	0.50%	0.01%	+16.5%	Q1 2021
CAHCardinal Health Inc	$1.12M	0.49%	0.00%	+8.2%	Q1 2021
VVisa Inc.	$1.07M	0.47%	0.00%	+3.0%	Q3 2024
ABBVAbbVie Inc.	$1.06M	0.46%	0.00%	-13.5%	Q1 2021
TAPMolson Coors Beverage Co	$1.03M	0.45%	Not reported	+11.7%	Q1 2021
MSFTMicrosoft Corp	$933K	0.41%	0.00%	+7.5%	Q2 2023
NVDANvidia Corp	$885K	0.39%	0.00%	+45.2%	Q1 2024
CMECme Group Inc.	$707K	0.31%	0.00%	-84.2%	Q1 2021
GOOGAlphabet Inc.	$697K	0.31%	Not reported	New	Q1 2026
ULUnilever PLC	$646K	0.28%	0.00%	-5.1%	Q1 2022
FLCFlaherty & Crumrine Total Return Fund Inc	$559K	0.25%	Not reported	-5.3%	Q1 2021
MRKMerck & Co., Inc.	$556K	0.24%	0.00%	New	Q1 2026
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$468K	0.21%	Not reported	-6.2%	Q1 2021

Q4 2025Reported Feb 9, 202662 positions
GOOGLAlphabet Inc.	$12M	4.62%	0.00%	-21.0%	Q1 2021
METAMeta Platforms, Inc.	$10.9M	4.21%	Not reported	-26.0%	Q1 2021
AXPAmerican Express Co	$8.69M	3.36%	0.00%	-16.6%	Q1 2021
AAPLApple Inc.	$7.71M	2.98%	0.00%	-7.5%	Q1 2021
ITGartner Inc	$6.42M	2.48%	0.04%	-12.4%	Q3 2025
UNHUnitedhealth Group Inc	$5.95M	2.30%	0.00%	-5.3%	Q3 2025
YELPYelp Inc	$5.85M	2.26%	0.32%	-17.2%	Q1 2021
CPAYCorpay, Inc.	$5.44M	2.10%	0.03%	-3.5%	Q2 2024
CRMSalesforce, Inc.	$5.43M	2.10%	0.00%	-5.9%	Q3 2022
VSTSVestis Corp	$5.3M	2.05%	0.60%	-2.9%	Q2 2025
ADBEAdobe Inc.	$5.3M	2.05%	0.00%	-22.2%	Q3 2022
FRSHFreshworks Inc.	$5.13M	1.98%	0.27%	-22.3%	Q1 2022
GPNGlobal Payments Inc	$4.99M	1.93%	0.03%	-2.2%	Q2 2025
PYPLPayPal Holdings, Inc.	$4.95M	1.91%	0.01%	-13.0%	Q1 2021
GTLBGitlab Inc.	$4.87M	1.88%	Not reported	+7.9%	Q2 2025
DOCUDocusign, Inc.	$4.64M	1.79%	0.03%	-5.9%	Q1 2021
COSTCostco Wholesale Corp	$4.61M	1.78%	0.00%	-7.0%	Q1 2021
TEAMAtlassian Corp	$4.36M	1.68%	Not reported	+8.7%	Q4 2022
TWTradeweb Markets Inc.	$4.22M	1.63%	39225.00%	-15.9%	Q1 2021
CMECme Group Inc.	$4.15M	1.60%	0.00%	-22.4%	Q1 2021
VEEVVeeva Systems Inc	$4.09M	1.58%	0.01%	-2.9%	Q3 2024
WDAYWorkday, Inc.	$4.04M	1.56%	0.01%	+18.4%	Q3 2022
MAMastercard Inc	$4.04M	1.56%	0.00%	-6.9%	Q1 2021
CPNGCoupang, Inc.	$3.5M	1.35%	Not reported	-3.9%	Q1 2024
NICENICE Ltd.	$2.92M	1.13%	0.04%	-47.7%	Q4 2024
KVUEKenvue Inc.	$2.59M	1.00%	0.01%	+131.0%	Q2 2024
SPGIS&P Global Inc.	$2.48M	0.96%	0.00%	-11.9%	Q1 2021
PAYXPaychex Inc	$2.18M	0.84%	0.01%	-23.9%	Q1 2021
MOAltria Group, Inc.	$2.18M	0.84%	0.00%	-13.4%	Q2 2023
SSentinelOne, Inc.	$1.89M	0.73%	Not reported	-34.0%	Q4 2022
MORNMorningstar, Inc.	$1.76M	0.68%	0.02%	-9.3%	Q1 2021
PFEPfizer Inc	$1.48M	0.57%	0.00%	-1.2%	Q1 2021
TGTTarget Corp	$1.46M	0.57%	0.00%	+2.2%	Q2 2025
ABBVAbbVie Inc.	$1.29M	0.50%	0.00%	-40.1%	Q1 2021
EOGEog Resources Inc	$1.25M	0.48%	0.00%	+72.4%	Q2 2025
GISGeneral Mills Inc	$1.22M	0.47%	0.00%	-24.1%	Q1 2021
VVisa Inc.	$1.21M	0.47%	0.00%	-0.1%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$1.19M	0.46%	Not reported	+4.2%	Q1 2023
MSFTMicrosoft Corp	$1.13M	0.44%	0.00%	+20.6%	Q2 2023
BTIBritish American Tobacco p.l.c.	$1.11M	0.43%	0.00%	-40.6%	Q4 2024
UPSUnited Parcel Service Inc	$1.05M	0.40%	0.00%	-34.8%	Q2 2024
CPBCAMPBELL'S Co	$1.03M	0.40%	0.01%	-7.9%	Q3 2021
CAHCardinal Health Inc	$1.01M	0.39%	0.00%	-35.5%	Q1 2021
TAPMolson Coors Beverage Co	$998K	0.39%	Not reported	+19.4%	Q1 2021
SKMSK Telecom Co Ltd	$994K	0.38%	0.02%	-17.8%	Q2 2025
CVXChevron Corp	$909K	0.35%	0.00%	-17.2%	Q1 2022
ULUnilever PLC	$781K	0.30%	0.00%	-47.0%	Q1 2022
TSLATesla, Inc.	$767K	0.30%	0.00%	+276.6%	Q3 2025
BRK.BBerkshire Hathaway Inc	$654K	0.25%	Not reported	+48.2%	Q1 2022
NVDANvidia Corp	$652K	0.25%	0.00%	+10.6%	Q1 2024

Q3 2025Reported Nov 5, 202585 positions
METAMeta Platforms, Inc.	$16.4M	5.11%	Not reported	-4.6%	Q1 2021
GOOGLAlphabet Inc.	$11.8M	3.67%	0.00%	-4.8%	Q1 2021
AXPAmerican Express Co	$9.35M	2.92%	0.00%	-5.4%	Q1 2021
AAPLApple Inc.	$7.81M	2.44%	0.00%	-7.7%	Q1 2021
ITGartner Inc	$7.63M	2.38%	0.04%	New	Q3 2025
YELPYelp Inc	$7.26M	2.26%	0.37%	+1.2%	Q1 2021
NICENICE Ltd.	$7.13M	2.23%	0.08%	+1.0%	Q4 2024
ADBEAdobe Inc.	$6.86M	2.14%	0.00%	+7.7%	Q3 2022
UNHUnitedhealth Group Inc	$6.57M	2.05%	0.00%	New	Q3 2025
PYPLPayPal Holdings, Inc.	$6.54M	2.04%	0.01%	-4.4%	Q1 2021
FRSHFreshworks Inc.	$6.35M	1.98%	0.35%	-1.4%	Q1 2022
VEEVVeeva Systems Inc	$5.62M	1.75%	0.01%	-5.4%	Q3 2024
GPNGlobal Payments Inc	$5.48M	1.71%	0.03%	-2.5%	Q2 2025
GTLBGitlab Inc.	$5.42M	1.69%	Not reported	-0.2%	Q2 2025
CPAYCorpay, Inc.	$5.39M	1.68%	0.03%	+17.7%	Q2 2024
COSTCostco Wholesale Corp	$5.32M	1.66%	0.00%	-7.1%	Q1 2021
CMECme Group Inc.	$5.29M	1.65%	0.01%	-3.6%	Q1 2021
DOCUDocusign, Inc.	$5.2M	1.62%	0.04%	-6.3%	Q1 2021
TWTradeweb Markets Inc.	$5.18M	1.62%	46665.00%	-6.5%	Q1 2021
CRMSalesforce, Inc.	$5.17M	1.61%	0.00%	-4.8%	Q3 2022
CPNGCoupang, Inc.	$4.97M	1.55%	Not reported	-4.9%	Q1 2024
MAMastercard Inc	$4.32M	1.35%	0.00%	-11.6%	Q1 2021
TEAMAtlassian Corp	$3.95M	1.23%	Not reported	-6.2%	Q4 2022
WDAYWorkday, Inc.	$3.83M	1.19%	0.01%	-3.6%	Q3 2022
VSTSVestis Corp	$3.71M	1.16%	0.62%	+27.5%	Q2 2025
SSentinelOne, Inc.	$3.37M	1.05%	Not reported	+33.6%	Q4 2022
PAYXPaychex Inc	$3.24M	1.01%	0.01%	-5.4%	Q1 2021
SMWBSimilarweb Ltd.	$2.97M	0.93%	0.39%	Not reported	Q1 2024
MOAltria Group, Inc.	$2.88M	0.90%	0.00%	-3.3%	Q2 2023
SPGIS&P Global Inc.	$2.62M	0.82%	0.00%	-9.8%	Q1 2021
BILLBILL Holdings, Inc.	$2.5M	0.78%	0.05%	+96.5%	Q1 2025
SEMRSemrush Holdings, Inc.	$2.34M	0.73%	1.41%	Not reported	Q2 2023
ABBVAbbVie Inc.	$2.17M	0.68%	0.00%	-0.3%	Q1 2021
ALKTAlkami Technology, Inc.	$2.12M	0.66%	0.08%	+13.7%	Q2 2023
MORNMorningstar, Inc.	$2.07M	0.65%	0.02%	-8.7%	Q1 2021
TOSTToast, Inc.	$2.01M	0.63%	0.03%	Not reported	Q4 2023
BTIBritish American Tobacco p.l.c.	$1.75M	0.55%	0.00%	Not reported	Q4 2024
GISGeneral Mills Inc	$1.74M	0.54%	0.01%	+23.3%	Q1 2021
AMZNAmazon Com Inc	$1.58M	0.49%	0.00%	Not reported	Q1 2021
PFEPfizer Inc	$1.53M	0.48%	0.00%	+1.0%	Q1 2021
ULUnilever PLC	$1.5M	0.47%	0.00%	-1.4%	Q1 2022
CXMSprinklr, Inc.	$1.41M	0.44%	0.19%	Not reported	Q4 2022
UPSUnited Parcel Service Inc	$1.35M	0.42%	0.00%	+2.4%	Q2 2024
WKWorkiva Inc	$1.32M	0.41%	Not reported	Not reported	Q2 2025
TGTTarget Corp	$1.31M	0.41%	0.00%	+25.3%	Q2 2025
SKMSK Telecom Co Ltd	$1.27M	0.40%	0.03%	+61.4%	Q2 2025
CPBCAMPBELL'S Co	$1.26M	0.39%	0.01%	+25.1%	Q3 2021
CAHCardinal Health Inc	$1.19M	0.37%	0.00%	-0.1%	Q1 2021
VVisa Inc.	$1.17M	0.37%	0.00%	Not reported	Q3 2024
GTMZoomInfo Technologies Inc.	$1.14M	0.36%	0.03%	Not reported	Q4 2024

Premium opens every quarter this fund has filed