CEERA INVESTMENTS, LLC

Q3 2025 13F-HR Holdings

Location
Bellaire, TX
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
110
Total value ($000)
$320,547
Net value change ($000)
-5,976 (-1.8%)
New positions
5
Sold out positions
7
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IT 7,632 NEW
UNH 6,571 NEW
GOOGL 2,803 31.3%
RSP 2,220 256.1%
WTV 1,522 42.5%
SPYV 1,410 38.1%
BILL 1,389 125.0%
AAPL 989 14.5%
S 752 28.7%
SMWB 466 18.6%
Top Reduces (Value $000, Stocks/ETFs)
DBX -6,119 -100.0%
SBUX -3,318 -100.0%
TW -2,131 -29.2%
VBIL -1,899 -26.7%
FRSH -1,807 -22.2%
MSM -1,633 -100.0%
MOAT -1,630 -3.4%
IBM -1,520 -65.4%
TEAM -1,404 -26.2%
NICE -1,107 -13.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type