CEERA INVESTMENTS, LLC

Q4 2025 13F-HR Holdings

Location
Bellaire, TX
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$258,892
Net value change ($000)
-61,655 (-19.2%)
New positions
2
Sold out positions
25
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VSTS 1,594 43.0%
KVUE 1,536 145.5%
UL 781 NEW
RSP 619 20.1%
TSLA 566 281.6%
EOG 474 61.3%
TEAM 410 10.4%
CRM 267 5.2%
AFLG 254 NEW
WDAY 214 5.6%
Top Reduces (Value $000, Stocks/ETFs)
META -5,493 -33.5%
NICE -4,220 -59.1%
SMWB -2,967 -100.0%
BILL -2,500 -100.0%
SEMR -2,204 -94.3%
ALKT -2,115 -100.0%
TOST -2,008 -100.0%
VBIL -1,970 -37.8%
IVV -1,693 -48.3%
PYPL -1,584 -24.2%
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