CEERA INVESTMENTS, LLC

Q1 2026 13F-HR Holdings

Location
Bellaire, TX
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$227,984
Net value change ($000)
-30,908 (-11.9%)
New positions
16
Sold out positions
10
Turnover %
17.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JPST 7,786 63.8%
VOO 5,701 NEW
INTU 4,545 NEW
FICO 2,624 NEW
SCHD 969 NEW
VYMI 964 NEW
BRK-B 928 141.9%
HRB 879 190.7%
PAYX 797 36.5%
TSLA 795 103.7%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -6,930 -15.4%
IT -6,415 -100.0%
VSTS -5,304 -100.0%
CME -3,440 -83.0%
NICE -2,915 -100.0%
TEAM -2,868 -65.8%
GTLB -2,324 -47.8%
META -2,279 -20.9%
AXP -2,253 -25.9%
FRSH -2,185 -42.6%
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