CEERA INVESTMENTS, LLC

Q2 2026 13F-HR Holdings

Location
Bellaire, TX
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$235,886
Net value change ($000)
+7,902 (3.5%)
New positions
16
Sold out positions
8
Turnover %
13.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TOPT 6,298 NEW
BR 3,245 NEW
SCHD 2,568 265.0%
WTV 2,364 48.3%
UNH 2,283 51.3%
UBER 2,211 NEW
GOOGL 2,094 21.0%
SPYV 2,074 46.2%
S&P GLOBAL INC 1,709 NEW
FNDF 1,452 NEW
Top Reduces (Value $000, Stocks/ETFs)
MOAT -12,738 -33.5%
JPST -6,535 -32.7%
YELP -4,028 -100.0%
FRSH -2,949 -100.0%
SPGI -1,799 -100.0%
INTU -1,778 -39.1%
GIS -1,136 -100.0%
TGT -1,069 -60.0%
TW -829 -20.5%
CRM -772 -19.2%
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