CEERA INVESTMENTS, LLC

Q3 2026 13F-HR Holdings

Location
Bellaire, TX
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$263,506
Net value change ($000)
+27,620 (11.7%)
New positions
8
Sold out positions
9
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HONEYWELL AEROSPACE INC 4,706 NEW
VBIL 3,247 149.4%
WTV 2,852 39.3%
SPYV 2,617 39.8%
TOPT 2,548 40.5%
AVDE 2,481 NEW
META 2,348 27.9%
VEA 2,337 805.9%
VEEV 2,300 59.1%
SPGI 1,652 NEW
Top Reduces (Value $000, Stocks/ETFs)
MOAT -6,084 -24.0%
GTLB -3,535 -100.0%
JPST -2,391 -17.8%
S&P GLOBAL INC -1,709 -100.0%
TEAM -1,586 -100.0%
FICO -1,455 -39.2%
UNH -1,172 -17.4%
AXP -758 -10.9%
FNDF -546 -37.6%
XOVR -509 -100.0%
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