CEERA INVESTMENTS, LLC

All 13F Filings

Location
Bellaire, TX
Most recent 13F
Q2 2026
Holdings value ($000)
235,886
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 101 235,886 13F-HR CEERA INVESTMENTS, LLC
Q1 2026 5/6/2026 93 227,984 13F-HR CEERA INVESTMENTS, LLC
Q4 2025 2/9/2026 87 258,892 13F-HR CEERA INVESTMENTS, LLC
Q3 2025 11/5/2025 110 320,547 13F-HR CEERA INVESTMENTS, LLC
Q2 2025 8/5/2025 112 326,523 13F-HR CEERA INVESTMENTS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 151.5 K 64.2% 8.881 K 0 8.881 K
ETFs 84.43 K 35.8% 0 975 -975
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
235,886
Holdings
101
QoQ value change ($000)
7,902 (3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.