CEERA INVESTMENTS, LLC
93 holdingsFiling period: 2026-03-31Current AUM: $253.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 393.6K | $38.1M | $42.5M | 16.77% | -40,840 | 2026-03-31 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 395.2K | $20.0M | $20.0M | 7.87% | +153.7K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 34.7K | $10.0M | $12.4M | 4.87% | -3,515 | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 15.1K | $8.6M | $8.4M | 3.31% | -1,446 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 25.6K | $6.5M | $7.9M | 3.12% | -2,737 | 2026-03-31 |
| 6 | AXP | AMERICAN EXPRESS CO | 21.3K | $6.4M | $7.2M | 2.82% | -2,209 | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 9.5K | $5.7M | $6.5M | 2.58% | -- | 2026-03-31 |
| 8 | WTV | WISDOMTREE TR | 51.7K | $4.9M | $5.5M | 2.15% | -3,100 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 4.9K | $4.9M | $4.6M | 1.83% | -471 | 2026-03-31 |
| 10 | CPAY | CORPAY INC | 15.8K | $4.6M | $6.0M | 2.38% | -2,296 | 2026-03-31 |
| 11 | INTU | INTUIT | 10.5K | $4.5M | $3.3M | 1.31% | -- | 2026-03-31 |
| 12 | SPYV | SPDR SERIES TRUST | 79.4K | $4.5M | $4.9M | 1.94% | -5,930 | 2026-03-31 |
| 13 | UNH | UNITEDHEALTH GROUP INC | 16.4K | $4.4M | $6.8M | 2.69% | -1,578 | 2026-03-31 |
| 14 | WDAY | WORKDAY INC | 34.0K | $4.4M | $5.5M | 2.15% | +15.2K | 2026-03-31 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | 21.4K | $4.1M | $4.6M | 1.82% | +2.1K | 2026-03-31 |
| 16 | TW | TRADEWEB MKTS INC | 34.4K | $4.0M | $3.5M | 1.36% | -4,841 | 2026-03-31 |
| 17 | CRM | SALESFORCE INC | 21.6K | $4.0M | $4.0M | 1.57% | +1.1K | 2026-03-31 |
| 18 | YELP | YELP INC | 162.8K | $4.0M | $4.3M | 1.70% | -29,630 | 2026-03-31 |
| 19 | GPN | GLOBAL PMTS INC | 57.5K | $3.9M | $4.8M | 1.91% | -6,983 | 2026-03-31 |
| 20 | VEEV | VEEVA SYS INC | 20.8K | $3.6M | $4.2M | 1.67% | +2.5K | 2026-03-31 |
| 21 | PYPL | PAYPAL HLDGS INC | 73.6K | $3.3M | $4.2M | 1.66% | -11,252 | 2026-03-31 |
| 22 | ADBE | ADOBE INC | 13.5K | $3.3M | $3.4M | 1.33% | -1,669 | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 6.5K | $3.3M | $3.7M | 1.47% | -551 | 2026-03-31 |
| 24 | PAYX | PAYCHEX INC | 32.3K | $3.0M | $3.8M | 1.49% | +12.9K | 2026-03-31 |
| 25 | FRSH | FRESHWORKS INC | 367.2K | $2.9M | $4.2M | 1.64% | -51,865 | 2026-03-31 |
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