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The Analysis of CEERA INVESTMENTS, LLC's Holdings & P&L

Currently, CEERA INVESTMENTS, LLC holds 93 types of securities in its portfolio with a total value $228.0M. In the most recent quarter, they have increased their positions in JPST (+153.7K shares, valued at $7.8M), N/A (+9.5K shares, valued at $5.7M), INTU (+10.5K shares, valued at $4.5M); decreased their positions in MOAT (-40.8K shares, valued at $3.9M), CME (-12.8K shares, valued at $3.8M), N/A (-3.5K shares, valued at $1.0M); initiated new positions in N/A (+9.5K shares, valued at $5.7M), INTU (+10.5K shares, valued at $4.5M), FICO (+2.5K shares, valued at $2.6M).

1M P&L

+3.4M+1.70%

3M P&L

-1.4M-0.69%

HY P&L

-14.8M-6.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A81.8M

41.5%

2Software - Application27.5M

14.0%

3Credit Services14.1M

7.2%

Top Industries by Stock Count

1N/A30 stocks

36.1%

2Software - Application8 stocks

9.6%

3Credit Services4 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MOAT VANECK ETF TRUST393.6K shares-9.40%2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F395.2K shares63.69%2026-03-312026-05-06

ALPHABET INC ALPHABET INC34.7K shares-9.20%2026-03-312026-05-06

META META PLATFORMS INC15.1K shares-8.76%2026-03-312026-05-06

AAPL APPLE INC25.6K shares-9.65%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO21.3K shares-9.41%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS9.5K sharesnew addition2026-03-312026-05-06

WTV WISDOMTREE TR51.7K shares-5.66%2026-03-312026-05-06

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COST COSTCO WHOLESALE CORPORATION4.9K shares-8.80%2026-03-312026-05-06

CORPAY INC CORPAY INC15.8K shares-12.70%2026-03-312026-05-06

INTU INTUIT10.5K sharesnew addition2026-03-312026-05-06

SPYV SPDR SERIES TRUST79.4K shares-6.95%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC16.4K shares-8.76%2026-03-312026-05-06

WDAY WORKDAY INC34.0K shares80.80%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.4K shares10.69%2026-03-312026-05-06

TW TRADEWEB MKTS INC34.4K shares-12.34%2026-03-312026-05-06

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YELP YELP INC162.8K shares-15.40%2026-03-312026-05-06

CRM SALESFORCE INC21.6K shares5.16%2026-03-312026-05-06

GPN GLOBAL PMTS INC57.5K shares-10.83%2026-03-312026-05-06

VEEV VEEVA SYS INC20.8K shares13.39%2026-03-312026-05-06

PYPL PAYPAL HLDGS INC73.6K shares-13.26%2026-03-312026-05-06

ADBE ADOBE INC13.5K shares-11.02%2026-03-312026-05-06

MA MASTERCARD INCORPORATED6.5K shares-7.79%2026-03-312026-05-06

PAYX PAYCHEX INC32.3K shares66.22%2026-03-312026-05-06

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FRSH FRESHWORKS INC367.2K shares-12.38%2026-03-312026-05-06

CPNG COUPANG INC145.2K shares-2.11%2026-03-312026-05-06

KVUE KENVUE INC156.9K shares4.41%2026-03-312026-05-06

DOCU DOCUSIGN INC56.7K shares-16.44%2026-03-312026-05-06

FICO FAIR ISAAC CORP2.5K sharesnew addition2026-03-312026-05-06

GTLB GITLAB INC117.4K shares-9.41%2026-03-312026-05-06

MO ALTRIA GROUP INC36.0K shares-4.79%2026-03-312026-05-06

VBIL VANGUARD INSTL INDEX FD30.7K shares-28.51%2026-03-312026-05-06

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IVV ISHARES TR3.2K shares22.91%2026-03-312026-05-06

SPGI S&P GLOBAL INC4.2K shares-10.78%2026-03-312026-05-06

TGT TARGET CORP14.7K shares-1.80%2026-03-312026-05-06

EOG EOG RES INC11.8K shares-0.37%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares153.73%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR2.7K shares40.39%2026-03-312026-05-06

TSLA TESLA INC4.2K shares146.37%2026-03-312026-05-06

ATLASSIAN CORPORATION ATLASSIAN CORPORATION21.9K shares-18.72%2026-03-312026-05-06

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HRB BLOCK H & R INC42.2K shares299.13%2026-03-312026-05-06

BTI BRITISH AMERN TOB PLC22.5K shares14.74%2026-03-312026-05-06

CVX CHEVRON CORPORATION6.2K shares3.82%2026-03-312026-05-06

MORN MORNINGSTAR INC7.4K shares-8.21%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC12.5K shares18.53%2026-03-312026-05-06

GIS GENERAL MILLS INC30.5K shares16.52%2026-03-312026-05-06

CAH CARDINAL HEALTH INC5.3K shares8.15%2026-03-312026-05-06

V VISA INC3.5K shares3.00%2026-03-312026-05-06

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ABBV ABBVIE INC4.9K shares-13.46%2026-03-312026-05-06

TAP MOLSON COORS BEVERAGE CO23.9K shares11.69%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR31.6K sharesnew addition2026-03-312026-05-06

VYMI VANGUARD WHITEHALL FDS10.2K sharesnew addition2026-03-312026-05-06

MSFT MICROSOFT CORP2.5K shares7.51%2026-03-312026-05-06

NVDA NVIDIA CORPORATION5.1K shares45.17%2026-03-312026-05-06

CME CME GROUP INC2.4K shares-84.24%2026-03-312026-05-06

ALPHABET INC ALPHABET INC2.4K sharesnew addition2026-03-312026-05-06

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TBIL RBB FD INC13.6K shares-5.85%2026-03-312026-05-06

UNILEVER PLC UNILEVER PLC11.3K shares-5.11%2026-03-312026-05-06

BIL SPDR SERIES TRUST6.7K shares-8.31%2026-03-312026-05-06

FLC FLAHERTY & CRUMRINE TOTAL RE33.7K shares-5.34%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC4.6K sharesnew addition2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F9.8K shares5.87%2026-03-312026-05-06

FFC FLAHERTY & CRUMRIN PFD & INM30.2K shares-6.19%2026-03-312026-05-06

VBR VANGUARD INDEX FDS2.1K shares5.81%2026-03-312026-05-06

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AMZN AMAZON COM INC2.1K shares78.38%2026-03-312026-05-06

IYW ISHARES TR2.2K shares0.00%2026-03-312026-05-06

EFAV ISHARES TR4.1K shares7.35%2026-03-312026-05-06

IJR ISHARES TR2.7K shares12.53%2026-03-312026-05-06

EMBC EMBECTA CORP37.4K sharesnew addition2026-03-312026-05-06

QQEW FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-05-06

VDC VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-05-06

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-06

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COWZ PACER FDS TR4.7K shares0.00%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC324 sharesnew addition2026-03-312026-05-06

SCZ ISHARES TR3.5K shares10.32%2026-03-312026-05-06

NFLX NETFLIX INC.2.8K sharesnew addition2026-03-312026-05-06

IJH ISHARES TR4.0K shares0.00%2026-03-312026-05-06

IGV ISHARES TR3.4K shares0.00%2026-03-312026-05-06

SYK STRYKER CORPORATION795 shares0.00%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS4.1K shares0.00%2026-03-312026-05-06

Sponsored

QCOM QUALCOMM INC2.0K shares8.70%2026-03-312026-05-06

IEMG ISHARES INC3.7K shares5.17%2026-03-312026-05-06

CALF PACER FDS TR5.6K shares-1.85%2026-03-312026-05-06

AFLG FIRST TR EXCHNG TRADED FD VI6.5K shares-0.03%2026-03-312026-05-06

VOE VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-06

HPE HEWLETT PACKARD ENTERPRISE C10.1K sharesnew addition2026-03-312026-05-06

MCD MCDONALDS CORP747 shares0.00%2026-03-312026-05-06

GEV GE VERNOVA INC248 sharesnew addition2026-03-312026-05-06

Sponsored

VO VANGUARD INDEX FDS750 sharesnew addition2026-03-312026-05-06

CSCO CISCO SYS INC2.7K sharesnew addition2026-03-312026-05-06

PG PROCTER & GAMBLE CO1.5K sharesnew addition2026-03-312026-05-06

WPP WPP PLC NEW13.1K shares0.00%2026-03-312026-05-06

IOVA IOVANCE BIOTHERAPEUTICS INC12.5K sharesnew addition2026-03-312026-05-06

MOAT

VANECK ETF TRUST

-9.40%

Shares393.6K

Event2026-03-31

Filed2026-05-06

JPST

J P MORGAN EXCHANGE TRADED F

63.69%

Shares395.2K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-9.20%

Shares34.7K

Event2026-03-31

Filed2026-05-06