CEERA INVESTMENTS, LLC
SEC Form 13F institutional filer · CIK 0001860698
13F-HR · 53 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
47.8%
CEERA INVESTMENTS, LLC — $126M AUM allocation strategy
CEERA INVESTMENTS, LLC files SEC Form 13F and reports $126M of long US equity value across 53 reported holdings for 2026-03-31.
Its largest sector bet is Financials 20.3%, followed by Information Technology 18.1% and Communication Services 14.8%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CEERA INVESTMENTS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$126M
total across 53 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WDAY +15.2K sh · +$379K+$PAYX +12.9K sh · +$797K+$KVUE +6.63K sh · +$113K
Biggest trims (shares)
−$CME −12.8K sh · −$3.44M−$PYPL −11.3K sh · −$1.62M−$GPN −6.98K sh · −$1.12M
Exited to nil (held last quarter, gone now)
$IT ($6.42M last qtr)$PFE ($1.48M last qtr)$AVGO ($235K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.8%—
- Application Software13.0%—
- Transaction & Payment Processing Services12.0%—
- Technology Hardware, Storage & Peripherals5.2%—
- Consumer Finance5.1%—
- Consumer Staples Merchandise Retail3.9%—
- Managed Health Care3.5%—
- Asset Management & Custody Banks3.3%—
- Other holdings39.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 34.7K | $9.98M | -3.52K | 7.9% |
| $META | Meta Platforms Inc | 15.1K | $8.62M | -1.45K | 6.9% |
| $AAPL | Apple Inc | 25.6K | $6.5M | -2.74K | 5.2% |
| $AXP | American Express Company | 21.3K | $6.44M | -2.21K | 5.1% |
| $COST | Costco Wholesale Corporation | 4.88K | $4.86M | -471 | 3.9% |
| $CPAY | Corpay Inc | 15.8K | $4.59M | -2.3K | 3.7% |
| $INTU | Intuit Inc | 10.5K | $4.54M | — | 3.6% |
| $UNH | UnitedHealth Group Incorporated | 16.4K | $4.45M | -1.58K | 3.5% |
| $WDAY | Workday Inc | 34K | $4.42M | +15.2K | 3.5% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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