Institutional Fund
Ceera Investments, LLC
Bellaire, TXCIK 18606985 filings on record
Portfolio Value
$227.98M
Q1 2026
Holdings
93
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-11.9%
from $258.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust16.7%
- J P Morgan Exchange Traded F8.8%
- Alphabet Inc4.4%
- Meta Platforms Inc3.8%
- Apple Inc2.9%
- American Express Co2.8%
- Other60.7%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 393.6K | $38.06M | 16.7% | −40.8K | Reduced |
| 2 | J P Morgan Exchange Traded F | 395.2K | $20.00M | 8.8% | +153.7K | Added |
| 3 | Alphabet Inc | 34.7K | $9.98M | 4.4% | −3.5K | Reduced |
| 4 | Meta Platforms Inc | 15.1K | $8.62M | 3.8% | −1.4K | Reduced |
| 5 | Apple Inc | 25.6K | $6.50M | 2.9% | −2.7K | Reduced |
| 6 | American Express Co | 21.3K | $6.44M | 2.8% | −2.2K | Reduced |
| 7 | Vanguard Index Fds | 9.5K | $5.70M | 2.5% | +9.5K | New |
| 8 | Wisdomtree Tr | 51.7K | $4.90M | 2.1% | −3.1K | Reduced |
| 9 | Costco Whsl Corp New | 4.9K | $4.86M | 2.1% | −471 | Reduced |
| 10 | Corpay Inc | 15.8K | $4.59M | 2.0% | −2.3K | Reduced |
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