StockDriftsStockDriftsTop 50 Ceera Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 10.73% | 243.6K | $25.3M | -38.12%(-150.02K) | $76.80(+46.92%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.71% | 266.2K | $13.5M | -32.62%(-128.91K) | $50.58(-0.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.12% | 33.8K | $12.1M | -2.64%(-917) | $98.00(+258.64%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.57% | 15.0K | $8.4M | -0.63%(-95) | $263.07(+126.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.09% | 25.2K | $7.3M | -1.62%(-415) | $129.60(+136.62%) | 2026-06-30 | |
| WTV | WISDOMTREE TR | 3.08% | 71.4K | $7.3M | +38.07%(+19.68K) | $88.39(+21.25%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 2.95% | 20.6K | $7.0M | -3.20%(-680) | $141.97(+139.95%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.85% | 16.2K | $6.7M | -1.48%(-243) | $328.63(+24.11%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.78% | 108.0K | $6.6M | +36.03%(+28.62K) | $53.64(+18.19%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.78% | 9.5K | $6.6M | +0.00%(+0) | $571.34(+24.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.94% | +32.88% | +6.40% | +36.34% |
| Top 20 Holdings Unweighted | +8.21% | +26.71% | +4.34% | +23.67% |
Ceera Investments LLC reports $235.89M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are MOAT (10.7%), JPST (5.7%) and GOOGL (5.1%). The top 20 holdings account for 61.35% of reported assets. Its disclosed equity book has returned +32.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ceera Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1860698). View Ceera Investments LLC’s 13F filings on SEC