1y return−6.6%S&P 500 +20.9%
3y return+28.3%S&P 500 +68.5%
5y return+34.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $144 against $188 in the S&P 500.2
Ceera Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MOATVaneck Etf Trust | $25.3M | 10.7% | −38.1% |
| JPSTJ P Morgan Exchange Traded F | $13.5M | 5.7% | −32.6% |
| GOOGLAlphabet Inc | $12.1M | 5.1% | −2.6% |
| METAMeta Platforms Inc | $8.4M | 3.6% | |
| AAPLApple Inc | $7.3M | 3.1% | −1.6% |
| WTVWisdomtree Tr | $7.3M | 3.1% | +38.1% |
| AXPAmerican Express Co | $7.0M | 3.0% | −3.2% |
| UNHUnitedhealth Group Inc | $6.7M | 2.9% | −1.5% |
| SPYVSpdr Series Trust | $6.6M | 2.8% | +36.0% |
| VOOVanguard Index Fds | $6.6M | 2.8% | |
| TOPTIshares Tr | $6.3M | 2.7% | New |
| CPAYCorpay Inc | $5.2M | 2.2% | |
| RSPInvesco Exchange Traded Fd T | $5.2M | 2.2% | +13.7% |
| COSTCostco Wholesale Corporation | $4.6M | 1.9% | |
| GPNGlobal Pmts Inc | $4.1M | 1.8% | |
| WDAYWorkday Inc | $4.0M | 1.7% | −3.0% |
| VEEVVeeva Sys Inc | $3.9M | 1.6% | +5.5% |
| FICOFair Isaac Corp | $3.7M | 1.6% | +26.4% |
| SCHDSchwab Strategic Tr | $3.5M | 1.5% | +253.2% |
| GTLBGitlab Inc | $3.5M | 1.5% | −1.4% |
| MAMastercard Incorporated | $3.3M | 1.4% | |
| CPNGCoupang Inc | $3.3M | 1.4% | +32.7% |
| PAYXPaychex Inc | $3.3M | 1.4% | +4.9% |
| CRMSalesforce Inc | $3.3M | 1.4% | −3.7% |
| BRBroadridge Finl Solutions In | $3.2M | 1.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $12.1M |
| COSTCostco Wholesale Corporation | March 31, 2021 | +165.4% | $4.6M |
| AXPAmerican Express Co | March 31, 2021 | +139.2% | $7.0M |
| AAPLApple Inc | March 31, 2021 | +136.9% | $7.3M |
| QQQInvesco Qqq Tr | March 31, 2023 | +129.5% | $2.2M |
| IVVIshares Tr | September 30, 2022 | +108.8% | $2.4M |
| METAMeta Platforms Inc | March 31, 2021 | +91.3% | $8.4M |
| MOAltria Group Inc | June 30, 2023 | +58.8% | $2.5M |
| MOATVaneck Etf Trust | March 31, 2021 | +50.0% | $25.3M |
| MAMastercard Incorporated | March 31, 2021 | +44.3% | $3.3M |
Sold off last quarter
- YELPYelp Inc was $4.0M
- FRSHFreshworks Inc was $2.9M
- SPGIS&p Global Inc was $1.8M
- GISGeneral Mills Inc was $1.1M
- QCOMQualcomm Inc was $258K
- MCDMcdonalds Corp was $232K
- CSCOCisco Sys Inc was $212K
- WPPWpp PLC New was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.8% | +14.8% |
| March 31, 2026 | −10.7% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | −1.2% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +5.2% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +16.2% | +11.2% |
| September 30, 2023 | −0.2% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +10.0% | +7.0% |
| December 31, 2022 | +5.2% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −10.2% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +4.1% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ceera Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1860698&type=13F-HR&dateb=&owner=include&count=40CIK 1860698
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1860698/000186069826000003/Filed August 6, 2026 · accession 0001860698-26-000003