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Portfolio (Quarterly) Guide ↗

CEERA INVESTMENTS, LLC

· CIK 0001860698
13F Portfolio $236M AUM 101 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 101 New
Page 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES INC 3,660.0 $303K 0.13% NEW $82.84 +1.0%
82 VDC VANGUARD WORLD FD 1,330.0 $300K 0.13% NEW $225.49 +1.3%
83 COWZ PACER FDS TR 4,695.0 $292K 0.12% NEW $62.20 +14.6%
84 GEV GE VERNOVA INC Utilities 248.0 $291K 0.12% NEW $1174.86 -19.8%
85 VEA VANGUARD TAX-MANAGED FDS 4,069.0 $290K 0.12% NEW $71.25 +3.5%
86 SCZ ISHARES TR 3,475.0 $286K 0.12% NEW $82.27 +6.4%
87 CALF PACER FDS TR 5,585.0 $283K 0.12% NEW $50.61 +13.5%
88 XLK SELECT SECTOR SPDR TR 1,400.0 $267K 0.11% NEW $190.52 -1.7%
89 VOE VANGUARD INDEX FDS 1,320.0 $261K 0.11% NEW $197.60 +5.5%
90 GE GE AEROSPACE Industrials 694.0 $259K 0.11% NEW $373.73 -9.8%
91 GLW CORNING INC Technology 1,000.0 $255K 0.11% NEW $255.43 -39.6%
92 BIL SPDR SERIES TRUST 2,785.0 $255K 0.11% NEW $91.64 -0.2%
93 FXL FIRST TR EXCHANGE-TRADED FD 1,126.0 $245K 0.10% NEW $217.22 -0.9%
94 SYK STRYKER CORPORATION Healthcare 772.0 $243K 0.10% NEW $314.84 -3.7%
95 VO VANGUARD INDEX FDS 3,000.0 $242K 0.10% NEW $80.57 +2.1%
96 DELL DELL TECHNOLOGIES INC Technology 551.0 $238K 0.10% NEW $431.46 +21.4%
97 PG PROCTER & GAMBLE CO Consumer Defensive 1,450.0 $213K 0.09% NEW $146.64 -0.1%
98 NFLX NETFLIX INC. Communication Services 2,816.0 $201K 0.09% NEW $71.40 +9.6%
99 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 13,719.0 $181K 0.08% NEW $13.21 -6.7%
100 EMBC EMBECTA CORP Healthcare 44,235.0 $144K 0.06% NEW $3.26 +77.9%
Page 5 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 18.2%
Communication Services 15.4%
Consumer Defensive 10.8%
Healthcare 10.4%
Industrials 6.9%
Consumer Cyclical 5.1%
Energy 1.7%
Utilities 0.2%