0001860698-24-000002.txt : 20240514 0001860698-24-000002.hdr.sgml : 20240514 20240514122459 ACCESSION NUMBER: 0001860698-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CEERA INVESTMENTS, LLC CENTRAL INDEX KEY: 0001860698 ORGANIZATION NAME: IRS NUMBER: 202643460 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21168 FILM NUMBER: 24942480 BUSINESS ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 BUSINESS PHONE: 7133646770 MAIL ADDRESS: STREET 1: 4911 WEDGEWOOD DR CITY: BELLAIRE STATE: TX ZIP: 77401-2831 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001860698 XXXXXXXX 03-31-2024 03-31-2024 CEERA INVESTMENTS, LLC

4911 WEDGEWOOD DR BELLAIRE TX 77401-2831

13F HOLDINGS REPORT 028-21168 N Rajesh Chelapurath 713-256-9649 Rajesh Chelapurath Houston TX 05-14-2024 0 86 228377119 false INFORMATION TABLE 2 CEERA13F20240331.xml ABBVIE INC COM 00287Y109 1667854 9159 SH SOLE 1667854 0 0 ADOBE INC COM 00724F101 5558674 11016 SH SOLE 5558674 0 0 ALKAMI TECHNOLOGY INC COM 01644J108 3000267 122111 SH SOLE 3000267 0 0 ALPHABET INC CAP STK CL A 02079K305 7996573 52982 SH SOLE 7996573 0 0 ALTRIA GROUP INC COM 02209S103 1846435 42330 SH SOLE 1846435 0 0 AMAZON COM INC COM 023135106 1269875 7040 SH SOLE 1269875 0 0 AMERICAN EXPRESS CO COM 025816109 7205933 31648 SH SOLE 7205933 0 0 APPLE INC COM 037833100 7753983 45218 SH SOLE 7753983 0 0 ATLASSIAN CORPORATION CL A 049468101 4805169 24628 SH SOLE 4805169 0 0 AVEPOINT INC COM CL A 053604104 312365 39440 SH SOLE 312365 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 261563 622 SH SOLE 261563 0 0 BLOCK H & R INC COM 093671105 1068093 21749 SH SOLE 1068093 0 0 BUCKLE INC COM 118440106 763519 18960 SH SOLE 763519 0 0 CME GROUP INC COM 12572Q105 4583524 21290 SH SOLE 4583524 0 0 CS DISCO INC COM 126327105 2109142 259427 SH SOLE 2109142 0 0 CAMPBELL SOUP CO COM 134429109 396716 8925 SH SOLE 396716 0 0 CARDINAL HEALTH INC COM 14149Y108 1348731 12053 SH SOLE 1348731 0 0 CHURCH & DWIGHT CO INC COM 171340102 890807 8540 SH SOLE 890807 0 0 COSTCO WHSL CORP NEW COM 22160K105 4588462 6263 SH SOLE 4588462 0 0 COUCHBASE INC COM 22207T101 840868 31960 SH SOLE 840868 0 0 COUPANG INC CL A 22266T109 2870701 161366 SH SOLE 2870701 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 8003209 24964 SH SOLE 8003209 0 0 DISNEY WALT CO COM 254687106 1655531 13530 SH SOLE 1655531 0 0 DOCEBO INC COM 25609L105 704088 14375 SH SOLE 704088 0 0 DOCUSIGN INC COM 256163106 4023972 67573 SH SOLE 4023972 0 0 DOMO INC COM CL B 257554105 1489738 167011 SH SOLE 1489738 0 0 DOW INC COM 260557103 1370276 23654 SH SOLE 1370276 0 0 DROPBOX INC CL A 26210C104 4448917 183083 SH SOLE 4448917 0 0 ELLSWORTH GROWTH & INCOME FD COM 289074106 82978 10219 SH SOLE 82978 0 0 EMBECTA CORP COMMON STOCK 29082K105 2346657 176839 SH SOLE 2346657 0 0 EXPENSIFY INC COM CL A 30219Q106 800400 435000 SH SOLE 800400 0 0 EXXON MOBIL CORP COM 30231G102 359530 3093 SH SOLE 359530 0 0 META PLATFORMS INC CL A 30303M102 12359953 25454 SH SOLE 12359953 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 6872920 92652 SH SOLE 6872920 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 276297 2230 SH SOLE 276297 0 0 GENERAL MLS INC COM 370334104 485662 6941 SH SOLE 485662 0 0 HUBSPOT INC COM 443573100 576435 920 SH SOLE 576435 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2209980 11573 SH SOLE 2209980 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 400053 901 SH SOLE 400053 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 505284 11552 SH SOLE 505284 0 0 INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 46138G888 203030 1925 SH SOLE 203030 0 0 ISHARES TR CORE S&P500 ETF 464287200 838014 1594 SH SOLE 838014 0 0 ISHARES TR CORE S&P MCP ETF 464287507 241442 3975 SH SOLE 241442 0 0 ISHARES TR EXPANDED TECH 464287515 260500 3055 SH SOLE 260500 0 0 ISHARES TR U.S. TECH ETF 464287721 363987 2695 SH SOLE 363987 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 270053 3810 SH SOLE 270053 0 0 MSC INDL DIRECT INC CL A 553530106 342066 3525 SH SOLE 342066 0 0 MARRIOTT INTL INC NEW CL A 571903202 311603 1235 SH SOLE 311603 0 0 MASTERCARD INCORPORATED CL A 57636Q104 4180028 8680 SH SOLE 4180028 0 0 MCKESSON CORP COM 58155Q103 5439901 10133 SH SOLE 5439901 0 0 MICROSOFT CORP COM 594918104 264544 629 SH SOLE 264544 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 1299068 19317 SH SOLE 1299068 0 0 MORNINGSTAR INC COM 617700109 3036211 9846 SH SOLE 3036211 0 0 NVIDIA CORPORATION COM 67066G104 276497 306 SH SOLE 276497 0 0 PAYCHEX INC COM 704326107 3512694 28605 SH SOLE 3512694 0 0 PAYPAL HLDGS INC COM 70450Y103 5073086 75729 SH SOLE 5073086 0 0 PFIZER INC COM 717081103 1198883 43203 SH SOLE 1198883 0 0 QUALCOMM INC COM 747525103 355530 2100 SH SOLE 355530 0 0 RBB FD INC US TREAS 3 MNTH 74933W452 682659 13645 SH SOLE 682659 0 0 S&P GLOBAL INC COM 78409V104 2612688 6141 SH SOLE 2612688 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3757190 40928 SH SOLE 3757190 0 0 SALESFORCE INC COM 79466L302 7292471 24213 SH SOLE 7292471 0 0 SEMRUSH HLDGS INC CL A COM 81686C104 2175900 164095 SH SOLE 2175900 0 0 SENTINELONE INC CL A 81730H109 5438689 233320 SH SOLE 5438689 0 0 SHOPIFY INC CL A 82509L107 329516 4270 SH SOLE 329516 0 0 SPRINKLR INC CL A 85208T107 1384240 112815 SH SOLE 1384240 0 0 SPROUT SOCIAL INC COM CL A 85209W109 586173 9817 SH SOLE 586173 0 0 STARBUCKS CORP COM 855244109 3328565 36422 SH SOLE 3328565 0 0 3M CO COM 88579Y101 1059851 9992 SH SOLE 1059851 0 0 TOAST INC CL A 888787108 1370600 55000 SH SOLE 1370600 0 0 TRADEWEB MKTS INC CL A 892672106 5494447 52745 SH SOLE 5494447 0 0 UNILEVER PLC SPON ADR NEW 904767704 1435183 28595 SH SOLE 1435183 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 36614742 407283 SH SOLE 36614742 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 273956 1342 SH SOLE 273956 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 310052 645 SH SOLE 310052 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 304705 1588 SH SOLE 304705 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 247547 1520 SH SOLE 247547 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 695924 32085 SH SOLE 695924 0 0 WHIRLPOOL CORP COM 963320106 702946 5876 SH SOLE 702946 0 0 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 234025 6721 SH SOLE 234025 0 0 WORKDAY INC CL A 98138H101 4557380 16709 SH SOLE 4557380 0 0 YELP INC CL A 985817105 6020990 152817 SH SOLE 6020990 0 0 VTEX SHS CL A G9470A102 313238 38340 SH SOLE 313238 0 0 JFROG LTD ORD SHS M6191J100 985664 22290 SH SOLE 985664 0 0 SIMILARWEB LTD SHS M84137104 1690497 187833 SH SOLE 1690497 0 0 WALKME LTD ORD SHS M97628107 899010 104536 SH SOLE 899010 0 0