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  Name: CEERA INVESTMENTS LLC
  City: BELLAIRE
  State: TX
  Zip: 77401-2831
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $212,417,000
  Total Value Change : $28,436,000
  Securities Held Change : 4
   
All Securities Held : 83
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 10
  Unchanged Positions : 31
  Decreased Positions : 37

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FIS)1 Year Chart         FIS Fidelity National Information 12 New $74.64 $5,566,000 92,654 2.62% 5,566,000 92,654 0.015    Business Services
   (EMBC)1 Year Chart         EMBC Embecta Corp. 26 New $14.24 $2,891,000 152,742 1.36% 2,891,000 152,742 0.264    N/A
   (TOST)1 Year Chart         TOST Toast, Inc. 58 New $26.83 $420,000 23,000 0.2% 420,000 23,000 0.007    N/A
   (EXFY)1 Year Chart         EXFY Expensify, Inc. 67 New $1.77 $309,000 125,000 0.15% 309,000 125,000 0    N/A
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 77 New $120.46 $240,000 2,045 0.11% 240,000 2,045 0.015    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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