# EDGAR Filing Document

**Accession Number:** 0001860698
**File Stem:** 0001860698-23-000001
**Filing Date:** 2023-2
**Character Count:** 10540
**Document Hash:** 2314838e66f5449fd67c4a6caf072067
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001860698-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001860698-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230208

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CEERA INVESTMENTS, LLC
- **CENTRAL INDEX KEY:** 0001860698
- **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:** 23600346

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CEERA INVESTMENTS LLC<br>**Address:** 4911 WEDGEWOOD DR<br>BELLAIRE, TX 77401-2831

**Form 13F File Number:** 028-21168

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rajesh Chelapurath<br>**Title:** President and Managing Member<br>**Phone:** 7132569649

**Signature, Place, and Date of Signing:**

Rajesh Chelapurath  Houston, TX  02-08-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $158189

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 1487 | 9204 | SH |  | SOLE |  | 1487 | 0 | 0 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 3648 | 10839 | SH |  | SOLE |  | 3648 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4213 | 47749 | SH |  | SOLE |  | 4213 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 594 | 7075 | SH |  | SOLE |  | 594 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3099 | 20976 | SH |  | SOLE |  | 3099 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 6084 | 46828 | SH |  | SOLE |  | 6084 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 3133 | 24350 | SH |  | SOLE |  | 3133 | 0 | 0 |
| BLACKLINE INC | COM | 09239B109 |  | 911 | 13540 | SH |  | SOLE |  | 911 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 794 | 21749 | SH |  | SOLE |  | 794 | 0 | 0 |
| C3 AI INC | CL A | 12468P104 |  | 627 | 55995 | SH |  | SOLE |  | 627 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 3668 | 21813 | SH |  | SOLE |  | 3668 | 0 | 0 |
| CS DISCO INC | COM | 126327105 |  | 593 | 93825 | SH |  | SOLE |  | 593 | 0 | 0 |
| CAMPBELL SOUP CO | COM | 134429109 |  | 753 | 13270 | SH |  | SOLE |  | 753 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 1446 | 18816 | SH |  | SOLE |  | 1446 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 729 | 9040 | SH |  | SOLE |  | 729 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2959 | 6482 | SH |  | SOLE |  | 2959 | 0 | 0 |
| COUPA SOFTWARE INC | COM | 22266L106 |  | 3106 | 39232 | SH |  | SOLE |  | 3106 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1722 | 19826 | SH |  | SOLE |  | 1722 | 0 | 0 |
| DOCUSIGN INC | COM | 256163106 |  | 2562 | 46234 | SH |  | SOLE |  | 2562 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 1531 | 30384 | SH |  | SOLE |  | 1531 | 0 | 0 |
| DROPBOX INC | CL A | 26210C104 |  | 3395 | 151711 | SH |  | SOLE |  | 3395 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 347 | 3148 | SH |  | SOLE |  | 347 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3213 | 26700 | SH |  | SOLE |  | 3213 | 0 | 0 |
| FLAHERTY  CRUMRINE PFD SECS | COM | 338478100 |  | 197 | 13110 | SH |  | SOLE |  | 197 | 0 | 0 |
| FLAHERTY  CRUMRINE TOTAL RE | COM | 338479108 |  | 222 | 14080 | SH |  | SOLE |  | 222 | 0 | 0 |
| FRESHWORKS INC | CLASS A COM | 358054104 |  | 1776 | 120749 | SH |  | SOLE |  | 1776 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 583 | 6956 | SH |  | SOLE |  | 583 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 431 | 1490 | SH |  | SOLE |  | 431 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 705 | 26682 | SH |  | SOLE |  | 705 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1576 | 11184 | SH |  | SOLE |  | 1576 | 0 | 0 |
| INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 46090A887 |  | 1452 | 29355 | SH |  | SOLE |  | 1452 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S SMLCP HELT | 46138E149 |  | 696 | 5271 | SH |  | SOLE |  | 696 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | TREAS COLATERL | 46138G888 |  | 2586 | 24545 | SH |  | SOLE |  | 2586 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 298 | 775 | SH |  | SOLE |  | 298 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 242 | 3810 | SH |  | SOLE |  | 242 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 3382 | 66926 | SH |  | SOLE |  | 3382 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 1466 | 29240 | SH |  | SOLE |  | 1466 | 0 | 0 |
| MSC INDL DIRECT INC | CL A | 553530106 |  | 288 | 3525 | SH |  | SOLE |  | 288 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3034 | 8725 | SH |  | SOLE |  | 3034 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 3381 | 40794 | SH |  | SOLE |  | 3381 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 4398 | 11723 | SH |  | SOLE |  | 4398 | 0 | 0 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 |  | 1221 | 23695 | SH |  | SOLE |  | 1221 | 0 | 0 |
| MORNINGSTAR INC | COM | 617700109 |  | 2722 | 12566 | SH |  | SOLE |  | 2722 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 4241 | 51990 | SH |  | SOLE |  | 4241 | 0 | 0 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 3208 | 65331 | SH |  | SOLE |  | 3208 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 3397 | 29395 | SH |  | SOLE |  | 3397 | 0 | 0 |
| PAYMENTUS HOLDINGS INC | COM CL A | 70439P108 |  | 557 | 69590 | SH |  | SOLE |  | 557 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 3785 | 53149 | SH |  | SOLE |  | 3785 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 1329 | 25938 | SH |  | SOLE |  | 1329 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 253 | 2305 | SH |  | SOLE |  | 253 | 0 | 0 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 |  | 653 | 10095 | SH |  | SOLE |  | 653 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 2067 | 6171 | SH |  | SOLE |  | 2067 | 0 | 0 |
| SPDR SER TR | BLOOMBERG INVT | 78468R200 |  | 5130 | 168795 | SH |  | SOLE |  | 5130 | 0 | 0 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 4082 | 44625 | SH |  | SOLE |  | 4082 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 3851 | 29046 | SH |  | SOLE |  | 3851 | 0 | 0 |
| SENTINELONE INC | CL A | 81730H109 |  | 578 | 39605 | SH |  | SOLE |  | 578 | 0 | 0 |
| SHOPIFY INC | CL A | 82509L107 |  | 251 | 7230 | SH |  | SOLE |  | 251 | 0 | 0 |
| SMARTSHEET INC | COM CL A | 83200N103 |  | 250 | 6360 | SH |  | SOLE |  | 250 | 0 | 0 |
| SPRINKLR INC | CL A | 85208T107 |  | 643 | 78750 | SH |  | SOLE |  | 643 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 3647 | 36769 | SH |  | SOLE |  | 3647 | 0 | 0 |
| SUMO LOGIC INC | COM | 86646P103 |  | 265 | 32735 | SH |  | SOLE |  | 265 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 1546 | 12893 | SH |  | SOLE |  | 1546 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 3260 | 50214 | SH |  | SOLE |  | 3260 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 1743 | 34625 | SH |  | SOLE |  | 1743 | 0 | 0 |
| VANECK ETF TRUST | IG FLOATING RATE | 92189F486 |  | 1545 | 62085 | SH |  | SOLE |  | 1545 | 0 | 0 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 18251 | 281175 | SH |  | SOLE |  | 18251 | 0 | 0 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 305 | 1593 | SH |  | SOLE |  | 305 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 252 | 1588 | SH |  | SOLE |  | 252 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 206 | 1465 | SH |  | SOLE |  | 206 | 0 | 0 |
| VONTIER CORPORATION | COM | 928881101 |  | 1480 | 76571 | SH |  | SOLE |  | 1480 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 1683 | 45049 | SH |  | SOLE |  | 1683 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 3146 | 18801 | SH |  | SOLE |  | 3146 | 0 | 0 |
| YELP INC | CL A | 985817105 |  | 2851 | 104266 | SH |  | SOLE |  | 2851 | 0 | 0 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 |  | 2212 | 32657 | SH |  | SOLE |  | 2212 | 0 | 0 |
| ELASTIC N V | ORD SHS | N14506104 |  | 252 | 4900 | SH |  | SOLE |  | 252 | 0 | 0 |

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