Ceeto Capital Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Ceeto Capital Group, LLC reported 178 stock positions worth $271.7 million. Its top holding was Apple (AAPL) at 26.8% of the portfolio, followed by Nvidia (NVDA, 5.3%) and Microsoft (MSFT, 3.5%). Compared with Q3 2024, it opened 10 new positions, sold out of 5, added to 21 and reduced 29. The biggest buy was a new position in Dominion Energy (D) and the biggest sale ServiceNow (NOW, shares −97%).

Most Recent 13F
Q2 2026
Location
CORAL GABLES, FL
CIK
0001722439
Portfolio Value
$271.7M (Q4 2024)
SEC Filing
0001722439-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $244.0M Q1 2024 Q2 2024: $257.9M Q2 2024 Q3 2024: $267.9M Q3 2024 Q4 2024: $271.7M $271.7M Q4 2024 Q1 2025: $263.2M Q1 2025 Q2 2025: $287.4M Q2 2025 Q3 2025: $344.9M Q3 2025 Q4 2025: $342.6M Q4 2025 Q1 2026: $325.9M Q1 2026 Q2 2026: $369.5M Q2 2026

Holdings 178 stocks · $271.7M
AAPL Apple Inc. 26.85% 291,281 $72.9M Reduce -1.0%
NVDA Nvidia Corp. 5.34% 108,000 $14.5M Reduce -2.3%
MSFT Microsoft Corp. 3.51% 22,655 $9.5M Reduce -8.1%
V Visa Inc. Class A 2.07% 17,768 $5.6M Reduce -0.4%
AMZN Amazon.com Inc. 1.97% 24,400 $5.4M Reduce -7.6%
HD Home Depot Inc. 1.68% 11,725 $4.6M No change
MS Morgan Stanley 1.66% 35,855 $4.5M Reduce -4.0%
META Meta Platforms Inc. Class A 1.65% 7,661 $4.5M Add +3.4%
WMT Walmart Inc. 1.62% 48,700 $4.4M No change
JPM JPMorgan Chase & Co. 1.41% 16,032 $3.8M Reduce -7.2%
GOOG Alphabet Inc. Class C 1.36% 19,410 $3.7M Add +2.1%
GOOGL Alphabet Inc. Class A 1.29% 18,520 $3.5M No change
ABBV Abbvie Inc. 1.25% 19,082 $3.4M Add +1.1%
AXP American Express Co. 1.14% 10,440 $3.1M Reduce -18.0%
DRI Darden Restaurants Inc. 1.07% 15,500 $2.9M No change
RTX RTX Corp. 0.98% 23,087 $2.7M No change
PG The Procter & Gamble Co. 0.93% 15,123 $2.5M No change
CRM Salesforce Inc. 0.92% 7,500 $2.5M No change
MCD McDonald's Corp. 0.91% 8,542 $2.5M No change
MRK Merck & Co. Inc. 0.91% 24,656 $2.5M Add +5.1%
MMM 3M Co. 0.88% 18,450 $2.4M Add +1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.88% 10,819 $2.4M Add +0.1%
MA Mastercard Inc. Class A 0.82% 4,250 $2.2M No change
CSCO Cisco Systems Inc. 0.82% 37,533 $2.2M No change
JNJ Johnson & Johnson 0.80% 14,968 $2.2M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.79% 19,140 $2.1M Reduce -20.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.76% 46,870 $2.1M No change
AMGN Amgen Inc. 0.72% 7,550 $2.0M No change
XOM Exxon Mobil Corp. 0.71% 18,052 $1.9M No change
CMCSA Comcast Corp. Class A 0.71% 51,570 $1.9M No change
AVGO Broadcom Inc. 0.70% 8,150 $1.9M No change
BMY Bristol-Myers Squibb Co. 0.69% 33,250 $1.9M Add +9.9%
ABT Abbott Laboratories 0.67% 16,200 $1.8M No change
KR Kroger Co. 0.66% 29,500 $1.8M No change
PEP Pepsico Inc. 0.61% 10,774 $1.7M Reduce -4.4%
COST Costco Wholesale Corp. 0.58% 1,727 $1.6M No change
WFC Wells Fargo & Co. 0.56% 21,503 $1.5M No change
LOW Lowe's Cos Inc. 0.55% 6,050 $1.5M No change
PFE Pfizer Inc. 0.54% 55,250 $1.5M Reduce -3.5%
REGN Regeneron Pharmaceuticals 0.53% 2,040 $1.5M No change
CVX Chevron Corp. 0.50% 9,420 $1.4M No change
ADBE Adobe Inc. 0.47% 2,855 $1.3M Add +8.6%
ADP Automatic Data Processing 0.47% 4,300 $1.3M No change
LLY Eli Lilly & Co. 0.46% 1,630 $1.3M No change
GIS General Mills Inc. 0.46% 19,550 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.45% 7,262 $1.2M No change
CB Chubb Ltd. 0.43% 4,200 $1.2M No change
QCOM Qualcomm Inc. 0.42% 7,500 $1.2M No change
KO The Coca-Cola Co. 0.42% 18,360 $1.1M No change
BA The Boeing Co. 0.42% 6,422 $1.1M No change
C Citigroup Inc. 0.42% 16,151 $1.1M No change
MDLZ Mondelez International Inc. Class A 0.42% 18,786 $1.1M Add +141.3%
UNH Unitedhealth Group Inc. 0.41% 2,226 $1.1M Add +15.6%
TGT Target Corp. 0.41% 8,263 $1.1M Add +320.9%
DG Dollar General Corp. 0.39% 14,150 $1.1M Add +55.5%
CLX Clorox Company 0.39% 6,600 $1.1M No change
NEXT Nextdecade Corp. 0.39% 137,000 $1.1M Reduce -14.4%
CRWD CrowdStrike Holdings Inc. Class A 0.38% 3,000 $1.0M No change
NKE Nike Inc. Class B 0.37% 13,248 $1.0M Reduce -7.7%
NEE Nextera Energy Inc. 0.37% 14,000 $1.0M No change
DOW Dow Inc. 0.37% 24,845 $997K Reduce -2.9%
CMG Chipotle Mexican Grill Inc. 0.37% 16,500 $995K Add +3.1%
GD General Dynamics Corp. 0.36% 3,700 $975K No change
LMT Lockheed Martin Corp. 0.36% 2,000 $972K No change
ROL Rollins Inc. 0.35% 20,250 $939K No change
AGCO Agco Corp. 0.34% 10,000 $935K Reduce -3.9%
KMB Kimberly-Clark Corp. 0.34% 7,000 $926K No change
ETN Eaton Corp. PLC 0.34% 2,773 $920K Add +56.4%
IVV iShares Core S&P 500 ETF 0.34% 1,556 $916K No change
FDX FedEx Corp. 0.33% 3,200 $905K No change
LHX L3HARRIS Technologies Inc. 0.33% 4,200 $883K No change
WM Waste Management Inc. 0.32% 4,351 $878K No change
AMD Advanced Micro Devices 0.31% 7,000 $846K Reduce -6.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 7,000 $846K No change
RF Regions Financial Corp. 0.31% 35,500 $841K Reduce -10.1%
VZ Verizon Communications Inc. 0.31% 21,016 $840K Add +2.4%
HUM Humana Inc. 0.30% 3,250 $827K Add +37.7%
AMAT Applied Materials Inc. 0.30% 5,000 $813K No change
D Dominion Energy Inc. 0.30% 15,000 $808K New
DELL Dell Technologies -C 0.30% 7,000 $807K Add +40.0%
AIG American International Group 0.29% 11,000 $801K No change
JCI Johnson Controls Internation 0.29% 10,000 $793K No change
LRCX Lam Research Corp. 0.27% 10,100 $732K No change
KMPR Kemper Corp. 0.27% 10,910 $725K No change
ALLE Allegion PLC 0.26% 5,400 $706K No change
NOC Northrop Grumman Corp. 0.26% 1,500 $704K No change
MRSH Marsh & McLennan Cos 0.26% 3,300 $701K Add +10.0%
MU Micron Technology Inc. 0.24% 7,700 $649K Add +156.7%
TOL Toll Brothers Inc. 0.23% 5,000 $630K No change
ONDS Ondas Inc. filed as ONDAS HLDGS INC 0.23% 242,800 $622K Add +25.9%
TSCO Tractor Supply Company 0.22% 11,500 $610K No change
OXY Occidental Petroleum Corp. 0.22% 12,250 $608K Reduce -3.9%
SHV iShares 0-1 Year Treasury Bo 0.22% 5,500 $606K No change
ORCL Oracle Corp. 0.22% 3,630 $605K No change
MPC Marathon Petroleum Corp. 0.22% 4,300 $600K No change
NEM Newmont Corp. 0.22% 16,000 $596K No change
GPC Genuine Parts Co. 0.22% 5,000 $589K New
GILD Gilead Sciences Inc. 0.21% 6,200 $573K No change
HON Honeywell International Inc. 0.21% 2,500 $565K No change
RXRX Recursion Pharmaceuticals-A 0.20% 80,000 $541K No change
YUM Yum! Brands Inc. 0.20% 4,000 $537K No change
FTNT Fortinet Inc. 0.20% 5,650 $534K No change
ADM Archer-Daniels-Midland Co. 0.19% 10,300 $520K Reduce -10.8%
TMUS T-Mobile US Inc. 0.19% 2,300 $508K No change
PM Philip Morris International 0.19% 4,134 $503K No change
CL Colgate-Palmolive Co. 0.18% 5,500 $500K No change
ARM Arm Holdings PLC-ADR 0.18% 4,000 $493K Add +60.0%
MOS The Mosaic Co. 0.18% 20,000 $492K No change
BDL Flanigan's Enterprises Inc. 0.18% 19,450 $491K No change
AMP Ameriprise Financial Inc. 0.18% 901 $480K No change
MDT Medtronic PLC 0.17% 5,738 $461K Reduce -8.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.16% 11,500 $444K No change
SCHI Schwab 5-10 Year Corporate B 0.16% 20,000 $441K No change
GEV GE Vernova Inc. 0.16% 1,313 $432K No change
ROK Rockwell Automation Inc. 0.16% 1,500 $429K No change
FCX Freeport-McMoran Inc. 0.15% 11,000 $419K No change
ZTS Zoetis Inc. 0.15% 2,549 $415K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.15% 8,000 $414K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.15% 8,000 $412K No change
GS Goldman Sachs Group Inc. 0.15% 700 $401K No change
F Ford Motor Co. filed as FORD MTR CO 0.15% 40,000 $396K No change
DD Dupont DE Nemours Inc. 0.14% 5,127 $391K No change
LNC Lincoln National Corp. 0.14% 12,000 $381K No change
SPSB SS SPDR P St C Corp. ETF 0.14% 12,500 $373K No change
SCHO Schwab Short-Term US Treas 0.13% 15,000 $361K No change
PSX Phillips 66 0.13% 3,000 $342K No change
VCIT Vanguard Int-Term Corporate 0.12% 4,000 $321K No change
FLOT iShares Floating Rate Bond E 0.11% 6,000 $305K No change
CVS CVS Health Corp. 0.11% 6,676 $300K Reduce -43.2%
CTVA Corteva Inc. 0.11% 5,128 $292K No change
CSX CSX Corp. 0.11% 9,000 $290K No change
FLRN SS SPDR BB Ig Float RT ETF 0.10% 9,000 $277K No change
MTN Vail Resorts Inc. 0.10% 1,450 $275K No change
MUB iShares National Muni Bond E 0.10% 2,544 $271K No change
B Barrick Gold Corp. 0.10% 17,000 $264K No change
GNRC Generac Holdings Inc. 0.10% 1,700 $264K No change
COP Conocophillips 0.09% 2,550 $253K New
FLR Fluor Corp. 0.09% 5,000 $247K No change
TXN Texas Instruments Inc. 0.09% 1,300 $244K No change
IGV iShares Expanded Tech-Softwa 0.09% 2,375 $238K No change
SSB Southstate Bank Corp. 0.08% 2,259 $225K No change
BHRB Burke & Herbert Financial SE 0.08% 3,536 $221K No change
STZ Constellation Brands Inc. Class A 0.08% 1,000 $221K No change
GOGO Gogo Inc. 0.08% 26,500 $214K Reduce -5.4%
CRL Charles River Laboratories 0.08% 1,150 $212K No change
MO Altria Group Inc. 0.08% 3,900 $208K No change
BAX Baxter International Inc. 0.07% 6,650 $195K No change
YUMC Yum China Holdings Inc. 0.07% 4,000 $193K No change
HAL Halliburton Co. 0.07% 7,000 $190K No change
NVO Novo-Nordisk A/S-Spons ADR 0.07% 2,206 $190K No change
T AT&T Inc. 0.07% 8,224 $187K New
BP BP PLC-Spons ADR 0.07% 6,280 $186K No change
EMR Emerson Electric Co. 0.07% 1,500 $186K New
ILMN Illumina Inc. 0.06% 1,300 $174K No change
FITB Fifth Third Bancorp 0.06% 4,000 $171K No change
QQQ Invesco QQQ Trust Series 1 0.06% 324 $166K No change
BKNG Booking Holdings Inc. 0.06% 33 $164K Reduce -31.3%
ISRG Intuitive Surgical Inc. 0.06% 312 $163K New
BLE BlackRock Muni Inc. TR II 0.06% 15,200 $160K No change
SCHW Schwab (charles) Corp. 0.06% 2,125 $157K Reduce -26.1%
INTC Intel Corp. 0.05% 7,000 $140K Reduce -12.5%
WBA Walgreens Boots Alliance Inc. 0.05% 15,000 $140K No change
GEHC GE Healthcare Technology 0.05% 1,753 $137K New
PML PIMCO Municipal Income FD II 0.04% 15,000 $122K No change
IJR iShares Core S&P Small-Cap E 0.04% 1,036 $119K New
ZM Zoom Communications Inc. 0.04% 1,450 $118K No change
PYPL PayPal Holdings Inc. 0.04% 1,370 $117K New
VRT Vertiv Holdings Co. Class A 0.04% 1,000 $114K Reduce -90.9%
XPMQX PIMCO Muni Income Fund III 0.04% 15,000 $111K No change
NMZ Nuveen Muni Hi Inc. Opport 0.04% 10,000 $108K No change
PHK PIMCO High Income Fund 0.04% 20,000 $98K No change
IWM iShares Russell 2000 ETF 0.03% 352 $78K New
HPE Hewlett Packard Enterprise 0.02% 3,000 $64K No change
NOW ServiceNow Inc. 0.02% 53 $56K Reduce -96.6%
CI The Cigna Group 0.02% 200 $55K No change
AAP Advance Auto Parts Inc. 0.02% 1,050 $50K Reduce -52.3%
KMI Kinder Morgan Inc. 0.02% 1,741 $48K No change
TDOC Teladoc Health Inc. 0.01% 4,000 $36K Reduce -83.0%

Portfolio Sells Q3 2024 → Q4 2024
NOW ServiceNow Inc. Reduce -96.6% 0.02% −0.50
MSFT Microsoft Corp. Reduce -8.1% 3.51% −0.45
VRT Vertiv Holdings Co. Class A Reduce -90.9% 0.04% −0.37
DVN Devon Energy Corp. Sold out 0.00% −0.29
NUE Nucor Corp. Sold out 0.00% −0.17
CVS CVS Health Corp. Reduce -43.2% 0.11% −0.17
DOW Dow Inc. Reduce -2.9% 0.37% −0.15
AMD Advanced Micro Devices Reduce -6.7% 0.31% −0.15
AXP American Express Co. Reduce -18.0% 1.14% −0.15
PEP Pepsico Inc. Reduce -4.4% 0.61% −0.11
NKE Nike Inc. Class B Reduce -7.7% 0.37% −0.10
MRO Marathon Oil Corp. Sold out 0.00% −0.10
DIS The Walt Disney Co. Reduce -20.7% 0.79% −0.08
PFE Pfizer Inc. Reduce -3.5% 0.54% −0.08
TDOC Teladoc Health Inc. Reduce -83.0% 0.01% −0.07
ADM Archer-Daniels-Midland Co. Reduce -10.8% 0.19% −0.07
MDT Medtronic PLC Reduce -8.0% 0.17% −0.04
CLNE Clean Energy Fuels Corp. Sold out 0.00% −0.04
RF Regions Financial Corp. Reduce -10.1% 0.31% −0.04
AGCO Agco Corp. Reduce -3.9% 0.34% −0.04
OXY Occidental Petroleum Corp. Reduce -3.9% 0.22% −0.02
HSY The Hershey Co. Sold out 0.00% −0.02
INTC Intel Corp. Reduce -12.5% 0.05% −0.02
BKNG Booking Holdings Inc. Reduce -31.3% 0.06% −0.01
AAP Advance Auto Parts Inc. Reduce -52.3% 0.02% −0.01
SCHW Schwab (charles) Corp. Reduce -26.1% 0.06% −0.01
GOGO Gogo Inc. Reduce -5.4% 0.08% +0.00
JPM JPMorgan Chase & Co. Reduce -7.2% 1.41% +0.05
NEXT Nextdecade Corp. Reduce -14.4% 0.39% +0.11
AMZN Amazon.com Inc. Reduce -7.6% 1.97% +0.13
MS Morgan Stanley Reduce -4.0% 1.66% +0.21
V Visa Inc. Class A Reduce -0.4% 2.07% +0.24
NVDA Nvidia Corp. Reduce -2.3% 5.34% +0.33
AAPL Apple Inc. Reduce -1.0% 26.85% +1.25

Portfolio Buys Q3 2024 → Q4 2024
D Dominion Energy Inc. New 0.30% +0.30
TGT Target Corp. Add +320.9% 0.41% +0.30
GPC Genuine Parts Co. New 0.22% +0.22
MDLZ Mondelez International Inc. Class A Add +141.3% 0.42% +0.20
GOOG Alphabet Inc. Class C Add +2.1% 1.36% +0.17
ONDS Ondas Inc. Add +25.9% 0.23% +0.17
MU Micron Technology Inc. Add +156.7% 0.24% +0.12
ETN Eaton Corp. PLC Add +56.4% 0.34% +0.12
BMY Bristol-Myers Squibb Co. Add +9.9% 0.69% +0.11
DG Dollar General Corp. Add +55.5% 0.39% +0.11
COP Conocophillips New 0.09% +0.09
DELL Dell Technologies -C Add +40.0% 0.30% +0.08
T AT&T Inc. New 0.07% +0.07
EMR Emerson Electric Co. New 0.07% +0.07
META Meta Platforms Inc. Class A Add +3.4% 1.65% +0.07
ISRG Intuitive Surgical Inc. New 0.06% +0.06
GEHC GE Healthcare Technology New 0.05% +0.05
ARM Arm Holdings PLC-ADR Add +60.0% 0.18% +0.05
IJR iShares Core S&P Small-Cap E New 0.04% +0.04
PYPL PayPal Holdings Inc. New 0.04% +0.04
IWM iShares Russell 2000 ETF New 0.03% +0.03
HUM Humana Inc. Add +37.7% 0.30% +0.02
CMG Chipotle Mexican Grill Inc. Add +3.1% 0.37% +0.02
MRSH Marsh & McLennan Cos Add +10.0% 0.26% +0.01
UNH Unitedhealth Group Inc. Add +15.6% 0.41% −0.01
IBM Intl Business Machines Corp. Add +0.1% 0.88% −0.02
VZ Verizon Communications Inc. Add +2.4% 0.31% −0.03
ADBE Adobe Inc. Add +8.6% 0.47% −0.04
MMM 3M Co. Add +1.6% 0.88% −0.05
MRK Merck & Co. Inc. Add +5.1% 0.91% −0.09
ABBV Abbvie Inc. Add +1.1% 1.25% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 174$369.5MAAPL, NVDA, MSFT, BPOP, AMZN
Q1 2026 164$325.9MAAPL, NVDA, BPOP, MSFT, AMZN
Q4 2025 186$342.6MAAPL, NVDA, BPOP, MSFT, META
Q3 2025 183$344.9MAAPL, BPOP, NVDA, MSFT, META
Q2 2025 173$287.4MAAPL, NVDA, MSFT, META, V
Q1 2025 178$263.2MAAPL, NVDA, MSFT, V, AMZN
Q4 2024 178$271.7MAAPL, NVDA, MSFT, V, AMZN
Q3 2024 173$267.9MAAPL, NVDA, MSFT, AMZN, V
Q2 2024 165$257.9MAAPL, NVDA, MSFT, AMZN, V
Q1 2024 167$244.0MAAPL, NVDA, MSFT, V, AMZN