Ceeto Capital Group, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Ceeto Capital Group, LLC reported 178 stock positions worth $263.2 million. Its top holding was Apple (AAPL) at 24.7% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Microsoft (MSFT, 3.4%). Compared with Q4 2024, it opened 8 new positions, sold out of 8, added to 23 and reduced 15. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale an exit from CrowdStrike Class A (CRWD).

Most Recent 13F
Q2 2026
Location
CORAL GABLES, FL
CIK
0001722439
Portfolio Value
$263.2M (Q1 2025)
SEC Filing
0001722439-25-000002 ↗ filed May 15, 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 Q4 2024 Q1 2025: $263.2M $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 · $263.2M
AAPL Apple Inc. 24.65% 292,081 $64.9M Add +0.3%
NVDA Nvidia Corp. 4.57% 111,000 $12.0M Add +2.8%
MSFT Microsoft Corp. 3.37% 23,655 $8.9M Add +4.4%
V Visa Inc. Class A 2.37% 17,768 $6.2M No change
AMZN Amazon.com Inc. 1.76% 24,400 $4.6M No change
META Meta Platforms Inc. Class A 1.68% 7,661 $4.4M No change
HD Home Depot Inc. 1.63% 11,725 $4.3M No change
MS Morgan Stanley 1.59% 35,855 $4.2M No change
ABBV Abbvie Inc. 1.52% 19,092 $4.0M Add +0.1%
JPM JPMorgan Chase & Co. 1.49% 16,036 $3.9M Add +0.0%
WMT Walmart Inc. 1.46% 43,700 $3.8M Reduce -10.3%
AXP American Express Co. 1.27% 12,440 $3.3M Add +19.2%
DRI Darden Restaurants Inc. 1.22% 15,500 $3.2M No change
RTX RTX Corp. 1.16% 23,087 $3.1M No change
GOOG Alphabet Inc. Class C 1.15% 19,410 $3.0M No change
MMM 3M Co. 1.03% 18,450 $2.7M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.02% 10,825 $2.7M Add +0.1%
GOOGL Alphabet Inc. Class A 0.97% 16,520 $2.6M Reduce -10.8%
PG The Procter & Gamble Co. 0.97% 14,943 $2.5M Reduce -1.2%
JNJ Johnson & Johnson 0.94% 14,968 $2.5M No change
AMGN Amgen Inc. 0.89% 7,550 $2.4M No change
MA Mastercard Inc. Class A 0.89% 4,250 $2.3M No change
MRK Merck & Co. Inc. 0.88% 25,656 $2.3M Add +4.1%
ABT Abbott Laboratories 0.82% 16,200 $2.1M No change
XOM Exxon Mobil Corp. 0.82% 18,052 $2.1M No change
BMY Bristol-Myers Squibb Co. 0.77% 33,250 $2.0M No change
CRM Salesforce Inc. 0.77% 7,500 $2.0M No change
KR Kroger Co. 0.76% 29,500 $2.0M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.74% 46,870 $2.0M No change
CMCSA Comcast Corp. Class A 0.72% 51,570 $1.9M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.72% 19,140 $1.9M No change
LOW Lowe's Cos Inc. 0.71% 8,050 $1.9M Add +33.1%
UNH Unitedhealth Group Inc. 0.66% 3,306 $1.7M Add +48.5%
COST Costco Wholesale Corp. 0.62% 1,727 $1.6M No change
PEP Pepsico Inc. 0.61% 10,774 $1.6M No change
CVX Chevron Corp. 0.60% 9,420 $1.6M No change
WFC Wells Fargo & Co. 0.59% 21,503 $1.5M No change
ADBE Adobe Inc. 0.56% 3,855 $1.5M Add +35.0%
GE General Electric filed as GE AEROSPACE 0.55% 7,262 $1.5M No change
MCD McDonald's Corp. 0.54% 4,542 $1.4M Reduce -46.8%
PFE Pfizer Inc. 0.53% 55,250 $1.4M No change
AVGO Broadcom Inc. 0.52% 8,150 $1.4M No change
LLY Eli Lilly & Co. 0.51% 1,630 $1.3M No change
KO The Coca-Cola Co. 0.50% 18,360 $1.3M No change
ADP Automatic Data Processing 0.50% 4,300 $1.3M No change
REGN Regeneron Pharmaceuticals 0.49% 2,040 $1.3M No change
DG Dollar General Corp. 0.49% 14,650 $1.3M Add +3.5%
MDLZ Mondelez International Inc. Class A 0.49% 18,786 $1.3M No change
CB Chubb Ltd. 0.48% 4,200 $1.3M No change
ORCL Oracle Corp. 0.47% 8,905 $1.2M Add +145.3%
AIG American International Group 0.46% 14,000 $1.2M Add +27.3%
CSCO Cisco Systems Inc. 0.46% 19,533 $1.2M Reduce -48.0%
BRK.B Berkshire Hathaway Inc. Class B 0.45% 2,225 $1.2M New
DELL Dell Technologies -C 0.45% 13,000 $1.2M Add +85.7%
GIS General Mills Inc. 0.44% 19,550 $1.2M No change
QCOM Qualcomm Inc. 0.44% 7,500 $1.2M No change
C Citigroup Inc. 0.44% 16,151 $1.1M No change
NEXT Nextdecade Corp. 0.43% 146,000 $1.1M Add +6.6%
MU Micron Technology Inc. 0.42% 12,700 $1.1M Add +64.9%
BA The Boeing Co. 0.42% 6,422 $1.1M No change
ROL Rollins Inc. 0.42% 20,250 $1.1M No change
MRSH Marsh & McLennan Cos 0.40% 4,300 $1.0M Add +30.3%
ETN Eaton Corp. PLC 0.39% 3,773 $1.0M Add +36.1%
GD General Dynamics Corp. 0.38% 3,700 $1.0M No change
WM Waste Management Inc. 0.38% 4,351 $1.0M No change
KMB Kimberly-Clark Corp. 0.38% 7,000 $1.0M No change
NEE Nextera Energy Inc. 0.38% 14,000 $992K No change
CLX Clorox Company 0.37% 6,600 $972K No change
NKE Nike Inc. Class B 0.36% 14,648 $936K Add +10.6%
LMT Lockheed Martin Corp. 0.34% 2,000 $893K No change
LHX L3HARRIS Technologies Inc. 0.33% 4,200 $879K No change
IVV iShares Core S&P 500 ETF 0.33% 1,556 $874K No change
HUM Humana Inc. 0.33% 3,250 $863K No change
TGT Target Corp. 0.33% 8,263 $862K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.32% 7,000 $853K No change
D Dominion Energy Inc. 0.32% 15,000 $841K No change
CMG Chipotle Mexican Grill Inc. 0.31% 16,500 $828K No change
DOW Dow Inc. 0.31% 23,345 $815K Reduce -6.0%
JCI Johnson Controls Internation 0.31% 10,000 $805K No change
MET Metlife Inc. 0.31% 10,000 $803K New
FDX FedEx Corp. 0.30% 3,200 $785K No change
RF Regions Financial Corp. 0.30% 35,500 $778K No change
TSLA Tesla Inc. 0.30% 3,000 $777K New
NEM Newmont Corp. 0.29% 16,000 $772K No change
NOC Northrop Grumman Corp. 0.29% 1,500 $768K No change
NFLX Netflix Inc. 0.28% 800 $746K New
LRCX Lam Research Corp. 0.28% 10,100 $737K No change
KMPR Kemper Corp. 0.28% 10,910 $729K No change
AMAT Applied Materials Inc. 0.28% 5,000 $726K No change
AMD Advanced Micro Devices 0.27% 7,000 $719K No change
GILD Gilead Sciences Inc. 0.26% 6,200 $695K No change
PM Philip Morris International 0.25% 4,134 $662K No change
VRT Vertiv Holdings Co. Class A 0.25% 9,000 $650K Add +800.0%
ALLE Allegion PLC 0.24% 4,900 $639K Reduce -9.3%
VZ Verizon Communications Inc. 0.24% 14,016 $636K Reduce -33.3%
TSCO Tractor Supply Company 0.24% 11,500 $634K No change
YUM Yum! Brands Inc. 0.24% 4,000 $629K No change
MPC Marathon Petroleum Corp. 0.24% 4,300 $626K No change
TMUS T-Mobile US Inc. 0.23% 2,300 $613K No change
SHV iShares 0-1 Year Treasury Bo 0.23% 5,500 $608K No change
OXY Occidental Petroleum Corp. 0.23% 12,250 $608K No change
GPC Genuine Parts Co. 0.23% 5,000 $601K No change
EIX Edison International 0.22% 10,000 $589K New
FTNT Fortinet Inc. 0.21% 5,650 $544K No change
MOS The Mosaic Co. 0.21% 20,000 $540K No change
HON Honeywell International Inc. 0.20% 2,500 $529K No change
TOL Toll Brothers Inc. 0.20% 5,000 $528K No change
COP Conocophillips 0.20% 5,000 $525K Add +96.1%
MDT Medtronic PLC 0.20% 5,738 $518K No change
CL Colgate-Palmolive Co. 0.20% 5,500 $515K No change
ADM Archer-Daniels-Midland Co. 0.19% 10,300 $495K No change
BDL Flanigan's Enterprises Inc. 0.18% 19,450 $481K No change
SCHI Schwab 5-10 Year Corporate B 0.17% 20,000 $449K No change
AMP Ameriprise Financial Inc. 0.17% 901 $436K No change
LNC Lincoln National Corp. 0.16% 12,000 $431K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.16% 8,000 $420K No change
ZTS Zoetis Inc. 0.16% 2,549 $420K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.16% 8,000 $419K No change
FCX Freeport-McMoran Inc. 0.16% 11,000 $416K No change
GEV GE Vernova Inc. 0.15% 1,313 $401K No change
ROK Rockwell Automation Inc. 0.15% 1,500 $388K No change
DD Dupont DE Nemours Inc. 0.15% 5,127 $383K No change
ONDS Ondas Inc. filed as ONDAS HLDGS INC 0.15% 357,800 $383K Add +47.4%
GS Goldman Sachs Group Inc. 0.15% 700 $382K No change
SPSB SS SPDR P St C Corp. ETF 0.14% 12,500 $376K No change
PSX Phillips 66 0.14% 3,000 $370K No change
SCHO Schwab Short-Term US Treas 0.14% 15,000 $365K No change
NUE Nucor Corp. 0.14% 3,000 $363K New
CVS CVS Health Corp. 0.14% 5,265 $357K Reduce -21.1%
B Barrick Gold Corp. 0.13% 17,000 $330K No change
VCIT Vanguard Int-Term Corporate 0.12% 4,000 $328K No change
CTVA Corteva Inc. 0.12% 5,128 $323K No change
FLOT iShares Floating Rate Bond E 0.12% 6,000 $306K No change
FLRN SS SPDR BB Ig Float RT ETF 0.11% 9,000 $277K No change
RXRX Recursion Pharmaceuticals-A 0.10% 52,000 $275K Reduce -35.0%
MUB iShares National Muni Bond E 0.10% 2,544 $268K No change
CSX CSX Corp. 0.10% 9,000 $265K No change
MTN Vail Resorts Inc. 0.09% 1,450 $235K No change
MO Altria Group Inc. 0.09% 3,900 $234K No change
TXN Texas Instruments Inc. 0.09% 1,300 $234K No change
T AT&T Inc. 0.09% 8,224 $233K No change
GOGO Gogo Inc. 0.09% 26,500 $228K No change
GNRC Generac Holdings Inc. 0.08% 1,700 $215K No change
BP BP PLC-Spons ADR 0.08% 6,280 $212K No change
IGV iShares Expanded Tech-Softwa 0.08% 2,375 $211K No change
SSB Southstate Bank Corp. 0.08% 2,258 $210K Reduce -0.0%
YUMC Yum China Holdings Inc. 0.08% 4,000 $208K No change
BAX Baxter International Inc. 0.08% 6,000 $206K Reduce -9.8%
BHRB Burke & Herbert Financial SE 0.08% 3,536 $198K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.07% 4,500 $191K Reduce -60.9%
STZ Constellation Brands Inc. Class A 0.07% 1,000 $184K No change
DECK Deckers Outdoor Corp. 0.07% 1,600 $179K New
WBA Walgreens Boots Alliance Inc. 0.06% 15,000 $168K No change
SCHW Schwab (charles) Corp. 0.06% 2,125 $166K No change
EMR Emerson Electric Co. 0.06% 1,500 $164K No change
INTC Intel Corp. 0.06% 7,000 $159K No change
BLE BlackRock Muni Inc. TR II 0.06% 15,200 $158K No change
FITB Fifth Third Bancorp 0.06% 4,000 $158K No change
NVO Novo-Nordisk A/S-Spons ADR 0.06% 2,206 $156K No change
ISRG Intuitive Surgical Inc. 0.06% 312 $155K No change
QQQ Invesco QQQ Trust Series 1 0.06% 324 $152K No change
GEHC GE Healthcare Technology 0.05% 1,753 $141K No change
ULTA Ulta Beauty Inc. 0.05% 375 $137K New
PML PIMCO Municipal Income FD II 0.05% 15,000 $122K No change
NMZ Nuveen Muni Hi Inc. Opport 0.04% 10,000 $109K No change
IJR iShares Core S&P Small-Cap E 0.04% 1,036 $108K No change
XPMQX PIMCO Muni Income Fund III 0.04% 15,000 $107K No change
ILMN Illumina Inc. 0.04% 1,300 $103K No change
PHK PIMCO High Income Fund 0.04% 20,000 $99K No change
PYPL PayPal Holdings Inc. 0.03% 1,370 $89K No change
BKNG Booking Holdings Inc. 0.03% 18 $83K Reduce -45.5%
IWM iShares Russell 2000 ETF 0.03% 352 $70K No change
ZM Zoom Communications Inc. 0.03% 950 $70K Reduce -34.5%
CI The Cigna Group 0.03% 200 $66K No change
KMI Kinder Morgan Inc. 0.02% 1,741 $50K No change
HPE Hewlett Packard Enterprise 0.02% 3,000 $47K No change
NOW ServiceNow Inc. 0.02% 53 $42K No change
TDOC Teladoc Health Inc. 0.01% 4,000 $32K No change

Portfolio Sells Q4 2024 → Q1 2025
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.38
MCD McDonald's Corp. Reduce -46.8% 0.54% −0.37
CSCO Cisco Systems Inc. Reduce -48.0% 0.46% −0.36
AGCO Agco Corp. Sold out 0.00% −0.34
GOOGL Alphabet Inc. Class A Reduce -10.8% 0.97% −0.32
ARM Arm Holdings PLC-ADR Sold out 0.00% −0.18
WMT Walmart Inc. Reduce -10.3% 1.46% −0.16
F Ford Motor Co. Sold out 0.00% −0.15
RXRX Recursion Pharmaceuticals-A Reduce -35.0% 0.10% −0.09
FLR Fluor Corp. Sold out 0.00% −0.09
SLB SLB Ltd. Reduce -60.9% 0.07% −0.09
CRL Charles River Laboratories Sold out 0.00% −0.08
HAL Halliburton Co. Sold out 0.00% −0.07
VZ Verizon Communications Inc. Reduce -33.3% 0.24% −0.07
DOW Dow Inc. Reduce -6.0% 0.31% −0.06
BKNG Booking Holdings Inc. Reduce -45.5% 0.03% −0.03
AAP Advance Auto Parts Inc. Sold out 0.00% −0.02
ALLE Allegion PLC Reduce -9.3% 0.24% −0.02
ZM Zoom Communications Inc. Reduce -34.5% 0.03% −0.02
SSB Southstate Bank Corp. Reduce -0.0% 0.08% −0.00
BAX Baxter International Inc. Reduce -9.8% 0.08% +0.01
CVS CVS Health Corp. Reduce -21.1% 0.14% +0.03
PG The Procter & Gamble Co. Reduce -1.2% 0.97% +0.03

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B New 0.45% +0.45
MET Metlife Inc. New 0.31% +0.31
TSLA Tesla Inc. New 0.30% +0.30
NFLX Netflix Inc. New 0.28% +0.28
ABBV Abbvie Inc. Add +0.1% 1.52% +0.27
ORCL Oracle Corp. Add +145.3% 0.47% +0.25
UNH Unitedhealth Group Inc. Add +48.5% 0.66% +0.24
EIX Edison International New 0.22% +0.22
VRT Vertiv Holdings Co. Class A Add +800.0% 0.25% +0.20
MU Micron Technology Inc. Add +64.9% 0.42% +0.18
AIG American International Group Add +27.3% 0.46% +0.17
LOW Lowe's Cos Inc. Add +33.1% 0.71% +0.16
DELL Dell Technologies -C Add +85.7% 0.45% +0.15
IBM Intl Business Machines Corp. Add +0.1% 1.02% +0.15
MRSH Marsh & McLennan Cos Add +30.3% 0.40% +0.14
NUE Nucor Corp. New 0.14% +0.14
AXP American Express Co. Add +19.2% 1.27% +0.13
COP Conocophillips Add +96.1% 0.20% +0.11
ADBE Adobe Inc. Add +35.0% 0.56% +0.09
DG Dollar General Corp. Add +3.5% 0.49% +0.09
JPM JPMorgan Chase & Co. Add +0.0% 1.49% +0.08
DECK Deckers Outdoor Corp. New 0.07% +0.07
ULTA Ulta Beauty Inc. New 0.05% +0.05
ETN Eaton Corp. PLC Add +36.1% 0.39% +0.05
NEXT Nextdecade Corp. Add +6.6% 0.43% +0.04
NKE Nike Inc. Class B Add +10.6% 0.36% −0.02
MRK Merck & Co. Inc. Add +4.1% 0.88% −0.03
ONDS Ondas Inc. Add +47.4% 0.15% −0.08
MSFT Microsoft Corp. Add +4.4% 3.37% −0.14
NVDA Nvidia Corp. Add +2.8% 4.57% −0.77
AAPL Apple Inc. Add +0.3% 24.65% −2.19

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