Ceeto Capital Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Ceeto Capital Group, LLC reported 173 stock positions worth $287.4 million. Its top holding was Apple (AAPL) at 20.3% of the portfolio, followed by Nvidia (NVDA, 6.2%) and Microsoft (MSFT, 4.1%). Compared with Q1 2025, it opened 13 new positions, sold out of 18, added to 47 and reduced 30. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
CORAL GABLES, FL
CIK
0001722439
Portfolio Value
$287.4M (Q2 2025)
SEC Filing
0001722439-25-000003 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $287.4M $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 173 stocks · $287.4M
AAPL Apple Inc. 20.29% 284,231 $58.3M Reduce -2.7%
NVDA Nvidia Corp. 6.15% 111,900 $17.7M Add +0.8%
MSFT Microsoft Corp. 4.09% 23,655 $11.8M No change
META Meta Platforms Inc. Class A 2.10% 8,161 $6.0M Add +6.5%
V Visa Inc. Class A 2.07% 16,728 $5.9M Reduce -5.8%
MS Morgan Stanley 1.92% 39,155 $5.5M Add +9.2%
AMZN Amazon.com Inc. 1.91% 25,050 $5.5M Add +2.7%
BRK.B Berkshire Hathaway Inc. Class B 1.78% 10,515 $5.1M Add +372.6%
JPM JPMorgan Chase & Co. 1.57% 15,613 $4.5M Reduce -2.6%
WMT Walmart Inc. 1.50% 44,200 $4.3M Add +1.1%
HD Home Depot Inc. 1.43% 11,225 $4.1M Reduce -4.3%
AXP American Express Co. 1.37% 12,355 $3.9M Reduce -0.7%
ABBV Abbvie Inc. 1.26% 19,452 $3.6M Add +1.9%
GOOG Alphabet Inc. Class C 1.20% 19,460 $3.5M Add +0.3%
DRI Darden Restaurants Inc. 1.18% 15,500 $3.4M No change
RTX RTX Corp. 1.17% 23,087 $3.4M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.11% 10,831 $3.2M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.10% 5,080 $3.1M New
CRM Salesforce Inc. 1.09% 11,425 $3.1M Add +52.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.05% 24,140 $3.0M Add +26.1%
MA Mastercard Inc. Class A 0.83% 4,250 $2.4M No change
PG The Procter & Gamble Co. 0.82% 14,843 $2.4M Reduce -0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.77% 46,870 $2.2M No change
MCD McDonald's Corp. 0.77% 7,542 $2.2M Add +66.0%
ABT Abbott Laboratories 0.77% 16,200 $2.2M No change
AMGN Amgen Inc. 0.77% 7,875 $2.2M Add +4.3%
MRK Merck & Co. Inc. 0.73% 26,350 $2.1M Add +2.7%
KR Kroger Co. 0.73% 29,100 $2.1M Reduce -1.4%
JNJ Johnson & Johnson 0.72% 13,468 $2.1M Reduce -10.0%
AVGO Broadcom Inc. 0.69% 7,150 $2.0M Reduce -12.3%
WFC Wells Fargo & Co. 0.68% 24,503 $2.0M Add +13.9%
ORCL Oracle Corp. 0.68% 8,955 $2.0M Add +0.6%
XOM Exxon Mobil Corp. 0.68% 18,052 $1.9M No change
CMCSA Comcast Corp. Class A 0.64% 51,570 $1.8M No change
LOW Lowe's Cos Inc. 0.64% 8,250 $1.8M Add +2.5%
MMM 3M Co. 0.61% 11,450 $1.7M Reduce -37.9%
COST Costco Wholesale Corp. 0.59% 1,727 $1.7M No change
REGN Regeneron Pharmaceuticals 0.59% 3,240 $1.7M Add +58.8%
CVX Chevron Corp. 0.57% 11,520 $1.6M Add +22.3%
UNH Unitedhealth Group Inc. 0.57% 5,231 $1.6M Add +58.2%
PFE Pfizer Inc. 0.56% 66,250 $1.6M Add +19.9%
DELL Dell Technologies -C 0.55% 13,000 $1.6M No change
MU Micron Technology Inc. 0.55% 12,900 $1.6M Add +1.6%
BMY Bristol-Myers Squibb Co. 0.54% 33,250 $1.5M No change
ADBE Adobe Inc. 0.52% 3,880 $1.5M Add +0.7%
GOOGL Alphabet Inc. Class A 0.52% 8,520 $1.5M Reduce -48.4%
PEP Pepsico Inc. 0.50% 10,824 $1.4M Add +0.5%
AMD Advanced Micro Devices 0.49% 10,000 $1.4M Add +42.9%
QCOM Qualcomm Inc. 0.49% 8,800 $1.4M Add +17.3%
ADP Automatic Data Processing 0.49% 4,500 $1.4M Add +4.7%
GE General Electric filed as GE AEROSPACE 0.48% 5,353 $1.4M Reduce -26.3%
C Citigroup Inc. 0.48% 16,151 $1.4M No change
LLY Eli Lilly & Co. 0.47% 1,730 $1.3M Add +6.1%
ETN Eaton Corp. PLC 0.47% 3,773 $1.3M No change
BA The Boeing Co. 0.47% 6,397 $1.3M Reduce -0.4%
KO The Coca-Cola Co. 0.46% 18,360 $1.3M No change
CSCO Cisco Systems Inc. 0.45% 18,533 $1.3M Reduce -5.1%
AIG American International Group 0.44% 14,700 $1.3M Add +5.0%
NEXT Nextdecade Corp. 0.43% 139,000 $1.2M Reduce -4.8%
WM Waste Management Inc. 0.43% 5,351 $1.2M Add +23.0%
GEV GE Vernova Inc. 0.42% 2,254 $1.2M Add +71.7%
VST Vistra Corp. 0.40% 6,000 $1.2M New
VRT Vertiv Holdings Co. Class A 0.40% 9,000 $1.2M No change
ROL Rollins Inc. 0.40% 20,250 $1.1M No change
DG Dollar General Corp. 0.38% 9,650 $1.1M Reduce -34.1%
GD General Dynamics Corp. 0.38% 3,700 $1.1M No change
NFLX Netflix Inc. 0.37% 800 $1.1M No change
JCI Johnson Controls Internation 0.37% 10,000 $1.1M No change
LHX L3HARRIS Technologies Inc. 0.37% 4,200 $1.1M No change
TGT Target Corp. 0.36% 10,613 $1.0M Add +28.4%
CB Chubb Ltd. 0.35% 3,500 $1.0M Reduce -16.7%
GIS General Mills Inc. 0.35% 19,550 $1.0M No change
NEE Nextera Energy Inc. 0.34% 14,000 $972K No change
HII Huntington Ingalls Industrie 0.34% 4,000 $966K New
IVV iShares Core S&P 500 ETF 0.34% 1,556 $966K No change
MRSH Marsh & McLennan Cos 0.33% 4,300 $940K No change
NEM Newmont Corp. 0.32% 16,000 $932K No change
DKS Dick's Sporting Goods Inc. 0.32% 4,700 $930K New
LMT Lockheed Martin Corp. 0.32% 2,000 $926K No change
KMB Kimberly-Clark Corp. 0.32% 7,000 $911K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.30% 7,000 $864K No change
D Dominion Energy Inc. 0.30% 15,000 $848K No change
RF Regions Financial Corp. 0.29% 35,500 $841K No change
PGR Progressive Corp. 0.29% 3,121 $833K New
MET Metlife Inc. 0.28% 10,000 $804K No change
ROK Rockwell Automation Inc. 0.28% 2,400 $797K Add +60.0%
CLX Clorox Company 0.28% 6,600 $792K No change
ONDS Ondas Inc. filed as ONDAS HLDGS INC 0.27% 404,800 $777K Add +13.1%
ALGN Align Technology Inc. 0.26% 4,000 $757K New
NOC Northrop Grumman Corp. 0.26% 1,500 $750K No change
AMAT Applied Materials Inc. 0.25% 4,000 $732K Reduce -20.0%
FDX FedEx Corp. 0.25% 3,200 $732K No change
MOS The Mosaic Co. 0.25% 20,000 $730K No change
OXY Occidental Petroleum Corp. 0.25% 17,250 $729K Add +40.8%
PM Philip Morris International 0.25% 3,900 $716K Reduce -5.7%
ALLE Allegion PLC 0.25% 4,900 $706K No change
KMPR Kemper Corp. 0.24% 10,910 $704K No change
MDT Medtronic PLC 0.24% 7,988 $701K Add +39.2%
NKE Nike Inc. Class B 0.24% 9,648 $689K Reduce -34.1%
GILD Gilead Sciences Inc. 0.24% 6,200 $687K No change
USB US Bancorp 0.24% 15,000 $686K New
VZ Verizon Communications Inc. 0.24% 15,768 $682K Add +12.5%
BDL Flanigan's Enterprises Inc. 0.23% 19,050 $661K Reduce -2.1%
NUE Nucor Corp. 0.23% 5,000 $650K Add +66.7%
DOW Dow Inc. 0.22% 23,844 $631K Add +2.1%
SHV iShares 0-1 Year Treasury Bo 0.21% 5,500 $607K No change
FTNT Fortinet Inc. 0.21% 5,650 $597K No change
PSX Phillips 66 0.21% 5,000 $597K Add +66.7%
MDLZ Mondelez International Inc. Class A 0.21% 8,786 $596K Reduce -53.2%
YUM Yum! Brands Inc. 0.21% 4,000 $593K No change
HON Honeywell International Inc. 0.20% 2,500 $582K No change
TOL Toll Brothers Inc. 0.20% 5,000 $571K No change
FLRN SS SPDR BB Ig Float RT ETF 0.19% 18,000 $555K Add +100.0%
TMUS T-Mobile US Inc. 0.19% 2,300 $548K No change
FLOT iShares Floating Rate Bond E 0.19% 10,500 $536K Add +75.0%
TSCO Tractor Supply Company 0.18% 10,000 $528K Reduce -13.0%
ACVF American Conservative Values 0.18% 11,000 $519K New
CL Colgate-Palmolive Co. 0.17% 5,500 $500K No change
GS Goldman Sachs Group Inc. 0.17% 700 $495K No change
AMP Ameriprise Financial Inc. 0.17% 900 $480K Reduce -0.1%
FCX Freeport-McMoran Inc. 0.17% 11,000 $477K No change
KIM Kimco Realty Corp. 0.16% 22,500 $473K New
SCHI Schwab 5-10 Year Corporate B 0.16% 20,000 $455K No change
COP Conocophillips 0.16% 5,000 $449K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.15% 8,000 $426K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.15% 8,000 $422K No change
LNC Lincoln National Corp. 0.14% 12,000 $415K No change
ZTS Zoetis Inc. 0.14% 2,549 $398K No change
CTVA Corteva Inc. 0.13% 5,128 $382K No change
SPSB SS SPDR P St C Corp. ETF 0.13% 12,500 $377K No change
SCHO Schwab Short-Term US Treas 0.13% 15,000 $366K No change
GOGO Gogo Inc. 0.13% 24,500 $360K Reduce -7.5%
CVS CVS Health Corp. 0.12% 5,200 $359K Reduce -1.2%
B Barrick Mining Corp. 0.12% 17,000 $354K No change
VCIT Vanguard Int-Term Corporate 0.12% 4,000 $332K No change
T AT&T Inc. 0.10% 10,224 $296K Add +24.3%
CSX CSX Corp. 0.10% 9,000 $294K No change
DECK Deckers Outdoor Corp. 0.10% 2,725 $281K Add +70.3%
ONON On Holding AG Class A filed as ON HLDG AG 0.10% 5,350 $278K New
MUB iShares National Muni Bond E 0.09% 2,544 $266K No change
VTWO Vanguard Russell 2000 ETF 0.09% 3,000 $262K New
IGV iShares Expanded Tech-Softwa 0.09% 2,375 $260K No change
GNRC Generac Holdings Inc. 0.08% 1,700 $243K No change
MO Altria Group Inc. 0.08% 3,900 $233K No change
TXN Texas Instruments Inc. 0.08% 1,100 $228K Reduce -15.4%
GABC German American Bancorp 0.08% 5,623 $217K New
BHRB Burke & Herbert Financial SE 0.07% 3,536 $211K No change
SSB Southstate Bank Corp. 0.07% 2,258 $208K No change
GEHC GE Healthcare Technology 0.07% 2,790 $207K Add +59.2%
EIX Edison International 0.07% 4,000 $206K Reduce -60.0%
EMR Emerson Electric Co. 0.07% 1,500 $200K No change
SCHW Schwab (charles) Corp. 0.07% 2,125 $194K No change
PML PIMCO Municipal Income FD II 0.07% 25,000 $187K Add +66.7%
QQQ Invesco QQQ Trust Series 1 0.06% 324 $179K No change
YUMC Yum China Holdings Inc. 0.06% 4,000 $179K No change
ULTA Ulta Beauty Inc. 0.06% 375 $175K No change
MTN Vail Resorts Inc. 0.06% 1,100 $175K Reduce -24.1%
LYB Lyondellbasell Indu Class A 0.06% 3,000 $174K New
ISRG Intuitive Surgical Inc. 0.06% 312 $170K No change
FITB Fifth Third Bancorp 0.06% 4,000 $166K No change
STZ Constellation Brands Inc. Class A 0.06% 1,000 $163K No change
BLE BlackRock Muni Inc. TR II 0.05% 15,200 $153K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.05% 4,500 $153K No change
NVO Novo-Nordisk A/S-Spons ADR 0.05% 2,206 $152K No change
NOW ServiceNow Inc. 0.04% 123 $126K Add +132.1%
ILMN Illumina Inc. 0.04% 1,300 $124K No change
IJR iShares Core S&P Small-Cap E 0.04% 1,036 $113K No change
INTC Intel Corp. 0.04% 5,000 $112K Reduce -28.6%
NMZ Nuveen Muni Hi Inc. Opport 0.04% 10,000 $104K No change
XPMQX PIMCO Muni Income Fund III 0.04% 15,000 $103K No change
PHK PIMCO High Income Fund 0.03% 20,000 $97K No change
IWM iShares Russell 2000 ETF 0.03% 352 $76K No change
KMI Kinder Morgan Inc. 0.02% 1,741 $51K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -2.7% 20.29% −4.36
GOOGL Alphabet Inc. Class A Reduce -48.4% 0.52% −0.45
MMM 3M Co. Reduce -37.9% 0.61% −0.42
HUM Humana Inc. Sold out 0.00% −0.33
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.31
V Visa Inc. Class A Reduce -5.8% 2.07% −0.30
TSLA Tesla Inc. Sold out 0.00% −0.30
MDLZ Mondelez International Inc. Class A Reduce -53.2% 0.21% −0.28
LRCX Lam Research Corp. Sold out 0.00% −0.28
MPC Marathon Petroleum Corp. Sold out 0.00% −0.24
GPC Genuine Parts Co. Sold out 0.00% −0.23
JNJ Johnson & Johnson Reduce -10.0% 0.72% −0.23
HD Home Depot Inc. Reduce -4.3% 1.43% −0.20
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.19
EIX Edison International Reduce -60.0% 0.07% −0.15
DD Dupont DE Nemours Inc. Sold out 0.00% −0.15
PG The Procter & Gamble Co. Reduce -0.7% 0.82% −0.14
CB Chubb Ltd. Reduce -16.7% 0.35% −0.13
NKE Nike Inc. Class B Reduce -34.1% 0.24% −0.12
DG Dollar General Corp. Reduce -34.1% 0.38% −0.11
RXRX Recursion Pharmaceuticals-A Sold out 0.00% −0.10
BP BP PLC-Spons ADR Sold out 0.00% −0.08
BAX Baxter International Inc. Sold out 0.00% −0.08
GE General Electric Reduce -26.3% 0.48% −0.07
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.06
TSCO Tractor Supply Company Reduce -13.0% 0.18% −0.06
PYPL PayPal Holdings Inc. Sold out 0.00% −0.03
KR Kroger Co. Reduce -1.4% 0.73% −0.03
BKNG Booking Holdings Inc. Sold out 0.00% −0.03
MTN Vail Resorts Inc. Reduce -24.1% 0.06% −0.03
ZM Zoom Communications Inc. Sold out 0.00% −0.03
CI The Cigna Group Sold out 0.00% −0.03
INTC Intel Corp. Reduce -28.6% 0.04% −0.02
AMAT Applied Materials Inc. Reduce -20.0% 0.25% −0.02
HPE Hewlett Packard Enterprise Sold out 0.00% −0.02
TDOC Teladoc Health Inc. Sold out 0.00% −0.01
CVS CVS Health Corp. Reduce -1.2% 0.12% −0.01
CSCO Cisco Systems Inc. Reduce -5.1% 0.45% −0.01
TXN Texas Instruments Inc. Reduce -15.4% 0.08% −0.01
PM Philip Morris International Reduce -5.7% 0.25% −0.00
NEXT Nextdecade Corp. Reduce -4.8% 0.43% −0.00
AMP Ameriprise Financial Inc. Reduce -0.1% 0.17% +0.00
GOGO Gogo Inc. Reduce -7.5% 0.13% +0.04
BDL Flanigan's Enterprises Inc. Reduce -2.1% 0.23% +0.05
BA The Boeing Co. Reduce -0.4% 0.47% +0.05
JPM JPMorgan Chase & Co. Reduce -2.6% 1.57% +0.08
AXP American Express Co. Reduce -0.7% 1.37% +0.10
AVGO Broadcom Inc. Reduce -12.3% 0.69% +0.17

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +0.8% 6.15% +1.58
BRK.B Berkshire Hathaway Inc. Class B Add +372.6% 1.78% +1.33
SPY SS SPDR S&P 500 ETF Trust-US New 1.10% +1.10
META Meta Platforms Inc. Class A Add +6.5% 2.10% +0.42
VST Vistra Corp. New 0.40% +0.40
HII Huntington Ingalls Industrie New 0.34% +0.34
MS Morgan Stanley Add +9.2% 1.92% +0.33
DIS The Walt Disney Co. Add +26.1% 1.05% +0.33
DKS Dick's Sporting Goods Inc. New 0.32% +0.32
CRM Salesforce Inc. Add +52.3% 1.09% +0.32
PGR Progressive Corp. New 0.29% +0.29
ALGN Align Technology Inc. New 0.26% +0.26
GEV GE Vernova Inc. Add +71.7% 0.42% +0.26
USB US Bancorp New 0.24% +0.24
MCD McDonald's Corp. Add +66.0% 0.77% +0.23
AMD Advanced Micro Devices Add +42.9% 0.49% +0.22
ORCL Oracle Corp. Add +0.6% 0.68% +0.21
ACVF American Conservative Values New 0.18% +0.18
KIM Kimco Realty Corp. New 0.16% +0.16
AMZN Amazon.com Inc. Add +2.7% 1.91% +0.15
MU Micron Technology Inc. Add +1.6% 0.55% +0.13
ROK Rockwell Automation Inc. Add +60.0% 0.28% +0.13
ONDS Ondas Inc. Add +13.1% 0.27% +0.12
REGN Regeneron Pharmaceuticals Add +58.8% 0.59% +0.10
ONON On Holding AG Class A New 0.10% +0.10
WFC Wells Fargo & Co. Add +13.9% 0.68% +0.10
VTWO Vanguard Russell 2000 ETF New 0.09% +0.09
NUE Nucor Corp. Add +66.7% 0.23% +0.09
IBM Intl Business Machines Corp. Add +0.1% 1.11% +0.09
FLRN SS SPDR BB Ig Float RT ETF Add +100.0% 0.19% +0.09
GABC German American Bancorp New 0.08% +0.08
FLOT iShares Floating Rate Bond E Add +75.0% 0.19% +0.07
PSX Phillips 66 Add +66.7% 0.21% +0.07
LYB Lyondellbasell Indu Class A New 0.06% +0.06
QCOM Qualcomm Inc. Add +17.3% 0.49% +0.05
GOOG Alphabet Inc. Class C Add +0.3% 1.20% +0.05
MDT Medtronic PLC Add +39.2% 0.24% +0.05
WM Waste Management Inc. Add +23.0% 0.43% +0.04
WMT Walmart Inc. Add +1.1% 1.50% +0.04
TGT Target Corp. Add +28.4% 0.36% +0.04
DECK Deckers Outdoor Corp. Add +70.3% 0.10% +0.03
NOW ServiceNow Inc. Add +132.1% 0.04% +0.03
PFE Pfizer Inc. Add +19.9% 0.56% +0.03
OXY Occidental Petroleum Corp. Add +40.8% 0.25% +0.02
PML PIMCO Municipal Income FD II Add +66.7% 0.07% +0.02
GEHC GE Healthcare Technology Add +59.2% 0.07% +0.02
T AT&T Inc. Add +24.3% 0.10% +0.01
VZ Verizon Communications Inc. Add +12.5% 0.24% −0.00
ADP Automatic Data Processing Add +4.7% 0.49% −0.02
AIG American International Group Add +5.0% 0.44% −0.02

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