Ceeto Capital Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ceeto Capital Group, LLC reported 183 stock positions worth $344.9 million. Its top holding was Apple (AAPL) at 20.5% of the portfolio, followed by Popular (BPOP, 8.4%) and Nvidia (NVDA, 5.8%). Compared with Q2 2025, it opened 18 new positions, sold out of 8, added to 39 and reduced 36. The biggest buy was a new position in Popular (BPOP) and the biggest sale JPMorgan Chase (JPM, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- CORAL GABLES, FL
- CIK
- 0001722439
- Portfolio Value
- $344.9M (Q3 2025)
- SEC Filing
- 0001722439-25-000006 ↗ filed Nov 14, 2025
Holdings Value
Holdings 183 stocks · $344.9M
| AAPL Apple Inc. | 20.52% | 278,017 | $70.8M | Reduce -2.2% |
| BPOP Popular Inc. | 8.44% | 227,887 | $29.1M | New |
| NVDA Nvidia Corp. | 5.81% | 107,458 | $20.1M | Reduce -4.0% |
| MSFT Microsoft Corp. | 3.73% | 24,855 | $12.9M | Add +5.1% |
| META Meta Platforms Inc. Class A | 1.76% | 8,261 | $6.1M | Add +1.2% |
| AMZN Amazon.com Inc. | 1.75% | 27,450 | $6.0M | Add +9.6% |
| V Visa Inc. Class A | 1.67% | 16,918 | $5.8M | Add +1.1% |
| MS Morgan Stanley | 1.67% | 36,155 | $5.7M | Reduce -7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 10,595 | $5.3M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.38% | 16,837 | $4.8M | Add +55.5% |
| ABBV Abbvie Inc. | 1.31% | 19,463 | $4.5M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.23% | 17,460 | $4.3M | Reduce -10.3% |
| HD Home Depot Inc. | 1.20% | 10,225 | $4.1M | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 1.06% | 11,619 | $3.7M | Reduce -25.6% |
| WMT Walmart Inc. | 1.04% | 34,700 | $3.6M | Reduce -21.5% |
| ONDS Ondas Inc. filed as ONDAS HLDGS INC | 0.99% | 442,800 | $3.4M | Add +9.4% |
| RTX RTX Corp. | 0.98% | 20,208 | $3.4M | Reduce -12.5% |
| AXP American Express Co. | 0.90% | 9,355 | $3.1M | Reduce -24.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.89% | 4,580 | $3.1M | Reduce -9.8% |
| DRI Darden Restaurants Inc. | 0.86% | 15,500 | $3.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.83% | 11,708 | $2.8M | Add +37.4% |
| AVGO Broadcom Inc. | 0.78% | 8,150 | $2.7M | Add +14.0% |
| BA The Boeing Co. | 0.78% | 12,397 | $2.7M | Add +93.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.73% | 22,108 | $2.5M | Reduce -8.4% |
| MRK Merck & Co. Inc. | 0.73% | 29,864 | $2.5M | Add +13.3% |
| JNJ Johnson & Johnson | 0.72% | 13,468 | $2.5M | No change |
| MA Mastercard Inc. Class A | 0.70% | 4,274 | $2.4M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.67% | 9,250 | $2.3M | Add +12.1% |
| MCD McDonald's Corp. | 0.66% | 7,542 | $2.3M | No change |
| CRM Salesforce Inc. | 0.65% | 9,425 | $2.2M | Reduce -17.5% |
| AMGN Amgen Inc. | 0.64% | 7,875 | $2.2M | No change |
| ABT Abbott Laboratories | 0.63% | 16,200 | $2.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 41,870 | $2.2M | Reduce -10.7% |
| LLY Eli Lilly & Co. | 0.60% | 2,730 | $2.1M | Add +57.8% |
| XOM Exxon Mobil Corp. | 0.60% | 18,230 | $2.1M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.57% | 12,843 | $2.0M | Reduce -13.5% |
| KR Kroger Co. | 0.57% | 29,100 | $2.0M | No change |
| PEP Pepsico Inc. | 0.55% | 13,524 | $1.9M | Add +24.9% |
| UNH Unitedhealth Group Inc. | 0.54% | 5,348 | $1.8M | Add +2.2% |
| REGN Regeneron Pharmaceuticals | 0.53% | 3,240 | $1.8M | No change |
| CVX Chevron Corp. | 0.52% | 11,605 | $1.8M | Add +0.7% |
| MMM 3M Co. | 0.52% | 11,450 | $1.8M | No change |
| PFE Pfizer Inc. | 0.49% | 66,250 | $1.7M | No change |
| ORCL Oracle Corp. | 0.49% | 5,955 | $1.7M | Reduce -33.5% |
| WFC Wells Fargo & Co. | 0.47% | 19,503 | $1.6M | Reduce -20.4% |
| FTNT Fortinet Inc. | 0.47% | 19,250 | $1.6M | Add +240.7% |
| COST Costco Wholesale Corp. | 0.46% | 1,727 | $1.6M | No change |
| BMY Bristol-Myers Squibb Co. | 0.45% | 34,392 | $1.6M | Add +3.4% |
| QCOM Qualcomm Inc. | 0.42% | 8,800 | $1.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.42% | 4,853 | $1.5M | Reduce -9.3% |
| AMAT Applied Materials Inc. | 0.40% | 6,700 | $1.4M | Add +67.5% |
| ADP Automatic Data Processing | 0.39% | 4,500 | $1.3M | No change |
| MU Micron Technology Inc. | 0.38% | 7,900 | $1.3M | Reduce -38.8% |
| LHX L3HARRIS Technologies Inc. | 0.37% | 4,200 | $1.3M | No change |
| VRT Vertiv Holdings Co. Class A | 0.37% | 8,500 | $1.3M | Reduce -5.6% |
| CB Chubb Ltd. | 0.37% | 4,500 | $1.3M | Add +28.6% |
| CSCO Cisco Systems Inc. | 0.37% | 18,533 | $1.3M | No change |
| HII Huntington Ingalls Industrie | 0.37% | 4,400 | $1.3M | Add +10.0% |
| GD General Dynamics Corp. | 0.37% | 3,700 | $1.3M | No change |
| INTU Intuit Inc. | 0.36% | 1,800 | $1.2M | New |
| KO The Coca-Cola Co. | 0.36% | 18,360 | $1.2M | No change |
| PANW Palo Alto Networks Inc. | 0.35% | 6,000 | $1.2M | New |
| TGT Target Corp. | 0.35% | 13,613 | $1.2M | Add +28.3% |
| IVV iShares Core S&P 500 ETF | 0.35% | 1,789 | $1.2M | Add +15.0% |
| ROL Rollins Inc. | 0.34% | 20,250 | $1.2M | No change |
| WM Waste Management Inc. | 0.34% | 5,351 | $1.2M | No change |
| AIG American International Group | 0.33% | 14,700 | $1.2M | No change |
| MET Metlife Inc. | 0.33% | 14,000 | $1.2M | Add +40.0% |
| DELL Dell Technologies -C | 0.33% | 8,000 | $1.1M | Reduce -38.5% |
| AMD Advanced Micro Devices | 0.33% | 7,000 | $1.1M | Reduce -30.0% |
| C Citigroup Inc. | 0.33% | 11,151 | $1.1M | Reduce -31.0% |
| JCI Johnson Controls Internation | 0.32% | 10,000 | $1.1M | No change |
| CMCSA Comcast Corp. Class A | 0.32% | 35,000 | $1.1M | Reduce -32.1% |
| CMG Chipotle Mexican Grill Inc. | 0.30% | 26,500 | $1.0M | New |
| NOW ServiceNow Inc. | 0.30% | 1,123 | $1.0M | Add +813.0% |
| KMB Kimberly-Clark Corp. | 0.30% | 8,150 | $1.0M | Add +16.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 7,000 | $1.0M | No change |
| LMT Lockheed Martin Corp. | 0.29% | 2,000 | $998K | No change |
| DG Dollar General Corp. | 0.29% | 9,650 | $997K | No change |
| GIS General Mills Inc. | 0.29% | 19,550 | $986K | No change |
| CLX Clorox Company | 0.28% | 7,950 | $980K | Add +20.4% |
| NFLX Netflix Inc. | 0.28% | 800 | $959K | No change |
| COP Conocophillips | 0.27% | 10,000 | $946K | Add +100.0% |
| RF Regions Financial Corp. | 0.27% | 35,500 | $943K | No change |
| D Dominion Energy Inc. | 0.27% | 15,000 | $918K | No change |
| NOC Northrop Grumman Corp. | 0.27% | 1,500 | $914K | No change |
| ALLE Allegion PLC | 0.26% | 5,070 | $899K | Add +3.5% |
| TSLA Tesla Inc. | 0.26% | 2,000 | $889K | New |
| NEXT Nextdecade Corp. | 0.25% | 129,000 | $876K | Reduce -7.2% |
| MRSH Marsh & McLennan Cos | 0.25% | 4,300 | $867K | No change |
| TXT Textron Inc. | 0.24% | 10,000 | $845K | New |
| ROK Rockwell Automation Inc. | 0.24% | 2,400 | $839K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 2,056 | $805K | New |
| MDT Medtronic PLC | 0.22% | 7,988 | $765K | No change |
| PGR Progressive Corp. | 0.22% | 3,096 | $764K | Reduce -0.8% |
| FDX FedEx Corp. | 0.22% | 3,200 | $759K | No change |
| USB US Bancorp | 0.21% | 15,000 | $733K | No change |
| ALGN Align Technology Inc. | 0.21% | 5,800 | $726K | Add +45.0% |
| VZ Verizon Communications Inc. | 0.20% | 15,768 | $693K | No change |
| TOL Toll Brothers Inc. | 0.20% | 5,000 | $691K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| JPM JPMorgan Chase & Co. | Reduce -25.6% | 1.06% | −0.51 |
| AXP American Express Co. | Reduce -24.3% | 0.90% | −0.47 |
| WMT Walmart Inc. | Reduce -21.5% | 1.04% | −0.47 |
| CRM Salesforce Inc. | Reduce -17.5% | 0.65% | −0.44 |
| VST Vistra Corp. | Sold out | 0.00% | −0.40 |
| ETN Eaton Corp. PLC | Reduce -79.5% | 0.08% | −0.38 |
| ADBE Adobe Inc. | Reduce -59.3% | 0.16% | −0.36 |
| NVDA Nvidia Corp. | Reduce -4.0% | 5.81% | −0.34 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.34 |
| CMCSA Comcast Corp. Class A | Reduce -32.1% | 0.32% | −0.32 |
| DIS The Walt Disney Co. | Reduce -8.4% | 0.73% | −0.31 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.25 |
| MS Morgan Stanley | Reduce -7.7% | 1.67% | −0.25 |
| PG The Procter & Gamble Co. | Reduce -13.5% | 0.57% | −0.25 |
| GEV GE Vernova Inc. | Reduce -55.5% | 0.18% | −0.24 |
| HD Home Depot Inc. | Reduce -8.9% | 1.20% | −0.23 |
| DELL Dell Technologies -C | Reduce -38.5% | 0.33% | −0.23 |
| OXY Occidental Petroleum Corp. | Reduce -87.0% | 0.03% | −0.22 |
| DKS Dick's Sporting Goods Inc. | Reduce -63.8% | 0.11% | −0.21 |
| WFC Wells Fargo & Co. | Reduce -20.4% | 0.47% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.8% | 0.89% | −0.21 |
| ORCL Oracle Corp. | Reduce -33.5% | 0.49% | −0.20 |
| RTX RTX Corp. | Reduce -12.5% | 0.98% | −0.19 |
| NEM Newmont Corp. | Reduce -62.5% | 0.15% | −0.18 |
| NEXT Nextdecade Corp. | Reduce -7.2% | 0.25% | −0.18 |
| DOW Dow Inc. | Reduce -71.8% | 0.04% | −0.17 |
| MU Micron Technology Inc. | Reduce -38.8% | 0.38% | −0.17 |
| AMD Advanced Micro Devices | Reduce -30.0% | 0.33% | −0.17 |
| C Citigroup Inc. | Reduce -31.0% | 0.33% | −0.15 |
| BAC Bank of America Corp. | Reduce -10.7% | 0.63% | −0.15 |
| NKE Nike Inc. Class B | Reduce -41.9% | 0.11% | −0.13 |
| GOGO Gogo Inc. | Reduce -18.4% | 0.05% | −0.08 |
| EIX Edison International | Sold out | 0.00% | −0.07 |
| PGR Progressive Corp. | Reduce -0.8% | 0.22% | −0.07 |
| BDL Flanigan's Enterprises Inc. | Reduce -7.9% | 0.16% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.5% | 0.14% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.06 |
| GE General Electric | Reduce -9.3% | 0.42% | −0.06 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.04 |
| XPMQX PIMCO Muni Income Fund III | Sold out | 0.00% | −0.04 |
| VRT Vertiv Holdings Co. Class A | Reduce -5.6% | 0.37% | −0.03 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -10.3% | 1.23% | +0.03 |
| AAPL Apple Inc. | Reduce -2.2% | 20.52% | +0.23 |
Portfolio Buys Q2 2025 → Q3 2025
| BPOP Popular Inc. | New | 8.44% | +8.44 |
| ONDS Ondas Inc. | Add +9.4% | 0.99% | +0.72 |
| INTU Intuit Inc. | New | 0.36% | +0.36 |
| PANW Palo Alto Networks Inc. | New | 0.35% | +0.35 |
| BA The Boeing Co. | Add +93.8% | 0.78% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +37.4% | 0.83% | +0.30 |
| CMG Chipotle Mexican Grill Inc. | New | 0.30% | +0.30 |
| IBM Intl Business Machines Corp. | Add +55.5% | 1.38% | +0.27 |
| FTNT Fortinet Inc. | Add +240.7% | 0.47% | +0.26 |
| TSLA Tesla Inc. | New | 0.26% | +0.26 |
| NOW ServiceNow Inc. | Add +813.0% | 0.30% | +0.26 |
| TXT Textron Inc. | New | 0.24% | +0.24 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.23% | +0.23 |
| UBER Uber Technologies Inc. | New | 0.17% | +0.17 |
| AMAT Applied Materials Inc. | Add +67.5% | 0.40% | +0.14 |
| SMCI Super Micro Computer Inc. | New | 0.14% | +0.14 |
| NBIS Nebius Group NV | New | 0.14% | +0.14 |
| LLY Eli Lilly & Co. | Add +57.8% | 0.60% | +0.13 |
| COP Conocophillips | Add +100.0% | 0.27% | +0.12 |
| COIN Coinbase Global Inc. Class A | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +14.0% | 0.78% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.09% | +0.09 |
| PRU Prudential Financial Inc. | New | 0.06% | +0.06 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.06% | +0.06 |
| MET Metlife Inc. | Add +40.0% | 0.33% | +0.05 |
| PEP Pepsico Inc. | Add +24.9% | 0.55% | +0.05 |
| VEA Vanguard Ftse Developed ETF | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +0.1% | 1.31% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +12.1% | 0.67% | +0.04 |
| HII Huntington Ingalls Industrie | Add +10.0% | 0.37% | +0.03 |
| PML PIMCO Municipal Income FD II | Add +55.2% | 0.09% | +0.02 |
| HPE Hewlett Packard Enterprise | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +42.7% | 0.08% | +0.02 |
| CB Chubb Ltd. | Add +28.6% | 0.37% | +0.02 |
| ALLE Allegion PLC | Add +3.5% | 0.26% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +15.0% | 0.35% | +0.01 |
| KIM Kimco Realty Corp. | Add +22.2% | 0.17% | +0.01 |
| CLX Clorox Company | Add +20.4% | 0.28% | +0.01 |
| CSX CSX Corp. | Add +14.0% | 0.11% | +0.00 |
| MO Altria Group Inc. | Add +8.4% | 0.08% | +0.00 |
| MRK Merck & Co. Inc. | Add +13.3% | 0.73% | +0.00 |
| TGT Target Corp. | Add +28.3% | 0.35% | −0.01 |
| KMB Kimberly-Clark Corp. | Add +16.4% | 0.30% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 0.54% | −0.03 |
| CVX Chevron Corp. | Add +0.7% | 0.52% | −0.05 |
| KMPR Kemper Corp. | Add +18.3% | 0.19% | −0.05 |
| ALGN Align Technology Inc. | Add +45.0% | 0.21% | −0.05 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.60% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 174 | $369.5M | AAPL, NVDA, MSFT, BPOP, AMZN |
| Q1 2026 | 164 | $325.9M | AAPL, NVDA, BPOP, MSFT, AMZN |
| Q4 2025 | 186 | $342.6M | AAPL, NVDA, BPOP, MSFT, META |
| Q3 2025 | 183 | $344.9M | AAPL, BPOP, NVDA, MSFT, META |
| Q2 2025 | 173 | $287.4M | AAPL, NVDA, MSFT, META, V |
| Q1 2025 | 178 | $263.2M | AAPL, NVDA, MSFT, V, AMZN |
| Q4 2024 | 178 | $271.7M | AAPL, NVDA, MSFT, V, AMZN |
| Q3 2024 | 173 | $267.9M | AAPL, NVDA, MSFT, AMZN, V |
| Q2 2024 | 165 | $257.9M | AAPL, NVDA, MSFT, AMZN, V |
| Q1 2024 | 167 | $244.0M | AAPL, NVDA, MSFT, V, AMZN |