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

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 Q2 2025 Q3 2025: $344.9M $344.9M Q3 2025 Q4 2025: $342.6M Q4 2025 Q1 2026: $325.9M Q1 2026 Q2 2026: $369.5M Q2 2026

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
GILD Gilead Sciences Inc. 0.20% 6,200 $688K No change
NUE Nucor Corp. 0.20% 5,000 $680K No change
PSX Phillips 66 0.20% 5,000 $680K No change
KMPR Kemper Corp. 0.19% 12,910 $666K Add +18.3%
PM Philip Morris International 0.18% 3,900 $633K No change
GEV GE Vernova Inc. 0.18% 1,004 $617K Reduce -55.5%
SHV iShares 0-1 Year Treasury Bo 0.18% 5,500 $608K No change
YUM Yum! Brands Inc. 0.18% 4,000 $608K No change
KIM Kimco Realty Corp. 0.17% 27,500 $601K Add +22.2%
UBER Uber Technologies Inc. 0.17% 6,000 $588K New
TSCO Tractor Supply Company 0.17% 10,000 $569K No change
BDL Flanigan's Enterprises Inc. 0.16% 17,550 $559K Reduce -7.9%
ADBE Adobe Inc. 0.16% 1,580 $557K Reduce -59.3%
B Barrick Mining Corp. 0.16% 17,000 $557K No change
GS Goldman Sachs Group Inc. 0.16% 700 $557K No change
FLRN SS SPDR BB Ig Float RT ETF 0.16% 18,000 $555K No change
TMUS T-Mobile US Inc. 0.16% 2,300 $551K No change
ACVF American Conservative Values 0.16% 11,000 $542K No change
FLOT iShares Floating Rate Bond E 0.16% 10,500 $536K No change
HON Honeywell International Inc. 0.15% 2,500 $526K No change
NEM Newmont Corp. 0.15% 6,000 $506K Reduce -62.5%
LNC Lincoln National Corp. 0.14% 12,000 $484K No change
MDLZ Mondelez International Inc. Class A 0.14% 7,687 $483K Reduce -12.5%
SMCI Super Micro Computer Inc. 0.14% 10,000 $479K New
NBIS Nebius Group NV 0.14% 4,200 $472K New
SCHI Schwab 5-10 Year Corporate B 0.13% 20,000 $462K No change
AMP Ameriprise Financial Inc. 0.13% 900 $442K No change
CL Colgate-Palmolive Co. 0.13% 5,500 $440K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.13% 8,000 $433K No change
FCX Freeport-McMoran Inc. 0.12% 11,000 $431K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.12% 8,000 $424K No change
NKE Nike Inc. Class B 0.11% 5,608 $393K Reduce -41.9%
CVS CVS Health Corp. 0.11% 5,200 $392K No change
SPSB SS SPDR P St C Corp. ETF 0.11% 12,500 $379K No change
DKS Dick's Sporting Goods Inc. 0.11% 1,700 $378K Reduce -63.8%
ZTS Zoetis Inc. 0.11% 2,549 $373K No change
SCHO Schwab Short-Term US Treas 0.11% 15,000 $366K No change
CSX CSX Corp. 0.11% 10,262 $364K Add +14.0%
CTVA Corteva Inc. 0.10% 5,128 $347K No change
COIN Coinbase Global Inc. Class A 0.10% 1,000 $337K New
VCIT Vanguard Int-Term Corporate 0.10% 4,000 $336K No change
PML PIMCO Municipal Income FD II 0.09% 38,804 $308K Add +55.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 628 $302K New
VTWO Vanguard Russell 2000 ETF 0.08% 3,000 $293K No change
SCHW Schwab (charles) Corp. 0.08% 3,033 $290K Add +42.7%
T AT&T Inc. 0.08% 10,224 $289K No change
ETN Eaton Corp. PLC 0.08% 773 $289K Reduce -79.5%
GNRC Generac Holdings Inc. 0.08% 1,700 $285K No change
MO Altria Group Inc. 0.08% 4,228 $284K Add +8.4%
DECK Deckers Outdoor Corp. 0.08% 2,725 $276K No change
IGV iShares Expanded Tech-Softwa 0.08% 2,375 $273K No change
MUB iShares National Muni Bond E 0.08% 2,544 $271K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.07% 5,350 $227K No change
SSB Southstate Bank Corp. 0.06% 2,258 $223K No change
GABC German American Bancorp 0.06% 5,623 $221K No change
BHRB Burke & Herbert Financial SE 0.06% 3,536 $218K No change
GEHC GE Healthcare Technology 0.06% 2,790 $210K No change
PRU Prudential Financial Inc. 0.06% 2,000 $207K New
ULTA Ulta Beauty Inc. 0.06% 375 $205K No change
TXN Texas Instruments Inc. 0.06% 1,100 $202K No change
BLK BlackRock Inc. 0.06% 171 $198K New
EMR Emerson Electric Co. 0.06% 1,500 $197K No change
QQQ Invesco QQQ Trust Series 1 0.06% 324 $195K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,019 $191K New
FITB Fifth Third Bancorp 0.05% 4,000 $180K No change
VEA Vanguard Ftse Developed ETF 0.05% 2,973 $178K New
GOGO Gogo Inc. 0.05% 20,000 $172K Reduce -18.4%
YUMC Yum China Holdings Inc. 0.05% 4,000 $172K No change
INTC Intel Corp. 0.05% 5,000 $168K No change
MTN Vail Resorts Inc. 0.05% 1,100 $165K No change
BLE BlackRock Muni Inc. TR II 0.05% 15,200 $160K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.05% 4,500 $156K No change
DOW Dow Inc. 0.04% 6,716 $154K Reduce -71.8%
LYB Lyondellbasell Indu Class A 0.04% 3,000 $147K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 481 $142K New
ISRG Intuitive Surgical Inc. 0.04% 312 $140K No change
IJR iShares Core S&P Small-Cap E 0.04% 1,036 $123K No change
NVO Novo-Nordisk A/S-Spons ADR 0.04% 2,206 $122K No change
NMZ Nuveen Muni Hi Inc. Opport 0.03% 10,000 $107K No change
OXY Occidental Petroleum Corp. 0.03% 2,250 $107K Reduce -87.0%
PHK PIMCO High Income Fund 0.03% 20,000 $101K No change
IWM iShares Russell 2000 ETF 0.02% 352 $85K No change
HPE Hewlett Packard Enterprise 0.02% 3,000 $74K New

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

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