Ceeto Capital Group, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ceeto Capital Group, LLC reported 174 stock positions worth $369.5 million. Its top holding was Apple (AAPL) at 21.8% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Microsoft (MSFT, 2.9%). Compared with Q1 2026, it opened 18 new positions, sold out of 9, added to 32 and reduced 29. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale Popular (BPOP, shares −25%).

Most Recent 13F
Q2 2026
Location
CORAL GABLES, FL
CIK
0001722439
Portfolio Value
$369.5M (Q2 2026)
SEC Filing
0001722439-26-000003 ↗ filed Aug 14, 2026

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

Holdings 174 stocks · $369.5M
AAPL Apple Inc. 21.77% 277,961 $80.4M Reduce -0.2%
NVDA Nvidia Corp. 5.38% 99,406 $19.9M Add +4.3%
MSFT Microsoft Corp. 2.91% 28,847 $10.8M Add +3.6%
BPOP Popular Inc. 2.68% 59,979 $9.9M Reduce -25.0%
AMZN Amazon.com Inc. 2.03% 31,500 $7.5M Add +5.0%
GOOG Alphabet Inc. Class C 1.86% 19,460 $6.9M No change
GOOGL Alphabet Inc. Class A 1.72% 17,770 $6.3M No change
META Meta Platforms Inc. Class A 1.66% 10,881 $6.1M Add +26.4%
V Visa Inc. Class A 1.61% 17,388 $6.0M Reduce -0.5%
MS Morgan Stanley 1.60% 28,204 $5.9M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 1.58% 11,681 $5.8M No change
ABBV Abbvie Inc. 1.38% 20,290 $5.1M Add +0.1%
AVGO Broadcom Inc. 1.25% 12,260 $4.6M Add +5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.22% 16,053 $4.5M Add +3.3%
WMT Walmart Inc. 1.15% 37,500 $4.2M Add +2.2%
RTX RTX Corp. 1.13% 22,100 $4.2M Add +8.4%
JPM JPMorgan Chase & Co. 1.12% 12,586 $4.1M Add +0.1%
HD Home Depot Inc. 1.07% 11,225 $4.0M Add +9.8%
MRK Merck & Co. Inc. 1.04% 29,864 $3.9M No change
LLY Eli Lilly & Co. 0.98% 3,030 $3.6M No change
MU Micron Technology Inc. 0.98% 3,125 $3.6M Reduce -10.7%
AMGN Amgen Inc. 0.95% 9,675 $3.5M Add +9.0%
AMD Advanced Micro Devices 0.88% 5,600 $3.3M Reduce -15.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.88% 4,320 $3.2M No change
AXP American Express Co. 0.87% 9,500 $3.2M Reduce -1.1%
DRI Darden Restaurants Inc. 0.86% 15,500 $3.2M No change
BA The Boeing Co. 0.84% 14,375 $3.1M No change
UNH Unitedhealth Group Inc. 0.82% 7,326 $3.0M No change
GE General Electric filed as GE AEROSPACE 0.82% 8,073 $3.0M Add +106.8%
ONDS Ondas Inc. 0.80% 358,000 $3.0M Reduce -12.3%
AMAT Applied Materials Inc. 0.76% 3,900 $2.8M Add +44.4%
XOM Exxon Mobil Corp. 0.70% 19,052 $2.6M No change
ORCL Oracle Corp. 0.69% 17,305 $2.5M No change
REGN Regeneron Pharmaceuticals 0.68% 4,000 $2.5M Add +4.2%
CSCO Cisco Systems Inc. 0.65% 20,533 $2.4M No change
MA Mastercard Inc. Class A 0.65% 4,650 $2.4M No change
BAC Bank of America Corp. 0.65% 41,870 $2.4M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.65% 24,600 $2.4M No change
MCD McDonald's Corp. 0.64% 8,742 $2.4M Add +12.9%
VRTX Vertex Pharmaceuticals Inc. 0.64% 4,756 $2.4M No change
LRCX Lam Research Corp. 0.63% 5,400 $2.3M New
LOW Lowe's Cos Inc. 0.61% 10,150 $2.2M Add +4.1%
JNJ Johnson & Johnson 0.58% 8,418 $2.1M Reduce -0.6%
PG The Procter & Gamble Co. 0.56% 14,208 $2.1M Reduce -0.9%
CVX Chevron Corp. 0.56% 12,520 $2.1M No change
COST Costco Wholesale Corp. 0.53% 2,077 $1.9M No change
BMY Bristol-Myers Squibb Co. 0.52% 33,250 $1.9M No change
GLW Corning Inc. 0.52% 7,500 $1.9M New
PEP Pepsico Inc. 0.51% 13,874 $1.9M No change
MMM 3M Co. 0.50% 11,450 $1.9M No change
NFLX Netflix Inc. 0.49% 25,350 $1.8M No change
ABT Abbott Laboratories 0.49% 19,800 $1.8M Add +11.9%
FLOT iShares Floating Rate Bond E 0.48% 34,500 $1.8M Add +13.1%
ETN Eaton Corp. PLC 0.46% 3,973 $1.7M Add +414.0%
GNRC Generac Holdings Inc. 0.45% 5,700 $1.7M Add +54.0%
WFC Wells Fargo & Co. 0.44% 19,503 $1.6M No change
C Citigroup Inc. 0.42% 11,151 $1.6M No change
CB Chubb Ltd. 0.42% 4,500 $1.5M No change
FLRN SS SPDR BB Ig Float RT ETF 0.41% 49,000 $1.5M Add +13.9%
KO The Coca-Cola Co. 0.41% 18,360 $1.5M No change
HII Huntington Ingalls Industrie 0.39% 5,200 $1.5M Add +6.1%
NOW ServiceNow Inc. 0.37% 13,700 $1.4M Add +7.9%
ANET Arista Networks Inc. 0.37% 8,000 $1.4M New
QCOM Qualcomm Inc. 0.37% 7,300 $1.3M Add +37.7%
GD General Dynamics Corp. 0.35% 3,700 $1.3M No change
WM Waste Management Inc. 0.35% 5,851 $1.3M No change
DELL Dell Technologies -C 0.35% 3,000 $1.3M No change
KMB Kimberly-Clark Corp. 0.35% 11,650 $1.3M Reduce -39.2%
PFE Pfizer Inc. 0.35% 53,250 $1.3M Reduce -8.6%
KR Kroger Co. 0.34% 22,750 $1.3M Reduce -0.7%
ALGN Align Technology Inc. 0.33% 7,300 $1.2M Add +7.3%
LHX L3HARRIS Technologies Inc. 0.33% 4,200 $1.2M No change
VST Vistra Corp. 0.33% 7,600 $1.2M No change
ROK Rockwell Automation Inc. 0.32% 2,400 $1.2M No change
IVV iShares Core S&P 500 ETF 0.32% 1,556 $1.2M No change
INTC Intel Corp. 0.31% 8,250 $1.2M Add +65.0%
MRSH Marsh & McLennan Cos 0.30% 6,700 $1.1M Add +34.0%
CRM Salesforce Inc. 0.30% 7,025 $1.1M No change
AIG American International Group 0.30% 14,700 $1.1M Reduce -25.4%
RF Regions Financial Corp. 0.29% 35,500 $1.1M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 7,000 $1.1M No change
COP Conocophillips 0.28% 10,000 $1.0M No change
D Dominion Energy Inc. 0.28% 15,000 $1.0M No change
GEV GE Vernova Inc. 0.26% 804 $945K No change
DG Dollar General Corp. 0.25% 8,150 $938K No change
TXN Texas Instruments Inc. 0.25% 3,100 $924K Add +181.8%
MINT PIMCO Enhanced Short Maturit 0.25% 9,000 $907K Add +28.6%
USB US Bancorp 0.25% 15,000 $906K No change
NUE Nucor Corp. 0.24% 4,000 $893K Reduce -20.0%
TGT Target Corp. 0.24% 6,787 $886K No change
PGR Progressive Corp. 0.24% 4,000 $874K No change
PSX Phillips 66 0.23% 5,000 $845K No change
ROL Rollins Inc. 0.23% 20,250 $845K No change
TSLA Tesla Inc. 0.23% 2,000 $841K No change
ISRG Intuitive Surgical Inc. 0.23% 2,112 $840K New
KIM Kimco Realty Corp. 0.22% 32,500 $824K No change
TOL Toll Brothers Inc. 0.22% 5,000 $824K No change
LQDA Liquidia Corp. 0.22% 10,000 $797K New
GILD Gilead Sciences Inc. 0.21% 6,200 $783K No change
UBER Uber Technologies Inc. 0.21% 10,800 $779K No change
BDL Flanigan's Enterprises Inc. 0.21% 17,150 $769K Reduce -2.3%
NOC Northrop Grumman Corp. 0.21% 1,500 $764K No change
CLX Clorox Company 0.21% 7,950 $759K No change
FTNT Fortinet Inc. 0.19% 4,650 $714K Reduce -11.4%
PM Philip Morris International 0.19% 3,900 $711K No change
FCX Freeport-McMoran Inc. 0.19% 11,000 $692K No change
GS Goldman Sachs Group Inc. 0.19% 680 $688K Reduce -2.9%
ALLE Allegion PLC 0.19% 4,900 $688K No change
MDT Medtronic PLC 0.18% 8,550 $674K Add +7.0%
VZ Verizon Communications Inc. 0.18% 15,768 $668K No change
GIS General Mills Inc. 0.18% 19,050 $663K No change
YUM Yum! Brands Inc. 0.17% 4,000 $639K No change
ACN Accenture PLC Class A 0.17% 5,000 $622K New
ADP Automatic Data Processing 0.17% 2,700 $613K Reduce -42.5%
SHV iShares 0-1 Year Treasury Bo 0.16% 5,500 $607K No change
NBIS Nebius Group NV 0.15% 2,000 $552K Reduce -42.9%
B Barrick Mining Corp. 0.15% 15,000 $551K Reduce -11.8%
CVS CVS Health Corp. 0.15% 5,200 $538K No change
FHN First Horizon Corp. 0.14% 20,000 $516K No change
CL Colgate-Palmolive Co. 0.14% 5,500 $504K No change
VRT Vertiv Holdings Co. Class A 0.14% 1,500 $502K No change
NEM Newmont Corp. 0.13% 5,000 $467K Reduce -16.7%
SCHI Schwab 5-10 Year Corporate B 0.12% 20,000 $453K No change
CTVA Corteva Inc. 0.12% 5,128 $434K No change
QBTS D-Wave Quantum Inc. 0.12% 18,000 $432K New
MDLZ Mondelez International Inc. Class A 0.12% 7,401 $431K Reduce -3.6%
CSX CSX Corp. 0.12% 9,000 $428K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.12% 8,000 $425K No change
LNC Lincoln National Corp. 0.11% 12,000 $424K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.11% 8,000 $419K No change
CMCSA Comcast Corp. Class A 0.11% 17,000 $417K Reduce -41.4%
AMP Ameriprise Financial Inc. 0.11% 901 $413K No change
ACVF American Conservative Values 0.10% 7,000 $382K Reduce -36.4%
SPSB SS SPDR P St C Corp. ETF 0.10% 12,500 $375K No change
DASH DoorDash Inc. Class A 0.10% 2,000 $369K Reduce -33.3%
KLAC KLA Corp. 0.10% 1,210 $365K New
VTWO Vanguard Russell 2000 ETF 0.10% 3,000 $364K No change
SCHO Schwab Short-Term US Treas 0.10% 15,000 $362K No change
KMPR Kemper Corp. 0.09% 12,910 $348K No change
CIFR Cipher Digital Inc. 0.09% 14,000 $343K New
PML PIMCO Municipal Income FD II 0.09% 43,804 $335K No change
VCIT Vanguard Int-Term Corporate 0.09% 4,000 $331K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 3,768 $325K No change
ADBE Adobe Inc. 0.09% 1,580 $324K No change
CAT Caterpillar Inc. 0.09% 300 $319K No change
TSCO Tractor Supply Company 0.09% 10,000 $316K New
FISV Fiserv Inc. 0.09% 6,400 $314K Reduce -61.0%
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,000 $303K No change
MO Altria Group Inc. 0.08% 3,900 $285K No change
HON Honeywell International Inc. 0.08% 1,250 $280K No change
HONA Honeywell Aerospace Inc. 0.07% 1,250 $276K No change
MUB iShares National Muni Bond E 0.07% 2,544 $274K No change
DECK Deckers Outdoor Corp. 0.07% 2,725 $271K No change
MHD BlackRock Muniholdings Fund 0.07% 22,389 $268K No change
GABC German American Bancorp 0.07% 5,623 $267K No change
LMT Lockheed Martin Corp. 0.07% 500 $255K Reduce -50.0%
BHRB Burke & Herbert Financial SE 0.07% 3,536 $254K No change
QQQ Invesco QQQ Trust Series 1 0.06% 324 $239K New
NKE Nike Inc. Class B 0.06% 5,608 $233K Add +21.7%
FITB Fifth Third Bancorp 0.06% 4,000 $227K New
SSB Southstate Bank Corp. 0.06% 2,258 $226K No change
INTU Intuit Inc. 0.06% 850 $222K Reduce -57.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,019 $222K No change
PRU Prudential Financial Inc. 0.06% 2,000 $216K New
EMR Emerson Electric Co. 0.06% 1,500 $215K New
IGV iShares Expanded Tech-Softwa 0.06% 2,375 $215K New
T AT&T Inc. 0.06% 10,224 $212K No change
VEA Vanguard Ftse Developed ETF 0.06% 2,973 $212K New
SLB SLB Ltd. filed as SLB LIMITED 0.06% 4,500 $211K No change
AVAV Aerovironment Inc. 0.05% 1,200 $198K New
SCHW Schwab (charles) Corp. 0.05% 2,125 $196K No change
NMZ Nuveen Muni Hi Inc. Opport 0.03% 10,000 $106K No change
PHK PIMCO High Income Fund 0.03% 20,000 $94K No change
LASE Laser Photonics Corp. 0.01% 17,000 $28K New

Portfolio Sells Q1 2026 → Q2 2026
BPOP Popular Inc. Reduce -25.0% 2.68% −0.63
PANW Palo Alto Networks Inc. Sold out 0.00% −0.41
ONDS Ondas Inc. Reduce -12.3% 0.80% −0.33
KMB Kimberly-Clark Corp. Reduce -39.2% 0.35% −0.22
INTU Intuit Inc. Reduce -57.5% 0.06% −0.21
FISV Fiserv Inc. Reduce -61.0% 0.09% −0.20
KR Kroger Co. Reduce -0.7% 0.34% −0.17
AIG American International Group Reduce -25.4% 0.30% −0.16
PFE Pfizer Inc. Reduce -8.6% 0.35% −0.15
TMUS T-Mobile US Inc. Sold out 0.00% −0.15
CMCSA Comcast Corp. Class A Reduce -41.4% 0.11% −0.14
ADP Automatic Data Processing Reduce -42.5% 0.17% −0.13
NEXT Nextdecade Corp. Sold out 0.00% −0.13
JCI Johnson Controls Internation Sold out 0.00% −0.12
LMT Lockheed Martin Corp. Reduce -50.0% 0.07% −0.12
MET Metlife Inc. Sold out 0.00% −0.09
DOW Dow Inc. Sold out 0.00% −0.09
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.07
NEM Newmont Corp. Reduce -16.7% 0.13% −0.07
PG The Procter & Gamble Co. Reduce -0.9% 0.56% −0.07
B Barrick Mining Corp. Reduce -11.8% 0.15% −0.06
GEHC GE Healthcare Technology Sold out 0.00% −0.06
ACVF American Conservative Values Reduce -36.4% 0.10% −0.06
JNJ Johnson & Johnson Reduce -0.6% 0.58% −0.06
DASH DoorDash Inc. Class A Reduce -33.3% 0.10% −0.04
GOGO Gogo Inc. Sold out 0.00% −0.02
AXP American Express Co. Reduce -1.1% 0.87% −0.02
MDLZ Mondelez International Inc. Class A Reduce -3.6% 0.12% −0.02
NUE Nucor Corp. Reduce -20.0% 0.24% −0.02
V Visa Inc. Class A Reduce -0.5% 1.61% −0.01
GS Goldman Sachs Group Inc. Reduce -2.9% 0.19% +0.00
NBIS Nebius Group NV Reduce -42.9% 0.15% +0.04
BDL Flanigan's Enterprises Inc. Reduce -2.3% 0.21% +0.04
FTNT Fortinet Inc. Reduce -11.4% 0.19% +0.06
AAPL Apple Inc. Reduce -0.2% 21.77% +0.07
MS Morgan Stanley Reduce -0.9% 1.60% +0.16
AMD Advanced Micro Devices Reduce -15.2% 0.88% +0.47
MU Micron Technology Inc. Reduce -10.7% 0.98% +0.61

Portfolio Buys Q1 2026 → Q2 2026
LRCX Lam Research Corp. New 0.63% +0.63
GLW Corning Inc. New 0.52% +0.52
AMAT Applied Materials Inc. Add +44.4% 0.76% +0.48
GE General Electric Add +106.8% 0.82% +0.48
ETN Eaton Corp. PLC Add +414.0% 0.46% +0.37
ANET Arista Networks Inc. New 0.37% +0.37
NVDA Nvidia Corp. Add +4.3% 5.38% +0.28
INTC Intel Corp. Add +65.0% 0.31% +0.24
GNRC Generac Holdings Inc. Add +54.0% 0.45% +0.23
ISRG Intuitive Surgical Inc. New 0.23% +0.23
LQDA Liquidia Corp. New 0.22% +0.22
TXN Texas Instruments Inc. Add +181.8% 0.25% +0.18
ACN Accenture PLC Class A New 0.17% +0.17
QCOM Qualcomm Inc. Add +37.7% 0.37% +0.16
META Meta Platforms Inc. Class A Add +26.4% 1.66% +0.15
AVGO Broadcom Inc. Add +5.2% 1.25% +0.15
QBTS D-Wave Quantum Inc. New 0.12% +0.12
AMZN Amazon.com Inc. Add +5.0% 2.03% +0.11
KLAC KLA Corp. New 0.10% +0.10
CIFR Cipher Digital Inc. New 0.09% +0.09
TSCO Tractor Supply Company New 0.09% +0.09
IBM Intl Business Machines Corp. Add +3.3% 1.22% +0.07
QQQ Invesco QQQ Trust Series 1 New 0.06% +0.06
FITB Fifth Third Bancorp New 0.06% +0.06
PRU Prudential Financial Inc. New 0.06% +0.06
EMR Emerson Electric Co. New 0.06% +0.06
IGV iShares Expanded Tech-Softwa New 0.06% +0.06
VEA Vanguard Ftse Developed ETF New 0.06% +0.06
AVAV Aerovironment Inc. New 0.05% +0.05
HD Home Depot Inc. Add +9.8% 1.07% +0.04
MRSH Marsh & McLennan Cos Add +34.0% 0.30% +0.04
MINT PIMCO Enhanced Short Maturit Add +28.6% 0.25% +0.03
ABBV Abbvie Inc. Add +0.1% 1.38% +0.03
LASE Laser Photonics Corp. New 0.01% +0.01
FLRN SS SPDR BB Ig Float RT ETF Add +13.9% 0.41% +0.00
FLOT iShares Floating Rate Bond E Add +13.1% 0.48% −0.00
AMGN Amgen Inc. Add +9.0% 0.95% −0.01
NKE Nike Inc. Class B Add +21.7% 0.06% −0.01
JPM JPMorgan Chase & Co. Add +0.1% 1.12% −0.02
ALGN Align Technology Inc. Add +7.3% 0.33% −0.02
MDT Medtronic PLC Add +7.0% 0.18% −0.03
NOW ServiceNow Inc. Add +7.9% 0.37% −0.04
ABT Abbott Laboratories Add +11.9% 0.49% −0.07
RTX RTX Corp. Add +8.4% 1.13% −0.07
MCD McDonald's Corp. Add +12.9% 0.64% −0.10
LOW Lowe's Cos Inc. Add +4.1% 0.61% −0.10
HII Huntington Ingalls Industrie Add +6.1% 0.39% −0.18
REGN Regeneron Pharmaceuticals Add +4.2% 0.68% −0.24
MSFT Microsoft Corp. Add +3.6% 2.91% −0.25
WMT Walmart Inc. Add +2.2% 1.15% −0.25

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