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Ceeto Capital Group, LLC

Q2 2025 · 13F-HR

Ceeto Capital Group, LLCholdings as filed

Filed 2025-08-14 · accession 0001722439-25-000003

$287,381
Reported value
173
Positions
2025-06-30
Period end
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The Brief · Ceeto Capital Group, LLC · Q2 2025

AI · grounded in 13F

Ceeto Capital Group, LLC established a new position in AAPL valued at $58,316. The fund also initiated new stakes in NVDA for $17,680 and MSFT for $11,766. Additional new positions include META at $6,024 and V at $5,939. The fund ended the period with 173 positions and total AUM of $287,381.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$58,31620.3%284,231CommonSOLE
67066G104NVDANVIDIA CORPORATION$17,6806.15%111,900CommonSOLE
594918104MSFTMICROSOFT CORP$11,7664.09%23,655CommonSOLE
30303M102METAMETA PLATFORMS INC$6,0242.10%8,161CommonSOLE
92826C839VVISA INC$5,9392.07%16,728CommonSOLE
617446448MSMORGAN STANLEY$5,5151.92%39,155CommonSOLE
023135106AMZNAMAZON COM INC$5,4961.91%25,050CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5,1081.78%10,515CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4,5261.57%15,613CommonSOLE
931142103WMTWALMART INC$4,3221.50%44,200CommonSOLE
437076102HDHOME DEPOT INC$4,1161.43%11,225CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3,9411.37%12,355CommonSOLE
00287Y109ABBVABBVIE INC$3,6111.26%19,452CommonSOLE
02079K107GOOGALPHABET INC$3,4521.20%19,460CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3,3791.18%15,500CommonSOLE
75513E101RTXRTX CORPORATION$3,3711.17%23,087CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP$3,1931.11%10,831CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3,1481.10%5,080CommonSOLE
79466L302CRMSALESFORCE INC$3,1191.09%11,425CommonSOLE
254687106DISDISNEY WALT CO$3,0041.05%24,140CommonSOLE
57636Q104MAMASTERCARD INC$2,3880.83%4,250CommonSOLE
742718109PGPROCTER & GAMBLE CO$2,3650.82%14,843CommonSOLE
060505104BACBANK OF AMERICA CORP$2,2180.77%46,870CommonSOLE
580135101MCDMCDONALDS CORP$2,2040.77%7,542CommonSOLE
002824100ABTABBOTT LABS$2,2030.77%16,200CommonSOLE
031162100AMGNAMGEN INC$2,1990.77%7,875CommonSOLE
58933Y105MRKMERCK & CO INC$2,1040.73%26,350CommonSOLE
501044101KRKROGER CO$2,0870.73%29,100CommonSOLE
478160104JNJJOHNSON & JOHNSON$2,0570.72%13,468CommonSOLE
11135F101AVGOBROADCOM INC$1,9710.69%7,150CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1,9630.68%24,503CommonSOLE
68389X105ORCLORACLE SYSTEMS$1,9580.68%8,955CommonSOLE
30231G102XOMEXXON MOBIL CORP$1,9460.68%18,052CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$1,8410.64%51,570CommonSOLE
548661107LOWLOWES COS INC$1,8300.64%8,250CommonSOLE
88579Y101MMM3M CO$1,7430.61%11,450CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1,7100.60%1,727CommonSOLE
75886F107REGNREGENERON PHARMACEUT$1,7010.59%3,240CommonSOLE
166764100CVXCHEVRON CORP NEW$1,6500.57%11,520CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1,6320.57%5,231CommonSOLE
717081103PFEPFIZER INC$1,6060.56%66,250CommonSOLE
24703L202DELLDELL TECHNOLOGIES$1,5940.55%13,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1,5900.55%12,900CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1,5390.54%33,250CommonSOLE
00724F101ADBEADOBE INC$1,5010.52%3,880CommonSOLE
02079K305GOOGLALPHABET INC$1,5010.52%8,520CommonSOLE
713448108PEPPEPSICO INC$1,4290.50%10,824CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1,4190.49%10,000CommonSOLE
747525103QCOMQUALCOMM INC$1,4010.49%8,800CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1,3950.49%4,500CommonSOLE
369604301GEGENERAL ELECTRIC CO$1,3780.48%5,353CommonSOLE
172967424CCITIGROUP INC$1,3750.48%16,151CommonSOLE
532457108LLYLILLY ELI & CO$1,3490.47%1,730CommonSOLE
G29183103ETNEATON CORP PLC$1,3470.47%3,773CommonSOLE
097023105BABOEING CO$1,3400.47%6,397CommonSOLE
191216100KOCOCA COLA CO$1,3080.46%18,360CommonSOLE
17275R102CSCOCISCO SYS INC$1,2860.45%18,533CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,2580.44%14,700CommonSOLE
65342K105NEXTNEXTDECADE CORP$1,2380.43%139,000CommonSOLE
94106L109WMWASTE MGMT INC DEL$1,2240.43%5,351CommonSOLE
36828A101GEVGE VERNOVA INC$1,1930.42%2,254CommonSOLE
92840M102VSTVISTRA CORP$1,1630.40%6,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1,1560.40%9,000CommonSOLE
775711104ROLROLLINS INC$1,1430.40%20,250CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1,1040.38%9,650CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1,0790.38%3,700CommonSOLE
64110L106NFLXNETFLIX INC$1,0710.37%800CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1,0600.37%10,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1,0540.37%4,200CommonSOLE
87612E106TGTTARGET CORP$1,0470.36%10,613CommonSOLE
H1467J104CBCHUBB LIMITED$1,0170.35%3,500CommonSOLE
370334104GISGENERAL MLS INC$1,0130.35%19,550CommonSOLE
65339F101NEENEXTERA ENERGY INC$9720.34%14,000CommonSOLE
464287200IVVISHARES TR$9660.34%1,556CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$9660.34%4,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$9400.33%4,300CommonSOLE
651639106NEMNEWMONT CORP$9320.32%16,000CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$9300.32%4,700CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$9260.32%2,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$9110.32%7,000CommonSOLE
872540109TJXTJX COS INC NEW$8640.30%7,000CommonSOLE
25746U109DDOMINION ENERGY INC$8480.30%15,000CommonSOLE
7591EP100RFREGIONS FINL CORP$8410.29%35,500CommonSOLE
743315103PGRPROGRESSIVE CORP$8330.29%3,121CommonSOLE
59156R108METMETLIFE INC$8040.28%10,000CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7970.28%2,400CommonSOLE
189054109CLXCLOROX CO DEL$7920.28%6,600CommonSOLE
68236H204ONDSONDAS HLDGS INC$7770.27%404,800CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$7570.26%4,000CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7500.26%1,500CommonSOLE
038222105AMATAPPLIED MATLS INC$7320.25%4,000CommonSOLE
31428X106FDXFEDEX CORP$7320.25%3,200CommonSOLE
61945C103MOSMOSAIC CO NEW$7300.25%20,000CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$7290.25%17,250CommonSOLE
718172109PMPHILIP MORRIS INTL INC$7160.25%3,900CommonSOLE
G0176J109ALLEALLEGION PLC$7060.25%4,900CommonSOLE
488401100KMPRKEMPER CORP$7040.24%10,910CommonSOLE
G5960L103MDTMEDTRONIC PLC$7010.24%7,988CommonSOLE
654106103NKENIKE INC$6890.24%9,648CommonSOLE
375558103GILDGILEAD SCIENCES INC$6870.24%6,200CommonSOLE
902973304USBUS BANCORP DEL$6860.24%15,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$6820.24%15,768CommonSOLE
338517105BDLFLANIGANS ENTERPRISES INC$6610.23%19,050CommonSOLE
670346105NUENUCOR CORP$6500.23%5,000CommonSOLE
260557103DOWDOW INC$6310.22%23,844CommonSOLE
464288679SHVISHARES TR$6070.21%5,500CommonSOLE
34959E109FTNTFORTINET INC$5970.21%5,650CommonSOLE
718546104PSXPHILLIPS 66$5970.21%5,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$5960.21%8,786CommonSOLE
988498101YUMYUM BRANDS INC$5930.21%4,000CommonSOLE
438516106HONHONEYWELL INTL INC$5820.20%2,500CommonSOLE
889478103TOLTOLL BROTHERS INC$5710.20%5,000CommonSOLE
78468R200FLRNSPDR SER TR$5550.19%18,000CommonSOLE
872590104TMUST-MOBILE US INC$5480.19%2,300CommonSOLE
46429B655FLOTISHARES TR$5360.19%10,500CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5280.18%10,000CommonSOLE
26923N108ACVFETF OPPORTUNITIES TRUST$5190.18%11,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$5000.17%5,500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$4950.17%700CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4800.17%900CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4770.17%11,000CommonSOLE
49446R109KIMKIMCO RLTY CORP$4730.16%22,500CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$4550.16%20,000CommonSOLE
20825C104COPCONOCOPHILLIPS$4490.16%5,000CommonSOLE
464288638IGIBISHARES TR$4260.15%8,000CommonSOLE
464288646IGSBISHARES TR$4220.15%8,000CommonSOLE
534187109LNCLINCOLN NATL CORP IND$4150.14%12,000CommonSOLE
98978V103ZTSZOETIS INC$3980.14%2,549CommonSOLE
22052L104CTVACORTEVA INC$3820.13%5,128CommonSOLE
78464A474SPSBSPDR SER TR$3770.13%12,500CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$3660.13%15,000CommonSOLE
38046C109GOGOGOGO INC$3600.13%24,500CommonSOLE
126650100CVSCVS HEALTH CORP$3590.12%5,200CommonSOLE
06849F108BBARRICK MNG CORP$3540.12%17,000CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3320.12%4,000CommonSOLE
00206R102TAT&T INC$2960.10%10,224CommonSOLE
126408103CSXCSX CORP$2940.10%9,000CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2810.10%2,725CommonSOLE
H5919C104ONONON HLDG AG$2780.10%5,350CommonSOLE
464288414MUBISHARES TR$2660.09%2,544CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2620.09%3,000CommonSOLE
464287515IGVISHARE TR$2600.09%2,375CommonSOLE
368736104GNRCGENERAC HLDGS INC$2430.08%1,700CommonSOLE
02209S103MOALTRIA GROUP INC$2330.08%3,900CommonSOLE
882508104TXNTEXAS INSTRS INC$2280.08%1,100CommonSOLE
373865104GABCGERMAN AMERN BANCORP INC$2170.08%5,623CommonSOLE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$2110.07%3,536CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$2080.07%2,258CommonSOLE
36266G107GEHCGE HEALTHCARE$2070.07%2,790CommonSOLE
281020107EIXEDISON INTL$2060.07%4,000CommonSOLE
291011104EMREMERSON ELEC CO$2000.07%1,500CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1940.07%2,125CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$1870.07%25,000CommonSOLE
46090E103QQQINVESCO QQQ TR$1790.06%324CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1790.06%4,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$1750.06%375CommonSOLE
91879Q109MTNVAIL RESORTS INC$1750.06%1,100CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1740.06%3,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1700.06%312CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1660.06%4,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1630.06%1,000CommonSOLE
09249N101BLEBLACKROCK MUNI INCOME TR II$1530.05%15,200CommonSOLE
806857108SLBSCHLUMBERGER LTD$1530.05%4,500CommonSOLE
670100205NVONOVO-NORDISK A S$1520.05%2,206CommonSOLE
81762P102NOWSERVICENOW INC$1260.04%123CommonSOLE
452327109ILMNILLUMNIA INC$1240.04%1,300CommonSOLE
464287804IJRISHARES TR$1130.04%1,036CommonSOLE
458140100INTCINTEL CORP$1120.04%5,000CommonSOLE
670682103NMZNUVEEN MUN HIGH INCOME OPPOR$1040.04%10,000CommonSOLE
72201A103XPMQXPIMCO MUN INCOME FD III$1030.04%15,000CommonSOLE
722014107PHKPIMCO HIGH INCOME FD$970.03%20,000CommonSOLE
464287655IWMISHARES TR$760.03%352CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$510.02%1,741CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.