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KCP

Kera Capital Partners Portfolio holdings

AUM $815M
1-Year Est. Return 46.39%
This Fund
S&P 500
This Quarter Est. Return
+13.73%
1 Year Est. Return
+46.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$667M
AUM Growth
+$159M
Cap. Flow
+$95.5M
Cap. Flow %
14.32%
Top 10 Hldgs %
37.19%
Holding
457
New
106
Increased
243
Reduced
52
Closed
34

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$9.76M
2
TBLD
Thornburg Income Builder Opportunities Trust
TBLD
+$4.5M
3
SPOT icon
Spotify
SPOT
+$4.16M
4
NVDA icon
NVIDIA
NVDA
+$3.76M
5
URI icon
United Rentals
URI
+$3.65M

Top Sells

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$4.06M
2
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$3.44M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.84M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.19M
5
LRCX icon
Lam Research
LRCX
+$902K

Sector Composition

Rank Sector Weight
1 Technology 23.49%
2 Financials 13.81%
3 Industrials 6.68%
4 Consumer Discretionary 5.69%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
226
Home Depot
HD
$351B
$377K 0.06%
931
+105
+13% +$41.3K
TXG icon
227
10x Genomics
TXG
$5.78B
$377K 0.06%
32,269
+1,251
+4% +$16.3K
OC icon
228
Owens Corning
OC
$12.3B
$377K 0.06%
2,665
+937
+54% +$137K
UBER icon
229
Uber
UBER
$141B
$377K 0.06%
3,844
+461
+14% +$43.1K
IPGP icon
230
IPG Photonics
IPGP
$3.91B
$377K 0.06%
4,755
+10
+0.2% +$781
CTAS icon
231
Cintas
CTAS
$80.1B
$376K 0.06%
1,833
-595
-25% -$127K
CRL icon
232
Charles River Laboratories
CRL
$12.5B
$376K 0.06%
2,403
+553
+30% +$87.8K
AN icon
233
AutoNation
AN
$7.11B
$375K 0.06%
+1,712
New +$361K
PGR icon
234
Progressive
PGR
$124B
$371K 0.06%
+1,504
New +$371K
KLAC icon
235
KLA
KLAC
$256B
$369K 0.06%
3,420
+170
+5% +$15.9K
FR icon
236
First Industrial Realty Trust
FR
$8.49B
$369K 0.06%
7,165
+1,415
+25% +$71.1K
WSM icon
237
Williams-Sonoma
WSM
$29.2B
$367K 0.06%
1,879
+65
+4% +$12.4K
ADSK icon
238
Autodesk
ADSK
$50.2B
$365K 0.05%
1,150
+428
+59% +$130K
INTU icon
239
Intuit
INTU
$87.3B
$363K 0.05%
531
-142
-21% -$102K
MTCH icon
240
Match Group
MTCH
$8.58B
$362K 0.05%
+10,250
New +$366K
EG icon
241
Everest Group
EG
$14.2B
$360K 0.05%
+1,028
New +$347K
MPWR icon
242
Monolithic Power Systems
MPWR
$68.7B
$359K 0.05%
390
– –
STE icon
243
Steris
STE
$21.9B
$359K 0.05%
1,451
+592
+69% +$142K
DELL icon
244
Dell
DELL
$288B
$354K 0.05%
2,500
-103
-4% -$13.4K
PHAT icon
245
Phathom Pharmaceuticals
PHAT
$680M
$354K 0.05%
30,059
– –
MDLZ icon
246
Mondelez International
MDLZ
$80.3B
$352K 0.05%
5,639
+621
+12% +$40.1K
CGMS icon
247
Capital Group US Multi-Sector Income ETF
CGMS
$5.34B
$352K 0.05%
12,674
– –
GTM
248
ZoomInfo Technologies
GTM
$1.21B
$351K 0.05%
32,217
+11,083
+52% +$119K
HUM icon
249
Humana
HUM
$43B
$351K 0.05%
1,350
+314
+30% +$82.6K
ACN icon
250
Accenture
ACN
$103B
$350K 0.05%
+1,420
New +$370K
8 9
10
11 12

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AR
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BC
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PS
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RPAM
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ACM
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BBI
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ACM
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DI
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Kera Capital Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Kera Capital Partners held 457 positions worth $667M, up 31% from $508M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Kera Capital Partners deployed $95.5M of net new capital in Q3 2025, opening 106 new positions and adding to 243 existing holdings. Its largest new stake was Dominion Energy: 58,425 shares worth $3.57M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Vanguard Russell 1000 Value ETF, an estimated $3.44M trimmed.

  • Kera Capital Partners's largest Q3 2025 buy was Dominion Energy: 58,425 shares worth $3.57M.
  • Kera Capital Partners added most to Capital Group Growth ETF in Q3 2025, an estimated $9.76M increase.
  • Kera Capital Partners's biggest Q3 2025 reduction was Vanguard Russell 1000 Value ETF, cutting an estimated $3.44M.
  • Kera Capital Partners fully exited Qualcomm in Q3 2025, selling an estimated $4.06M.
  • Kera Capital Partners's ten largest holdings make up 37% of its $667M portfolio in Q3 2025.
  • Kera Capital Partners opened 106 new positions and closed 34 in Q3 2025.
  • Kera Capital Partners's portfolio value rose 31% quarter-over-quarter to $667M.

Based on Kera Capital Partners's 13F filing for Q3 2025, filed 27 Oct 2025.