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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
WWD icon
326
Woodward
WWD
$21.6B
$264K 0.04%
+1,045
New +$260K
APTV icon
327
Aptiv
APTV
$9.71B
$263K 0.04%
+3,052
New +$230K
CPT icon
328
Camden Property Trust
CPT
$11B
$262K 0.04%
2,458
+248
+11% +$27.3K
BDX icon
329
Becton Dickinson
BDX
$48.7B
$262K 0.04%
+1,402
New +$260K
FBTC icon
330
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$262K 0.04%
+2,625
New +$262K
VIG icon
331
Vanguard Dividend Appreciation ETF
VIG
$114B
$261K 0.04%
1,211
-3
-0.2% -$630
PHM icon
332
Pultegroup
PHM
$24.6B
$260K 0.04%
+1,969
New +$245K
ORCL icon
333
Oracle
ORCL
$414B
$258K 0.04%
+919
New +$234K
EPAM icon
334
EPAM Systems
EPAM
$4.89B
$258K 0.04%
+1,712
New +$281K
NVR icon
335
NVR
NVR
$16.9B
$257K 0.04%
+32
New +$254K
KR icon
336
Kroger
KR
$35.1B
$256K 0.04%
3,797
+549
+17% +$38.2K
CGNX icon
337
Cognex
CGNX
$11.4B
$256K 0.04%
+5,649
New +$229K
BAH icon
338
Booz Allen Hamilton
BAH
$8.92B
$256K 0.04%
+2,559
New +$274K
PINS icon
339
Pinterest
PINS
$13.2B
$255K 0.04%
7,923
+1,746
+28% +$63.3K
CAT icon
340
Caterpillar
CAT
$400B
$255K 0.04%
+534
New +$228K
GLD icon
341
SPDR Gold Trust
GLD
$138B
$255K 0.04%
+717
New +$228K
MAN icon
342
ManpowerGroup
MAN
$2.56B
$253K 0.04%
6,673
+41
+0.6% +$1.69K
SRE icon
343
Sempra
SRE
$55.7B
$252K 0.04%
+2,799
New +$227K
LIN icon
344
Linde
LIN
$226B
$251K 0.04%
+528
New +$250K
TSM icon
345
TSMC
TSM
$2.18T
$251K 0.04%
897
-9
-1% -$2.2K
CF icon
346
CF Industries
CF
$17.8B
$250K 0.04%
+2,783
New +$248K
PYPL icon
347
PayPal
PYPL
$50.7B
$250K 0.04%
+3,721
New +$262K
WFC icon
348
Wells Fargo
WFC
$266B
$249K 0.04%
2,976
+29
+1% +$2.35K
IBP icon
349
Installed Building Products
IBP
$6.48B
$249K 0.04%
+1,009
New +$240K
EME icon
350
Emcor
EME
$36B
$249K 0.04%
+383
New +$232K
12 13
14
15 16

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PS
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RPAM
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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.