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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
FAF icon
376
First American
FAF
$7.67B
$224K 0.03%
+3,487
New +$220K
TRU icon
377
TransUnion
TRU
$15.2B
$224K 0.03%
+2,674
New +$243K
MGM icon
378
MGM Resorts International
MGM
$11.4B
$221K 0.03%
+6,381
New +$234K
ESS icon
379
Essex Property Trust
ESS
$18.3B
$221K 0.03%
826
-79
-9% -$21.4K
AWI icon
380
Armstrong World Industries
AWI
$7.78B
$221K 0.03%
+1,127
New +$210K
NTRA icon
381
Natera
NTRA
$38B
$219K 0.03%
+1,363
New +$216K
PPG icon
382
PPG Industries
PPG
$26B
$218K 0.03%
2,078
+152
+8% +$16.9K
FCN icon
383
FTI Consulting
FCN
$4.17B
$216K 0.03%
+1,339
New +$222K
XYL icon
384
Xylem
XYL
$28.2B
$216K 0.03%
+1,467
New +$203K
BMNR
385
BitMine Immersion Technologies
BMNR
$11B
$216K 0.03%
+4,166
New +$211K
RMD icon
386
ResMed
RMD
$32.4B
$216K 0.03%
+789
New +$216K
VICI icon
387
VICI Properties
VICI
$29.2B
$215K 0.03%
+6,596
New +$217K
RSG icon
388
Republic Services
RSG
$64.5B
$214K 0.03%
932
-132
-12% -$31K
EFA icon
389
iShares MSCI EAFE ETF
EFA
$79.4B
$214K 0.03%
2,288
– –
MSCI icon
390
MSCI
MSCI
$41.2B
$213K 0.03%
375
-110
-23% -$62.2K
BBWI icon
391
Bath & Body Works
BBWI
$4.06B
$213K 0.03%
+8,253
New +$245K
MKL icon
392
Markel Group
MKL
$23.2B
$212K 0.03%
+111
New +$218K
VHT icon
393
Vanguard Health Care ETF
VHT
$18.4B
$210K 0.03%
808
– –
HOLX
394
DELISTED
Hologic
HOLX
$210K 0.03%
+3,107
New +$206K
FDMT icon
395
4D Molecular Therapeutics
FDMT
$552M
$209K 0.03%
24,068
– –
EWBC icon
396
East-West Bancorp
EWBC
$18.1B
$209K 0.03%
+1,960
New +$206K
SII
397
Sprott
SII
$2.9B
$208K 0.03%
+2,500
New +$174K
CRM icon
398
Salesforce
CRM
$153B
$208K 0.03%
876
-185
-17% -$46.7K
VOYA icon
399
Voya Financial
VOYA
$9.2B
$207K 0.03%
+2,768
New +$204K
ALK icon
400
Alaska Air
ALK
$5.66B
$205K 0.03%
4,122
+17
+0.4% +$945
14 15
16
17 18

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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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ACM
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DI
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AC
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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.