We are live on ! Find out more
KCP

Kera Capital Partners Portfolio holdings

AUM $815M
1-Year Est. Return 46.39%
This Fund
S&P 500
This Quarter Est. Return
+1.64%
1 Year Est. Return
+46.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$815M
AUM Growth
+$3.98M
Cap. Flow
+$42.4M
Cap. Flow %
5.2%
Top 10 Hldgs %
33.15%
Holding
617
New
64
Increased
308
Reduced
180
Closed
47

Top Buys

1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$18.6M
2
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$16.6M
3
CRDO icon
Credo Technology Group
CRDO
+$8.56M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.03M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.29M

Top Sells

1
INTC icon
Intel
INTC
+$7.53M
2
COIN icon
Coinbase
COIN
+$7.53M
3
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$4.6M
4
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$3.92M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.3M

Sector Composition

1 Technology 21.26%
2 Financials 9.84%
3 Industrials 7.9%
4 Consumer Discretionary 6.69%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VFC icon
426
VF Corp
VFC
$6.68B
$290K 0.04%
17,060
+1,323
+8% +$24.9K
DECK icon
427
Deckers Outdoor
DECK
$15B
$290K 0.04%
2,894
-74
-2% -$7.93K
KKR icon
428
KKR & Co
KKR
$91.1B
$289K 0.04%
3,124
+388
+14% +$40.9K
ROST icon
429
Ross Stores
ROST
$75.2B
$288K 0.04%
+1,330
New +$265K
AZO icon
430
AutoZone
AZO
$50.3B
$287K 0.04%
85
-5
-6% -$17.9K
AVT icon
431
Avnet
AVT
$6.93B
$287K 0.04%
4,653
-412
-8% -$24.5K
PPG icon
432
PPG Industries
PPG
$26.5B
$286K 0.04%
2,676
+227
+9% +$25.7K
PEGA icon
433
Pegasystems
PEGA
$5.44B
$285K 0.04%
6,705
+1,165
+21% +$54.1K
CEF icon
434
Sprott Physical Gold and Silver Trust
CEF
$7.26B
$285K 0.04%
5,978
– –
ZTS icon
435
Zoetis
ZTS
$32.3B
$285K 0.04%
+2,410
New +$298K
VIG icon
436
Vanguard Dividend Appreciation ETF
VIG
$111B
$284K 0.03%
1,322
+28
+2% +$6.24K
PB icon
437
Prosperity Bancshares
PB
$8.94B
$284K 0.03%
+4,222
New +$296K
UTHR icon
438
United Therapeutics
UTHR
$23B
$279K 0.03%
471
+27
+6% +$13.4K
LYB icon
439
LyondellBasell Industries
LYB
$19.1B
$279K 0.03%
+3,461
New +$205K
FAST icon
440
Fastenal
FAST
$53.2B
$279K 0.03%
6,004
-135
-2% -$6.06K
NWSA icon
441
News Corp Class A
NWSA
$15.4B
$278K 0.03%
+11,164
New +$277K
MLI icon
442
Mueller Industries
MLI
$13B
$278K 0.03%
5,014
+364
+8% +$21.8K
DASH icon
443
DoorDash
DASH
$80B
$277K 0.03%
1,846
-784
-30% -$145K
BLD
444
DELISTED
TopBuild
BLD
$277K 0.03%
789
+25
+3% +$11.2K
EXPD icon
445
Expeditors International
EXPD
$23.8B
$277K 0.03%
1,931
+222
+13% +$33.7K
MSTR icon
446
Strategy Inc
MSTR
$33.7B
$275K 0.03%
2,205
-116
-5% -$16.6K
BBWI icon
447
Bath & Body Works
BBWI
$4.23B
$275K 0.03%
14,735
+844
+6% +$18.2K
WTM icon
448
White Mountains Insurance
WTM
$5.54B
$275K 0.03%
125
+11
+10% +$23.6K
AWI icon
449
Armstrong World Industries
AWI
$6.79B
$273K 0.03%
1,657
-1,552
-48% -$284K
SF
450
Stifel
SF
$12B
$273K 0.03%
3,691
-686
-16% -$54.5K
16 17
18
19 20

Similar funds

SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Kera Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Kera Capital Partners held 617 positions worth $815M, up 0.49% from $811M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Kera Capital Partners deployed $42.4M of net new capital in Q1 2026, opening 64 new positions and adding to 308 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 185,096 shares worth $18.6M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Intel, an estimated $7.53M trimmed.

  • Kera Capital Partners's largest Q1 2026 buy was iShares 0-3 Month Treasury Bond ETF: 185,096 shares worth $18.6M.
  • Kera Capital Partners added most to State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2026, an estimated $16.6M increase.
  • Kera Capital Partners's biggest Q1 2026 reduction was Intel, cutting an estimated $7.53M.
  • Kera Capital Partners fully exited Elastic in Q1 2026, selling an estimated $691K.
  • Kera Capital Partners's ten largest holdings make up 33% of its $815M portfolio in Q1 2026.
  • Kera Capital Partners opened 64 new positions and closed 47 in Q1 2026.
  • Kera Capital Partners's portfolio value rose 0.49% quarter-over-quarter to $815M.

Based on Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.