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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
+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
NBIX icon
451
Neurocrine Biosciences
NBIX
$17.3B
$272K 0.03%
2,068
-120
-5% -$15.9K
DFAT icon
452
Dimensional US Targeted Value ETF
DFAT
$14.6B
$268K 0.03%
+4,298
New +$273K
HUN icon
453
Huntsman Corp
HUN
$2.1B
$268K 0.03%
20,143
+167
+0.8% +$2.02K
TEAM icon
454
Atlassian
TEAM
$23.5B
$268K 0.03%
3,925
-599
-13% -$59K
CEG icon
455
Constellation Energy
CEG
$87.8B
$268K 0.03%
959
-196
-17% -$59.6K
NRG icon
456
NRG Energy
NRG
$27.4B
$267K 0.03%
1,829
+264
+17% +$41.5K
OXY icon
457
Occidental Petroleum
OXY
$54.4B
$267K 0.03%
+4,106
New +$206K
CGMS icon
458
Capital Group US Multi-Sector Income ETF
CGMS
$5.21B
$265K 0.03%
9,742
-2,932
-23% -$80.9K
DTE icon
459
DTE Energy
DTE
$31.5B
$265K 0.03%
+1,812
New +$255K
PANW icon
460
Palo Alto Networks
PANW
$295B
$265K 0.03%
1,650
-1,057
-39% -$178K
PSA icon
461
Public Storage
PSA
$57.3B
$264K 0.03%
975
-75
-7% -$21.5K
XYL icon
462
Xylem
XYL
$30B
$264K 0.03%
2,209
+54
+3% +$7.08K
AMAT icon
463
Applied Materials
AMAT
$414B
$263K 0.03%
769
+52
+7% +$17.5K
UNH icon
464
UnitedHealth
UNH
$389B
$263K 0.03%
971
+162
+20% +$48.2K
WFC icon
465
Wells Fargo
WFC
$270B
$263K 0.03%
3,300
+49
+2% +$4.21K
GTM
466
ZoomInfo Technologies
GTM
$934M
$262K 0.03%
43,848
+10,954
+33% +$80.6K
PFG icon
467
Principal Financial Group
PFG
$24.6B
$262K 0.03%
2,904
+489
+20% +$44.7K
EA icon
468
Electronic Arts
EA
$52.4B
$261K 0.03%
1,279
+96
+8% +$19.4K
DXCM icon
469
DexCom
DXCM
$29.9B
$261K 0.03%
4,150
+122
+3% +$8.5K
CRH icon
470
CRH
CRH
$70B
$259K 0.03%
2,465
+173
+8% +$20.3K
YUM icon
471
Yum! Brands
YUM
$42.7B
$259K 0.03%
1,666
-22
-1% -$3.48K
IJR icon
472
iShares Core S&P Small-Cap ETF
IJR
$110B
$259K 0.03%
2,080
+2
+0.1% +$254
VTEB icon
473
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$259K 0.03%
5,182
-16
-0.3% -$808
GMED icon
474
Globus Medical
GMED
$10.8B
$257K 0.03%
2,985
+754
+34% +$67.7K
ARW icon
475
Arrow Electronics
ARW
$10.3B
$253K 0.03%
+1,763
New +$242K
17 18
19
20 21

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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.