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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
+4.04%
1 Year Est. Return
+46.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$811M
AUM Growth
+$144M
Cap. Flow
+$99.5M
Cap. Flow %
12.28%
Top 10 Hldgs %
32.29%
Holding
597
New
174
Increased
269
Reduced
88
Closed
44

Top Buys

Rank Stock Value
1
CMG icon
Chipotle Mexican Grill
CMG
+$4.76M
2
GOF icon
Guggenheim Strategic Opportunities Fund
GOF
+$4.75M
3
BABA icon
Alibaba
BABA
+$4.23M
4
PHYS icon
Sprott Physical Gold
PHYS
+$4.03M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$3.88M

Top Sells

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$6.85M
2
SPOT icon
Spotify
SPOT
+$4.37M
3
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.35M
4
VBK icon
Vanguard Morningstar Small-Cap Growth ETF
VBK
+$3.96M
5
D icon
Dominion Energy
D
+$3.57M

Sector Composition

Rank Sector Weight
1 Technology 22.24%
2 Financials 12.33%
3 Industrials 7.58%
4 Consumer Discretionary 7.26%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RJF icon
476
Raymond James Financial
RJF
$34B
$241K 0.03%
+1,453
New +$235K
CDW icon
477
CDW
CDW
$17B
$240K 0.03%
+1,902
New +$280K
AMP icon
478
Ameriprise Financial
AMP
$48.8B
$240K 0.03%
+456
New +$216K
MAN icon
479
ManpowerGroup
MAN
$2.63B
$239K 0.03%
6,585
-88
-1% -$2.75K
NRG icon
480
NRG Energy
NRG
$24.8B
$239K 0.03%
+1,565
New +$259K
IREN icon
481
Iris Energy
IREN
$14.7B
$238K 0.03%
+4,426
New +$228K
VOYA icon
482
Voya Financial
VOYA
$9.19B
$236K 0.03%
3,072
+304
+11% +$22.1K
GWRE icon
483
Guidewire Software
GWRE
$14.2B
$235K 0.03%
1,673
+312
+23% +$69K
WTM icon
484
White Mountains Insurance
WTM
$5.32B
$233K 0.03%
+114
New +$223K
RF icon
485
Regions Financial
RF
$26.8B
$233K 0.03%
+8,160
New +$208K
UNH icon
486
UnitedHealth
UNH
$370B
$232K 0.03%
809
-304
-27% -$103K
VHT icon
487
Vanguard Health Care ETF
VHT
$18.6B
$232K 0.03%
808
– –
MET icon
488
MetLife
MET
$62.4B
$232K 0.03%
+2,941
New +$233K
NXPI icon
489
NXP Semiconductors
NXPI
$60.4B
$231K 0.03%
+1,023
New +$219K
AMAT icon
490
Applied Materials
AMAT
$428B
$231K 0.03%
+717
New +$172K
PRU icon
491
Prudential Financial
PRU
$41.8B
$231K 0.03%
+2,076
New +$223K
HD icon
492
Home Depot
HD
$355B
$230K 0.03%
614
-317
-34% -$116K
MSGS icon
493
Madison Square Garden
MSGS
$9.39B
$230K 0.03%
+811
New +$185K
PYPL icon
494
PayPal
PYPL
$50.5B
$230K 0.03%
4,356
+635
+17% +$41.2K
TAP icon
495
Molson Coors Class B
TAP
$8.1B
$229K 0.03%
+4,766
New +$220K
PFG icon
496
Principal Financial Group
PFG
$24.3B
$229K 0.03%
+2,415
New +$204K
WDAY icon
497
Workday
WDAY
$44.4B
$228K 0.03%
1,300
+77
+6% +$17.5K
ROK icon
498
Rockwell Automation
ROK
$49B
$227K 0.03%
+539
New +$203K
MSCI icon
499
MSCI
MSCI
$40.9B
$226K 0.03%
371
-4
-1% -$2.24K
BX icon
500
Blackstone
BX
$110B
$225K 0.03%
1,577
-449
-22% -$68.2K
18 19
20
21 22

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Kera Capital Partners held 597 positions worth $811M, up 22% from $667M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Kera Capital Partners deployed $99.5M of net new capital in Q4 2025, opening 174 new positions and adding to 269 existing holdings. Its largest new stake was Guggenheim Strategic Opportunities Fund: 362,801 shares worth $4.64M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was United Rentals, an estimated $3.36M trimmed.

  • Kera Capital Partners's largest Q4 2025 buy was Guggenheim Strategic Opportunities Fund: 362,801 shares worth $4.64M.
  • Kera Capital Partners added most to Chipotle Mexican Grill in Q4 2025, an estimated $4.76M increase.
  • Kera Capital Partners's biggest Q4 2025 reduction was United Rentals, cutting an estimated $3.36M.
  • Kera Capital Partners fully exited Jefferies Financial Group in Q4 2025, selling an estimated $6.85M.
  • Kera Capital Partners's ten largest holdings make up 32% of its $811M portfolio in Q4 2025.
  • Kera Capital Partners opened 174 new positions and closed 44 in Q4 2025.
  • Kera Capital Partners's portfolio value rose 22% quarter-over-quarter to $811M.

Based on Kera Capital Partners's 13F filing for Q4 2025, filed 23 Feb 2026.