KCP

Kera Capital Partners Portfolio holdings

AUM $667M
1-Year Est. Return 36.36%
This Quarter Est. Return
1 Year Est. Return
+36.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$667M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.51M
3
+$4.15M
4
NVDA icon
NVIDIA
NVDA
+$4.02M
5
URI icon
United Rentals
URI
+$3.92M

Top Sells

1
+$4.06M
2
+$3.52M
3
+$2.95M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.22M
5
LRCX icon
Lam Research
LRCX
+$1.14M

Sector Composition

1 Technology 23.56%
2 Financials 13.74%
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
PEP icon
51
PepsiCo
PEP
$204B
$2.92M 0.44%
20,794
+18,064
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$2.9M 0.44%
52,453
+1,475
BKNG icon
53
Booking.com
BKNG
$158B
$2.54M 0.38%
470
+66
KYTX icon
54
Kyverna Therapeutics
KYTX
$295M
$2.53M 0.38%
421,924
RBLX icon
55
Roblox
RBLX
$65.8B
$2.26M 0.34%
16,325
-1,634
META icon
56
Meta Platforms (Facebook)
META
$1.62T
$1.98M 0.3%
2,702
+1,027
SCHB icon
57
Schwab US Broad Market ETF
SCHB
$38.1B
$1.97M 0.3%
76,533
-7,170
ABBV icon
58
AbbVie
ABBV
$398B
$1.94M 0.29%
+8,391
JNJ icon
59
Johnson & Johnson
JNJ
$495B
$1.93M 0.29%
10,383
+6,267
LRCX icon
60
Lam Research
LRCX
$194B
$1.85M 0.28%
13,824
-8,517
IDEV icon
61
iShares Core MSCI International Developed Markets ETF
IDEV
$23.6B
$1.75M 0.26%
21,862
+496
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$125B
$1.49M 0.22%
3,187
MRK icon
63
Merck
MRK
$253B
$1.48M 0.22%
17,654
+9,382
MO icon
64
Altria Group
MO
$99.3B
$1.44M 0.22%
+21,746
ABT icon
65
Abbott
ABT
$223B
$1.4M 0.21%
10,464
+7,881
CSCO icon
66
Cisco
CSCO
$300B
$1.31M 0.2%
19,141
+14,469
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.23M 0.18%
2,446
-5,864
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$3.8T
$1.2M 0.18%
4,922
+735
ETHA
69
iShares Ethereum Trust ETF
ETHA
$1.59B
$1.11M 0.17%
+35,128
GE icon
70
GE Aerospace
GE
$304B
$1.11M 0.17%
3,679
+1,569
MCD icon
71
McDonald's
MCD
$216B
$1.09M 0.16%
3,574
+100
UPST icon
72
Upstart Holdings
UPST
$4.31B
$1.01M 0.15%
19,926
-484
VZ icon
73
Verizon
VZ
$172B
$1M 0.15%
+22,809
EXPE icon
74
Expedia Group
EXPE
$31.7B
$967K 0.15%
4,526
+1,455
SPHQ icon
75
Invesco S&P 500 Quality ETF
SPHQ
$15B
$945K 0.14%
12,891
1 2
3
4 5