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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
PEP icon
51
PepsiCo
PEP
$191B
$2.92M 0.44%
20,794
+18,064
+662% +$2.58M
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$2.9M 0.44%
52,453
+1,475
+3% +$79.4K
BKNG icon
53
Booking.com
BKNG
$149B
$2.54M 0.38%
11,750
+1,650
+16% +$368K
KYTX icon
54
Kyverna Therapeutics
KYTX
$457M
$2.53M 0.38%
421,924
– –
RBLX icon
55
Roblox
RBLX
$26.2B
$2.26M 0.34%
16,325
-1,634
-9% -$203K
META icon
56
Meta Platforms (Facebook)
META
$1.5T
$1.98M 0.3%
2,702
+1,027
+61% +$764K
SCHB icon
57
Schwab US Broad Market ETF
SCHB
$43.9B
$1.97M 0.3%
76,533
-7,170
-9% -$177K
ABBV icon
58
AbbVie
ABBV
$433B
$1.94M 0.29%
+8,391
New +$1.71M
JNJ icon
59
Johnson & Johnson
JNJ
$613B
$1.93M 0.29%
10,383
+6,267
+152% +$1.07M
LRCX icon
60
Lam Research
LRCX
$369B
$1.85M 0.28%
13,824
-8,517
-38% -$902K
IDEV icon
61
iShares Core MSCI International Developed Markets ETF
IDEV
$31.8B
$1.75M 0.26%
21,862
+496
+2% +$38.5K
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$124B
$1.49M 0.22%
12,748
– –
MRK icon
63
Merck
MRK
$316B
$1.48M 0.22%
17,654
+9,382
+113% +$773K
MO icon
64
Altria Group
MO
$114B
$1.44M 0.22%
+21,746
New +$1.38M
ABT icon
65
Abbott
ABT
$185B
$1.4M 0.21%
10,464
+7,881
+305% +$1.03M
CSCO icon
66
Cisco
CSCO
$457B
$1.31M 0.2%
19,141
+14,469
+310% +$986K
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.23M 0.18%
2,446
-5,864
-71% -$2.84M
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$4.57T
$1.2M 0.18%
4,922
+735
+18% +$154K
ETHA
69
iShares Ethereum Trust ETF
ETHA
$5.42B
$1.11M 0.17%
+35,128
New +$1.04M
GE icon
70
GE Aerospace
GE
$383B
$1.11M 0.17%
3,679
+1,569
+74% +$429K
MCD icon
71
McDonald's
MCD
$188B
$1.09M 0.16%
3,574
+100
+3% +$30.4K
UPST icon
72
Upstart Holdings
UPST
$2.82B
$1.01M 0.15%
19,926
-484
-2% -$34K
VZ icon
73
Verizon
VZ
$198B
$1M 0.15%
+22,809
New +$987K
EXPE icon
74
Expedia Group
EXPE
$35.8B
$967K 0.15%
4,526
+1,455
+47% +$292K
SPHQ icon
75
Invesco S&P 500 Quality ETF
SPHQ
$19.6B
$945K 0.14%
12,891
– –
1 2
3
4 5

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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.