Kera Capital Partners, Inc.

CIK

2040353

Location

SACRAMENTO, CA

Portfolio Value

Small $562,102,649

Diversification

Diversified

Filing Date

Global Rank

#2,457 / 8,622 ▲ 32 · as of Mar 2026

Top Industry

Semiconductors 18.9%

3Y Alpha vs SPY

+11.4%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.4%

SPY

+23.3%

Annualised alpha

+10.2%

Max drawdown

−24.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

515 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

−0.6 pts

Top 5

29.0%

+1.0 pts

Top 10

38.1%

−0.1 pts

HHI

284

Diversified−19

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$172,884,813	94
Financial Services	19.0%	$107,042,460	89
Industrials	11.4%	$64,141,743	74
Consumer Cyclical	9.7%	$54,467,000	66
Unclassified	8.8%	$49,580,463	8
Healthcare	7.5%	$42,214,674	66
Consumer Defensive	4.0%	$22,237,022	27
Communication Services	2.7%	$14,993,867	18
Real Estate	2.1%	$11,831,855	24
Basic Materials	1.8%	$9,921,131	20
Utilities	1.4%	$7,806,608	19
Energy	0.9%	$4,981,013	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UAMY	United States Antimony Corp	+61,493	215,008	$1,877,019
CMG	Chipotle Mexican Grill Inc	+29,419	249,227	$7,977,756
TBLD	Thornburg Income Builder Opportunities Trust	+18,441	453,342	$9,585,916
PSLV	Sprott Physical Silver Trust	+14,025	523,989	$12,780,091
JNJ	Johnson & Johnson	+13,873	40,089	$9,799,355
MAN	ManpowerGroup Inc.	+13,400	19,985	$588,758
HIW	Highwoods Properties, Inc.	+12,064	20,477	$438,412
GTM	ZoomInfo Technologies Inc.	+10,954	43,848	$262,211
GOOGL	Alphabet Inc.	+10,461	16,904	$4,860,914
UPST	Upstart Holdings, Inc.	+9,432	22,947	$588,590
SLV	iShares Silver Trust	+9,118	24,392	$1,662,070
CUZ	Cousins Properties Inc	+8,935	17,199	$388,181
KHC	Kraft Heinz Co	+8,145	21,910	$492,755
DT	Dynatrace, Inc.	+7,129	15,044	$556,327
VICI	Vici Properties Inc.	+6,855	16,279	$444,742
NVDA	Nvidia Corp	+6,452	397,834	$69,382,249
GLDM	World Gold Trust	+5,946	19,768	$1,832,295
PYPL	PayPal Holdings, Inc.	+5,472	9,828	$444,520
PHYS	Sprott Physical Gold Trust	+5,187	361,380	$12,807,307
NOW	ServiceNow, Inc.	+4,616	8,488	$887,420
MTCH	Match Group, Inc.	+4,333	24,030	$737,961
CAG	Conagra Brands Inc.	+4,146	18,516	$291,071
CIFR	Cipher Digital Inc.	+3,997	16,286	$209,600
RNG	RingCentral, Inc.	+3,879	20,512	$762,841
CTSH	Cognizant Technology Solutions Corp	+3,822	6,993	$429,020
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOF	Guggenheim Strategic Opportunities Fund	−324,604	38,197	$420,930
INTC	Intel Corp	−163,628	173,538	$7,658,231
NU	Nu Holdings Ltd.	−162,984	467,665	$6,720,346
COIN	Coinbase Global, Inc.	−38,252	3,392	$592,277
NDAQ	Nasdaq, Inc.	−35,449	2,457	$208,574
KYTX	Kyverna Therapeutics, Inc.	−24,520	108,083	$932,756
REYN	Reynolds Consumer Products Inc.	−14,664	10,342	$219,043
DBX	Dropbox, Inc.	−13,367	9,884	$224,564
ADT	ADT Inc.	−13,281	36,632	$240,672
GLW	Corning Inc /Ny	−12,218	142,536	$19,380,619
PINS	Pinterest, Inc.	−6,964	10,557	$193,615
VRT	Vertiv Holdings Co	−6,453	70,093	$17,563,903
AVTR	Avantor, Inc.	−6,419	18,573	$145,612
KDP	Keurig Dr Pepper Inc.	−6,381	12,236	$322,173
KRC	Kilroy Realty Corp	−6,368	12,023	$339,168
BABA	Alibaba Group Holding Ltd	−6,349	19,626	$2,462,277
AMH	American Homes 4 Rent	−5,888	10,943	$305,528
CCL	Carnival Corp Ltd.	−5,307	19,325	$500,131
LRCX	Lam Research Corp	−5,147	9,090	$1,942,169
MAT	Mattel Inc /De/	−4,764	13,919	$202,243
G	Genpact LTD	−4,628	16,593	$618,089
AXTA	Axalta Coating Systems Ltd.	−4,537	7,575	$209,827
ZM	Zoom Communications, Inc.	−4,210	10,995	$883,888
RHI	Robert Half Inc.	−2,874	23,119	$587,222
CNC	Centene Corp	−2,493	23,338	$764,086
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CRDO	Credo Technology Group Holding Ltd	70,323	$6,601,220
FIGR	Figure Technology Solutions, Inc.	21,850	$741,807
BURL	Burlington Stores, Inc.	1,415	$460,412
ITT	Itt Inc.	2,247	$428,120
AZN	Astrazeneca PLC	2,121	$418,303
DOW	Dow Inc.	9,577	$398,882
SPGI	S&P Global Inc.	893	$379,828
VRSK	Verisk Analytics, Inc.	1,965	$372,858
EBAY	Ebay Inc	4,069	$370,360
SAM	Boston Beer Co Inc	1,600	$368,640
CNXC	Concentrix Corp	11,752	$321,534
TDC	Teradata Corp /De/	12,386	$317,453
VAC	MARRIOTT VACATIONS WORLDWIDE Corp	4,670	$304,110
VEEV	Veeva Systems Inc	1,652	$290,190
ROST	Ross Stores, Inc.	1,330	$288,117
ZTS	Zoetis Inc.	2,410	$284,886
PB	Prosperity Bancshares Inc	4,222	$283,633
LYB	LyondellBasell Industries N.V.	3,461	$278,818
NWSA	News Corp	11,164	$278,318
OXY	Occidental Petroleum Corp /De/	4,106	$266,890
DTE	Dte Energy Co	1,812	$264,950
ARW	Arrow Electronics, Inc.	1,763	$252,831
SON	Sonoco Products Co	4,674	$252,816
MRSH	Marsh & Mclennan Companies, Inc.	1,447	$250,982
JEF	Jefferies Financial Group Inc.	6,076	$250,756
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ESTC	Elastic N.V.	10,482	$790,762
ZBRA	Zebra Technologies Corp	2,373	$576,211
GEN	Gen Digital Inc.	17,788	$483,655
IT	Gartner Inc	1,728	$435,939
AZTA	Azenta, Inc.	11,034	$366,990
RPM	Rpm International Inc/De/	3,460	$359,840
LYFT	Lyft, Inc.	18,002	$348,698
SHC	Sotera Health Co	18,713	$330,097
BFAM	Bright Horizons Family Solutions Inc.	3,220	$326,508
MANH	Manhattan Associates Inc	1,791	$310,398
NTAP	NetApp, Inc.	2,813	$301,244
FDS	Factset Research Systems Inc	1,023	$296,864
EXAS	EXACT SCIENCES CORP	2,722	$276,446
FBIN	Fortune Brands Innovations, Inc.	5,509	$275,560
M	Macy's, Inc.	12,291	$271,016
WMS	Advanced Drainage Systems, Inc.	1,850	$267,935
PAYC	Paycom Software, Inc.	1,549	$246,848
LEN	Lennar Corp /New/	2,375	$244,150
JBGS	JBG SMITH Properties	14,323	$243,634
BX	Blackstone Inc.	1,577	$243,078
GTLB	Gitlab Inc.	6,394	$239,966
TTWO	Take Two Interactive Software Inc	933	$238,875
ALK	Alaska Air Group, Inc.	4,746	$238,723
PRU	Prudential Financial Inc	2,076	$234,338
MET	Metlife Inc	2,941	$232,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

515 positions · $562,102,649 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 515 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	397,834	+6,452	$69,382,249	−4.9%	12.34%
SPY	Spdr S&P 500 ETF Trust	Reduced	67,041	-560	$43,599,443	−5.4%	7.76%
GLW	Corning Inc /Ny Technology	Reduced	142,536	-12,218	$19,380,619	+43.0%	3.45%
VRT	Vertiv Holdings Co Industrials	Reduced	70,093	-6,453	$17,563,903	+41.6%	3.12%
PHYS	Sprott Physical Gold Trust Financial Services	Added	361,380	+5,187	$12,807,307	+8.9%	2.28%
PSLV	Sprott Physical Silver Trust Financial Services	Added	523,989	+14,025	$12,780,091	+6.0%	2.27%
JNJ	Johnson & Johnson Healthcare	Added	40,089	+13,873	$9,799,355	+80.6%	1.74%
ANET	Arista Networks, Inc. Technology	Reduced	79,158	-1,829	$9,719,019	−8.4%	1.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	46,162	+368	$9,614,159	−9.0%	1.71%
TBLD	Thornburg Income Builder Opportunities Trust Financial Services	Added	453,342	+18,441	$9,585,916	+9.7%	1.71%
RTX	RTX Corp Industrials	Reduced	48,425	-1,083	$9,341,182	+2.9%	1.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	28,663	+329	$8,431,508	−7.6%	1.50%
HOOD	Robinhood Markets, Inc. Financial Services	Added	116,096	+2,756	$8,045,452	−37.2%	1.43%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	249,227	+29,419	$7,977,756	−1.9%	1.42%
BLK	BlackRock, Inc. Financial Services	Added	8,059	+251	$7,750,420	−7.3%	1.38%
INTC	Intel Corp CALL + SHARES Technology	Reduced	173,538	-163,628	$7,658,231	−38.4%	1.36%
AVGO	Broadcom Inc. Technology	Added	24,357	+128	$7,538,735	−10.1%	1.34%
NU	Nu Holdings Ltd. Financial Services	Reduced	467,665	-162,984	$6,720,346	−36.3%	1.20%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	70,323	NEW	$6,601,220	NEW	1.17%
AAPL	Apple Inc. Technology	Added	21,832	+589	$5,540,743	−4.1%	0.99%
JXN	Jackson Financial Inc. Financial Services	Added	49,011	+440	$5,181,442	+0.0%	0.92%
GOOGL	Alphabet Inc. Communication Services	Added	16,904	+10,461	$4,860,914	+141.0%	0.86%
MSFT	Microsoft Corp Technology	Added	13,009	+2,680	$4,815,541	−3.6%	0.86%
MDLN	Medline Inc. Healthcare	Added	89,021	+3,379	$3,961,434	+10.1%	0.70%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	23,634	-124	$3,907,645	+2.5%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	18,902	+325	$2,935,291	+10.1%	0.52%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	19,626	-6,349	$2,462,277	−35.3%	0.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	19,037	-221	$2,289,960	+13.0%	0.41%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	511	-2	$2,151,473	−21.7%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,732	+861	$2,092,238	+16.6%	0.37%
META	Meta Platforms, Inc. Communication Services	Reduced	3,607	-67	$2,063,672	−14.9%	0.37%
LRCX	Lam Research Corp Technology	Reduced	9,090	-5,147	$1,942,169	−20.3%	0.35%
UAMY	United States Antimony Corp Basic Materials	Added	215,008	+61,493	$1,877,019	+143.6%	0.33%
CSCO	Cisco Systems, Inc. Technology	Reduced	24,013	-1,073	$1,863,168	−3.6%	0.33%
ABBV	AbbVie Inc. Healthcare	Reduced	8,550	-161	$1,859,539	−6.6%	0.33%
GLDM	World Gold Trust	Added	19,768	+5,946	$1,832,295	+55.3%	0.33%
SLV	iShares Silver Trust	Added	24,392	+9,118	$1,662,070	+68.9%	0.30%
WMT	Walmart Inc. Consumer Defensive	Added	12,479	+588	$1,550,890	+17.1%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,074	+339	$1,473,060	+7.2%	0.26%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	17,234	-399	$1,468,853	+5.4%	0.26%
MO	Altria Group, Inc. Consumer Defensive	Reduced	21,454	-1,026	$1,415,749	+9.2%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,507	+342	$1,303,727	−8.4%	0.23%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	10,178	+1,667	$1,285,277	+11.3%	0.23%
VZ	Verizon Communications Inc Communication Services	Added	25,183	+1,843	$1,264,186	+33.0%	0.22%
GS	Goldman Sachs Group Inc Financial Services	Added	1,461	+42	$1,235,991	−0.9%	0.22%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	16,950	-19	$1,228,197	−5.6%	0.22%
C	Citigroup Inc Financial Services	Added	10,546	+814	$1,196,021	+5.3%	0.21%
ITW	Illinois Tool Works Inc Industrials	Added	4,524	+61	$1,177,551	+7.1%	0.21%
XOM	ExxonMobil Holdings Corp Energy	Added	6,934	+168	$1,176,422	+44.5%	0.21%
JBHT	Hunt J B Transport Services Inc Industrials	Added	5,437	+350	$1,152,100	+16.5%	0.20%