Kera Capital Partners, Inc.

CIK

2040353

Location

SACRAMENTO, CA

Portfolio Value

Small $561,730,641

Diversification

Diversified

Filing Date

Global Rank

#2,164 / 8,232 ▲ 125

Top Industry

Semiconductors 19.0%

3Y Alpha vs SPY

+11.0%

Period ended 2 months ago

Filed May 6, 2026 · 39d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.0%

SPY

+23.4%

Annualised alpha

+11.0%

Max drawdown

−24.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.4%

−0.6 pts

Top 5

29.0%

+1.0 pts

Top 10

38.1%

−0.1 pts

HHI

285

Diversified−19

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$172,884,817	94
Financial Services	19.0%	$106,767,840	88
Industrials	11.4%	$64,044,351	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

514 positions · $561,730,641 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 514 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%	12.35%
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%	3.13%
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%	2.28%
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 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	1.18%
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%	0.87%
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%	0.71%
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%	0.23%
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	Exxon Mobil 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%	0.21%