Kera Capital Partners, Inc. Q4 2025 Filing

Filed February 23, 2026

Portfolio Value

$810.8M

Holdings

553

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (553 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
391,382$74.8M9.23%
2
SPYSPDR S&P 500 ETF TR
67,601$46.8M5.77%
3
RSPINVESCO EXCHANGE TRADED FD T
153,782$30.5M3.76%
4
CGGRCAPITAL GROUP GROWTH ETF
399,599$17.8M2.19%
5
CGDGCAPITAL GROUP DIVIDEND VALUE
387,116$17.4M2.14%
6
GLWCORNING INC
154,754$16.0M1.97%
7
INTCINTEL CORP
337,166$15.7M1.93%
8
GSIEGOLDMAN SACHS ETF TR
341,670$15.2M1.88%
9
VRTVERTIV HOLDINGS CO
76,546$14.3M1.76%
10
PSLV/USPROTT ASSET MANAGEMENT LP
509,964$13.5M1.66%
11
PHYS/USPROTT ASSET MANAGEMENT LP
356,193$13.0M1.60%
12
GOOGALPHABET INC
37,166$12.6M1.55%
13
ANETARISTA NETWORKS INC
80,987$11.5M1.42%
14
ILFISHARES TR
323,234$11.4M1.41%
15
HOODROBINHOOD MKTS INC
113,340$11.3M1.39%
16
NUNU HLDGS LTD
630,649$11.2M1.38%
17
AMZNAMAZON COM INC
45,794$11.0M1.35%
18
AAXJISHARES TR
99,635$10.0M1.23%
19
RTXRTX CORPORATION
49,508$9.9M1.23%
20
BILSSPDR SERIES TRUST
98,306$9.8M1.21%
21
TBLDTHORNBURG INCM BUILDER OPP T
434,901$9.2M1.14%
22
BLKBLACKROCK INC
7,808$8.7M1.08%
23
JPMJPMORGAN CHASE & CO.
28,334$8.7M1.07%
24
CMGCHIPOTLE MEXICAN GRILL INC
219,808$8.5M1.05%
25
COINCOINBASE GLOBAL INC
41,644$8.1M1.00%
26
VOOVANGUARD INDEX FDS
12,729$8.1M1.00%
27
AVGOBROADCOM INC
24,229$8.0M0.99%
28
CGGOCAPITAL GROUP GBL GROWTH EQT
219,467$8.0M0.98%
29
AMLPALPS ETF TR
154,355$7.7M0.95%
30
VONVVANGUARD SCOTTSDALE FDS
74,404$7.2M0.89%
31
IVVISHARES TR
8,762$6.1M0.75%
32
VBVANGUARD INDEX FDS
22,204$6.0M0.74%
33
JNJJOHNSON & JOHNSON
26,216$6.0M0.73%
34
JXNJACKSON FINANCIAL INC
48,571$5.8M0.71%
35
CGCPCAPITAL GRP FIXED INCM ETF T
253,801$5.7M0.71%
36
AAPLAPPLE INC
21,243$5.5M0.68%
37
GOFGUGGENHEIM STRATEGIC OPPORTU
362,801$4.6M0.57%
38
MSFTMICROSOFT CORP
10,329$4.4M0.55%
39
BABAALIBABA GROUP HLDG LTD
25,975$4.4M0.54%
40
4I1PHILIP MORRIS INTL INC
23,758$4.3M0.53%
41
GCOWPACER FDS TR
95,127$4.2M0.52%
42
IJHISHARES TR
58,176$4.0M0.49%
43
IBBISHARES TR
23,052$4.0M0.49%
44
SMHVANECK ETF TRUST
9,850$4.0M0.49%
45
MDLNMEDLINE INC
85,642$3.8M0.47%
46
NDAQNASDAQ INC
37,906$3.7M0.45%
47
MGKVANGUARD WORLD FD
8,952$3.6M0.45%
48
SPEMSPDR INDEX SHS FDS
72,879$3.6M0.44%
49
BBCETFIS SER TR I
84,970$3.5M0.43%
50
IWBISHARES TR
9,150$3.5M0.43%
51
SPYVSPDR SERIES TRUST
58,041$3.4M0.42%
52
LRCXLAM RESEARCH CORP
14,237$3.3M0.41%
53
PEPPEPSICO INC
18,577$2.9M0.35%
54
METAMETA PLATFORMS INC
3,674$2.6M0.32%
55
BKNGBOOKING HOLDINGS INC
513$2.6M0.32%
56
GOOGLALPHABET INC
6,443$2.2M0.27%
57
MRKMERCK & CO INC
19,258$2.1M0.26%
58
SCHBSCHWAB STRATEGIC TR
76,533$2.0M0.25%
59
IDEVISHARES TR
22,780$2.0M0.24%
60
CSCOCISCO SYS INC
25,086$2.0M0.24%
61
ABBVABBVIE INC
8,711$1.9M0.24%
62
MCDMCDONALDS CORP
5,871$1.8M0.23%
63
CLCOLGATE PALMOLIVE CO
17,633$1.6M0.20%
64
VTIVANGUARD INDEX FDS
4,405$1.5M0.19%
65
EXPEEXPEDIA GROUP INC
5,608$1.5M0.18%
66
IWFISHARES TR
3,187$1.5M0.18%
67
WMTWALMART INC
11,891$1.4M0.17%
68
ZMZOOM COMMUNICATIONS INC
15,205$1.4M0.17%
69
MOALTRIA GROUP INC
22,480$1.4M0.17%
70
MNSTMONSTER BEVERAGE CORP NEW
16,969$1.4M0.17%
71
TSLATESLA INC
3,165$1.4M0.17%
72
GSGOLDMAN SACHS GROUP INC
1,419$1.3M0.16%
73
GLDMWORLD GOLD TR
13,822$1.3M0.16%
74
BRK/BBERKSHIRE HATHAWAY INC DEL
2,735$1.3M0.16%
75
ICOPISHARES TR
24,448$1.2M0.15%
76
MUMICRON TECHNOLOGY INC
2,927$1.2M0.15%
77
ITWILLINOIS TOOL WKS INC
4,463$1.2M0.14%
78
ABTABBOTT LABS
10,628$1.2M0.14%
79
SLVISHARES SILVER TR
15,274$1.2M0.14%
80
TRVCCITIGROUP INC
9,732$1.1M0.14%
81
USOUNITED STATES ANTIMONY CORP
153,515$1.1M0.14%
82
CNCCENTENE CORP DEL
25,831$1.1M0.14%
83
ABNBAIRBNB INC
8,511$1.1M0.14%
84
KYTXKYVERNA THERAPEUTICS INC
132,603$1.1M0.13%
85
DALDELTA AIR LINES INC DEL
15,784$1.0M0.13%
86
BACVERIZON COMMUNICATIONS INC
23,340$1.0M0.13%
87
GEGE AEROSPACE
3,389$1.0M0.13%
88
JBHTHUNT J B TRANS SVCS INC
5,087$1.0M0.13%
89
ULTAULTA BEAUTY INC
1,560$1.0M0.12%
90
CRUSCIRRUS LOGIC INC
7,662$998K0.12%
91
SPHQINVESCO EXCHANGE TRADED FD T
12,891$997K0.12%
92
ORLYOREILLY AUTOMOTIVE INC
10,141$997K0.12%
93
CCKCROWN HLDGS INC
9,507$995K0.12%
94
RLRALPH LAUREN CORP
2,762$976K0.12%
95
WDCWESTERN DIGITAL CORP
3,880$970K0.12%
96
TXG10X GENOMICS INC
47,829$966K0.12%
97
CMICUMMINS INC
1,667$965K0.12%
98
ACNACCENTURE PLC IRELAND
3,643$960K0.12%
99
XOMEXXON MOBIL CORP
6,766$956K0.12%
100
TSNTYSON FOODS INC
14,564$951K0.12%
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