Kera Capital Partners, Inc. Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$810.8B
Holdings
553
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (553 positions)
| Stock | Value |
|---|---|
YETIYETI HLDGS INC | $561K |
PHMPULTE GROUP INC | $559K |
CFCF INDS HLDGS INC | $558K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $557K |
MCOMOODYS CORP | $557K |
LMTLOCKHEED MARTIN CORP | $556K |
HIIHUNTINGTON INGALLS INDS INC | $555K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $553K |
SNOWSNOWFLAKE INC | $553K |
BKBANK NEW YORK MELLON CORP | $548K |
DYHTARGET CORP | $546K |
EDCONSOLIDATED EDISON INC | $541K |
UALUNITED AIRLS HLDGS INC | $541K |
JBLJABIL INC | $539K |
OZKBANK OZK LITTLE ROCK ARK | $539K |
MKSIMKS INC. | $539K |
DISDISNEY WALT CO | $539K |
MSMMSC INDL DIRECT INC | $538K |
DASHDOORDASH INC | $538K |
TEAMATLASSIAN CORPORATION | $534K |
SNDKSANDISK CORP | $531K |
UPSTUPSTART HLDGS INC | $530K |
ROKUROKU INC | $529K |
CRLCHARLES RIV LABS INTL INC | $528K |
AMHAMERICAN HOMES 4 RENT | $527K |
BMYBRISTOL-MYERS SQUIBB CO | $525K |
TROWPRICE T ROWE GROUP INC | $525K |
CBCHUBB LIMITED | $525K |
GKDGRAND CANYON ED INC | $524K |
NNNNNN REIT INC | $523K |
ELANELANCO ANIMAL HEALTH INC | $523K |
SHWSHERWIN WILLIAMS CO | $523K |
ISRGINTUITIVE SURGICAL INC | $522K |
DGDOLLAR GEN CORP NEW | $521K |
STTSTATE STR CORP | $519K |
CASYCASEYS GEN STORES INC | $516K |
TERTERADYNE INC | $516K |
TWLOTWILIO INC | $514K |
SNASNAP ON INC | $514K |
ECLECOLAB INC | $512K |
KLACKLA CORP | $511K |
KDPKEURIG DR PEPPER INC | $510K |
CIENCIENA CORP | $510K |
UPSUNITED PARCEL SERVICE INC | $507K |
ETNEATON CORP PLC | $506K |
MPWRMONOLITHIC PWR SYS INC | $503K |
PODDINSULET CORP | $502K |
RINGISHARES INC | $499K |
MAMASTERCARD INCORPORATED | $493K |
HEIHEICO CORP NEW | $492K |
NSCNORFOLK SOUTHN CORP | $492K |
ORIOLD REP INTL CORP | $490K |
NFLXNETFLIX INC | $489K |
EWEDWARDS LIFESCIENCES CORP | $488K |
CITCINTAS CORP | $486K |
TTCTORO CO | $486K |
FAFFIRST AMERN FINL CORP | $485K |
ESSESSEX PPTY TR INC | $481K |
PANWPALO ALTO NETWORKS INC | $479K |
CGNXCOGNEX CORP | $478K |
AQLTISHARES TR | $475K |
VRSNVERISIGN INC | $475K |
PAHUSDELEMENT SOLUTIONS INC | $475K |
ETSYETSY INC | $475K |
LHXL3HARRIS TECHNOLOGIES INC | $471K |
BSXBOSTON SCIENTIFIC CORP | $469K |
SNDRSCHNEIDER NATIONAL INC | $465K |
AEPAMERICAN ELEC PWR CO INC | $464K |
ASHASHLAND INC | $462K |
UNMUNUM GROUP | $462K |
TMUST-MOBILE US INC | $458K |
IPGPIPG PHOTONICS CORP | $457K |
OKTAOKTA INC | $456K |
NOWSERVICENOW INC | $453K |
CRMSALESFORCE INC | $453K |
AG8AGILENT TECHNOLOGIES INC | $449K |
JKHYHENRY JACK & ASSOC INC | $446K |
ZIONZIONS BANCORPORATION N A | $445K |
WECWEC ENERGY GROUP INC | $445K |
STESTERIS PLC | $444K |
ONON SEMICONDUCTOR CORP | $442K |
ESEVERSOURCE ENERGY | $441K |
ADSKAUTODESK INC | $439K |
ROLROLLINS INC | $437K |
GRMNGARMIN LTD | $437K |
URIUNITED RENTALS INC | $436K |
AZNASTRAZENECA PLC | $434K |
BEBLOOM ENERGY CORP | $433K |
USBUS BANCORP DEL | $431K |
RNGRINGCENTRAL INC | $430K |
APHAMPHENOL CORP NEW | $430K |
AZTAAZENTA INC | $429K |
ALLYALLY FINL INC | $427K |
FCNFTI CONSULTING INC | $427K |
GENGEN DIGITAL INC | $426K |
WCCWESCO INTL INC | $424K |
HWMHOWMET AEROSPACE INC | $424K |
BWABORGWARNER INC | $423K |
AREALEXANDRIA REAL ESTATE EQ IN | $423K |
FISVFISERV INC | $419K |