Kera Capital Partners, Inc.

data from 30/09/2025

Capitalization

$ 666.715 M 31.34 %

Average holding period

2 ans

Performance

$ 102.015 M 24.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Kera Capital Partners, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 10.85% 72.351 M $ 387776 2024/12/31 10.470 M $ 18.10 %
2025/09/30 SPY SPDR S&P 500 ETF TR 6.46% 43.101 M $ 64698 2024/12/31 3.173 M $ 7.82 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 4.24% 28.280 M $ 149078 2024/12/31 1.161 M $ 4.38 %
2025/09/30 CGGR CAPITAL GROUP GROWTH ETF 2.70% 18.031 M $ 410544 2024/12/31 586.778 K $ 8.04 %
2025/09/30 GSIE GOLDMAN SACHS ETF TR 2.49% 16.583 M $ 403389 2024/12/31 546.896 K $ 3.66 %
2025/09/30 CGDV CAPITAL GROUP DIVIDEND VALUE 2.47% 16.487 M $ 392273 2024/12/31 866.038 K $ 6.43 %
2025/09/30 HOOD ROBINHOOD MKTS INC 2.42% 16.139 M $ 112721 2025/03/31 5.374 M $ 52.92 %
2025/09/30 COIN COINBASE GLOBAL INC 1.98% 13.218 M $ 39167 2024/12/31 -480.480 K $ -3.71 %
2025/09/30 GLW CORNING INC 1.85% 12.361 M $ 150693 2024/12/31 4.141 M $ 55.98 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.71% 11.420 M $ 75696 2024/12/31 1.591 M $ 17.48 %
2025/09/30 INTC INTEL CORP 1.71% 11.405 M $ 339935 2025/03/31 3.355 M $ 49.78 %
2025/09/30 ANET ARISTA NETWORKS INC 1.58% 10.567 M $ 72518 2025/03/31 2.937 M $ 42.42 %
2025/09/30 AVGO BROADCOM INC 1.44% 9.597 M $ 29089 2024/12/31 1.489 M $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 1.40% 9.347 M $ 42569 2024/12/31 7.015 K $ 0.08 %
2025/09/30 NU NU HLDGS LTD 1.38% 9.233 M $ 576728 2025/03/31 1.215 M $ 16.69 %
2025/09/30 GOOG ALPHABET INC 1.32% 8.782 M $ 36058 2024/12/31 2.131 M $ 37.30 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.29% 8.627 M $ 27350 2024/12/31 545.821 K $ 8.80 %
2025/09/30 ILF ISHARES TR 1.25% 8.354 M $ 289154 2025/03/31 716.774 K $ 10.23 %
2025/09/30 VOO VANGUARD INDEX FDS 1.21% 8.060 M $ 13161 2024/12/31 614.114 K $ 7.81 %
2025/09/30 AAXJ ISHARES TR 1.21% 8.037 M $ 88103 2025/03/31 700.117 K $ 10.41 %
2025/09/30 TBLD THORNBURG INCM BUILDER OPP T 1.20% 7.988 M $ 401619 2024/12/31 47.179 K $ 1.38 %
2025/09/30 BILS SPDR SERIES TRUST 1.19% 7.945 M $ 79835 2025/06/30 6.870 K $ 0.09 %
2025/09/30 RTX RTX CORPORATION 1.18% 7.871 M $ 47041 2024/12/31 929.009 K $ 14.59 %
2025/09/30 CGGO CAPITAL GROUP GBL GROWTH EQT 1.08% 7.228 M $ 211543 2024/12/31 320.502 K $ 6.88 %
2025/09/30 JEF JEFFERIES FINL GROUP INC 1.03% 6.848 M $ 104675 2024/12/31 1.013 M $ 19.62 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 1.02% 6.784 M $ 229023 2024/12/31 969.998 K $ 16.84 %
2025/09/30 PSLV SPROTT ASSET MANAGEMENT LP 1.01% 6.739 M $ 429257 2024/12/31 1.494 M $ 28.27 %
2025/09/30 VONV VANGUARD SCOTTSDALE FDS 0.92% 6.129 M $ 68581 2025/03/31 448.943 K $ 4.88 %
2025/09/30 IVV ISHARES TR 0.92% 6.120 M $ 9144 2024/12/31 442.375 K $ 7.80 %
2025/09/30 CGCP CAPITAL GRP FIXED INCM ETF T 0.89% 5.937 M $ 261308 2024/12/31 53.917 K $ 0.98 %
2025/09/30 MSFT MICROSOFT CORP 0.87% 5.830 M $ 11257 2024/12/31 197.800 K $ 4.13 %
2025/09/30 BLK BLACKROCK INC 0.87% 5.801 M $ 4976 2025/03/31 538.084 K $ 11.12 %
2025/09/30 VB VANGUARD INDEX FDS 0.81% 5.372 M $ 21128 2024/12/31 357.158 K $ 7.30 %
2025/09/30 AMLP ALPS ETF TR 0.71% 4.749 M $ 101193 2025/06/30 -171.370 K $ -3.95 %
2025/09/30 JXN JACKSON FINANCIAL INC 0.70% 4.668 M $ 46113 2024/12/31 533.787 K $ 14.01 %
2025/09/30 AAPL APPLE INC 0.68% 4.526 M $ 17775 2024/12/31 777.857 K $ 24.11 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.65% 4.366 M $ 6255 2025/06/30 -21.564 K $ -9.04 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.65% 4.354 M $ 49924 2025/06/30 354.922 K $ 6.80 %
2025/09/30 URI UNITED RENTALS INC 0.63% 4.224 M $ 4425 2025/03/31 65.208 K $ 26.71 %
2025/09/30 IJH ISHARES TR 0.61% 4.078 M $ 62483 2024/12/31 209.433 K $ 5.22 %
2025/09/30 VBK VANGUARD INDEX FDS 0.59% 3.957 M $ 13294 2025/03/31 246.154 K $ 7.47 %
2025/09/30 MGK VANGUARD WORLD FD 0.54% 3.626 M $ 9011 2024/12/31 319.145 K $ 9.90 %
2025/09/30 D DOMINION ENERGY INC 0.54% 3.574 M $ 58425 2025/09/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.53% 3.542 M $ 21838 2025/06/30 -50.642 K $ -10.94 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.52% 3.455 M $ 88155 2025/03/31 -706.892 K $ -30.20 %
2025/09/30 TOL TOLL BROTHERS INC 0.51% 3.368 M $ 24383 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWB ISHARES TR 0.50% 3.345 M $ 9152 2024/12/31 231.324 K $ 7.63 %
2025/09/30 BIL SPDR SERIES TRUST 0.50% 3.305 M $ 36026 2025/06/30 653.000 $ 0.02 %
2025/09/30 SMH VANECK ETF TRUST 0.48% 3.171 M $ 9715 2024/12/31 452.294 K $ 17.03 %
2025/09/30 SPEM SPDR INDEX SHS FDS 0.47% 3.143 M $ 67138 2024/12/31 266.055 K $ 9.52 %
2025/09/30 PEP PEPSICO INC 0.44% 2.920 M $ 20794 2025/06/30 22.932 K $ 6.36 %
2025/09/30 SPYV SPDR SERIES TRUST 0.44% 2.902 M $ 52453 2024/12/31 152.424 K $ 5.71 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.38% 2.538 M $ 470 2024/12/31 -157.547 K $ -6.74 %
2025/09/30 KYTX KYVERNA THERAPEUTICS INC 0.38% 2.532 M $ 421924 2024/12/31 1.236 M $ 95.44 %
2025/09/30 RBLX ROBLOX CORP 0.34% 2.261 M $ 16325 2024/12/31 598.393 K $ 31.67 %
2025/09/30 META META PLATFORMS INC 0.30% 1.985 M $ 2702 2024/12/31 -6.214 K $ -0.50 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.30% 1.968 M $ 76533 2024/12/31 157.361 K $ 7.89 %
2025/09/30 ABBV ABBVIE INC 0.29% 1.943 M $ 8391 2025/09/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.29% 1.925 M $ 10383 2024/12/31 134.469 K $ 21.39 %
2025/09/30 LRCX LAM RESEARCH CORP 0.28% 1.851 M $ 13824 2025/03/31 816.786 K $ 37.56 %
2025/09/30 IDEV ISHARES TR 0.26% 1.753 M $ 21862 2024/12/31 88.241 K $ 5.43 %
2025/09/30 IWF ISHARES TR 0.22% 1.493 M $ 3187 2024/12/31 139.686 K $ 10.32 %
2025/09/30 MRK MERCK & CO INC 0.22% 1.482 M $ 17654 2024/12/31 39.457 K $ 6.03 %
2025/09/30 MO ALTRIA GROUP INC 0.22% 1.437 M $ 21746 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABT ABBOTT LABS 0.21% 1.402 M $ 10464 2024/12/31 -5.346 K $ -1.52 %
2025/09/30 CSCO CISCO SYS INC 0.20% 1.310 M $ 19141 2025/03/31 -4.485 K $ -1.38 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.18% 1.230 M $ 2446 2024/12/31 141.020 K $ 3.49 %
2025/09/30 GOOGL ALPHABET INC 0.18% 1.197 M $ 4922 2024/12/31 279.984 K $ 37.95 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.17% 1.107 M $ 35128 2025/09/30 0.000 $ 0.00 %
2025/09/30 GE GE AEROSPACE 0.17% 1.107 M $ 3679 2025/06/30 91.637 K $ 16.87 %
2025/09/30 MCD MCDONALDS CORP 0.16% 1.086 M $ 3574 2025/06/30 40.715 K $ 4.01 %
2025/09/30 UPST UPSTART HLDGS INC 0.15% 1.012 M $ 19926 2025/03/31 -283.290 K $ -21.46 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.15% 1.002 M $ 22809 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.15% 967.437 K $ 4526 2024/12/31 138.409 K $ 26.72 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.14% 944.781 K $ 12891 2024/12/31 26.168 K $ 2.85 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.14% 944.388 K $ 5177 2025/03/31 182.740 K $ 33.82 %
2025/09/30 TSLA TESLA INC 0.14% 943.696 K $ 2122 2025/06/30 112.956 K $ 40.00 %
2025/09/30 DASH DOORDASH INC 0.14% 930.750 K $ 3422 2024/12/31 77.229 K $ 10.34 %
2025/09/30 WMT WALMART INC 0.14% 920.434 K $ 8931 2024/12/31 19.382 K $ 5.40 %
2025/09/30 QQQ INVESCO QQQ TR 0.14% 902.726 K $ 1504 2024/12/31 62.618 K $ 8.84 %
2025/09/30 NOW SERVICENOW INC 0.13% 899.114 K $ 977 2025/03/31 -102.625 K $ -10.49 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.13% 883.319 K $ 13590 2024/12/31 27.530 K $ 6.19 %
2025/09/30 VRSN VERISIGN INC 0.13% 862.199 K $ 3084 2025/03/31 -21.948 K $ -3.20 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.13% 857.126 K $ 12734 2025/03/31 42.781 K $ 7.46 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.12% 825.426 K $ 4108 2025/06/30 45.967 K $ 7.78 %
2025/09/30 SNOW SNOWFLAKE INC 0.12% 813.333 K $ 3606 2025/06/30 5.380 K $ 0.80 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.12% 811.959 K $ 877 2025/03/31 -75.564 K $ -6.50 %
2025/09/30 MOH MOLINA HEALTHCARE INC 0.12% 786.681 K $ 4111 2025/03/31 -82.248 K $ -35.76 %
2025/09/30 C CITIGROUP INC 0.12% 779.666 K $ 7681 2024/12/31 126.338 K $ 19.24 %
2025/09/30 V VISA INC 0.12% 774.593 K $ 2269 2024/12/31 -19.425 K $ -3.85 %
2025/09/30 VTI VANGUARD INDEX FDS 0.11% 760.261 K $ 2317 2024/12/31 45.450 K $ 7.97 %
2025/09/30 ZM ZOOM COMMUNICATIONS INC 0.11% 757.433 K $ 9181 2024/12/31 29.366 K $ 5.80 %
2025/09/30 TJX TJX COS INC NEW 0.11% 738.021 K $ 5106 2024/12/31 91.567 K $ 17.05 %
2025/09/30 NTNX NUTANIX INC 0.11% 730.882 K $ 9825 2025/03/31 -15.251 K $ -2.68 %
2025/09/30 TTC TORO CO 0.11% 717.132 K $ 9411 2025/06/30 30.133 K $ 7.81 %
2025/09/30 ABNB AIRBNB INC 0.11% 714.435 K $ 5884 2024/12/31 -42.129 K $ -8.25 %
2025/09/30 TSN TYSON FOODS INC 0.11% 712.563 K $ 13123 2024/12/31 -7.265 K $ -2.93 %
2025/09/30 ULTA ULTA BEAUTY INC 0.11% 710.228 K $ 1299 2025/03/31 86.033 K $ 16.87 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.10% 698.050 K $ 2047 2025/06/30 54.471 K $ 16.92 %
2025/09/30 VO VANGUARD INDEX FDS 0.10% 693.226 K $ 2360 2024/12/31 32.883 K $ 4.97 %