Institutions / Kera Capital Partners, Inc. / Holdings
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Kera Capital Partners, Inc.

All holdings · as of Dec 31, 2025

552 positions

CompanyClassValueShares% of portfolio
TopBuild Corp—$357.6K7640.0%
STIFEL FINANCIAL CORP—$359.8K2,9180.0%
FIRST HAWAIIAN, INC.—$360.0K13,5610.0%
FNB CORP/PA—$361.7K20,6120.0%
GARTNER INC—$362.2K1,7280.0%
KROGER CO—$362.5K5,7680.0%
Wayfair Inc.—$362.5K3,5030.0%
CrowdStrike Holdings, Inc.—$363.3K8230.0%
Allegion plc—$363.9K2,2000.0%
Assured Guaranty Ltd.—$365.5K4,3070.0%
Datadog, Inc.—$369.9K2,8600.0%
Liberty Broadband Corp—$369.9K7,6880.0%
RPM International Inc—$370.1K3,4600.0%
OSHKOSH CORP—$371.2K2,5810.0%
Qorvo, Inc.—$371.4K4,7550.0%
M&T BANK CORP—$373.1K1,6840.0%
Aon plc—$373.4K1,0680.0%
PINNACLE WEST CAPITAL CORP—$374.1K3,9980.0%
AUTONATION, INC.—$374.1K1,8250.0%
FREEPORT-MCMORAN INC—$376.7K6,2540.0%
Owens Corning—$379.2K3,1640.0%
JAMF HLDG CORP—$380.7K29,1760.0%
MIDDLEBY CORP—$381.0K2,5890.0%
CNA FINANCIAL CORPCNACommon Stock$381.0K7,9610.0%
Natera, Inc.—$383.5K1,6590.0%
PACKAGING CORP OF AMERICA—$386.1K1,7350.0%
ISHARES TR—$387.1K1,6660.0%
BALL Corp—$387.2K6,8080.0%
PINTEREST, INC.—$387.7K17,5210.0%
Becton Dickinson & Co—$390.3K1,9180.0%
MATTEL INC /DE—$390.3K18,6830.0%
CUBESMART—$391.2K10,4230.0%
Envista Holdings Corp—$392.1K16,7070.0%
Cigna Group—$392.3K1,4310.0%
TETRA TECH INC—$392.9K10,4320.0%
Primerica, Inc.—$393.8K1,4970.0%
DOLLAR TREE, INC.—$393.8K3,3490.0%
SKYWORKS SOLUTIONS, INC.—$394.8K7,0800.0%
Ferguson Enterprises Inc. /DE—$395.4K1,5660.0%
INVESCO EXCHANGE TRADED FD T—$397.6K8,1450.0%
ADT Inc.—$399.3K49,9130.0%
BIO-TECHNE Corp—$399.7K6,2360.0%
PROGRESSIVE CORP/OH—$400.5K1,9260.0%
Axis Capital Holdings Ltd—$405.5K3,9300.1%
Morgan Stanley—$405.8K2,2200.1%
PTC Inc—$406.6K2,6040.1%
Axalta Coating Systems Ltd—$406.7K12,1120.1%
FLOWERS FOODS INC—$408.5K35,7430.1%
Woodward Inc—$409.1K1,2870.1%
AFFIRM HOLDINGS INC CLASS A—$409.1K6,7850.1%
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