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Kera Capital Partners, Inc.

All holdings · as of Dec 31, 2025

552 positions

CompanyClassValueShares% of portfolio
Toll Brothers Incorporated—$411.5K2,8480.1%
INTUIT INC.—$415.6K8330.1%
FISERV INC—$420.0K6,5900.1%
BORGWARNER INC—$423.3K8,9280.1%
Alexandria Real Estate Equities Inc—$423.6K7,7530.1%
Howmet Aerospace Inc.—$424.5K2,0400.1%
WESCO INTERNATIONAL INC—$424.6K1,4670.1%
Gen Digital Inc.—$426.7K17,7880.1%
Ally Financial Inc.—$427.4K10,1080.1%
FTI CONSULTING, INC—$427.9K2,4500.1%
Azenta Inc—$429.0K11,0340.1%
RingCentral Inc—$430.5K16,6330.1%
AMPHENOL CORP /DE—$430.8K2,9900.1%
US BANCORP \DE—$431.9K7,6970.1%
Bloom Energy Corp—$433.2K2,8620.1%
ASTRAZENECA PLC—$434.5K4,6840.1%
United Rentals Inc—$436.4K5580.1%
ROLLINS INC—$437.4K6,9060.1%
Garmin Ltd—$437.6K2,1700.1%
Autodesk, Inc.—$439.2K1,7370.1%
EVERSOURCE ENERGY—$441.6K6,3890.1%
ON Semiconductor Corp—$442.6K7,3910.1%
STERIS plc—$444.1K1,6910.1%
WEC ENERGY GROUP, INC.—$445.4K4,0250.1%
Zions Bancorp NA—$445.6K7,4380.1%
Jack Henry & Associates Inc—$446.6K2,4920.1%
Agilent Technologies Inc—$449.2K3,3560.1%
ServiceNow Inc—$453.1K3,8720.1%
Salesforce Inc—$453.3K2,1350.1%
Okta, Inc.—$456.3K5,4010.1%
IPG PHOTONICS CORP—$457.9K4,9550.1%
T-Mobile US, Inc.TMUSCommon Stock$458.7K2,3260.1%
ASHLAND INC.—$462.7K7,5660.1%
UNUM GROUP—$463.0K6,0940.1%
AMERICAN ELECTRIC POWER CO INC—$464.5K3,8780.1%
Schneider National, Inc.SNDRCommon Stock$465.2K17,3320.1%
BOSTON SCIENTIFIC CORP—$470.0K5,0250.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$471.8K1,3760.1%
Element Solutions Inc—$475.2K16,3310.1%
Etsy Inc—$475.3K8,9740.1%
VeriSign Inc—$475.5K1,9470.1%
ISHARES TR—$475.9K5,0600.1%
COGNEX CORP—$478.6K12,3530.1%
Palo Alto Networks Inc—$479.1K2,7070.1%
ESSEX PROPERTY TRUST, INC.—$481.9K1,9130.1%
First American Financial Corp—$485.5K7,6850.1%
TORO CO—$486.0K5,3120.1%
CINTAS CORP—$486.5K2,5420.1%
Edwards Lifesciences Corp—$488.6K6,0060.1%
Netflix Inc—$489.5K5,8630.1%
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