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Kera Capital Partners, Inc.

All holdings · as of Dec 31, 2025

552 positions

CompanyClassValueShares% of portfolio
OLD REPUBLIC INTERNATIONAL CORP$490.6K12,5260.1%
HEICO CORP$492.1K1,9330.1%
NORFOLK SOUTHERN CORP$492.5K1,6910.1%
Mastercard Inc$493.5K9160.1%
ISHARES INC$499.3K6,1830.1%
Insulet Corp$502.9K1,9660.1%
Monolithic Power Systems Inc$503.6K4480.1%
Eaton Corp plc$506.1K1,4400.1%
United Parcel Service Inc$507.1K4,7740.1%
CIENA CORP$510.2K2,0260.1%
Keurig Dr Pepper Inc$510.9K18,6170.1%
KLA CORP$511.2K3580.1%
ECOLAB INC.$513.0K1,8190.1%
Snap-on Inc$514.1K1,4040.1%
TWILIO INC$514.7K4,2730.1%
CASEYS GENERAL STORES INC$516.1K8510.1%
TERADYNE, INC$516.4K2,1420.1%
STATE STREET CORPORATION$519.8K3,9720.1%
DOLLAR GENERAL CORP$521.7K3,6370.1%
Intuitive Surgical Inc$522.9K1,0370.1%
SHERWIN WILLIAMS CO$523.1K1,4750.1%
NNN REIT, INC.$523.3K12,5570.1%
Elanco Animal Health Inc$523.4K21,7350.1%
Grand Canyon Education, Inc.$524.5K3,0170.1%
Chubb Ltd$525.0K1,6960.1%
T Rowe Price Group Inc$525.0K4,9680.1%
BRISTOL MYERS SQUIBB CO$525.9K9,5540.1%
American Homes 4 Rent$527.1K16,8310.1%
CHARLES RIVER LABS INTL INC$528.5K2,5110.1%
ROKU, INC$529.6K5,5630.1%
Upstart Holdings, INC.$530.5K13,5150.1%
Sandisk Corp$531.3K9220.1%
Atlassian Corporation$534.6K4,5240.1%
DoorDash, Inc.$538.2K2,6300.1%
MSC Industrial Direct Co., Inc.$538.7K6,3880.1%
Bank OZK$539.1K11,3360.1%
Walt Disney Co$539.4K4,7820.1%
MKS Inc$539.6K2,2920.1%
JABIL INC$539.8K2,2760.1%
United Airlines Holdings Inc$541.2K5,2890.1%
Consolidated Edison Inc$541.7K5,0800.1%
TARGET CORP$546.5K5,1820.1%
Bank of New York Mellon Corp/The$548.8K4,5760.1%
Snowflake Inc.$553.2K2,8710.1%
INTERNATIONAL FLAVORS & FRAGRANCES INC$553.4K7,9270.1%
HUNTINGTON INGALLS INDUSTRIES, INC.$555.1K1,3200.1%
LOCKHEED MARTIN CORP$556.9K8780.1%
Moody's Corp$557.3K1,0810.1%
ZEBRA TECHNOLOGIES CORP$557.6K2,3730.1%
CF Industries Holdings Inc$558.2K5,9870.1%
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