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Kera Capital Partners, Inc.

All holdings · as of Dec 31, 2025

552 positions

CompanyClassValueShares% of portfolio
General Motors Co—$937.6K11,1620.1%
Genpact Ltd—$935.8K21,2210.1%
INVESCO QQQ TR—$934.5K1,5030.1%
Allison Transmission Holdings Inc—$909.7K8,3690.1%
CURTISS WRIGHT CORP—$904.3K1,3770.1%
Travel + Leisure Co—$902.8K12,9830.1%
Illumina Inc—$900.6K6,2190.1%
ROBERT HALF INC.—$899.6K25,9930.1%
SCHWAB CHARLES CORP—$898.6K8,6470.1%
Lamar Advertising Co—$893.2K6,9620.1%
Ingredion Inc—$878.1K7,4350.1%
Docusign Inc—$869.9K16,5560.1%
GENERAL DYNAMICS CORP—$867.9K2,4720.1%
VANGUARD TAX-MANAGED FDS—$858.6K12,9700.1%
UNIVERSAL HEALTH SERVICES INC—$828.4K4,1160.1%
FOX CORP—$827.5K11,3690.1%
ROBLOX Corp—$827.0K12,5760.1%
HEICO CORP—$823.3K2,4880.1%
Palantir Technologies Inc—$820.8K5,5990.1%
QUALCOMM INC/DE—$812.9K5,3620.1%
The PNC Financial Services Group, Inc.—$804.1K3,6010.1%
AMETEK Inc—$801.6K3,5790.1%
HCA Healthcare, Inc.—$800.8K1,6400.1%
LINCOLN ELECTRIC HOLDINGS INC—$799.8K3,0140.1%
EMERSON ELECTRIC CO—$794.6K5,4070.1%
ELI LILLY & Co—$789.3K7610.1%
CLEAN HARBORS INC—$780.5K3,0030.1%
CITIZENS FINANCIAL GROUP INC/RI—$779.2K12,3720.1%
Medtronic plc—$767.8K7,4570.1%
Five Below Inc—$766.9K4,0020.1%
WILLIAMS SONOMA INC—$766.2K3,7440.1%
ISHARES BITCOIN TRUST ETF—$765.2K16,1140.1%
Visa Inc—$758.2K2,3560.1%
CAPITAL ONE FINANCIAL CORP—$751.8K3,4340.1%
EPR Properties—$742.0K13,6790.1%
MASCO CORP /DE—$741.3K11,2170.1%
Evercore Inc—$740.1K2,0950.1%
Carnival Corp Ltd.—$739.5K24,6320.1%
GAP INC—$730.0K26,0920.1%
FedEx Corp—$717.3K2,2260.1%
OMEGA HEALTHCARE INVESTORS INC—$715.4K16,3050.1%
US Foods Holding Corp.—$712.9K8,5260.1%
DONALDSON Co INC—$703.1K6,8970.1%
CAMDEN PROPERTY TRUST—$702.9K6,4460.1%
Keysight Technologies, Inc.—$702.2K3,2460.1%
FIRST INDUSTRIAL REALTY TRUST INC—$699.1K12,0470.1%
VANGUARD INDEX FDS—$698.8K2,3600.1%
INCYTE CORP—$694.8K6,9430.1%
EPAM Systems, Inc.—$694.2K3,3280.1%
CHEVRON CORP—$691.5K3,9090.1%
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