KC
Kera Capital Partners, Inc. 13F Filings Tracker & Latest Positions (Q2 2026)
Kera Capital Partners, Inc.CIK: 0002040353
Diversified strategyMomentum followerSector-focused
Total reported value
$1.0B
Reporting period: 2026-06-30 · Number of holdings: 634
Kera Capital Partners, Inc. disclosed 634 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.0B and a quarterly turnover rate of 38.3%.
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Personality snowflake
- Concentration
- 7.08
- Portfolio Stability
- 38.29
- Momentum
- 100
- Sector conviction
- 69.08
- Diversification
- 100
- Sizing Uniformity
- 68.15
Kera Capital Partners, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 57 equally-sized positions, well below its 634 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.19), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GOF
+4579.4% $19.1M
Add INTC
-5.1% $15.3M
Trim SGOV
-39.9% -$7.4M
Trim BILS
-15.7% -$4.2M
Add CRDO
+2.7% $13.0M
Add GLW
-1.9% $16.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 634 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.25% | -0.27% | +7.89% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.03% | -0.32% | +4.59% | |
| 3 | GLW | Corning Inc | Stock-Tech | 3.43% | +1.05% | -1.91% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.36% | -0.21% | +8.64% | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.24% | +0.08% | -0.47% | |
| 6 | INTC | Intel CORP | Stock-Tech | 2.21% | +1.27% | -5.12% | |
| 7 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.13% | -1.11% | -15.74% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 1.90% | -0.12% | +2.56% | |
| 9 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.89% | +1.08% | +2.72% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 1.88% | -0.18% | +0.55% | |
| 11 | GOF | Guggenheim Strategic Opport | Stock-Other | 1.87% | +1.82% | +4579.38% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | +0.01% | +4.26% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.30% | +0.11% | +0.69% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.25% | +41.04% | |
| 15 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.17% | -0.26% | +12.06% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.17% | -0.09% | +12.12% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.01% | +10.88% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-Other | 1.15% | -0.21% | +9.47% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.08% | -1.21% | -39.85% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.13% | +9.45% | |
| 21 | TBLD | Thornburg Income Builder Opp | Stock-Other | 1.02% | -0.16% | +6.14% | |
| 22 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.00% | -0.57% | -4.33% | |
| 23 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.00% | -0.57% | +5.15% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.07% | +6.19% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.03% | +8.27% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.21% | +6.46% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.94% | +0.02% | +2.14% | |
| 28 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.91% | +0.06% | +9.76% | |
| 29 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.90% | -0.08% | +10.80% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.85% | -0.03% | +10.01% | |
| 31 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.84% | +0.79% | +1966.45% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.83% | -0.12% | +11.29% | |
| 33 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.82% | -0.17% | +10.81% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.02% | +6.84% | |
| 35 | NU | Nu Holdings Ltd. | Stock-Financials | 0.69% | -0.13% | +15.27% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.68% | — | +12.02% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.07% | +1.10% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.63% | +0.16% | +0.81% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.04% | +17.79% | |
| 40 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.55% | -0.15% | -0.72% | |
| 41 | BBC | Virtus Biotech Clinical Tria | ETF-Tech | 0.51% | +0.05% | +13.02% | |
| 42 | JXN | Jackson Financial Inc-a | Stock-Financials | 0.51% | -0.13% | +6.00% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.39% | +327.39% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.49% | — | +13.81% | |
| 45 | PENG | Penguin Solutions Inc | Stock-Other | 0.45% | +0.45% | NEW | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.05% | +0.53% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | -0.07% | +0.86% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.35% | +737.21% | |
| 49 | MDLN | Medline Inc-cl A | Stock-Other | 0.39% | -0.10% | +14.41% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.38% | -0.05% | +1.16% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+26.9%
- Stdev
- +17%
- Beta
- +1.19
- Alpha
- +6.5%
- Max Drawdown
- -5.8%
- Annualized Perf
- +31.7%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +3.91
- Stutzer
- +0.51
- Treynor
- +0.25
- Sterling
- +2.01
- Calmar
- +5.49
- Information Ratio
- +1.51
- Tracking Error
- +6.7%
- Stdev Down
- +7.5%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +51.5%
- Worst 12 Months
- +24.3%
- Efficiency Ratio
- +0.66
- Sharpe
- +1.71
- Stdev Sectors
- +11.3%
- Skewness
- +0.06
- Kurtosis
- -0.44
- Upside Potential
- +5.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Kera Capital Partners, Inc.'s most significant position changes for 2026-06-30: New buy: Penguin Solutions Inc (PENG); New buy: Caredx Inc (CDNA); Sold out: Alibaba Group Holding-sp Adr (BABA); New buy: Amkor Technology Inc (AMKR); New buy: Mara Holdings Inc (MARA).
Showing top 200 changes by size (of 679 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOF | Guggenheim Strategic Opport | +1.8% | +4579.38% | Add |
| 2 | INTC | Intel CORP | +1.3% | -5.12% | Trim |
| 3 | CRDO | Credo Technology Group Holding Ltd | +1.1% | +2.72% | Add |
| 4 | GLW | Corning Inc | +1.1% | -1.91% | Trim |
| 5 | PYPL | Paypal Holdings Inc | +0.8% | +1966.45% | Add |
| 6 | PENG | Penguin Solutions Inc | +0.5% | NEW | New buy |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +327.39% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +737.21% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | +41.04% | Add |
| 10 | CDNA | Caredx Inc | +0.3% | NEW | New buy |
| 11 | AMKR | Amkor Technology Inc | +0.2% | NEW | New buy |
| 12 | MU | Micron Technology Inc | +0.2% | -2.33% | Trim |
| 13 | MARA | Mara Holdings Inc | +0.2% | NEW | New buy |
| 14 | SMH | Vaneck Semiconductor ETF | +0.2% | +0.81% | Add |
| 15 | SNOW | Snowflake Inc | +0.1% | +158.07% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +588.51% | Add |
| 17 | ANET | Arista Networks Inc | +0.1% | +0.69% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | -6.85% | Trim |
| 19 | CALI | Ishrs Sh-trm Ca Muni Act ETF | +0.1% | NEW | New buy |
| 20 | SMG | Scotts Miracle-gro Co | +0.1% | NEW | New buy |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | -0.47% | Trim |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | VTWO | Vanguard Russell 2000 ETF | +0.1% | NEW | New buy |
| 25 | ILCG | Ishares Morningstar Growth E | +0.1% | NEW | New buy |
| 26 | AAXJ | Ishares Msci All Country Asi | +0.1% | +9.76% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +89.35% | Add |
| 28 | DELL | Dell Technologies -c | +0.1% | -1.56% | Trim |
| 29 | CPB | THE Campbell's Company | +0.1% | NEW | New buy |
| 30 | ✓ | Carnival CORP LTD F | +0.1% | NEW | New buy |
| 31 | FBIN | Fortune Brands Innovations I | +0.1% | NEW | New buy |
| 32 | BBC | Virtus Biotech Clinical Tria | +0.1% | +13.02% | Add |
| 33 | FIGR | Figure Technology Solut-cl A | +0.1% | +123.89% | Add |
| 34 | CNC | Centene CORP | +0.1% | -3.50% | Trim |
| 35 | POOL | Pool CORP | +0.1% | NEW | New buy |
| 36 | WST | West Pharmaceutical Services | +0.1% | NEW | New buy |
| 37 | PDBC | Invesco Optimum Yield Divers | +0.1% | NEW | New buy |
| 38 | MOH | Molina Healthcare Inc | +0.1% | NEW | New buy |
| 39 | UPST | Upstart Holdings Inc | 0% | +45.90% | Add |
| 40 | A | Agilent Technologies Inc | 0% | +116.14% | Add |
| 41 | KRC | Kilroy Realty CORP | 0% | +86.75% | Add |
| 42 | VTV | Vanguard Value ETF | 0% | +198.47% | Add |
| 43 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 44 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 45 | TKR | Timken Co | 0% | NEW | New buy |
| 46 | GIS | General Mills Inc | 0% | +206.63% | Add |
| 47 | REG | Regency Centers CORP | 0% | +109.24% | Add |
| 48 | PAYC | Paycom Software Inc | 0% | NEW | New buy |
| 49 | TEAM | Atlassian Corp-cl A | 0% | +124.20% | Add |
| 50 | UNP | Union Pacific CORP | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Kera Capital Partners, Inc. and what type of investor is it?
Kera Capital Partners, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 634 disclosed positions.
What are Kera Capital Partners, Inc.'s largest equity positions?
Based on the latest 13F filing, Kera Capital Partners, Inc.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $85.9M (8.3%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $52.4M (5.0%)
3. Corning Inc (GLW) — $35.7M (3.4%)
4. Invesco S&p 500 Equal Weight (RSP) — $35.0M (3.4%)
5. Vertiv Holdings Co-a (VRT) — $23.4M (2.2%)
What changes did Kera Capital Partners, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Kera Capital Partners, Inc. made 200 notable position adjustments: 44 new positions were initiated, 106 existing holdings were added to, 30 positions were partially reduced, and 20 were completely exited. The largest of these moves: New buy: Penguin Solutions Inc (PENG); New buy: Caredx Inc (CDNA); Sold out: Alibaba Group Holding-sp Adr (BABA); New buy: Amkor Technology Inc (AMKR); New buy: Mara Holdings Inc (MARA)
What sectors does Kera Capital Partners, Inc. focus on?
Kera Capital Partners, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 42.0%
• Financials: 13.1%
• Industrials: 13.1%
• Consumer Discretionary: 9.8%
• Health Care: 7.0%
• Communication Services: 4.2%
Investment Profile
Kera Capital Partners, Inc. returned an annualized 31.7% over the trailing 18 months — outperforming the S&P 500 by 6.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.19 (more volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 42.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 38 over the past 4 quarters — a shift toward more active trading.
It has added to its GLW position over the past two quarters (+$19.7M, now $35.7M), while trimming HOOD over the same stretch (-$10.8M, still holding $524.9K).
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