Kera Capital Partners, Inc.

Kera Capital Partners, Inc. reported 634 holdings worth US$1.04B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Kera Capital Partners, Inc. reported 634 holdings worth US$1.04B as of Jun 30, 2026. Largest: Nvidia Corporation, Corning Incorporated and Vertiv Holdings, Llc. Filed Aug 14, 2026 (Form 13F).

Holdings
634
Value as reported
US$1.04B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation429KUS$85.9M8.2%
Corning Incorporated140KUS$35.7M3.4%
Vertiv Holdings, Llc69,764US$23.4M2.2%
Intel Corporation165KUS$23M2.2%
Credo Technology Group Holding Ltd72,237US$19.6M1.9%
Alphabet Inc (google) Class C45,511US$16.3M1.6%
Arista Networks, Inc.79,704US$13.5M1.3%
Amazon.com, Inc.51,184US$12.2M1.2%
Johnson & Johnson43,876US$11.1M1.1%
Jp Morgan Chase & Co.30,436US$9.96M0.96%
Broadcom Inc.26,371US$9.96M0.96%
Rtx Corporation51,554US$9.78M0.94%
Chipotle Mexican Grill, Inc.276KUS$9.39M0.90%
Paypal Holdings, Inc.203KUS$8.77M0.84%
Blackrock, Inc.8,969US$8.62M0.83%
Nu Holdings Ltd.539KUS$7.2M0.69%
Apple Inc24,456US$7.08M0.68%
Microsoft Corp.14,923US$5.57M0.53%
Jackson Financial Inc.51,952US$5.32M0.51%
Penguin Solutions, Inc.61,945US$4.71M0.45%
Philip Morris International Inc23,838US$4.31M0.41%
Taiwan Semiconductor Manufacturing Co., Ltd.8,414US$4.02M0.39%
Medline Inc.102KUS$4.02M0.39%
Lam Research Corporation8,467US$3.67M0.35%
Micron Technology, Inc.2,807US$3.24M0.31%
Cisco Systems, Inc.23,222US$2.73M0.26%
Pepsico, Inc.19,394US$2.63M0.25%
Caredx, Inc.91,108US$2.6M0.25%
Meta Platforms, Inc.4,539US$2.56M0.25%
Merck & Company, Inc.18,314US$2.35M0.23%
Amkor Technology, Inc.25,832US$2.23M0.21%
Abbvie Inc.8,604US$2.17M0.21%
Snowflake Inc.8,013US$2.04M0.20%
Mara Holdings, Inc.138KUS$1.92M0.18%
Colgate-palmolive Company20,609US$1.89M0.18%
Tesla, Inc.4,389US$1.85M0.18%
Mcdonald's Corporation6,720US$1.82M0.17%
Monster Beverage Corporation18,663US$1.79M0.17%
Berkshire Hathaway Inc.3,450US$1.73M0.17%
Booking Holdings Inc. Common Stock9,494US$1.69M0.16%
J.b. Hunt Transport Services, Inc.5,699US$1.65M0.16%
Goldman Sachs Group, Inc. (the)1,573US$1.59M0.15%
Altria Group, Inc.22,084US$1.59M0.15%
Citigroup, Inc.11,295US$1.58M0.15%
10x Genomics, Inc.40,483US$1.55M0.15%
Figure Technology Solutions, Inc.48,919US$1.5M0.14%
Delta Air Lines, Inc.15,906US$1.49M0.14%
Airbnb, Inc.10,148US$1.45M0.14%
Illinois Tool Works Inc.5,352US$1.45M0.14%
Centene Corporation22,521US$1.45M0.14%
O'reilly Automotive, Inc.15,120US$1.39M0.13%
Ge Aerospace3,581US$1.34M0.13%
Expedia Group, Inc.5,175US$1.32M0.13%
Masco Corporation15,772US$1.28M0.12%
Lamar Advertising Company8,172US$1.27M0.12%
Keysight Technologies Inc.3,606US$1.26M0.12%
Walmart Inc.11,123US$1.26M0.12%
Western Digital Corporation1,956US$1.25M0.12%
Cummins Inc.1,744US$1.24M0.12%
Curtiss-wright Corporation1,606US$1.22M0.12%
Ralph Lauren Corporation3,010US$1.21M0.12%
Comfort Systems Usa, Inc.608US$1.21M0.12%
Dell Technologies Inc.2,778US$1.2M0.12%
Upstart Holdings, Inc.33,480US$1.19M0.11%
Essex Property Trust, Inc.4,023US$1.17M0.11%
Illumina, Inc.6,640US$1.17M0.11%
Tjx Companies, Inc. (the)7,600US$1.15M0.11%
Verizon Communications Inc.26,933US$1.14M0.11%
Cirrus Logic, Inc.7,665US$1.14M0.11%
Match Group, Inc.29,061US$1.11M0.11%
Crown Holdings, Inc.9,673US$1.08M0.10%
Eli Lilly And Company899US$1.08M0.10%
Ge Vernova Inc.916US$1.08M0.10%
Consolidated Edison, Inc.9,657US$1.07M0.10%
Citizens Financial Group, Inc.15,090US$1.06M0.10%
Mid-america Apartment Communities, Inc.7,575US$1.05M0.10%
Twilio Inc.5,051US$1.04M0.10%
Travel Leisure Co.13,407US$1.02M0.10%
General Dynamics Corporation2,890US$1.02M0.10%
Epr Properties17,390US$1.01M0.10%
Omega Healthcare Investors, Inc.20,732US$989K0.09%
Roku, Inc.7,130US$985K0.09%
Cognex Corporation13,485US$977K0.09%
Best Buy Co., Inc.12,855US$975K0.09%
Toro Company (the)9,933US$968K0.09%
Paylocity Holding Corporation9,256US$968K0.09%
Visa Inc.2,803US$962K0.09%
Valmont Industries, Inc.1,656US$957K0.09%
Agilent Technologies, Inc.7,191US$955K0.09%
Ametek, Inc.3,926US$950K0.09%
Pnc Financial Services Group, Inc. (the)3,831US$943K0.09%
Abbott Laboratories10,392US$943K0.09%
Docusign, Inc.21,200US$942K0.09%
Zoom Communications, Inc.10,842US$936K0.09%
Camden Property Trust8,147US$933K0.09%
Exxon Mobil Corporation6,803US$930K0.09%
Chevron Corporation5,604US$929K0.09%
Mastec, Inc.2,215US$922K0.09%
F5, Inc.2,209US$919K0.09%
Gaming And Leisure Properties, Inc.20,575US$916K0.09%

Every holding of Kera Capital Partners, Inc.

Source

View original at SEC

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