Kera Capital Partners, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 2, 2025), Kera Capital Partners, Inc. reported 186 stock positions worth $336.5 million. Its top holding was Nvidia (NVDA) at 11.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 9.1%) and Invesco S&P 500 Equal Weight (RSP, 6.7%). Compared with Q4 2024, it opened 68 new positions, sold out of 40, added to 86 and reduced 19. The biggest buy was a new position in Van Morst SML-Cap Gro-Usd (VBK) and the biggest sale an exit from iShares Russell 2000 Value E (IWN).
- Most Recent 13F
- Q2 2026
- Location
- SACRAMENTO, CA
- CIK
- 0002040353
- Portfolio Value
- $336.5M (Q1 2025)
- SEC Filing
- 0002040353-25-000003 ↗ filed Apr 2, 2025
Holdings Value
Holdings 186 stocks · $336.5M
| NVDA Nvidia Corp. | 11.78% | 365,784 | $39.6M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 9.09% | 54,658 | $30.6M | Add +4.5% |
| RSP Invesco S&P 500 Equal Weight | 6.67% | 129,586 | $22.4M | Add +3.5% |
| GSIE Goldman Sachs Activebeta Int | 3.86% | 364,526 | $13.0M | Add +4.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.61% | 340,495 | $12.1M | Add +7.9% |
| VOO Vanguard S&P 500 ETF | 2.12% | 13,875 | $7.1M | Reduce -1.3% |
| GLW Corning Inc. | 1.99% | 146,297 | $6.7M | Add +2.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.88% | 25,110 | $6.3M | New |
| MSFT Microsoft Corp. | 1.84% | 16,464 | $6.2M | Add +9.5% |
| COIN Coinbase Global Inc. Class A | 1.84% | 35,875 | $6.2M | Add +4.1% |
| ILF iShares Latin America 40 ETF | 1.79% | 256,150 | $6.0M | New |
| AMZN Amazon.com Inc. | 1.79% | 31,698 | $6.0M | Reduce -27.3% |
| INTC Intel Corp. | 1.77% | 262,457 | $6.0M | New |
| VONV Vanguard Russell 1000 Value | 1.75% | 71,363 | $5.9M | New |
| AAXJ iShares MSCI All Country Asi | 1.74% | 78,974 | $5.8M | New |
| RTX RTX Corp. | 1.71% | 43,485 | $5.8M | Add +1.2% |
| CGCP Cap Group Core Plus Income | 1.66% | 249,462 | $5.6M | Reduce -3.9% |
| PHYS Sprott Physical Gold Trust | 1.60% | 223,667 | $5.4M | Reduce -0.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.51% | 496,636 | $5.1M | New |
| ANET Arista Networks Inc. | 1.50% | 64,981 | $5.0M | Add +2.2% |
| VRT Vertiv Holdings Co. Class A | 1.49% | 69,637 | $5.0M | Add +3.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.49% | 26,903 | $5.0M | New |
| JPM JPMorgan Chase & Co. | 1.45% | 19,854 | $4.9M | Add +1.3% |
| PSLV Sprott Physical Silver Trust | 1.42% | 412,370 | $4.8M | Add +1.8% |
| CGGR Cap Group Growth Equity | 1.42% | 139,577 | $4.8M | Add +12.1% |
| GOOG Alphabet Inc. Class C | 1.38% | 29,755 | $4.6M | Add +78.5% |
| VDE Vanguard Energy ETF | 1.38% | 35,788 | $4.6M | Add +4.5% |
| JEF Jefferies Financial Group Inc. | 1.31% | 82,311 | $4.4M | Add +110.8% |
| HOOD Robinhood Markets Inc. Class A | 1.27% | 102,640 | $4.3M | New |
| BLK BlackRock Inc. | 1.25% | 4,434 | $4.2M | Add +2.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 1.24% | 147,330 | $4.2M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 1.15% | 6,880 | $3.9M | Add +1.3% |
| JXN Jackson Financial Inc. Class A | 1.04% | 41,571 | $3.5M | Reduce -44.3% |
| DELL Dell Technologies -C | 0.92% | 33,827 | $3.1M | Add +1.9% |
| UPS United Parcel Service Class B | 0.87% | 26,483 | $2.9M | Add +3.6% |
| DOW Dow Inc. | 0.85% | 82,253 | $2.9M | New |
| TBLD Thornburg Income Builder Opp | 0.85% | 159,780 | $2.9M | Add +3.6% |
| AAPL Apple Inc. | 0.77% | 11,641 | $2.6M | Add +3.5% |
| CMG Chipotle Mexican Grill Inc. | 0.60% | 40,521 | $2.0M | New |
| SCHB Schwab US Broad Market ETF | 0.53% | 82,721 | $1.8M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 7,831 | $1.7M | Add +1.7% |
| LRCX Lam Research Corp. | 0.47% | 21,621 | $1.6M | Add +5.8% |
| BKNG Booking Holdings Inc. | 0.43% | 313 | $1.4M | Add +5.7% |
| IWF iShares Russell 1000 Growth | 0.34% | 3,187 | $1.2M | No change |
| IJH iShares Core S&P Midcap ETF | 0.32% | 18,702 | $1.1M | Add +15.8% |
| RBLX Roblox Corp. Class A | 0.32% | 18,409 | $1.1M | Add +3.8% |
| IWB iShares Russell 1000 ETF | 0.26% | 2,815 | $864K | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.26% | 1,493 | $860K | Add +40.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.25% | 12,891 | $855K | No change |
| AMPL Amplitude Inc. Class A | 0.25% | 83,250 | $848K | Reduce -41.4% |
| UPST Upstart Holdings Inc. | 0.25% | 18,371 | $846K | New |
| KYTX Kyverna Therapeutics Inc. | 0.22% | 376,186 | $726K | Add +0.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 13,985 | $714K | Add +3.3% |
| SPEM State Street SP PTF Em ETF | 0.21% | 17,940 | $706K | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,494 | $686K | Add +33.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 2,212 | $683K | Reduce -8.3% |
| VXUS Vanguard Total Intl Stock | 0.19% | 10,140 | $630K | Add +25.8% |
| GOOGL Alphabet Inc. Class A | 0.18% | 3,992 | $617K | Add +4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 2,364 | $611K | Add +0.3% |
| SMH Vaneck Semiconductor ETF | 0.18% | 2,842 | $601K | Add +2.2% |
| GAB Gabelli Equity Trust | 0.17% | 105,780 | $583K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,074 | $572K | Reduce -29.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.15% | 7,533 | $519K | Add +2.2% |
| JNJ Johnson & Johnson | 0.15% | 3,077 | $510K | Add +26.6% |
| AVGO Broadcom Inc. | 0.14% | 2,802 | $469K | Reduce -4.7% |
| SCHF Schwab Intl Equity ETF | 0.13% | 22,215 | $439K | Add +1.4% |
| NFLX Netflix Inc. | 0.12% | 440 | $410K | Add +6.0% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 7,988 | $406K | No change |
| MCO Moody's Corp. | 0.12% | 867 | $404K | Add +6.4% |
| NUE Nucor Corp. | 0.12% | 3,344 | $402K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.12% | 2,619 | $402K | Add +90.2% |
| XOM Exxon Mobil Corp. | 0.11% | 3,249 | $386K | Reduce -1.2% |
| TSN Tyson Foods Inc. Class A | 0.10% | 5,538 | $353K | Add +55.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 2,896 | $353K | Add +2.7% |
| V Visa Inc. Class A | 0.10% | 990 | $347K | Add +5.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.10% | 12,674 | $346K | New |
| MRK Merck & Co. Inc. | 0.10% | 3,852 | $346K | Add +7.9% |
| G Genpact Ltd. | 0.10% | 6,845 | $345K | Add +9.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 4,504 | $341K | No change |
| GS Goldman Sachs Group Inc. | 0.10% | 623 | $340K | Add +4.9% |
| ZM Zoom Communications Inc. | 0.10% | 4,602 | $339K | Add +20.8% |
| FFIV F5 Inc. | 0.10% | 1,265 | $337K | Add +16.8% |
| ESS Essex Property Trust Inc. | 0.10% | 1,078 | $330K | Add +19.3% |
| DASH DoorDash Inc. Class A | 0.10% | 1,804 | $330K | Add +28.4% |
| ESI Element Solutions Inc. | 0.09% | 14,012 | $317K | New |
| CRUS Cirrus Logic Inc. | 0.09% | 3,147 | $314K | New |
| SNA Snap-on Inc. | 0.09% | 928 | $313K | Add +27.5% |
| GEN Gen Digital Inc. | 0.09% | 11,777 | $313K | Add +41.7% |
| CI The Cigna Group | 0.09% | 950 | $313K | New |
| MOH Molina Healthcare Inc. | 0.09% | 948 | $312K | New |
| RPG Invesco S&P 500 Pure Growth | 0.09% | 8,145 | $312K | No change |
| SWK Stanley Black & Decker Inc. | 0.09% | 4,038 | $310K | New |
| FOXA Fox Corp. Class A | 0.09% | 5,461 | $309K | New |
| ST Sensata Technologies Holdplc | 0.09% | 12,719 | $309K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 874 | $308K | Add +4.2% |
| OKTA Okta Inc. | 0.09% | 2,928 | $308K | Add +10.5% |
| ABT Abbott Laboratories | 0.09% | 2,321 | $308K | Add +13.4% |
| NTNX Nutanix Inc. Class A | 0.09% | 4,344 | $303K | New |
| CL Colgate-Palmolive Co. | 0.09% | 3,207 | $300K | Add +33.1% |
| EXPE Expedia Group Inc. | 0.09% | 1,783 | $300K | Add +24.7% |
Options reported separately and not counted above: PFE calls ($2K).
Portfolio Sells Q4 2024 → Q1 2025
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −2.49 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −2.47 |
| SMIN iShares MSCI India Small-Cap | Sold out | 0.00% | −2.38 |
| IWO iShares Russell 2000 Growth | Reduce -95.4% | 0.09% | −1.92 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −1.78 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −1.73 |
| AMZN Amazon.com Inc. | Reduce -27.3% | 1.79% | −0.96 |
| NZF Nuveen Municipal Credit Inc. | Sold out | 0.00% | −0.89 |
| JXN Jackson Financial Inc. Class A | Reduce -44.3% | 1.04% | −0.84 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.80 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.54 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.19 |
| AMPL Amplitude Inc. Class A | Reduce -41.4% | 0.25% | −0.18 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.16 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.08 |
| MAS Masco Corp. | Sold out | 0.00% | −0.08 |
| KRC Kilroy Realty Corp. | Sold out | 0.00% | −0.08 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.07 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.07 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.07 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −0.07 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.07 |
| PREMIER INC-CLASS A | Sold out | 0.00% | −0.07 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.07 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.07 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.07 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.07 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.07 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.07 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.06 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.06 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 2.12% | −0.06 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.06 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.06 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.06 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.06 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.06 |
| GAP The Gap Inc. | Sold out | 0.00% | −0.06 |
| AVGO Broadcom Inc. | Reduce -4.7% | 0.14% | −0.06 |
| UAA Under Armour Inc. Class A | Sold out | 0.00% | −0.05 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -8.3% | 0.20% | −0.04 |
| AVTR Avantor Inc. | Reduce -11.7% | 0.08% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -29.5% | 0.17% | −0.03 |
| HE Hawaiian Electric Inds | Sold out | 0.00% | −0.03 |
| PLTK Playtika Holding Corp. | Sold out | 0.00% | −0.02 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -19.1% | 0.07% | −0.01 |
| WAB Wabtec Corp. | Reduce -11.0% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 1.88% | +1.88 |
| ILF iShares Latin America 40 ETF | New | 1.79% | +1.79 |
| INTC Intel Corp. | New | 1.77% | +1.77 |
| VONV Vanguard Russell 1000 Value | New | 1.75% | +1.75 |
| AAXJ iShares MSCI All Country Asi | New | 1.74% | +1.74 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 1.51% | +1.51 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 1.49% | +1.49 |
| HOOD Robinhood Markets Inc. Class A | New | 1.27% | +1.27 |
| DOW Dow Inc. | New | 0.85% | +0.85 |
| CMG Chipotle Mexican Grill Inc. | New | 0.60% | +0.60 |
| GSIE Goldman Sachs Activebeta Int | Add +4.7% | 3.86% | +0.52 |
| GOOG Alphabet Inc. Class C | Add +78.5% | 1.38% | +0.47 |
| JEF Jefferies Financial Group Inc. | Add +110.8% | 1.31% | +0.43 |
| CGDV Cap Group Dividend Value | Add +7.9% | 3.61% | +0.40 |
| RSP Invesco S&P 500 Equal Weight | Add +3.5% | 6.67% | +0.36 |
| PSLV Sprott Physical Silver Trust | Add +1.8% | 1.42% | +0.30 |
| RTX RTX Corp. | Add +1.2% | 1.71% | +0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.5% | 9.09% | +0.26 |
| UPST Upstart Holdings Inc. | New | 0.25% | +0.25 |
| VDE Vanguard Energy ETF | Add +4.5% | 1.38% | +0.18 |
| TBLD Thornburg Income Builder Opp | Add +3.6% | 0.85% | +0.13 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 1.45% | +0.09 |
| ESI Element Solutions Inc. | New | 0.09% | +0.09 |
| CRUS Cirrus Logic Inc. | New | 0.09% | +0.09 |
| CI The Cigna Group | New | 0.09% | +0.09 |
| MOH Molina Healthcare Inc. | New | 0.09% | +0.09 |
| SWK Stanley Black & Decker Inc. | New | 0.09% | +0.09 |
| FOXA Fox Corp. Class A | New | 0.09% | +0.09 |
| ST Sensata Technologies Holdplc | New | 0.09% | +0.09 |
| NTNX Nutanix Inc. Class A | New | 0.09% | +0.09 |
| CGGR Cap Group Growth Equity | Add +12.1% | 1.42% | +0.09 |
| KHC The Kraft Heinz Co. | New | 0.09% | +0.09 |
| CCK Crown Holdings Inc. | New | 0.09% | +0.09 |
| NOW ServiceNow Inc. | New | 0.09% | +0.09 |
| SBAC SBA Communications Corp. | New | 0.08% | +0.08 |
| AZEK The Azek Co. Inc. | New | 0.08% | +0.08 |
| MDLZ Mondelez International Inc. Class A | New | 0.08% | +0.08 |
| TRMB Trimble Inc. | New | 0.08% | +0.08 |
| JCI Johnson Controls Internation | New | 0.08% | +0.08 |
| UHS Universal Health Services-B | New | 0.08% | +0.08 |
| CUBE Cubesmart | New | 0.08% | +0.08 |
| ULTA Ulta Beauty Inc. | New | 0.08% | +0.08 |
| YETI Yeti Holdings Inc. | New | 0.08% | +0.08 |
| OSK Oshkosh Corp. | New | 0.08% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.08% | +0.08 |
| SJM The JM Smucker Co. | New | 0.08% | +0.08 |
| CALX Calix Inc. | New | 0.08% | +0.08 |
| VRSN Verisign Inc. | New | 0.08% | +0.08 |
| ARE Alexandria Real Estate Equit | New | 0.08% | +0.08 |
Options Activity Q4 2024 → Q1 2025
| PFE Pfizer Inc. | call | New | 10,000 | $2K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 629 | $1.0B | NVDA, SPY, GLW, RSP, VRT |
| Q1 2026 | 568 | $814.7M | NVDA, SPY, RSP, BILS, GLW |
| Q4 2025 | 552 | $810.7M | NVDA, SPY, RSP, CGGR, CGDV |
| Q3 2025 | 422 | $666.7M | NVDA, SPY, RSP, CGGR, GSIE |
| Q2 2025 | 350 | $507.6M | NVDA, SPY, RSP, GSIE, CGDV |
| Q1 2025 | 186 | $336.5M | NVDA, SPY, RSP, GSIE, CGDV |
| Q4 2024 | 158 | $347.4M | NVDA, SPY, RSP, GSIE, CGDV |