Kera Capital Partners, Inc. Q2 2025 Filing
Filed July 1, 2025
Portfolio Value
$507.6B
Holdings
351
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (351 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | 4I1PHILIP MORRIS INTL INC | 2,541 | $462.8M | 0.09% | |
| 102 | LMTLOCKHEED MARTIN CORP | 988 | $457.6M | 0.09% | |
| 103 | FFIVF5 INC | 1,537 | $452.4M | 0.09% | |
| 104 | ISRGINTUITIVE SURGICAL INC | 826 | $448.9M | 0.09% | |
| 105 | RLRALPH LAUREN CORP | 1,631 | $447.4M | 0.09% | |
| 106 | DDDUPONT DE NEMOURS INC | 6,501 | $445.9M | 0.09% | |
| 107 | ADBEADOBE INC | 1,150 | $444.9M | 0.09% | |
| 108 | IBITISHARES BITCOIN TRUST ETF | 7,264 | $444.6M | 0.09% | |
| 109 | CRWDCROWDSTRIKE HLDGS INC | 866 | $441.3M | 0.09% | |
| 110 | MCOMOODYS CORP | 861 | $431.9M | 0.09% | |
| 111 | XOMEXXON MOBIL CORP | 3,885 | $418.8M | 0.08% | |
| 112 | DLTRDOLLAR TREE INC | 4,210 | $417.0M | 0.08% | |
| 113 | AVYAVERY DENNISON CORP | 2,375 | $416.8M | 0.08% | |
| 114 | CITHE CIGNA GROUP | 1,256 | $415.2M | 0.08% | |
| 115 | MASMASCO CORP | 6,442 | $414.6M | 0.08% | |
| 116 | GTESGATES INDL CORP PLC | 17,477 | $402.5M | 0.08% | |
| 117 | TMUST-MOBILE US INC | 1,654 | $394.1M | 0.08% | |
| 118 | ZTSZOETIS INC | 2,526 | $393.9M | 0.08% | |
| 119 | TNLTRAVEL PLUS LEISURE CO | 7,598 | $392.1M | 0.08% | |
| 120 | CALXCALIX INC | 7,363 | $391.6M | 0.08% | |
| 121 | USFDUS FOODS HLDG CORP | 5,077 | $391.0M | 0.08% | |
| 122 | CMICUMMINS INC | 1,189 | $389.4M | 0.08% | |
| 123 | GRMNGARMIN LTD | 1,862 | $388.6M | 0.08% | |
| 124 | EVREVERCORE INC | 1,438 | $388.3M | 0.08% | |
| 125 | NNNNNN REIT INC | 8,982 | $387.8M | 0.08% | |
| 126 | KKRKKR & CO INC | 2,908 | $386.9M | 0.08% | |
| 127 | ILMNILLUMINA INC | 4,053 | $386.7M | 0.08% | |
| 128 | TTCTORO CO | 5,459 | $385.8M | 0.08% | |
| 129 | FIVEFIVE BELOW INC | 2,930 | $384.4M | 0.08% | |
| 130 | MANHMANHATTAN ASSOCIATES INC | 1,945 | $384.1M | 0.08% | |
| 131 | FOXAFOX CORP | 6,848 | $383.8M | 0.08% | |
| 132 | SYFSYNCHRONY FINANCIAL | 5,744 | $383.4M | 0.08% | |
| 133 | CCLCARNIVAL CORP | 13,618 | $382.9M | 0.08% | |
| 134 | AQLTISHARES TR | 4,542 | $379.2M | 0.07% | |
| 135 | YETIYETI HLDGS INC | 12,015 | $378.7M | 0.07% | |
| 136 | GAPGAP INC | 17,319 | $377.7M | 0.07% | |
| 137 | MDBMONGODB INC | 1,787 | $375.3M | 0.07% | |
| 138 | CRUSCIRRUS LOGIC INC | 3,583 | $373.5M | 0.07% | |
| 139 | RPGINVESCO EXCHANGE TRADED FD T | 8,145 | $372.8M | 0.07% | |
| 140 | CVSCVS HEALTH CORP | 5,384 | $371.4M | 0.07% | |
| 141 | EPREPR PPTYS | 6,345 | $369.7M | 0.07% | |
| 142 | TEAMATLASSIAN CORPORATION | 1,813 | $368.2M | 0.07% | |
| 143 | GMGENERAL MTRS CO | 7,371 | $362.7M | 0.07% | |
| 144 | PEPPEPSICO INC | 2,730 | $360.5M | 0.07% | |
| 145 | EIXEDISON INTL | 6,965 | $359.4M | 0.07% | |
| 146 | TXG10X GENOMICS INC | 31,018 | $359.2M | 0.07% | |
| 147 | WMTWALMART INC | 3,671 | $359.0M | 0.07% | |
| 148 | DBXDROPBOX INC | 12,485 | $357.1M | 0.07% | |
| 149 | BSXBOSTON SCIENTIFIC CORP | 3,298 | $354.2M | 0.07% | |
| 150 | LAMRLAMAR ADVERTISING CO NEW | 2,914 | $353.7M | 0.07% | |
| 151 | AVTRAVANTOR INC | 26,251 | $353.3M | 0.07% | |
| 152 | IVZINVESCO LTD | 22,376 | $352.9M | 0.07% | |
| 153 | ABTABBOTT LABS | 2,583 | $351.3M | 0.07% | |
| 154 | TELTE CONNECTIVITY PLC | 2,081 | $351.0M | 0.07% | |
| 155 | SBACSBA COMMUNICATIONS CORP NEW | 1,491 | $350.2M | 0.07% | |
| 156 | CGMSCAPITAL GRP FIXED INCM ETF T | 12,674 | $350.1M | 0.07% | |
| 157 | WABWABTEC | 1,671 | $349.8M | 0.07% | |
| 158 | KRCKILROY RLTY CORP | 10,089 | $346.2M | 0.07% | |
| 159 | AZEKAZEK CO INC | 6,364 | $345.9M | 0.07% | |
| 160 | UPSUNITED PARCEL SERVICE INC | 3,425 | $345.7M | 0.07% | |
| 161 | OKTAOKTA INC | 3,453 | $345.2M | 0.07% | |
| 162 | AREALEXANDRIA REAL ESTATE EQ IN | 4,735 | $343.9M | 0.07% | |
| 163 | LECOLINCOLN ELEC HLDGS INC | 1,646 | $341.2M | 0.07% | |
| 164 | ESTCELASTIC N V | 4,030 | $339.9M | 0.07% | |
| 165 | INCYINCYTE CORP | 4,980 | $339.1M | 0.07% | |
| 166 | PANWPALO ALTO NETWORKS INC | 1,657 | $339.1M | 0.07% | |
| 167 | MDLZMONDELEZ INTL INC | 5,018 | $338.4M | 0.07% | |
| 168 | WDCWESTERN DIGITAL CORP | 5,285 | $338.2M | 0.07% | |
| 169 | MTGMGIC INVT CORP WIS | 12,088 | $336.5M | 0.07% | |
| 170 | BYDBOYD GAMING CORP | 4,282 | $335.0M | 0.07% | |
| 171 | AFRMAFFIRM HLDGS INC | 4,785 | $330.8M | 0.07% | |
| 172 | OZKBANK OZK LITTLE ROCK ARK | 7,029 | $330.8M | 0.07% | |
| 173 | GKDGRAND CANYON ED INC | 1,746 | $330.0M | 0.07% | |
| 174 | BKBANK NEW YORK MELLON CORP | 3,608 | $328.7M | 0.06% | |
| 175 | EMREMERSON ELEC CO | 2,450 | $326.7M | 0.06% | |
| 176 | IPGPIPG PHOTONICS CORP | 4,745 | $325.7M | 0.06% | |
| 177 | ALLEALLEGION PLC | 2,256 | $325.1M | 0.06% | |
| 178 | HIWHIGHWOODS PPTYS INC | 10,437 | $324.5M | 0.06% | |
| 179 | CSCOCISCO SYS INC | 4,672 | $324.1M | 0.06% | |
| 180 | KMXCARMAX INC | 4,800 | $322.6M | 0.06% | |
| 181 | ETNEATON CORP PLC | 903 | $322.4M | 0.06% | |
| 182 | DCIDONALDSON INC | 4,646 | $322.2M | 0.06% | |
| 183 | GDGENERAL DYNAMICS CORP | 1,104 | $322.0M | 0.06% | |
| 184 | AZTAAZENTA INC | 10,445 | $321.5M | 0.06% | |
| 185 | AXSAXIS CAP HLDGS LTD | 3,093 | $321.1M | 0.06% | |
| 186 | DELLDELL TECHNOLOGIES INC | 2,603 | $319.1M | 0.06% | |
| 187 | DKNGDRAFTKINGS INC NEW | 7,427 | $318.6M | 0.06% | |
| 188 | UBERUBER TECHNOLOGIES INC | 3,383 | $315.6M | 0.06% | |
| 189 | ITA*ISHARES TR | 1,666 | $314.3M | 0.06% | |
| 190 | VMIVALMONT INDS INC | 945 | $308.6M | 0.06% | |
| 191 | SNDRSCHNEIDER NATIONAL INC | 12,770 | $308.4M | 0.06% | |
| 192 | JHGJANUS HENDERSON GROUP PLC | 7,922 | $307.7M | 0.06% | |
| 193 | DALDELTA AIR LINES INC DEL | 6,164 | $303.1M | 0.06% | |
| 194 | ZSZSCALER INC | 965 | $303.0M | 0.06% | |
| 195 | HDHOME DEPOT INC | 826 | $302.9M | 0.06% | |
| 196 | DOCUDOCUSIGN INC | 3,868 | $301.3M | 0.06% | |
| 197 | AWMSKYWORKS SOLUTIONS INC | 4,014 | $299.1M | 0.06% | |
| 198 | MDTMEDTRONIC PLC | 3,423 | $298.4M | 0.06% | |
| 199 | GENGEN DIGITAL INC | 10,148 | $298.4M | 0.06% | |
| 200 | WSMWILLIAMS SONOMA INC | 1,814 | $296.4M | 0.06% |