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 |
|---|---|---|---|---|---|
| 201 | EWEDWARDS LIFESCIENCES CORP | 3,745 | $292.9M | 0.06% | |
| 202 | LENLENNAR CORP | 2,643 | $292.3M | 0.06% | |
| 203 | CNXCCONCENTRIX CORP | 5,512 | $291.3M | 0.06% | |
| 204 | DTDYNATRACE INC | 5,276 | $291.3M | 0.06% | |
| 205 | KLACKLA CORP | 325 | $291.1M | 0.06% | |
| 206 | PCTYPAYLOCITY HLDG CORP | 1,601 | $290.1M | 0.06% | |
| 207 | SPYMSPDR SER TR | 3,989 | $290.0M | 0.06% | |
| 208 | GWREGUIDEWIRE SOFTWARE INC | 1,231 | $289.8M | 0.06% | |
| 209 | CRMSALESFORCE INC | 1,061 | $289.3M | 0.06% | |
| 210 | ABGCENCORA INC | 964 | $289.2M | 0.06% | |
| 211 | PHATPHATHOM PHARMACEUTICALS INC | 30,059 | $288.3M | 0.06% | |
| 212 | LYFTLYFT INC | 18,216 | $287.1M | 0.06% | |
| 213 | SSNCSS&C TECHNOLOGIES HLDGS INC | 3,465 | $286.9M | 0.06% | |
| 214 | STSENSATA TECHNOLOGIES HLDG PL | 9,495 | $285.9M | 0.06% | |
| 215 | MPWRMONOLITHIC PWR SYS INC | 390 | $285.2M | 0.06% | |
| 216 | PSAPUBLIC STORAGE OPER CO | 966 | $283.5M | 0.06% | |
| 217 | TSLATESLA INC | 889 | $282.4M | 0.06% | |
| 218 | PKGPACKAGING CORP AMER | 1,494 | $281.5M | 0.06% | |
| 219 | CRLCHARLES RIV LABS INTL INC | 1,850 | $280.7M | 0.06% | |
| 220 | MSCIMSCI INC | 485 | $279.7M | 0.06% | |
| 221 | GGENPACT LIMITED | 6,348 | $279.4M | 0.06% | |
| 222 | FRFIRST INDL RLTY TR INC | 5,750 | $276.7M | 0.05% | |
| 223 | ECLECOLAB INC | 1,026 | $276.4M | 0.05% | |
| 224 | TECHBIO-TECHNE CORP | 5,367 | $276.1M | 0.05% | |
| 225 | MRVLMARVELL TECHNOLOGY INC | 3,549 | $274.7M | 0.05% | |
| 226 | EXREXTRA SPACE STORAGE INC | 1,855 | $273.5M | 0.05% | |
| 227 | BXBLACKSTONE INC | 1,826 | $273.1M | 0.05% | |
| 228 | ORLYOREILLY AUTOMOTIVE INC | 3,030 | $273.1M | 0.05% | |
| 229 | RCLROYAL CARIBBEAN GROUP | 864 | $270.6M | 0.05% | |
| 230 | OSKOSHKOSH CORP | 2,375 | $269.7M | 0.05% | |
| 231 | MANMANPOWERGROUP INC WIS | 6,632 | $267.9M | 0.05% | |
| 232 | JBLJABIL INC | 1,221 | $266.3M | 0.05% | |
| 233 | ONON SEMICONDUCTOR CORP | 5,078 | $266.1M | 0.05% | |
| 234 | CMCSACOMCAST CORP NEW | 7,429 | $265.1M | 0.05% | |
| 235 | CNCCENTENE CORP DEL | 4,871 | $264.4M | 0.05% | |
| 236 | GEVGE VERNOVA INC | 499 | $264.0M | 0.05% | |
| 237 | BACBANK AMERICA CORP | 5,549 | $262.6M | 0.05% | |
| 238 | RSGREPUBLIC SVCS INC | 1,064 | $262.4M | 0.05% | |
| 239 | MSMMSC INDL DIRECT INC | 3,085 | $262.3M | 0.05% | |
| 240 | FERGFERGUSON ENTERPRISES INC | 1,204 | $262.2M | 0.05% | |
| 241 | ROLROLLINS INC | 4,631 | $261.3M | 0.05% | |
| 242 | HWMHOWMET AEROSPACE INC | 1,400 | $260.6M | 0.05% | |
| 243 | WBAWALGREENS BOOTS ALLIANCE INC | 22,603 | $259.5M | 0.05% | |
| 244 | TXRHTEXAS ROADHOUSE INC | 1,377 | $258.1M | 0.05% | |
| 245 | MAMASTERCARD INCORPORATED | 458 | $257.4M | 0.05% | |
| 246 | ESSESSEX PPTY TR INC | 905 | $256.5M | 0.05% | |
| 247 | MTZMASTEC INC | 1,498 | $255.3M | 0.05% | |
| 248 | EGPEASTGROUP PPTYS INC | 1,527 | $255.2M | 0.05% | |
| 249 | HUMHUMANA INC | 1,036 | $253.3M | 0.05% | |
| 250 | CWCURTISS WRIGHT CORP | 516 | $252.1M | 0.05% | |
| 251 | BBYBEST BUY INC | 3,754 | $252.0M | 0.05% | |
| 252 | CPTCAMDEN PPTY TR | 2,210 | $249.0M | 0.05% | |
| 253 | VIGVANGUARD SPECIALIZED FUNDS | 1,214 | $248.5M | 0.05% | |
| 254 | TSNTYSON FOODS INC | 4,430 | $247.8M | 0.05% | |
| 255 | DVNDEVON ENERGY CORP NEW | 7,765 | $247.0M | 0.05% | |
| 256 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,506 | $246.8M | 0.05% | |
| 257 | HASHASBRO INC | 3,334 | $246.1M | 0.05% | |
| 258 | ORIOLD REP INTL CORP | 6,390 | $245.6M | 0.05% | |
| 259 | ROKUROKU INC | 2,787 | $244.9M | 0.05% | |
| 260 | IFFINTERNATIONAL FLAVORS&FRAGRA | 3,329 | $244.8M | 0.05% | |
| 261 | OHIOMEGA HEALTHCARE INVS INC | 6,680 | $244.8M | 0.05% | |
| 262 | URIUNITED RENTALS INC | 324 | $244.1M | 0.05% | |
| 263 | FTITECHNIPFMC PLC | 7,078 | $243.8M | 0.05% | |
| 264 | RHIROBERT HALF INC. | 5,937 | $243.7M | 0.05% | |
| 265 | LLYELI LILLY & CO | 311 | $242.4M | 0.05% | |
| 266 | SMGSCOTTS MIRACLE-GRO CO | 3,670 | $242.1M | 0.05% | |
| 267 | UALUNITED AIRLS HLDGS INC | 3,026 | $241.0M | 0.05% | |
| 268 | CVXCHEVRON CORP NEW | 1,680 | $240.6M | 0.05% | |
| 269 | AEPAMERICAN ELEC PWR CO INC | 2,313 | $240.0M | 0.05% | |
| 270 | PCGPG&E CORP | 17,189 | $239.6M | 0.05% | |
| 271 | SPOTSPOTIFY TECHNOLOGY S A | 311 | $238.6M | 0.05% | |
| 272 | OCOWENS CORNING NEW | 1,728 | $237.6M | 0.05% | |
| 273 | NVCRNOVOCURE LTD | 13,319 | $237.1M | 0.05% | |
| 274 | CUBECUBESMART | 5,574 | $236.9M | 0.05% | |
| 275 | UHSUNIVERSAL HLTH SVCS INC | 1,304 | $236.2M | 0.05% | |
| 276 | WFCWELLS FARGO CO NEW | 2,947 | $236.1M | 0.05% | |
| 277 | FIXCOMFORT SYS USA INC | 440 | $235.9M | 0.05% | |
| 278 | WMBWILLIAMS COS INC | 3,756 | $235.9M | 0.05% | |
| 279 | ITGARTNER INC | 583 | $235.7M | 0.05% | |
| 280 | MCKMCKESSON CORP | 320 | $234.5M | 0.05% | |
| 281 | WCCWESCO INTL INC | 1,264 | $234.1M | 0.05% | |
| 282 | CFGCITIZENS FINL GROUP INC | 5,217 | $233.5M | 0.05% | |
| 283 | DDOGDATADOG INC | 1,735 | $233.1M | 0.05% | |
| 284 | KRKROGER CO | 3,248 | $233.0M | 0.05% | |
| 285 | NWSANEWS CORP NEW | 7,834 | $232.8M | 0.05% | |
| 286 | 3M4MASIMO CORP | 1,380 | $232.1M | 0.05% | |
| 287 | INGRINGREDION INC | 1,708 | $231.6M | 0.05% | |
| 288 | TERTERADYNE INC | 2,574 | $231.5M | 0.05% | |
| 289 | AIGAMERICAN INTL GROUP INC | 2,701 | $231.2M | 0.05% | |
| 290 | MOHMOLINA HEALTHCARE INC | 772 | $230.0M | 0.05% | |
| 291 | MORNMORNINGSTAR INC | 730 | $229.2M | 0.05% | |
| 292 | UNHUNITEDHEALTH GROUP INC | 728 | $227.1M | 0.04% | |
| 293 | BLDTOPBUILD CORP | 692 | $224.0M | 0.04% | |
| 294 | VVVANGUARD INDEX FDS | 784 | $223.7M | 0.04% | |
| 295 | ADSKAUTODESK INC | 722 | $223.5M | 0.04% | |
| 296 | FLOFLOWERS FOODS INC | 13,940 | $222.8M | 0.04% | |
| 297 | DOXAMDOCS LTD | 2,441 | $222.7M | 0.04% | |
| 298 | TWLOTWILIO INC | 1,788 | $222.4M | 0.04% | |
| 299 | GISGENERAL MLS INC | 4,290 | $222.3M | 0.04% | |
| 300 | NTAPNETAPP INC | 2,080 | $221.6M | 0.04% |