Kera Capital Partners, Inc. Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$810.8B
Holdings
553
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (553 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | YETIYETI HLDGS INC | 12,283 | $561.0M | 0.07% | |
| 202 | PHMPULTE GROUP INC | 4,475 | $559.0M | 0.07% | |
| 203 | CFCF INDS HLDGS INC | 5,987 | $558.0M | 0.07% | |
| 204 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 2,373 | $557.0M | 0.07% | |
| 205 | MCOMOODYS CORP | 1,081 | $557.0M | 0.07% | |
| 206 | LMTLOCKHEED MARTIN CORP | 878 | $556.0M | 0.07% | |
| 207 | HIIHUNTINGTON INGALLS INDS INC | 1,320 | $555.0M | 0.07% | |
| 208 | IFFINTERNATIONAL FLAVORS&FRAGRA | 7,927 | $553.0M | 0.07% | |
| 209 | SNOWSNOWFLAKE INC | 2,871 | $553.0M | 0.07% | |
| 210 | BKBANK NEW YORK MELLON CORP | 4,576 | $548.0M | 0.07% | |
| 211 | DYHTARGET CORP | 5,182 | $546.0M | 0.07% | |
| 212 | EDCONSOLIDATED EDISON INC | 5,080 | $541.0M | 0.07% | |
| 213 | UALUNITED AIRLS HLDGS INC | 5,289 | $541.0M | 0.07% | |
| 214 | JBLJABIL INC | 2,276 | $539.0M | 0.07% | |
| 215 | OZKBANK OZK LITTLE ROCK ARK | 11,336 | $539.0M | 0.07% | |
| 216 | MKSIMKS INC. | 2,292 | $539.0M | 0.07% | |
| 217 | DISDISNEY WALT CO | 4,782 | $539.0M | 0.07% | |
| 218 | MSMMSC INDL DIRECT INC | 6,388 | $538.0M | 0.07% | |
| 219 | DASHDOORDASH INC | 2,630 | $538.0M | 0.07% | |
| 220 | TEAMATLASSIAN CORPORATION | 4,524 | $534.0M | 0.07% | |
| 221 | SNDKSANDISK CORP | 922 | $531.0M | 0.07% | |
| 222 | UPSTUPSTART HLDGS INC | 13,515 | $530.0M | 0.07% | |
| 223 | ROKUROKU INC | 5,563 | $529.0M | 0.07% | |
| 224 | CRLCHARLES RIV LABS INTL INC | 2,511 | $528.0M | 0.07% | |
| 225 | AMHAMERICAN HOMES 4 RENT | 16,831 | $527.0M | 0.07% | |
| 226 | BMYBRISTOL-MYERS SQUIBB CO | 9,554 | $525.0M | 0.06% | |
| 227 | TROWPRICE T ROWE GROUP INC | 4,968 | $525.0M | 0.06% | |
| 228 | CBCHUBB LIMITED | 1,696 | $525.0M | 0.06% | |
| 229 | GKDGRAND CANYON ED INC | 3,017 | $524.0M | 0.06% | |
| 230 | NNNNNN REIT INC | 12,557 | $523.0M | 0.06% | |
| 231 | ELANELANCO ANIMAL HEALTH INC | 21,735 | $523.0M | 0.06% | |
| 232 | SHWSHERWIN WILLIAMS CO | 1,475 | $523.0M | 0.06% | |
| 233 | ISRGINTUITIVE SURGICAL INC | 1,037 | $522.0M | 0.06% | |
| 234 | DGDOLLAR GEN CORP NEW | 3,637 | $521.0M | 0.06% | |
| 235 | STTSTATE STR CORP | 3,972 | $519.0M | 0.06% | |
| 236 | CASYCASEYS GEN STORES INC | 851 | $516.0M | 0.06% | |
| 237 | TERTERADYNE INC | 2,142 | $516.0M | 0.06% | |
| 238 | TWLOTWILIO INC | 4,273 | $514.0M | 0.06% | |
| 239 | SNASNAP ON INC | 1,404 | $514.0M | 0.06% | |
| 240 | ECLECOLAB INC | 1,819 | $512.0M | 0.06% | |
| 241 | KLACKLA CORP | 358 | $511.0M | 0.06% | |
| 242 | KDPKEURIG DR PEPPER INC | 18,617 | $510.0M | 0.06% | |
| 243 | CIENCIENA CORP | 2,026 | $510.0M | 0.06% | |
| 244 | UPSUNITED PARCEL SERVICE INC | 4,774 | $507.0M | 0.06% | |
| 245 | ETNEATON CORP PLC | 1,440 | $506.0M | 0.06% | |
| 246 | MPWRMONOLITHIC PWR SYS INC | 448 | $503.0M | 0.06% | |
| 247 | PODDINSULET CORP | 1,966 | $502.0M | 0.06% | |
| 248 | RINGISHARES INC | 6,183 | $499.0M | 0.06% | |
| 249 | MAMASTERCARD INCORPORATED | 916 | $493.0M | 0.06% | |
| 250 | HEIHEICO CORP NEW | 1,933 | $492.0M | 0.06% | |
| 251 | NSCNORFOLK SOUTHN CORP | 1,691 | $492.0M | 0.06% | |
| 252 | ORIOLD REP INTL CORP | 12,526 | $490.0M | 0.06% | |
| 253 | NFLXNETFLIX INC | 5,863 | $489.0M | 0.06% | |
| 254 | EWEDWARDS LIFESCIENCES CORP | 6,006 | $488.0M | 0.06% | |
| 255 | CITCINTAS CORP | 2,542 | $486.0M | 0.06% | |
| 256 | TTCTORO CO | 5,312 | $486.0M | 0.06% | |
| 257 | FAFFIRST AMERN FINL CORP | 7,685 | $485.0M | 0.06% | |
| 258 | ESSESSEX PPTY TR INC | 1,913 | $481.0M | 0.06% | |
| 259 | PANWPALO ALTO NETWORKS INC | 2,707 | $479.0M | 0.06% | |
| 260 | CGNXCOGNEX CORP | 12,353 | $478.0M | 0.06% | |
| 261 | AQLTISHARES TR | 5,060 | $475.0M | 0.06% | |
| 262 | VRSNVERISIGN INC | 1,947 | $475.0M | 0.06% | |
| 263 | PAHUSDELEMENT SOLUTIONS INC | 16,331 | $475.0M | 0.06% | |
| 264 | ETSYETSY INC | 8,974 | $475.0M | 0.06% | |
| 265 | LHXL3HARRIS TECHNOLOGIES INC | 1,376 | $471.0M | 0.06% | |
| 266 | BSXBOSTON SCIENTIFIC CORP | 5,025 | $469.0M | 0.06% | |
| 267 | SNDRSCHNEIDER NATIONAL INC | 17,332 | $465.0M | 0.06% | |
| 268 | AEPAMERICAN ELEC PWR CO INC | 3,878 | $464.0M | 0.06% | |
| 269 | ASHASHLAND INC | 7,566 | $462.0M | 0.06% | |
| 270 | UNMUNUM GROUP | 6,094 | $462.0M | 0.06% | |
| 271 | TMUST-MOBILE US INC | 2,326 | $458.0M | 0.06% | |
| 272 | IPGPIPG PHOTONICS CORP | 4,955 | $457.0M | 0.06% | |
| 273 | OKTAOKTA INC | 5,401 | $456.0M | 0.06% | |
| 274 | NOWSERVICENOW INC | 3,872 | $453.0M | 0.06% | |
| 275 | CRMSALESFORCE INC | 2,135 | $453.0M | 0.06% | |
| 276 | AG8AGILENT TECHNOLOGIES INC | 3,356 | $449.0M | 0.06% | |
| 277 | JKHYHENRY JACK & ASSOC INC | 2,492 | $446.0M | 0.06% | |
| 278 | ZIONZIONS BANCORPORATION N A | 7,438 | $445.0M | 0.05% | |
| 279 | WECWEC ENERGY GROUP INC | 4,025 | $445.0M | 0.05% | |
| 280 | STESTERIS PLC | 1,691 | $444.0M | 0.05% | |
| 281 | ONON SEMICONDUCTOR CORP | 7,391 | $442.0M | 0.05% | |
| 282 | ESEVERSOURCE ENERGY | 6,389 | $441.0M | 0.05% | |
| 283 | ADSKAUTODESK INC | 1,737 | $439.0M | 0.05% | |
| 284 | ROLROLLINS INC | 6,906 | $437.0M | 0.05% | |
| 285 | GRMNGARMIN LTD | 2,170 | $437.0M | 0.05% | |
| 286 | URIUNITED RENTALS INC | 558 | $436.0M | 0.05% | |
| 287 | AZNASTRAZENECA PLC | 4,684 | $434.0M | 0.05% | |
| 288 | BEBLOOM ENERGY CORP | 2,862 | $433.0M | 0.05% | |
| 289 | USBUS BANCORP DEL | 7,697 | $431.0M | 0.05% | |
| 290 | RNGRINGCENTRAL INC | 16,633 | $430.0M | 0.05% | |
| 291 | APHAMPHENOL CORP NEW | 2,990 | $430.0M | 0.05% | |
| 292 | AZTAAZENTA INC | 11,034 | $429.0M | 0.05% | |
| 293 | ALLYALLY FINL INC | 10,108 | $427.0M | 0.05% | |
| 294 | FCNFTI CONSULTING INC | 2,450 | $427.0M | 0.05% | |
| 295 | GENGEN DIGITAL INC | 17,788 | $426.0M | 0.05% | |
| 296 | WCCWESCO INTL INC | 1,467 | $424.0M | 0.05% | |
| 297 | HWMHOWMET AEROSPACE INC | 2,040 | $424.0M | 0.05% | |
| 298 | BWABORGWARNER INC | 8,928 | $423.0M | 0.05% | |
| 299 | AREALEXANDRIA REAL ESTATE EQ IN | 7,753 | $423.0M | 0.05% | |
| 300 | FISVFISERV INC | 6,590 | $419.0M | 0.05% |