AI Portfolio Summary
In 2025 Q4, Kera Capital Partners, Inc. maintained a portfolio of 597 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 0.9%. Conversely, Kera Capital Partners, Inc. completely exited their position in JEFFERIES FINL GROUP.
Total Positions
597
Quarter
2025 Q4
Top Holding
NVDA (9.2%)
Top 10 Concentration
32.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 597
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.23% | 10.85% |
#1
Prev: #1
|
6.2 | 3,606 | 0.9% |
P
S
|
391,382 | $74,804,914 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 5.77% | 6.46% |
#2
Prev: #2
|
4.3 | 2,903 | 4.5% |
P
S
|
67,601 | $46,777,656 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 3.76% | 4.24% |
#3
Prev: #3
|
3.0 | 4,704 | 3.2% |
P
S
|
153,782 | $30,461,053 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 2.19% | 2.70% |
#4
Prev: #4
|
1.9 | -10,945 | -2.7% |
P
S
|
399,599 | $17,766,192 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 2.14% | 2.47% |
#5
1
Prev: #6
|
1.9 | -5,157 | -1.3% |
P
S
|
387,116 | $17,369,879 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLW
CORNING INC
|
Technology | 1.97% | 1.85% |
#6
3
Prev: #9
|
1.3 | 4,061 | 2.7% |
P
S
|
154,754 | $15,978,396 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INTC
INTEL CORP
|
Technology | 1.93% | 1.71% |
#7
4
Prev: #11
|
1.3 | -2,769 | -0.8% |
P
S
|
337,166 | $15,668,104 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 1.88% | 2.49% |
#8
3
Prev: #5
|
1.3 | -61,719 | -15.3% |
P
S
|
341,670 | $15,235,049 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 1.76% | 1.71% |
#9
1
Prev: #10
|
1.2 | 850 | 1.1% |
P
S
|
76,546 | $14,251,293 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSLV
SPROTT ASSET MA...
|
Unknown | 1.66% | 1.01% |
#10
17
Prev: #27
|
2.7 | 80,707 | 18.8% |
P
S
|
509,964 | $13,468,149 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 1.60% | 1.02% |
#11
15
Prev: #26
|
3.6 | 127,170 | 55.5% |
P
S
|
356,193 | $12,986,797 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.55% | 1.32% |
#12
4
Prev: #16
|
1.1 | 1,108 | 3.1% |
P
S
|
37,166 | $12,581,853 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.42% | 1.58% |
#13
1
Prev: #12
|
2.6 | 8,469 | 11.7% |
P
S
|
80,987 | $11,479,097 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ILF
ISHARES TR
|
ETF | 1.41% | 1.25% |
#14
4
Prev: #18
|
2.6 | 34,080 | 11.8% |
P
S
|
323,234 | $11,429,541 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 1.39% | 2.42% |
#15
8
Prev: #7
|
1.1 | 619 | 0.5% |
P
S
|
113,340 | $11,275,063 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NU
NU HLDGS LTD
|
Financial Services | 1.38% | 1.38% |
#16
1
Prev: #15
|
2.6 | 53,921 | 9.3% |
P
S
|
630,649 | $11,194,020 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.35% | 1.40% |
#17
3
Prev: #14
|
2.5 | 3,225 | 7.6% |
P
S
|
45,794 | $10,958,398 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAXJ
ISHARES TR
|
ETF | 1.23% | 1.21% |
#18
2
Prev: #20
|
2.5 | 11,532 | 13.1% |
P
S
|
99,635 | $9,992,347 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.23% | 1.18% |
#19
4
Prev: #23
|
2.5 | 2,467 | 5.2% |
P
S
|
49,508 | $9,947,729 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 1.21% | 1.19% |
#20
2
Prev: #22
|
3.0 | 18,471 | 23.1% |
P
S
|
98,306 | $9,780,461 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TBLD
THORNBURG INCM ...
|
Financial Services | 1.14% | 1.20% |
#21
Prev: #21
|
2.5 | 33,282 | 8.3% |
P
S
|
434,901 | $9,215,545 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.08% | 0.87% |
#22
10
Prev: #32
|
3.4 | 2,832 | 56.9% |
P
S
|
7,808 | $8,736,132 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.07% | 1.29% |
#23
6
Prev: #17
|
0.9 | 984 | 3.6% |
P
S
|
28,334 | $8,667,140 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 1.05% | 0.52% |
#24
21
Prev: #45
|
3.4 | 131,653 | 149.3% |
P
S
|
219,808 | $8,543,937 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 1.00% | 1.98% |
#25
17
Prev: #8
|
2.4 | 2,477 | 6.3% |
P
S
|
41,644 | $8,109,753 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JEF
JEFFERIES FINL ...
|
Financial Services | 0.00% | 1.03% |
Sold All 😨
(Was: #25) |
0.0 | -104,675 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.00% | 0.65% |
Sold All 😨
(Was: #37) |
0.0 | -6,255 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
SELECT SECTOR S...
|
Bond/Debt | 0.00% | 0.65% |
Sold All 😨
(Was: #38) |
0.0 | -49,924 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.00% | 0.59% |
Sold All 😨
(Was: #41) |
0.0 | -13,294 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
D
DOMINION ENERGY...
|
Utilities | 0.00% | 0.54% |
Sold All 😨
(Was: #43) |
0.0 | -58,425 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.00% | 0.50% |
Sold All 😨
(Was: #48) |
0.0 | -36,026 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 0.00% | 0.17% |
Sold All 😨
(Was: #69) |
0.0 | -35,128 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MOH
MOLINA HEALTHCA...
|
Healthcare | 0.00% | 0.12% |
Sold All 😨
(Was: #88) |
0.0 | -4,111 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTNX
NUTANIX INC
|
Technology | 0.00% | 0.11% |
Sold All 😨
(Was: #94) |
0.0 | -9,825 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZS
ZSCALER INC
|
Technology | 0.00% | 0.07% |
Sold All 😨
(Was: #159) |
0.0 | -1,596 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SAM
BOSTON BEER INC
|
Consumer Defensive | 0.00% | 0.06% |
Sold All 😨
(Was: #217) |
0.0 | -1,829 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.00% | 0.06% |
Sold All 😨
(Was: #222) |
0.0 | -1,281 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #246) |
0.0 | -5,639 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HUM
HUMANA INC
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #249) |
0.0 | -1,350 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #264) |
0.0 | -8,813 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #272) |
0.0 | -706 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #275) |
0.0 | -2,187 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.00% | 0.05% |
Sold All 😨
(Was: #276) |
0.0 | -5,040 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DTE
DTE ENERGY CO
|
Utilities | 0.00% | 0.05% |
Sold All 😨
(Was: #289) |
0.0 | -2,157 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PNR
PENTAIR PLC
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #301) |
0.0 | -2,665 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NWSA
NEWS CORP NEW
|
Communication Services | 0.00% | 0.04% |
Sold All 😨
(Was: #307) |
0.0 | -9,329 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETHE
GRAYSCALE ETHER...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #319) |
0.0 | -7,952 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #330) |
0.0 | -2,625 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #333) |
0.0 | -919 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAH
BOOZ ALLEN HAMI...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #338) |
0.0 | -2,559 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.00% | 0.04% |
Sold All 😨
(Was: #344) |
0.0 | -528 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GIS
GENERAL MLS INC
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #351) |
0.0 | -4,913 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
KINDER MORGAN I...
|
Energy | 0.00% | 0.04% |
Sold All 😨
(Was: #356) |
0.0 | -8,597 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNXC
CONCENTRIX CORP
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #363) |
0.0 | -5,157 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HPQ
HP INC
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #365) |
0.0 | -8,706 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARW
ARROW ELECTRS I...
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #366) |
0.0 | -1,955 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PB
PROSPERITY BANC...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #367) |
0.0 | -3,524 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #371) |
0.0 | -2,904 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAG
PENSKE AUTOMOTI...
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #375) |
0.0 | -1,290 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MGM
MGM RESORTS INT...
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #378) |
0.0 | -6,381 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMNRD
BITMINE IMMERSI...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #385) |
0.0 | -4,166 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #389) |
0.0 | -2,288 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #402) |
0.0 | -3,706 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLYX
FLYEXCLUSIVE IN...
|
Industrials | 0.00% | 0.03% |
Sold All 😨
(Was: #407) |
0.0 | -35,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BZAI
BLAIZE HLDGS IN...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #416) |
0.0 | -15,785 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NWL
NEWELL BRANDS I...
|
Consumer Defensive | 0.00% | 0.01% |
Sold All 😨
(Was: #417) |
0.0 | -10,140 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTRP
NEXTTRIP INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #420) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORGN
ORIGIN MATERIAL...
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #422) |
0.0 | -42,020 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
CALL
PFIZER INC
|
CALL Option | 0.00% | 0.00% |
Sold All 😨
(Was: #423) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 597 holdings