Kera Capital Partners, Inc.

Q4 2025 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
12/31/2025
Date filed
2/23/2026
Form type
13F-HR
Num holdings
553
Total value ($000)
$810,751
Net value change ($000)
+144,036 (21.6%)
New positions
172
Sold out positions
43
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PSLV 6,729 99.9%
PHYS 6,203 91.4%
CMG 5,089 147.3%
GOF 4,637 NEW
BABA 4,404 NEW
INTC 4,263 37.4%
GCOW 4,196 NEW
JNJ 4,032 209.5%
IBB 3,975 NEW
GOOGL 3,800 43.3%
Top Reduces (Value $000, Stocks/ETFs)
JEF -6,848 -100.0%
COIN -5,108 -38.6%
HOOD -4,864 -30.1%
SPOT -4,366 -100.0%
XLU -4,354 -100.0%
VBK -3,957 -100.0%
URI -3,788 -89.7%
D -3,574 -100.0%
BIL -3,305 -100.0%
TOL -2,956 -87.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type