Kera Capital Partners, Inc.

Q1 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
570
Total value ($000)
$814,734
Net value change ($000)
+3,983 (0.5%)
New positions
63
Sold out positions
47
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 18,632 NEW
BILS 16,613 169.9%
GCOW 7,458 177.7%
CRDO 6,601 NEW
JNJ 3,842 64.5%
GLW 3,403 21.3%
AMLP 3,374 43.7%
VRT 3,313 23.2%
GOOGL 2,683 123.2%
UAMY 752 66.8%
Top Reduces (Value $000, Stocks/ETFs)
INTC -8,041 -51.3%
COIN -7,518 -92.7%
NVDA -5,423 -7.2%
GSIE -4,966 -32.6%
NU -4,474 -40.0%
GOF -4,216 -90.9%
NDAQ -3,464 -94.3%
ILF -3,331 -29.1%
HOOD -3,230 -28.6%
SPY -3,179 -6.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 31 (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