Kera Capital Partners, Inc.

Q3 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
691
Total value ($000)
$1,211,760
Net value change ($000)
+170,386 (16.4%)
New positions
105
Sold out positions
51
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VUSB 23,904 NEW
JPST 23,603 NEW
IOT 14,671 NEW
BIL 13,609 2016.1%
THORNBURG ETF TR 8,241 NEW
NVDA 7,661 8.9%
IYE 7,579 NEW
SCHX 6,675 NEW
VST 6,124 NEW
SPY 5,535 10.7%
Top Reduces (Value $000, Stocks/ETFs)
GLW -16,561 -46.4%
INTC -12,334 -53.6%
CRDO -12,285 -62.5%
VRT -8,445 -36.2%
TBLD -7,853 -73.9%
MDLN -4,017 -100.0%
SGOV -2,685 -24.0%
AMLP -2,607 -21.8%
GCOW -2,584 -21.1%
PENG -2,346 -49.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,299 (0.1% 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