13F-HR filed by Kera Capital Partners, Inc.
Kera Capital Partners, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 634 holding rows worth $1,041,374,102.
- Accession
- 0001986152-26-000148
- Filer
- CIK 2040353
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 634 entries on the cover page, a total value of $1,041,374,102 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,041,374,102 with VALUE read as dollars as filed, 13F file number 028-24558. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| POST HLDGS INC | 737446104 | COM | 3,288 | $290,199 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 835 | $287,175 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 3,685 | $286,951 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 13,335 | $285,369 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 3,050 | $284,870 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 1,277 | $284,107 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 2,052 | $282,642 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 7,412 | $282,397 | dollars as filed | |
| CALIX INC | 13100M509 | COM | 7,563 | $282,251 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,860 | $281,474 | dollars as filed | |
| SPROTT INC | 852066208 | COM NEW | 2,500 | $280,875 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 1,992 | $280,155 | dollars as filed | |
| FISERV INC | 337738108 | COM | 5,708 | $279,977 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 1,863 | $279,692 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 2,124 | $279,476 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 2,270 | $279,324 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 1,029 | $279,322 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 2,341 | $276,730 | dollars as filed | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 3,029 | $274,215 | dollars as filed | |
| INGREDION INC COM | 457187102 | Stock | 2,886 | $273,333 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 262 | $273,106 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 1,434 | $271,915 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 1,979 | $271,024 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 7,391 | $268,663 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 1,448 | $268,083 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 1,181 | $268,028 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 1,731 | $267,890 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 9,742 | $266,249 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 3,860 | $264,178 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 3,053 | $262,833 | dollars as filed | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 7,680 | $262,810 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 5,182 | $262,106 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 82 | $262,067 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 499 | $261,077 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 928 | $260,796 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 2,416 | $260,759 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 125 | $259,174 | dollars as filed | |
| NVR INC COM | 62944T105 | Stock | 38 | $258,909 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,763 | $258,368 | dollars as filed | |
| DROPBOX INC CL A | 26210C104 | Stock | 9,380 | $257,669 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 8,790 | $253,943 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 1,489 | $252,549 | dollars as filed | |
| FTI CONSULTING INC | 302941109 | COM | 1,671 | $248,996 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 456 | $247,074 | dollars as filed | |
| COPA HOLDINGS SA | P31076105 | CL A | 1,567 | $243,778 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 22,776 | $241,881 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 808 | $241,600 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 9,810 | $240,836 | dollars as filed | |
| SPROTT ASSET MANAGEMENT LP | 85208R101 | PHYSICAL GOLD AN | 5,978 | $240,495 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 967 | $240,174 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 3,448 | $240,153 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,301 | $239,212 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 2,934 | $238,123 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 3,315 | $237,354 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 7,069 | $235,186 | dollars as filed | |
| BROWN FORMAN CORP CL B | 115637209 | Stock | 8,824 | $235,160 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 377 | $235,075 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 9,597 | $234,743 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 1,212 | $234,195 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 418 | $234,097 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 2,058 | $233,809 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,250 | $233,730 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 1,489 | $233,713 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 4,124 | $232,470 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 3,287 | $232,227 | dollars as filed | |
| BOSTON BEER INC CL A | 100557107 | Stock | 1,310 | $231,909 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 3,285 | $231,691 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 790 | $231,612 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 623 | $230,878 | dollars as filed | |
| JEFFERIES FINANCIAL GROUP IN | 47233W109 | COM | 4,616 | $230,708 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 13,543 | $229,825 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 1,360 | $229,208 | dollars as filed | |
| Linde plc | G54950103 | COM | 441 | $228,853 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 4,803 | $228,335 | dollars as filed | |
| ADT INC DEL COM | 00090Q103 | Stock | 35,112 | $228,228 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 2,687 | $227,347 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 5,431 | $226,690 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 2,304 | $226,552 | dollars as filed | |
| TELADOC HEALTH INC | 87918A105 | COM | 26,689 | $226,323 | dollars as filed | |
| PROSPERITY BANCSHARES INC | 743606105 | COM | 3,095 | $226,028 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 1,537 | $224,494 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 704 | $223,027 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 2,244 | $222,807 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 448 | $222,535 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 1,365 | $222,331 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 4,812 | $221,352 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,407 | $220,936 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 495 | $220,805 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 847 | $220,593 | dollars as filed | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 3,102 | $219,870 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 2,051 | $219,457 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 8,601 | $217,347 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 3,106 | $217,109 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,175 | $216,823 | dollars as filed | |
| COLUMBIA SPORTSWEAR CO | 198516106 | COM | 3,505 | $216,679 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 1,281 | $216,053 | dollars as filed | |
| BANK HAWAII CORP | 062540109 | COM | 2,646 | $215,623 | dollars as filed | |
| KEMPER CORP COM | 488401100 | Stock | 7,979 | $215,114 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 1,521 | $211,799 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 973 | $210,752 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 910 | $209,154 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 1,613 | $209,077 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 3,942 | $208,492 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 698 | $208,053 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 1,518 | $207,131 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 906 | $205,635 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 2,427 | $205,543 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 105 | $205,066 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 4,220 | $204,965 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 6,135 | $204,050 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 2,343 | $203,677 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 3,856 | $203,018 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 2,585 | $201,371 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 2,548 | $200,757 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 2,798 | $200,057 | dollars as filed | |
| CERTARA INC COM | 15687V109 | Stock | 27,162 | $177,911 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 11,925 | $165,758 | dollars as filed | |
| ELEDON PHARMACEUTICALS INC | 28617k101 | COM | 40,208 | $158,420 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 400 | $149,208 | dollars as filed | call |
| PERRIGO CO PLC SHS | G97822103 | Stock | 13,632 | $141,636 | dollars as filed | |
| DENTSPLY SIRONA INC | 24906P109 | COM | 13,139 | $139,405 | dollars as filed | |
| IMMIX BIOPHARMA INC | 45258H106 | COMMON STOCK | 13,000 | $134,030 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 19,447 | $124,266 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188127 | COM CL C | 10,678 | $117,458 | dollars as filed | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 13,349 | $109,996 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 15,000 | $67,350 | dollars as filed | |
| PHATHOM PHARMACEUTICALS INC | 71722W107 | COMMON STOCK | 5,000 | $54,250 | dollars as filed | call |
| EHEALTH INC | 28238P109 | COM | 34,811 | $51,868 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 700 | $49,980 | dollars as filed | call |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 10,236 | $47,290 | dollars as filed | |
| BLAIZE HLDGS INC | 092915107 | COM | 32,034 | $44,206 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 10,019 | $32,462 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 14,516 | $8,129 | dollars as filed | |
| NEW FORTRESS ENERGY INC | 644393100 | COM CL A | 11,962 | $4,343 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001986152-26-000148 | this filing | 2026-08-14 | acceptance time not in the bulk data set |