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Bryan Buchert

@Kera Capital Partners, Inc.

Latest period2024 - Q4ReportedManaged Assets$347.372MTotal holdings158
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kera Capital Partners, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Kera Capital Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 347.372M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Bryan Buchert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VRTVertiv Holdings Co
Recent Activity
New Position
2.2%
$7.613M
67,006 shares@ $113.62 avg price
VOOVanguard Index Fds
Recent Activity
New Position
2.19%
$7.578M
14,064 shares@ $538.81 avg price
ANETArista Networks Inc
Recent Activity
New Position
2.03%
$7.028M
63,586 shares@ $110.54 avg price
IWOIshares Tr
Recent Activity
New Position
2.01%
$6.98M
24,250 shares@ $287.82 avg price
GLWCorning Inc
Recent Activity
New Position
1.96%
$6.785M
142,784 shares@ $47.52 avg price
JXNJackson Financial Inc
Recent Activity
New Position
1.88%
$6.5M
74,642 shares@ $87.08 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.83%
$6.339M
15,039 shares@ $421.51 avg price
IBMInternational Business Machs
Recent Activity
New Position
1.79%
$6.195M
28,180 shares@ $219.84 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
1.74%
$6.014M
76,504 shares@ $78.62 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
New Position
1.66%
$5.76M
259,477 shares@ $22.2 avg price