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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
RTXRtx Corporation
Recent Activity
New Position
1.44%
$4.97M
42,952 shares@ $115.73 avg price
JPMJpmorgan Chase & Co.
Recent Activity
New Position
1.36%
$4.698M
19,600 shares@ $239.71 avg price
CGGRCapital Group Growth Etf
Recent Activity
New Position
1.34%
$4.627M
124,478 shares@ $37.18 avg price
PHYSSprott Physical Gold Tr
Recent Activity
New Position
1.3%
$4.512M
224,031 shares@ $20.14 avg price
BLKBlackrock Inc
Recent Activity
New Position
1.28%
$4.435M
4,326 shares@ $1025.16 avg price
VDEVanguard World Fd
Recent Activity
New Position
1.2%
$4.153M
34,232 shares@ $121.32 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
New Position
1.18%
$4.067M
139,199 shares@ $29.23 avg price
IVVIshares Tr
Recent Activity
New Position
1.16%
$3.999M
6,794 shares@ $588.67 avg price
PSLVSprott Physical Silver Tr
Recent Activity
New Position
1.13%
$3.909M
405,047 shares@ $9.66 avg price
DELLDell Technologies Inc
Recent Activity
New Position
1.11%
$3.824M
33,185 shares@ $115.25 avg price