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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
UPSUnited Parcel Service Inc
Recent Activity
New Position
0.93%
$3.223M
25,563 shares@ $126.1 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.92%
$3.174M
16,667 shares@ $190.44 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
New Position
0.9%
$3.093M
254,178 shares@ $12.18 avg price
JEFJefferies Finl Group Inc
Recent Activity
New Position
0.89%
$3.061M
39,042 shares@ $78.41 avg price
AAPLApple Inc
Recent Activity
New Position
0.82%
$2.817M
11,248 shares@ $250.43 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.8%
$2.777M
15,259 shares@ $181.97 avg price
TBLDThornburg Incm Builder Opp T
Recent Activity
New Position
0.73%
$2.51M
154,192 shares@ $16.28 avg price
SCHBSchwab Strategic Tr
Recent Activity
New Position
0.55%
$1.878M
82,721 shares@ $22.7 avg price
ZSZscaler Inc
Recent Activity
New Position
0.54%
$1.869M
10,361 shares@ $180.41 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.54%
$1.85M
7,697 shares@ $240.29 avg price