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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GOOGLAlphabet Inc
| 0.21% | $720,084 3,804 shares@ $189.3 avg price | New Position |
SPYVSpdr Ser Tr
| 0.2% | $692,484 13,541 shares@ $51.14 avg price | New Position |
BRK.BBerkshire Hathaway Inc Del
| 0.2% | $690,345 1,523 shares@ $453.28 avg price | New Position |
AVGOBroadcom Inc
| 0.2% | $681,318 2,939 shares@ $231.82 avg price | New Position |
SMHVaneck Etf Trust
| 0.2% | $673,250 2,780 shares@ $242.18 avg price | New Position |
SPEMSpdr Index Shs Fds
| 0.2% | $666,365 17,367 shares@ $38.37 avg price | New Position |
AFRMAffirm Hldgs Inc
| 0.19% | $646,758 10,620 shares@ $60.9 avg price | New Position |
VOVanguard Index Fds
| 0.18% | $622,819 2,358 shares@ $264.14 avg price | New Position |
METAMeta Platforms Inc
| 0.18% | $622,397 1,063 shares@ $585.51 avg price | New Position |
GABGabelli Equity Tr Inc
| 0.17% | $569,096 105,780 shares@ $5.38 avg price | New Position |