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