Bryan Buchert

@Kera Capital Partners, Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$347.372M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Index Fds Recent Activity New Position	0.16%	$541,835 1,870 shares@ $289.76 avg price	New Position
QQQInvesco Qqq Tr Recent Activity New Position	0.16%	$540,094 1,056 shares@ $511.46 avg price	New Position
IDEVIshares Tr Recent Activity New Position	0.14%	$475,105 7,369 shares@ $64.48 avg price	New Position
VXUSVanguard Star Fds Recent Activity New Position	0.14%	$475,035 8,061 shares@ $58.94 avg price	New Position
SCHFSchwab Strategic Tr Recent Activity New Position	0.12%	$405,233 21,905 shares@ $18.5 avg price	New Position
AVTRAvantor Inc Recent Activity New Position	0.12%	$392,808 18,643 shares@ $21.07 avg price	New Position
NUENucor Corp Recent Activity New Position	0.12%	$389,928 3,341 shares@ $116.71 avg price	New Position
MCOMoodys Corp Recent Activity New Position	0.12%	$385,797 815 shares@ $473.38 avg price	New Position
VEAVanguard Tax-managed Fds Recent Activity New Position	0.11%	$382,000 7,988 shares@ $47.83 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.11%	$369,898 415 shares@ $891.33 avg price	New Position