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
EHTHEhealth Inc Recent Activity New Position	0.11%	$357,858 38,070 shares@ $9.4 avg price	New Position
MRKMerck & Co Inc Recent Activity New Position	0.11%	$355,144 3,570 shares@ $99.49 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.11%	$353,769 3,289 shares@ $107.57 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.11%	$351,427 2,430 shares@ $144.63 avg price	New Position
TJXTjx Cos Inc New Recent Activity New Position	0.1%	$340,684 2,820 shares@ $120.81 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.1%	$340,005 594 shares@ $572.4 avg price	New Position
RPGInvesco Exchange Traded Fd T Recent Activity New Position	0.1%	$336,063 8,145 shares@ $41.27 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.1%	$316,565 4,504 shares@ $70.29 avg price	New Position
ZMZoom Video Communications In Recent Activity New Position	0.09%	$311,016 3,811 shares@ $81.62 avg price	New Position
ABNBAirbnb Inc Recent Activity New Position	0.09%	$302,112 2,299 shares@ $131.42 avg price	New Position