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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
NVDANvidia Corporation
Recent Activity
New Position
14.09%
$48.942M
364,452 shares@ $134.3 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
8.83%
$30.664M
52,320 shares@ $586.09 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
6.32%
$21.936M
125,183 shares@ $175.24 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
New Position
3.35%
$11.606M
348,113 shares@ $33.35 avg price
CGDVCapital Group Dividend Value
Recent Activity
New Position
3.21%
$11.124M
315,489 shares@ $35.26 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
2.76%
$9.57M
43,620 shares@ $219.39 avg price
IWNIshares Tr
Recent Activity
New Position
2.49%
$8.645M
52,662 shares@ $164.17 avg price
INDAIshares Tr
Recent Activity
New Position
2.48%
$8.586M
163,107 shares@ $52.65 avg price
COINCoinbase Global Inc
Recent Activity
New Position
2.47%
$8.559M
34,469 shares@ $248.31 avg price
SMINIshares Tr
Recent Activity
New Position
2.39%
$8.284M
108,364 shares@ $76.45 avg price