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Tammi Ellis

Kera Capital Partners, Inc.

Assets Managed
$814.734M
Holdings
569
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.5%(2Q avg: 11.05%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kera Capital Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 569 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 814.734M in assets, with a quarterly growth rate of 0.5% and a 2-quarter average growth rate of 11.05%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.65%
8.52%
$69.382M
397,834 shares@ $174.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.82%
5.36%
$43.599M
67,041 shares@ $650.34 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -1.54%
3.57%
$29.058M
151,406 shares@ $191.92 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
Increased 170%
3.24%
$26.393M
265,419 shares@ $99.45 avg price
GLW
Corning Inc
Recent Activity
Decreased -7.89%
2.38%
$19.381M
142,536 shares@ $135.98 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
New Position
2.29%
$18.632M
185,096 shares@ $100.66 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -8.43%
2.16%
$17.564M
70,093 shares@ $250.58 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 1.94%
2.07%
$16.787M
394,613 shares@ $42.54 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 2.55%
2.03%
$16.469M
409,768 shares@ $40.19 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 1.46%
1.58%
$12.807M
361,380 shares@ $35.44 avg price

1-10 of 569