Kera Capital Partners, Inc. logo

Kera Capital Partners, Inc.

RIA/Wealth

Kera Capital Partners, Inc. is a RIA/Wealth based in San Jose, CA led by Bryan Buchert, reporting $808.1M in AUM as of Q3 2025 with 36% ETF concentration.

CCOBryan Buchert
Portfolio Value
$666.7M
Positions
422
Top Holding
NVDA at 10.85%
Last Reported
Q3 2025
Address1760 The Alameda, San Jose, CA, 95126, United States

Top Holdings

Largest long holdings in Kera Capital Partners, Inc.'s portfolio (37.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$72.4M
10.85%
+$4.0M
Bought
0.00%
387.8K shares
ETF
ETF
$43.1M
6.46%
-$642.9K
Sold
64.7K shares
ETF
ETF
$28.3M
4.24%
+$608.7K
Bought
149.1K shares
ETF
ETF
$18.0M
2.70%
+$10.1M
Bought
410.5K shares
ETF
ETF
$16.6M
2.49%
+$1.1M
Bought
403.4K shares
ETF
ETF
$16.5M
2.47%
+$2.2M
Bought
392.3K shares
Software - Infrastructure
Technology
$16.1M
2.42%
+$609.7K
Bought
0.01%
112.7K shares
Software - Application
Technology
$13.2M
1.98%
+$744.8K
Bought
0.02%
39.2K shares
Hardware, Equipment & Parts
Technology
$12.4M
1.85%
+$822.1K
Bought
0.02%
150.7K shares
Electrical Equipment & Parts
Industrials
$11.4M
1.71%
+$730.6K
Bought
0.02%
75.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Kera Capital Partners, Inc.'s latest filing

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Market Value
$666.7M
Prior: $507.6M
Q/Q Change
+31.34%
+$159.1M
Net Flows % of MV
+14.68%
Turnover Ratio
11.22%
New Purchases
99 stocks
$38.4M
Added To
243 stocks
+$84.4M
Sold Out Of
34 stocks
$12.6M
Reduced Holdings
52 stocks
-$12.3M

Increased Positions

PositionShares Δ
New
New
3
AbbVie logo
AbbVie
ABBV
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Kera Capital Partners, Inc.

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Sector Allocation

ETF: 35.60%ETFTechnology: 28.30%TechnologyFinancial Services: 9.30%Financial ServicesIndustrials: 6.70%Consumer Cyclical: 5.50%Healthcare: 3.70%Communication Services: 3.20%Consumer Defensive: 2.20%Utilities: 1.20%Real Estate: 0.90%Basic Materials: 0.60%Energy: 0.40%
ETF
35.60%
Technology
28.30%
Financial Services
9.30%
Industrials
6.70%
Consumer Cyclical
5.50%
Healthcare
3.70%
Communication Services
3.20%
Consumer Defensive
2.20%
Utilities
1.20%
Real Estate
0.90%
Basic Materials
0.60%
Energy
0.40%

Market Cap Distribution

Mega Cap (> $200B): 23.53%Mega Cap (> $200B)Large Cap ($10B - $200B): 31.71%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.60%Small Cap ($300M - $2B): 1.54%Micro Cap ($50M - $300M): 0.44%Nano Cap (< $50M): 0.10%N/A (ETF or Unknown): 38.07%N/A (ETF or Unknown)
Mega Cap (> $200B)
23.53%
Large Cap ($10B - $200B)
31.71%
Mid Cap ($2B - $10B)
4.60%
Small Cap ($300M - $2B)
1.54%
Micro Cap ($50M - $300M)
0.44%
Nano Cap (< $50M)
0.10%
N/A (ETF or Unknown)
38.07%

Portfolio Concentration

Top 10 Holdings %
37.19%
Top 20 Holdings %
50.99%
Top 50 Holdings %
73.8%
Top 100 Holdings %
83.03%

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