13F filer

Kera Capital Partners

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 2040353 SEC filings ↗

13F Value

$1.04B

Positions

634

Top Position

NVDA8.2%

Top 5

22.3%

Latest filing changes

vs Mar 31, 2026

1 GOF Guggenheim Strategic Opportu >999%+$19.1M

2 PYPL PayPal Holdings >999%+$8.3M

3 NVDA NVIDIA +7.9%+$6.3M

4 VOO Vanguard 500 Index Fund — ETF Shares +41.0%+$3.6M

5 TSM Taiwan Semiconductor Manufacturing +737.2%+$3.5M

Holdings634

#
1	NVDA NVIDIA	8.2%	$85.9M	+7.9%	429.2K	8.5%	Common Stock
2	SPY State Str SPDR S&P 500 ETF T — Tr Unit	5.0%	$51.8M	+3.4%	69.3K	5.4%	ETF
3	GLW Corning	3.4%	$35.7M	-1.9%	139.8K	2.4%	Common Stock
4	RSP Invesco S&P 500 Equal Weight ETF	3.4%	$35.0M	+8.6%	164.5K	3.6%	ETF
5	VRT Vertiv Holdings	2.2%	$23.4M	-0.5%	69.8K	2.2%	Common Stock
6	INTC Intel	2.2%	$23.0M	-4.7%	164.7K	0.9%	Common Stock
7	BILS State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF	2.1%	$22.2M	-15.7%	223.6K	3.2%	ETF
8	CGGR Capital Group Growth ETF — Share Class	1.9%	$19.8M	+2.6%	420.3K	2.0%	ETF
9	CRDO Credo Technology Group Holdi	1.9%	$19.6M	+2.7%	72.2K	0.8%	Common Stock
10	CGDV Capital Group Dividend Value ETF — Share Class	1.9%	$19.6M	+0.6%	396.8K	2.1%	ETF
11	GOF Guggenheim Strategic Opportu	1.9%	$19.5M	>999%	1.79M	0.1%	Common Stock
12	GOOG Alphabet Class C	1.3%	$13.8M	+4.3%	39.1K	1.3%	Common Stock
13	ANET Arista Networks Filing details 040413205 Jun 30, 2026 79,704 reported quantity $13,540,116 reported value	1.3%	$13.5M	+0.7%	79.7K	1.2%	Common Stock
14	VOO Vanguard 500 Index Fund — ETF Shares	1.2%	$12.3M	+41.0%	17.9K	0.9%	ETF
15	GCOW Pacer Global Cash Cows Dividend ETF	1.2%	$12.2M	+12.1%	282.4K	1.4%	ETF
16	GSIE Goldman Sachs ActiveBeta(R) International Equity ETF	1.2%	$12.2M	+12.1%	267.0K	1.3%	ETF
17	AMZN Amazon	1.2%	$12.2M	+10.9%	51.2K	1.2%	Common Stock
18	AMLP Alerian Mlp ETF	1.1%	$12.0M	+9.5%	230.7K	1.4%	ETF
19	SGOV iShares 0-3 Month Treasury Bond ETF	1.1%	$11.2M	-39.9%	111.3K	2.3%	ETF
20	JNJ Johnson & Johnson	1.1%	$11.1M	+9.4%	43.9K	1.2%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing49

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.