Stock Taper 
KERA CAPITAL PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 608 | $1.21M |
 Marriott International, Inc. | MAR | 623 | $230.88K |
 IDEXX Laboratories, Inc. | IDXX | 677 | $356.4K |
 Texas Instruments Incorporated | TXN | 698 | $208.05K |
 Burlington Stores, Inc. | BURL | 704 | $223.03K |
 S&P Global Inc. | SPGI | 731 | $297.71K |
 Northrop Grumman Corporation | NOC | 738 | $375.87K |
 Applied Materials, Inc. | AMAT | 746 | $539.05K |
 Casey's General Stores, Inc. | CASY | 756 | $600.86K |
 Air Products and Chemicals, Inc. | APD | 790 | $231.61K |
 Advanced Micro Devices, Inc. | AMD | 796 | $462.58K |
 Caterpillar Inc. | CAT | 834 | $888.13K |
 Humana Inc. | HUM | 836 | $332.08K |
 Valero Energy Corporation | VLO | 847 | $220.59K |
 Medpace Holdings, Inc. | MEDP | 859 | $454.92K |
 Lockheed Martin Corporation | LMT | 873 | $444.76K |
 Costco Wholesale Corporation | COST | 874 | $817.67K |
 Rockwell Automation, Inc. | ROK | 876 | $433.69K |
 CrowdStrike Holdings, Inc. | CRWD | 894 | $682.25K |
 Eli Lilly and Company | LLY | 899 | $1.08M |