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Portfolio (Quarterly) Guide ↗

KRS Capital Management, LLC

· CIK 0001910876
13F Portfolio $215M AUM 124 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 32 Added 39 Reduced 9 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PANW PALO ALTO NETWORKS INC Technology 22,659.0 $7.7M 3.60% +6K +33.6% $341.02 +6.2%
2 JPM JPMORGAN CHASE & CO Financial Services 7,713.0 $2.5M 1.18% +70.0 +0.9% $327.31 +8.4%
3 MTZ MASTEC INC Industrials 5,544.0 $2.3M 1.07% +83.0 +1.5% $416.06 -42.9%
4 ABBV ABBVIE INC Healthcare 8,572.0 $2.2M 1.00% +222.0 +2.7% $251.64 +3.3%
5 CSCO CISCO SYS INC Technology 13,303.0 $1.6M 0.73% +402.0 +3.1% $117.46 -6.6%
6 ETN EATON CORP PLC Industrials 3,423.0 $1.5M 0.68% +31.0 +0.9% $426.14 -8.3%
7 GS GOLDMAN SACHS GROUP INC Financial Services 1,369.0 $1.4M 0.65% +113.0 +9.0% $1011.37 -0.9%
8 HD HOME DEPOT INC Consumer Cyclical 3,720.0 $1.3M 0.61% +91.0 +2.5% $352.65 -9.3%
9 PLTR PALANTIR TECHNOLOGIES INC Technology 11,226.0 $1.3M 0.61% +730.0 +7.0% $116.67 +54.2%
10 XOM EXXON MOBIL CORP Energy 9,239.0 $1.3M 0.59% +270.0 +3.0% $136.72 +20.4%
11 GLW CORNING INC Technology 4,079.0 $1.0M 0.48% +109.0 +2.8% $255.45 -43.0%
12 PH PARKER-HANNIFIN CORP Industrials 1,056.0 $1.0M 0.48% +149.0 +16.4% $977.96 -2.6%
13 CDNS CADENCE DESIGN SYSTEM INC Technology 2,551.0 $957K 0.45% +119.0 +4.9% $375.32 -16.6%
14 OKE ONEOK INC NEW Energy 10,561.0 $918K 0.43% +580.0 +5.8% $86.94 +10.1%
15 BERKSHIRE HATHAWAY INC DEL 1,296.0 $649K 0.30% +46.0 +3.7% $500.39
16 HOOD ROBINHOOD MKTS INC Financial Services 6,241.0 $626K 0.29% +2K +50.5% $100.28 +3.2%
17 SNOW SNOWFLAKE INC Technology 2,322.0 $591K 0.28% +991.0 +74.5% $254.50 +25.7%
18 ISRG INTUITIVE SURGICAL INC Healthcare 1,480.0 $589K 0.27% +11.0 +0.8% $397.68 -7.1%
19 SCHW SCHWAB CHARLES CORP Financial Services 6,206.0 $573K 0.27% +673.0 +12.2% $92.27 +17.4%
20 SHOP SHOPIFY INC Technology 4,885.0 $558K 0.26% +50.0 +1.0% $114.18 +22.5%
Page 1 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 68.2%
Healthcare 7.8%
Financial Services 6.8%
Industrials 5.2%
Communication Services 4.3%
Consumer Cyclical 3.6%
Energy 1.8%
Utilities 1.5%
Consumer Defensive 0.7%
Basic Materials 0.1%