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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANET ARISTA NETWORKS INC Technology 3,009.0 $511K 0.24% +274.0 +10.0% $169.88 +11.4%
22 KMI KINDER MORGAN INC DEL Energy 14,798.0 $473K 0.22% +86.0 +0.6% $31.97 +0.4%
23 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,651.0 $455K 0.21% +2K +9.3% $17.73 -7.4%
24 JNJ JOHNSON & JOHNSON Healthcare 1,700.0 $432K 0.20% +16.0 +0.9% $253.98 +6.8%
25 NOW SERVICENOW INC Technology 4,130.0 $410K 0.19% +95.0 +2.4% $99.28 +43.9%
26 SBUX STARBUCKS CORP Consumer Cyclical 4,008.0 $410K 0.19% +249.0 +6.6% $102.19 +3.9%
27 USB US BANCORP Financial Services 6,648.0 $402K 0.19% +184.0 +2.9% $60.40 +1.3%
28 BA BOEING CO Industrials 1,803.0 $390K 0.18% +220.0 +13.9% $216.47 -5.0%
29 MRK MERCK & CO INC Healthcare 3,029.0 $389K 0.18% +22.0 +0.7% $128.49 +16.7%
30 CEG CONSTELLATION ENERGY CORP Utilities 1,393.0 $346K 0.16% +171.0 +14.0% $248.34 +12.9%
31 WMT WALMART INC Consumer Defensive 2,244.0 $254K 0.12% +72.0 +3.3% $113.24 -6.5%
32 EW EDWARDS LIFESCIENCES CORP Healthcare 2,645.0 $239K 0.11% +60.0 +2.3% $90.46 +0.3%
Page 2 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%