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Portfolio (Quarterly) Guide ↗

KRS Capital Management, LLC

· CIK 0001910876
13F Portfolio $174M AUM 115 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 21 Added 31 Reduced 6 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAS MASCO CORP Industrials 6,372.0 $404K 0.23% -47.0 -0.7% $63.46 +8.6%
22 ACN ACCENTURE PLC IRELAND Technology 1,316.0 $353K 0.20% -50.0 -3.7% $268.30 -34.0%
23 JNJ JOHNSON & JOHNSON Healthcare 1,684.0 $349K 0.20% -26.0 -1.5% $207.07 +11.2%
24 UNH UNITEDHEALTH GROUP INC Healthcare 968.0 $320K 0.18% -175.0 -15.3% $330.40 +14.1%
25 WM WASTE MGMT INC DEL Industrials 1,442.0 $317K 0.18% -26.0 -1.8% $219.73 -0.8%
26 SBUX STARBUCKS CORP Consumer Cyclical 3,759.0 $317K 0.18% -39.0 -1.0% $84.22 +20.4%
27 BLOCK INC 4,795.0 $312K 0.18% -965.0 -16.8% $65.09
28 PG PROCTER AND GAMBLE CO Consumer Defensive 2,144.0 $307K 0.18% -39.0 -1.8% $143.37 -0.2%
29 CARR CARRIER GLOBAL CORPORATION Industrials 5,318.0 $281K 0.16% -489.0 -8.4% $52.85 +22.8%
30 ENB ENBRIDGE INC Energy 5,782.0 $277K 0.16% -60.0 -1.0% $47.83 +19.2%
31 CVX CHEVRON CORP NEW Energy 1,659.0 $253K 0.14% -76.0 -4.4% $152.43 +21.2%
Page 2 of 2  ·  31 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 62.8%
Healthcare 9.4%
Financial Services 8.1%
Communication Services 6.8%
Industrials 4.8%
Consumer Cyclical 4.5%
Energy 1.7%
Utilities 1.2%
Consumer Defensive 0.7%