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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBER UBER TECHNOLOGIES INC Technology 9,658.0 $697K 0.32% -455.0 -4.5% $72.16 +4.3%
22 CRM SALESFORCE INC Technology 4,398.0 $689K 0.32% -829.0 -15.9% $156.67 +64.7%
23 NXPI NXP SEMICONDUCTORS N V Technology 2,444.0 $687K 0.32% -196.0 -7.4% $281.03 -20.9%
24 ABT ABBOTT LABORATORIES Healthcare 6,490.0 $589K 0.27% -1K -18.3% $90.74 +20.1%
25 MCD MCDONALDS CORP Consumer Cyclical 2,104.0 $569K 0.27% -15.0 -0.7% $270.36 -3.4%
26 MAS MASCO CORP Industrials 6,300.0 $513K 0.24% -72.0 -1.1% $81.37 -13.7%
27 ONON ON HLDG AG Consumer Cyclical 12,690.0 $449K 0.21% -600.0 -4.5% $35.42 -21.7%
28 ZS ZSCALER INC Technology 2,879.0 $406K 0.19% -2K -38.7% $141.15 +26.4%
29 UNH UNITEDHEALTH GROUP INC Healthcare 923.0 $384K 0.18% -45.0 -4.7% $415.70 -4.7%
30 CARR CARRIER GLOBAL CORPORATION Industrials 4,871.0 $357K 0.17% -447.0 -8.4% $73.35 -21.9%
31 PAYX PAYCHEX INC Industrials 3,591.0 $353K 0.16% -182.0 -4.8% $98.33 +27.8%
32 WM WASTE MGMT INC DEL Industrials 1,402.0 $312K 0.14% -40.0 -2.8% $222.89 -1.4%
33 PG PROCTER & GAMBLE CO Consumer Defensive 1,999.0 $293K 0.14% -145.0 -6.8% $146.66 -0.3%
34 SO SOUTHERN CO Utilities 2,886.0 $276K 0.13% -99.0 -3.3% $95.72 -8.0%
35 BLOCK INC 3,357.0 $255K 0.12% -1K -30.0% $76.00
36 CRUS CIRRUS LOGIC INC Technology 1,715.0 $255K 0.12% -100.0 -5.5% $148.53 -26.6%
37 CVX CHEVRON CORPORATION Energy 1,483.0 $246K 0.11% -176.0 -10.6% $165.73 +27.3%
38 EXPE EXPEDIA GROUP INC Consumer Cyclical 897.0 $230K 0.11% -5.0 -0.6% $255.88 +18.9%
39 CG CARLYLE GROUP INC Financial Services 4,950.0 $208K 0.10% -170.0 -3.3% $42.11 +10.5%
Page 2 of 2  ·  39 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%