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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 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 8,932.0 $1.7M 0.77% -910.0 -9.2% $184.78 -9.8%
22 CSCO CISCO SYS INC Technology 13,303.0 $1.6M 0.73% +402.0 +3.1% $117.46 -6.6%
23 AMZN AMAZON COM INC Consumer Cyclical 6,329.0 $1.5M 0.70% -457.0 -6.7% $238.34 +7.0%
24 MA MASTERCARD INCORPORATED Financial Services 2,854.0 $1.5M 0.68% $513.57 +13.1%
25 ETN EATON CORP PLC Industrials 3,423.0 $1.5M 0.68% +31.0 +0.9% $426.14 -8.3%
26 GS GOLDMAN SACHS GROUP INC Financial Services 1,369.0 $1.4M 0.65% +113.0 +9.0% $1011.37 -0.9%
27 ORCL ORACLE CORP Technology 9,436.0 $1.4M 0.64% -992.0 -9.5% $146.54 -3.6%
28 HD HOME DEPOT INC Consumer Cyclical 3,720.0 $1.3M 0.61% +91.0 +2.5% $352.65 -9.3%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 11,226.0 $1.3M 0.61% +730.0 +7.0% $116.67 +54.2%
30 XOM EXXON MOBIL CORP Energy 9,239.0 $1.3M 0.59% +270.0 +3.0% $136.72 +20.4%
31 AMGN AMGEN INC Healthcare 3,320.0 $1.2M 0.56% -65.0 -1.9% $362.09 +21.0%
32 CB CHUBB LIMITED Financial Services 3,518.0 $1.2M 0.56% -33.0 -0.9% $340.73 -0.6%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,378.0 $1.1M 0.53% -20.0 -0.8% $477.57 -13.3%
34 V VISA INC Financial Services 3,142.0 $1.1M 0.50% -25.0 -0.8% $343.06 +8.6%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,443.0 $1.1M 0.50% $746.77 +2.0%
36 GLW CORNING INC Technology 4,079.0 $1.0M 0.48% +109.0 +2.8% $255.45 -43.0%
37 PH PARKER-HANNIFIN CORP Industrials 1,056.0 $1.0M 0.48% +149.0 +16.4% $977.96 -2.6%
38 PRCT PROCEPT BIOROBOTICS CORP Healthcare 45,610.0 $1.0M 0.48% $22.58 -7.4%
39 TWLO TWILIO INC Communication Services 4,820.0 $995K 0.46% $206.33 +10.8%
40 DELL DELL TECHNOLOGIES INC Technology 2,264.0 $977K 0.46% -2K -42.2% $431.47 -1.6%
Page 2 of 7  ·  124 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%