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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CDNS CADENCE DESIGN SYSTEM INC Technology 2,551.0 $957K 0.45% +119.0 +4.9% $375.32 -16.6%
42 RTX RTX CORPORATION Industrials 5,035.0 $955K 0.45% $189.71 +8.1%
43 OKE ONEOK INC NEW Energy 10,561.0 $918K 0.43% +580.0 +5.8% $86.94 +10.1%
44 TJX TJX COS INC NEW Consumer Cyclical 5,940.0 $900K 0.42% -95.0 -1.6% $151.51 -12.0%
45 TSLA TESLA INC Consumer Cyclical 2,043.0 $859K 0.40% $420.60 -15.3%
46 TER TERADYNE INC Technology 1,715.0 $830K 0.39% $483.84 -30.7%
47 EMR EMERSON ELEC CO Industrials 5,511.0 $789K 0.37% $143.16 +3.1%
48 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,572.0 $781K 0.36% $496.73 +10.3%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 779.0 $728K 0.34% -13.0 -1.6% $934.92 +0.5%
50 IVW ISHARES TR 5,222.0 $718K 0.33% $137.53 +0.5%
51 TXN TEXAS INSTRS INC Technology 2,363.0 $704K 0.33% -205.0 -8.0% $298.13 -15.0%
52 UBER UBER TECHNOLOGIES INC Technology 9,658.0 $697K 0.32% -455.0 -4.5% $72.16 +4.3%
53 CRM SALESFORCE INC Technology 4,398.0 $689K 0.32% -829.0 -15.9% $156.67 +64.7%
54 NXPI NXP SEMICONDUCTORS N V Technology 2,444.0 $687K 0.32% -196.0 -7.4% $281.03 -20.9%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,808.0 $680K 0.32% $57.62 +16.1%
56 LOW LOWES COS INC Consumer Cyclical 3,065.0 $676K 0.32% $220.50 -9.3%
57 BERKSHIRE HATHAWAY INC DEL 1,296.0 $649K 0.30% +46.0 +3.7% $500.39
58 HOOD ROBINHOOD MKTS INC Financial Services 6,241.0 $626K 0.29% +2K +50.5% $100.28 +3.2%
59 IWM ISHARES TR 2,073.0 $623K 0.29% $300.52 -3.3%
60 HONEYWELL INTL INC 2,773.0 $621K 0.29% NEW $223.90
Page 3 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%