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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HONEYWELL AEROSPACE INC 2,773.0 $613K 0.28% NEW $221.08
62 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,191.0 $597K 0.28% $501.45 +19.8%
63 SNOW SNOWFLAKE INC Technology 2,322.0 $591K 0.28% +991.0 +74.5% $254.50 +25.7%
64 ABT ABBOTT LABORATORIES Healthcare 6,490.0 $589K 0.27% -1K -18.3% $90.74 +20.1%
65 ISRG INTUITIVE SURGICAL INC Healthcare 1,480.0 $589K 0.27% +11.0 +0.8% $397.68 -7.1%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 2,090.0 $588K 0.27% $281.16 -17.7%
67 SCHW SCHWAB CHARLES CORP Financial Services 6,206.0 $573K 0.27% +673.0 +12.2% $92.27 +17.4%
68 MCD MCDONALDS CORP Consumer Cyclical 2,104.0 $569K 0.27% -15.0 -0.7% $270.36 -3.4%
69 SHOP SHOPIFY INC Technology 4,885.0 $558K 0.26% +50.0 +1.0% $114.18 +22.5%
70 ARM ARM HOLDINGS PLC Technology 1,447.0 $513K 0.24% NEW $354.57 -33.8%
71 MAS MASCO CORP Industrials 6,300.0 $513K 0.24% -72.0 -1.1% $81.37 -13.7%
72 ANET ARISTA NETWORKS INC Technology 3,009.0 $511K 0.24% +274.0 +10.0% $169.88 +11.4%
73 KMI KINDER MORGAN INC DEL Energy 14,798.0 $473K 0.22% +86.0 +0.6% $31.97 +0.4%
74 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,651.0 $455K 0.21% +2K +9.3% $17.73 -7.4%
75 ONON ON HLDG AG Consumer Cyclical 12,690.0 $449K 0.21% -600.0 -4.5% $35.42 -21.7%
76 JNJ JOHNSON & JOHNSON Healthcare 1,700.0 $432K 0.20% +16.0 +0.9% $253.98 +6.8%
77 VOO VANGUARD INDEX FDS 620.0 $426K 0.20% $686.33 +2.0%
78 NOW SERVICENOW INC Technology 4,130.0 $410K 0.19% +95.0 +2.4% $99.28 +43.9%
79 SBUX STARBUCKS CORP Consumer Cyclical 4,008.0 $410K 0.19% +249.0 +6.6% $102.19 +3.9%
80 ZS ZSCALER INC Technology 2,879.0 $406K 0.19% -2K -38.7% $141.15 +26.4%
Page 4 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%