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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP Financial Services 6,648.0 $402K 0.19% +184.0 +2.9% $60.40 +1.3%
82 VRT VERTIV HOLDINGS CO Industrials 1,195.0 $400K 0.19% NEW $334.82 -23.5%
83 CAT CATERPILLAR INC Industrials 375.0 $400K 0.19% $1065.83 -26.9%
84 BA BOEING CO Industrials 1,803.0 $390K 0.18% +220.0 +13.9% $216.47 -5.0%
85 MRK MERCK & CO INC Healthcare 3,029.0 $389K 0.18% +22.0 +0.7% $128.49 +16.7%
86 UNH UNITEDHEALTH GROUP INC Healthcare 923.0 $384K 0.18% -45.0 -4.7% $415.70 -4.7%
87 CARR CARRIER GLOBAL CORPORATION Industrials 4,871.0 $357K 0.17% -447.0 -8.4% $73.35 -21.9%
88 PAYX PAYCHEX INC Industrials 3,591.0 $353K 0.16% -182.0 -4.8% $98.33 +27.8%
89 CEG CONSTELLATION ENERGY CORP Utilities 1,393.0 $346K 0.16% +171.0 +14.0% $248.34 +12.9%
90 IVE ISHARES TR 1,495.0 $339K 0.16% $227.06 +3.8%
91 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,800.0 $330K 0.15% $183.11 -3.2%
92 TTAN SERVICETITAN INC Technology 4,632.0 $328K 0.15% NEW $70.71 +35.0%
93 ENB ENBRIDGE INC Energy 5,782.0 $313K 0.15% $54.21 -6.4%
94 WM WASTE MGMT INC DEL Industrials 1,402.0 $312K 0.14% -40.0 -2.8% $222.89 -1.4%
95 IQVIA HLDGS INC 1,595.0 $308K 0.14% $193.22
96 MPC MARATHON PETE CORP Energy 1,166.0 $298K 0.14% NEW $255.65 +49.8%
97 PG PROCTER & GAMBLE CO Consumer Defensive 1,999.0 $293K 0.14% -145.0 -6.8% $146.66 -0.3%
98 GE GE AEROSPACE Industrials 759.0 $284K 0.13% NEW $373.91 -11.5%
99 SO SOUTHERN CO Utilities 2,886.0 $276K 0.13% -99.0 -3.3% $95.72 -8.0%
100 PWR QUANTA SVCS INC Industrials 375.0 $270K 0.13% NEW $720.13 -15.1%
Page 5 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%