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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 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XBI SPDR SERIES TRUST 1,683.0 $266K 0.12% $158.30 +3.2%
102 ALV AUTOLIV INC Consumer Cyclical 2,293.0 $266K 0.12% $116.17 +2.6%
103 BLOCK INC 3,357.0 $255K 0.12% -1K -30.0% $76.00
104 CRUS CIRRUS LOGIC INC Technology 1,715.0 $255K 0.12% -100.0 -5.5% $148.53 -26.6%
105 WMT WALMART INC Consumer Defensive 2,244.0 $254K 0.12% +72.0 +3.3% $113.24 -6.5%
106 CMI CUMMINS INC Industrials 347.0 $247K 0.12% NEW $713.21 -22.7%
107 CVX CHEVRON CORPORATION Energy 1,483.0 $246K 0.11% -176.0 -10.6% $165.73 +27.3%
108 QQQ INVESCO QQQ TR Financial Services 333.0 $245K 0.11% $736.46 -3.9%
109 EW EDWARDS LIFESCIENCES CORP Healthcare 2,645.0 $239K 0.11% +60.0 +2.3% $90.46 +0.3%
110 PNC PNC FINL SVCS GROUP INC Financial Services 964.0 $237K 0.11% $246.31 -3.6%
111 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,674.0 $237K 0.11% NEW $88.60 -30.3%
112 NET CLOUDFLARE INC Technology 962.0 $236K 0.11% NEW $245.28 +16.4%
113 XLF SELECT SECTOR SPDR TR 4,400.0 $236K 0.11% $53.61 +6.7%
114 EXPE EXPEDIA GROUP INC Consumer Cyclical 897.0 $230K 0.11% -5.0 -0.6% $255.88 +18.9%
115 ROK ROCKWELL AUTOMATION INC Industrials 443.0 $219K 0.10% NEW $495.25 -15.7%
116 AMAT APPLIED MATLS INC Technology 300.0 $217K 0.10% NEW $723.00 -38.9%
117 NVO NOVO-NORDISK A S Healthcare 4,510.0 $216K 0.10% NEW $47.94 -5.9%
118 AEP AMERICAN ELEC PWR CO INC Utilities 1,541.0 $211K 0.10% NEW $136.77 -10.1%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,702.0 $210K 0.10% $123.10 +29.7%
120 CG CARLYLE GROUP INC Financial Services 4,950.0 $208K 0.10% -170.0 -3.3% $42.11 +10.5%
Page 6 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%