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Portfolio (Quarterly) Guide ↗

Kerusso Capital Management LLC

· CIK 0002029597
13F Portfolio $274M AUM 58 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 49 Added 3 Reduced 1 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 6,697.0 $3.8M 1.38% +1K +23.4% $563.29 +9.5%
42 ADBE ADOBE INC Technology 18,283.0 $3.7M 1.37% +12K +193.9% $205.02 +30.0%
43 KMB KIMBERLY-CLARK CORP Consumer Defensive 32,804.0 $3.6M 1.31% +6K +23.4% $109.77 -4.4%
44 ITW ILLINOIS TOOL WKS INC Industrials 13,228.0 $3.6M 1.30% +3K +23.4% $270.47 -0.1%
45 OMC OMNICOM GROUP INC Communication Services 45,495.0 $3.3M 1.21% +9K +23.4% $72.83 +13.4%
46 MCO MOODYS CORP Financial Services 7,153.0 $3.2M 1.18% +1K +23.4% $452.92 +9.0%
47 CLX CLOROX CO DEL Consumer Defensive 27,946.0 $2.7M 0.97% +5K +23.4% $95.44 -2.5%
48 CMCSA COMCAST CORP NEW Communication Services 92,274.0 $2.3M 0.82% +18K +23.5% $24.55 +7.9%
49 CHTR CHARTER COMMUNICATIONS INC Communication Services 12,407.0 $1.8M 0.64% +2K +23.5% $142.21 +6.9%
Page 3 of 3  ·  49 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
Financial Services 25.2%
Technology 14.7%
Industrials 12.0%
Consumer Cyclical 10.1%
Healthcare 9.8%
Energy 8.9%
Consumer Defensive 7.7%
Communication Services 5.9%
Basic Materials 3.4%
Utilities 1.5%