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Portfolio (Quarterly) Guide ↗

Kerusso Capital Management LLC

· CIK 0002029597
13F Portfolio $200M AUM 53 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 2 Added 47 Reduced 4 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHW SHERWIN WILLIAMS CO Basic Materials 12,222.0 $3.9M 1.96% -870.0 -6.7% $320.55 -2.9%
22 CG CARLYLE GROUP INC Financial Services 80,756.0 $3.9M 1.96% -6K -6.6% $48.39 -5.7%
23 CAT CATERPILLAR INC Industrials 5,433.0 $3.8M 1.93% -386.0 -6.6% $708.46 +28.2%
24 BMY BRISTOL-MYERS SQUIBB CO Healthcare 63,042.0 $3.8M 1.91% -4K -6.6% $60.65 -4.3%
25 PFE PFIZER INC Healthcare 133,426.0 $3.7M 1.88% -9K -6.6% $28.08 -7.9%
26 LMT LOCKHEED MARTIN CORP Industrials 6,114.0 $3.7M 1.85% -434.0 -6.6% $604.39 -11.8%
27 V VISA INC Financial Services 12,081.0 $3.7M 1.83% -857.0 -6.6% $302.24 +8.0%
28 DKS DICKS SPORTING GOODS INC Consumer Cyclical 18,400.0 $3.6M 1.83% -1K -6.7% $198.29 +17.6%
29 AMP AMERIPRISE FINL INC Financial Services 8,203.0 $3.6M 1.82% -577.0 -6.6% $444.40 +2.5%
30 MRK MERCK & CO INC Healthcare 30,256.0 $3.6M 1.82% -2K -6.6% $120.29 -0.4%
31 TROW PRICE T ROWE GROUP INC Financial Services 39,816.0 $3.6M 1.80% -3K -6.7% $90.14 +15.2%
32 CRBG COREBRIDGE FINL INC Financial Services 145,647.0 $3.5M 1.74% -10K -6.6% $23.86 +14.7%
33 MET METLIFE INC Financial Services 48,713.0 $3.4M 1.73% -3K -6.7% $70.72 +17.7%
34 LPLA LPL FINL HLDGS INC Financial Services 11,288.0 $3.4M 1.70% -804.0 -6.7% $300.83 -6.1%
35 SYY SYSCO CORP Consumer Defensive 47,582.0 $3.4M 1.70% -3K -6.6% $71.33 +5.6%
36 PRU PRUDENTIAL FINL INC Financial Services 33,053.0 $3.2M 1.62% -2K -6.7% $97.69 +5.0%
37 MA MASTERCARD INCORPORATED Financial Services 6,291.0 $3.1M 1.57% -449.0 -6.7% $499.66 -1.3%
38 KO COCA COLA CO Consumer Defensive 41,182.0 $3.1M 1.57% -3K -6.6% $76.05 +5.8%
39 TJX TJX COS INC NEW Consumer Cyclical 19,513.0 $3.1M 1.56% -1K -6.6% $159.70 -0.5%
40 META META PLATFORMS INC Communication Services 5,425.0 $3.1M 1.55% -390.0 -6.7% $572.13 +7.0%
Page 2 of 3  ·  53 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 24.7%
Healthcare 12.9%
Energy 11.8%
Industrials 10.8%
Technology 9.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.3%
Communication Services 7.4%
Basic Materials 4.9%
Utilities 1.5%