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Portfolio (Quarterly) Guide ↗

Karras Company, Inc.

· CIK 0002109847
13F Portfolio $110M AUM 61 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 16 Added 36 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 17,948.0 $4.3M 3.88% +708.0 +4.1% $238.34 +9.5%
2 IDEV ISHARES TR 32,916.0 $2.9M 2.65% +6K +22.7% $89.01 +5.4%
3 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,128.0 $2.6M 2.33% +206.0 +4.2% $501.36 +25.3%
4 IBM INTERNATIONAL BUSINESS MACHS Technology 8,782.0 $2.5M 2.24% +230.0 +2.7% $281.20 -16.7%
5 V VISA INC Financial Services 4,216.0 $1.4M 1.31% +270.0 +6.8% $343.07 +12.0%
6 UBER UBER TECHNOLOGIES INC Technology 19,723.0 $1.4M 1.29% +716.0 +3.8% $72.16 +11.3%
7 IDVO AMPLIFY ETF TR 28,420.0 $1.2M 1.08% +9K +44.8% $42.00 +3.7%
8 IXUS ISHARES TR 7,176.0 $685K 0.62% +514.0 +7.7% $95.44 +3.1%
9 NOBL PROSHARES TR 7,598.0 $427K 0.39% +4K +97.4% $56.16 +4.4%
10 CI THE CIGNA GROUP Healthcare 1,496.0 $412K 0.37% +188.0 +14.4% $275.63 +1.3%
11 VOO VANGUARD INDEX FDS 583.0 $400K 0.36% +169.0 +40.8% $686.47 +2.6%
12 ACN ACCENTURE PLC IRELAND Technology 2,846.0 $354K 0.32% +813.0 +40.0% $124.45 +50.2%
13 LIN LINDE PLC Basic Materials 662.0 $343K 0.31% +33.0 +5.2% $518.77 -6.1%
14 BX BLACKSTONE INC Financial Services 2,480.0 $292K 0.27% +232.0 +10.3% $117.68 +21.9%
15 NUV NUVEEN MUN VALUE FD INC Financial Services 23,486.0 $217K 0.20% +2K +11.3% $9.22 -2.5%
16 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 11,297.0 $133K 0.12% +915.0 +8.8% $11.74 -4.0%

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 45.2%
Communication Services 13.0%
Financial Services 10.7%
Healthcare 10.7%
Consumer Cyclical 9.8%
Industrials 3.8%
Energy 1.7%
Real Estate 1.7%
Basic Materials 1.5%
Utilities 1.5%