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Portfolio (Quarterly) Guide ↗

Karras Company, Inc.

· CIK 0002109847
13F Portfolio $99M AUM 61 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 22 Added 24 Reduced 2 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 414.0 $248K 0.25% +89.0 +27.4% $598.27 +13.8%
22 NUV NUVEEN MUN VALUE FD INC Financial Services 21,100.0 $190K 0.19% +149.0 +0.7% $8.99 +2.9%
Page 2 of 2  ·  22 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 42.8%
Communication Services 12.8%
Financial Services 10.7%
Consumer Cyclical 10.0%
Healthcare 8.6%
Energy 4.9%
Industrials 4.1%
Utilities 2.0%
Real Estate 1.9%
Basic Materials 1.6%