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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	22,645	$2.1M	2.03%	SOLD
2	DECK	DECKERS OUTDOOR CORP	Consumer Cyclical	1,954	$203K	0.20%	SOLD

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%