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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NOW SERVICENOW INC Technology 8,567.0 $896K 0.91% NEW $104.55 -4.4%
2 CI THE CIGNA GROUP Healthcare 1,308.0 $349K 0.35% NEW $266.68 +4.5%
3 COP CONOCOPHILLIPS Energy 1,846.0 $244K 0.25% NEW $131.97 -21.0%
4 MPC MARATHON PETE CORP Energy 935.0 $228K 0.23% NEW $244.18 +6.2%
5 NEE NEXTERA ENERGY INC Utilities 2,224.0 $207K 0.21% NEW $92.86 -4.5%
6 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 10,382.0 $117K 0.12% NEW $11.23 +4.1%

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%