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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 AZN ASTRAZENECA PLC Healthcare 11,623.0 $2.2M 2.00% NEW $189.63 -10.5%
2 CPA COPA HOLDINGS SA Industrials 1,564.0 $243K 0.22% NEW $155.58 -14.2%
3 IVV ISHARES TR 287.0 $215K 0.20% NEW $749.56 +2.7%

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%