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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  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NOBL PROSHARES TR 3,849.0 $408K 0.41% -21.0 -0.5% $106.01 -46.8%
22 WMT WALMART INC Consumer Defensive 3,261.0 $405K 0.41% -142.0 -4.2% $124.27 -7.8%
23 ACN ACCENTURE PLC IRELAND Technology 2,033.0 $403K 0.41% -496.0 -19.6% $198.30 -37.1%
24 UNH UNITEDHEALTH GROUP INC Healthcare 951.0 $257K 0.26% -224.0 -19.1% $270.59 +55.2%
Page 2 of 2  ·  24 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%