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Portfolio (Quarterly) Guide ↗

Karras Company, Inc.

· CIK 0002109847
13F Portfolio $103M AUM 57 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 3,806.0 $1.3M 1.30% NEW $350.70 -2.6%
22 ORCL ORACLE CORP Technology 6,329.0 $1.2M 1.20% NEW $194.91 -24.2%
23 EPD ENTERPRISE PRODS PARTNERS L Energy 37,742.0 $1.2M 1.18% NEW $32.06 +14.3%
24 LMT LOCKHEED MARTIN CORP Industrials 2,364.0 $1.1M 1.11% NEW $483.63 +3.8%
25 ALL ALLSTATE CORP Financial Services 5,383.0 $1.1M 1.09% NEW $208.16 +16.0%
26 VST VISTRA CORP Utilities 6,936.0 $1.1M 1.09% NEW $161.32 +0.7%
27 MSFT MICROSOFT CORP Technology 2,281.0 $1.1M 1.08% NEW $483.65 -23.8%
28 MMSI MERIT MED SYS INC Healthcare 11,525.0 $1.0M 0.99% NEW $88.14 -20.5%
29 EQIX EQUINIX INC Real Estate 1,190.0 $912K 0.89% NEW $766.41 +41.6%
30 CSCO CISCO SYS INC Technology 11,313.0 $871K 0.85% NEW $77.03 +52.8%
31 HD HOME DEPOT INC Consumer Cyclical 2,411.0 $830K 0.81% NEW $344.08 +2.0%
32 JNJ JOHNSON & JOHNSON Healthcare 3,955.0 $818K 0.80% NEW $206.95 +24.9%
33 ACN ACCENTURE PLC IRELAND Technology 2,529.0 $678K 0.66% NEW $268.28 -53.5%
34 XOM EXXON MOBIL CORP Energy 5,631.0 $678K 0.66% NEW $120.35 +13.0%
35 BERKSHIRE HATHAWAY INC DEL 1,337.0 $672K 0.66% NEW $502.65
36 DIVO AMPLIFY ETF TR 14,980.0 $667K 0.65% NEW $44.50 +2.4%
37 IDVO AMPLIFY ETF TR 17,253.0 $662K 0.65% NEW $38.35 +8.6%
38 RIO RIO TINTO PLC Basic Materials 7,797.0 $624K 0.61% NEW $80.03 +17.8%
39 IXUS ISHARES TR 6,412.0 $543K 0.53% NEW $84.64 +12.0%
40 UNP UNION PAC CORP Industrials 2,185.0 $505K 0.49% NEW $231.35 +17.9%
Page 2 of 3  ·  57 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 43.1%
Communication Services 13.8%
Financial Services 11.3%
Consumer Cyclical 11.3%
Healthcare 8.8%
Industrials 3.4%
Energy 3.3%
Utilities 1.8%
Real Estate 1.4%
Basic Materials 1.4%