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Portfolio (Quarterly) Guide ↗

KRS Capital Management, LLC

· CIK 0001910876
13F Portfolio $166M AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 112 New
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CDNS CADENCE DESIGN SYSTEM INC Technology 2,425.0 $852K 0.51% NEW $351.26 +8.7%
42 RTX RTX CORPORATION Industrials 5,020.0 $840K 0.51% NEW $167.32 +7.0%
43 LOW LOWES COS INC Consumer Cyclical 3,049.0 $766K 0.46% NEW $251.32 -15.6%
44 OKE ONEOK INC NEW Energy 10,283.0 $750K 0.45% NEW $72.97 +23.9%
45 MRVL MARVELL TECHNOLOGY INC Technology 8,853.0 $744K 0.45% NEW $84.07 +147.7%
46 GS GOLDMAN SACHS GROUP INC Financial Services 934.0 $744K 0.45% NEW $796.35 +24.9%
47 EMR EMERSON ELEC CO Industrials 5,581.0 $732K 0.44% NEW $131.18 +7.5%
48 NOW SERVICENOW INC Technology 786.0 $723K 0.44% NEW $920.28 -89.1%
49 COST COSTCO WHSL CORP NEW Consumer Defensive 780.0 $722K 0.44% NEW $925.61 +8.4%
50 SHOP SHOPIFY INC Technology 4,835.0 $719K 0.43% NEW $148.61 -29.4%
51 PH PARKER-HANNIFIN CORP Industrials 946.0 $718K 0.43% NEW $758.48 +14.4%
52 ISRG INTUITIVE SURGICAL INC Healthcare 1,519.0 $679K 0.41% NEW $447.23 -2.4%
53 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,328.0 $650K 0.39% NEW $279.29 +47.6%
54 MCD MCDONALDS CORP Consumer Cyclical 2,135.0 $649K 0.39% NEW $303.93 -8.1%
55 IVW ISHARES TR 5,222.0 $630K 0.38% NEW $120.72 +14.6%
56 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,572.0 $616K 0.37% NEW $391.64 +11.3%
57 BERKSHIRE HATHAWAY INC DEL 1,224.0 $615K 0.37% NEW $502.74
58 NXPI NXP SEMICONDUCTORS N V Technology 2,646.0 $603K 0.36% NEW $227.73 +46.1%
59 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,223.0 $593K 0.36% NEW $485.11 -7.6%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 2,101.0 $593K 0.36% NEW $282.11 -11.1%
Page 3 of 6  ·  112 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 63.2%
Healthcare 8.7%
Financial Services 7.7%
Communication Services 6.5%
Industrials 5.3%
Consumer Cyclical 4.7%
Energy 1.9%
Utilities 1.2%
Consumer Defensive 0.8%