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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ONON ON HLDG AG Consumer Cyclical 13,525.0 $573K 0.35% NEW $42.35 -4.8%
62 DELL DELL TECHNOLOGIES INC Technology 3,905.0 $554K 0.33% NEW $141.76 +115.2%
63 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,764.0 $531K 0.32% NEW $45.10 +28.7%
64 PAYX PAYCHEX INC Industrials 4,168.0 $528K 0.32% NEW $126.77 -25.2%
65 SCHW SCHWAB CHARLES CORP Financial Services 5,481.0 $523K 0.32% NEW $95.47 -6.4%
66 IWM ISHARES TR 2,088.0 $505K 0.30% NEW $241.93 +20.1%
67 TWLO TWILIO INC Communication Services 4,820.0 $482K 0.29% NEW $100.09 +89.5%
68 TXN TEXAS INSTRS INC Technology 2,608.0 $479K 0.29% NEW $183.70 +76.9%
69 MAS MASCO CORP Industrials 6,419.0 $452K 0.27% NEW $70.39 -2.1%
70 HOOD ROBINHOOD MKTS INC Financial Services 2,953.0 $423K 0.26% NEW $143.18 -48.3%
71 BLOCK INC 5,760.0 $416K 0.25% NEW $72.27
72 KMI KINDER MORGAN INC DEL Energy 14,593.0 $413K 0.25% NEW $28.31 +16.1%
73 CEG CONSTELLATION ENERGY CORP Utilities 1,232.0 $405K 0.24% NEW $329.01 -8.3%
74 UNH UNITEDHEALTH GROUP INC Healthcare 1,143.0 $395K 0.24% NEW $345.27 +9.1%
75 VOO VANGUARD INDEX FDS 618.0 $379K 0.23% NEW $612.73 +12.6%
76 HBAN HUNTINGTON BANCSHARES INC Financial Services 21,811.0 $377K 0.23% NEW $17.27 -7.0%
77 RDDT REDDIT INC Communication Services 1,566.0 $360K 0.22% NEW $229.99 -37.0%
78 CARR CARRIER GLOBAL CORPORATION Industrials 5,807.0 $347K 0.21% NEW $59.70 +8.7%
79 ACN ACCENTURE PLC IRELAND Technology 1,366.0 $337K 0.20% NEW $246.60 -28.2%
80 PG PROCTER AND GAMBLE CO Consumer Defensive 2,183.0 $335K 0.20% NEW $153.65 -6.9%
Page 4 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%