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Portfolio (Quarterly) Guide ↗

KRS Capital Management, LLC

· CIK 0001910876
13F Portfolio $174M AUM 115 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 21 Added 31 Reduced 6 Exited
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 2,090.0 $619K 0.36% -11.0 -0.5% $296.26 -15.4%
62 NOW SERVICENOW INC Technology 4,035.0 $618K 0.35% +3K +413.4% $153.19 -34.8%
63 ONON ON HLDG AG Consumer Cyclical 13,290.0 $618K 0.35% -235.0 -1.7% $46.48 -13.3%
64 NXPI NXP SEMICONDUCTORS N V Technology 2,640.0 $573K 0.33% $217.06 +53.3%
65 SCHW SCHWAB CHARLES CORP Financial Services 5,533.0 $553K 0.32% +52.0 +0.9% $99.92 -10.5%
66 IWM ISHARES TR 2,073.0 $510K 0.29% -15.0 -0.7% $246.17 +18.0%
67 DELL DELL TECHNOLOGIES INC Technology 3,914.0 $493K 0.28% $125.89 +142.3%
68 HOOD ROBINHOOD MKTS INC Financial Services 4,147.0 $469K 0.27% +1K +40.4% $113.10 -34.5%
69 TXN TEXAS INSTRS INC Technology 2,568.0 $446K 0.26% -40.0 -1.5% $173.51 +87.2%
70 CEG CONSTELLATION ENERGY CORP Utilities 1,222.0 $432K 0.25% -10.0 -0.8% $353.28 -14.6%
71 PAYX PAYCHEX INC Industrials 3,773.0 $423K 0.24% -395.0 -9.5% $112.19 -15.5%
72 HBAN HUNTINGTON BANCSHARES INC Financial Services 23,461.0 $407K 0.23% +2K +7.6% $17.35 -7.4%
73 KMI KINDER MORGAN INC DEL Energy 14,712.0 $404K 0.23% +119.0 +0.8% $27.49 +19.6%
74 MAS MASCO CORP Industrials 6,372.0 $404K 0.23% -47.0 -0.7% $63.46 +8.6%
75 VOO VANGUARD INDEX FDS 618.0 $388K 0.22% $628.08 +9.9%
76 RDDT REDDIT INC Communication Services 1,676.0 $385K 0.22% +110.0 +7.0% $229.87 -37.1%
77 IQVIA HLDGS INC 1,595.0 $360K 0.21% $225.41
78 ANET ARISTA NETWORKS INC Technology 2,735.0 $358K 0.21% NEW $131.03 +20.6%
79 ACN ACCENTURE PLC IRELAND Technology 1,316.0 $353K 0.20% -50.0 -3.7% $268.30 -34.0%
80 JNJ JOHNSON & JOHNSON Healthcare 1,684.0 $349K 0.20% -26.0 -1.5% $207.07 +11.2%
Page 4 of 6  ·  115 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 62.8%
Healthcare 9.4%
Financial Services 8.1%
Communication Services 6.8%
Industrials 4.8%
Consumer Cyclical 4.5%
Energy 1.7%
Utilities 1.2%
Consumer Defensive 0.7%