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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLF SELECT SECTOR SPDR TR 4,400.0 $237K 0.14% NEW $53.87 -3.7%
102 TER TERADYNE INC Technology 1,715.0 $236K 0.14% NEW $137.64 +182.7%
103 WDAY WORKDAY INC Technology 960.0 $231K 0.14% NEW $240.73 -48.5%
104 AVAV AEROVIRONMENT INC Industrials 727.0 $229K 0.14% NEW $314.89 -42.1%
105 CRUS CIRRUS LOGIC INC Technology 1,815.0 $227K 0.14% NEW $125.29 +42.3%
106 WMT WALMART INC Consumer Defensive 2,173.0 $224K 0.14% NEW $103.05 +15.1%
107 MPC MARATHON PETE CORP Energy 1,147.0 $221K 0.13% NEW $192.67 +28.8%
108 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 810.0 $209K 0.13% NEW $258.36 -14.6%
109 ARM ARM HOLDINGS PLC Technology 1,462.0 $207K 0.12% NEW $141.49 +127.0%
110 NET CLOUDFLARE INC Technology 962.0 $206K 0.12% NEW $214.59 +1.3%
111 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 450.0 $205K 0.12% NEW $456.00 -35.2%
112 EW EDWARDS LIFESCIENCES CORP Healthcare 2,585.0 $201K 0.12% NEW $77.77 +12.6%
Page 6 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%