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Portfolio (Quarterly) Guide ↗

Kerusso Capital Management LLC

· CIK 0002029597
13F Portfolio $200M AUM 53 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 2 Added 47 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMCOR PLC 99,274.0 $3.9M 1.98% NEW $39.75
2 CHTR CHARTER COMMUNICATIONS INC Communication Services 10,048.0 $2.2M 1.09% NEW $215.88 -33.3%
3 CMCSA COMCAST CORP NEW Communication Services 74,725.0 $2.1M 1.07% NEW $28.71 -12.4%
4 ADBE ADOBE INC Technology 6,221.0 $1.5M 0.76% NEW $243.08 -1.1%

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
Financial Services 24.7%
Healthcare 12.9%
Energy 11.8%
Industrials 10.8%
Technology 9.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.3%
Communication Services 7.4%
Basic Materials 4.9%
Utilities 1.5%