§ 13F · FUND PROFILE
Kerusso Capital Management LLC.
AUM · $274M (13F)Positions · 58Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 29K | $8M | 3.1% | +23% |
| 2 | MU | MICRON TECHNOLOGY INC | 7K | $8M | 3.0% | NEW |
| 3 | AXP | AMERICAN EXPRESS CO | 23K | $8M | 2.8% | +23% |
| 4 | URI | UNITED RENTALS INC | 7K | $8M | 2.8% | +23% |
| 5 | QCOM | QUALCOMM INC | 39K | $7M | 2.6% | +67% |
| 6 | CAT | CATERPILLAR INC | 7K | $7M | 2.6% | +23% |
| 7 | WSM | WILLIAMS SONOMA INC | 30K | $7M | 2.6% | +23% |
| 8 | DVN | DEVON ENERGY CORP NEW | 157K | $6M | 2.4% | +23% |
| 9 | GILD | GILEAD SCIENCES INC | 50K | $6M | 2.3% | +23% |
| 10 | PFG | PRINCIPAL FINANCIAL GROUP IN | 59K | $6M | 2.3% | +23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KERUSSO SIGNAL
AC read
Kerusso Capital Management LLC is a Other fund managing $274 million in assets. The fund runs a portfolio of 58 positions.
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