Kerusso Capital Management LLC Top Holdings and 13F Report (2026) About Kerusso Capital Management LLCInvestment ActivityKerusso Capital Management LLC has $274.43 million in total holdings as of June 30, 2026.Kerusso Capital Management LLC owns shares of 58 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 27.92% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Kerusso Capital Management LLC has purchased 53 new stocks and bought additional shares in 49 stocks.Kerusso Capital Management LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $8,458,572Micron Technology $8,112,350American Express $7,692,143United Rentals $7,603,958Qualcomm $7,236,561 Largest New Holdings this Quarter 595112103 - Micron Technology $8,112,350 Holding78462F103 - SPDR S&P 500 ETF Trust $6,060,785 Holding336433107 - First Solar $3,113,492 Holding56585A102 - Marathon Petroleum $2,724,164 Holding03027X100 - American Tower $2,423,617 Holding Largest Purchases this Quarter Micron Technology 7,028 shares (about $8.11M)SPDR S&P 500 ETF Trust 8,116 shares (about $6.06M)Home Depot 9,063 shares (about $3.20M)First Solar 13,195 shares (about $3.11M)Qualcomm 15,669 shares (about $2.90M) Largest Sales this Quarter Merck & Co., Inc. 14,239 shares (about $1.83M)Pfizer 59,729 shares (about $1.44M)CF Industries 9,598 shares (about $1.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKerusso Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,458,572$1,605,659 â–²23.4%29,2323.1%TechnologyMUMicron Technology$8,112,350$8,112,350 â–²New Holding7,0283.0%TechnologyAXPAmerican Express$7,692,143$1,460,902 â–²23.4%22,7412.8%FinanceURIUnited Rentals$7,603,958$1,441,036 â–²23.4%6,7122.8%IndustrialsQCOMQualcomm$7,236,561$2,895,474 â–²66.7%39,1612.6%TechnologyCATCaterpillar$7,140,155$1,354,553 â–²23.4%6,7052.6%IndustrialsWSMWilliams-Sonoma$7,020,040$1,331,933 â–²23.4%30,1162.6%Consumer DiscretionaryDVNDevon Energy$6,489,967$1,232,741 â–²23.4%157,0662.4%EnergyGILDGilead Sciences$6,365,641$1,208,189 â–²23.4%50,3852.3%HealthcarePRINCIPAL FINANCIAL GROUP IN$6,312,351$1,199,699 â–²23.5%58,5672.3%COMNVDANVIDIA$6,133,759$1,165,724 â–²23.5%30,6552.2%TechnologySYFSynchrony Financial$6,082,707$1,154,059 â–²23.4%79,9832.2%FinanceSPYSPDR S&P 500 ETF Trust$6,060,785$6,060,785 â–²New Holding8,1162.2%ETFABBVAbbVie$5,664,668$1,076,768 â–²23.5%22,5112.1%HealthcareCHENIERE ENERGY INC$5,605,024$1,065,268 â–²23.5%23,4512.0%COM NEWTROWT. Rowe Price Group$5,589,228$1,062,547 â–²23.5%49,1622.0%FinanceEOGEOG Resources$5,564,249$1,056,391 â–²23.4%42,8912.0%EnergyAMGNAmgen$5,533,918$1,050,148 â–²23.4%15,2822.0%HealthcareMMM3M$5,470,291$1,038,005 â–²23.4%33,7862.0%IndustrialsAMCOR PLC$5,314,016$1,010,488 â–²23.5%122,5841.9%COM NEWSHWSherwin-Williams$5,195,100$986,821 â–²23.4%15,0881.9%MaterialsDKSDICK'S Sporting Goods$5,150,855$977,551 â–²23.4%22,7101.9%Consumer DiscretionaryCRBGCorebridge Financial$5,146,958$977,085 â–²23.4%179,7751.9%FinancePEPPepsiCo$5,125,838$972,984 â–²23.4%37,8571.9%Consumer StaplesVVisa$5,115,815$970,945 â–²23.4%14,9111.9%FinanceMETMetLife$5,089,038$967,431 â–²23.5%60,1471.9%FinanceORCLOracle$5,042,932$2,001,580 â–²65.8%34,4111.8%TechnologySYYSysco$4,909,740$932,836 â–²23.5%58,7431.8%Consumer StaplesTJXTJX Companies$4,855,575$1,899,356 â–²64.2%32,0501.8%Consumer DiscretionaryHDHome Depot$4,788,689$3,196,339 â–²200.7%13,5781.7%Consumer DiscretionaryLOWLowe's Companies$4,723,557$895,189 â–²23.4%21,4231.7%Consumer DiscretionaryAMPAmeriprise Financial$4,644,027$880,819 â–²23.4%10,1231.7%FinanceBMYBristol Myers Squibb$4,482,721$850,241 â–²23.4%77,7981.6%HealthcareVZVerizon Communications$4,462,128$847,223 â–²23.4%105,3881.6%Communication ServicesPRUPrudential Financial$4,403,976$836,565 â–²23.5%40,8041.6%FinanceCGCarlyle Group$4,197,314$796,679 â–²23.4%99,6751.5%FinanceKOCocaCola$4,130,792$783,931 â–²23.4%50,8281.5%Consumer StaplesMAMastercard$3,988,618$757,560 â–²23.4%7,7661.5%FinanceVSTVistra$3,935,610$747,623 â–²23.5%24,8101.4%UtilitiesLPLALPL Financial$3,926,619$747,015 â–²23.5%13,9401.4%FinanceBABoeing$3,888,234$737,513 â–²23.4%17,9621.4%IndustrialsLMTLockheed Martin$3,843,876$729,037 â–²23.4%7,5451.4%IndustrialsMETAMeta Platforms$3,772,353$716,505 â–²23.4%6,6971.4%Communication ServicesADBEAdobe$3,748,381$2,472,951 â–²193.9%18,2831.4%TechnologyCFCF Industries$3,683,655$1,039,080 â–¼-22.0%34,0261.3%MaterialsKIMBERLY-CLARK CORP$3,600,895$682,879 â–²23.4%32,8041.3%COMITWIllinois Tool Works$3,577,777$678,880 â–²23.4%13,2281.3%IndustrialsOMCOmnicom Group$3,313,401$628,596 â–²23.4%45,4951.2%Communication ServicesMCOMoody's$3,239,737$614,612 â–²23.4%7,1531.2%FinanceFSLRFirst Solar$3,113,492$3,113,492 â–²New Holding13,1951.1%TechnologyMPCMarathon Petroleum$2,724,164$2,724,164 â–²New Holding10,6551.0%EnergyCLXClorox$2,667,166$506,214 â–²23.4%27,9461.0%Consumer StaplesAMTAmerican Tower$2,423,617$2,423,617 â–²New Holding14,8170.9%Real EstateCMCSAComcast$2,265,327$430,828 â–²23.5%92,2740.8%Communication ServicesMRKMerck & Co., Inc.$2,058,185$1,829,712 â–¼-47.1%16,0170.7%HealthcarePFEPfizer$1,774,624$1,438,275 â–¼-44.8%73,6970.6%HealthcareCHTRCharter Communications$1,764,399$335,473 â–²23.5%12,4070.6%Communication ServicesACWXiShares MSCI ACWI ex U.S. ETF$204,127$204,127 â–²New Holding2,6820.1%ETFSLBSLB$0$6,310,435 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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