Krs Capital Management, LLC Top Holdings and 13F Report (2026) About Krs Capital Management, LLCInvestment ActivityKrs Capital Management, LLC has $224.98 million in total holdings as of September 30, 2026.Krs Capital Management, LLC owns shares of 122 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 3.33% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Krs Capital Management, LLC has purchased 124 new stocks and bought additional shares in 50 stocks.Krs Capital Management, LLC sold shares of 38 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $53,587,028Apple $22,129,228Advanced Micro Devices $19,223,946Palo Alto Networks $9,001,853Fortinet $8,150,562 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,468,926 Holding093712107 - Bloom Energy $503,550 Holding922475108 - Veeva Systems $286,877 Holding458140100 - Intel $266,790 Holding718546104 - Phillips 66 $247,760 Holding Largest Purchases this Quarter CrowdStrike 12,225 shares (about $3.24M)EXXONMOBIL HOLDINGS CORP 9,026 shares (about $1.47M)Bloom Energy 1,818 shares (about $503.55K)Veeva Systems 1,005 shares (about $286.88K)Intel 2,219 shares (about $266.79K) Largest Sales this Quarter Uber Technologies 2,347 shares (about $160.79K)Dell Technologies 227 shares (about $122.09K)Oracle 588 shares (about $80.73K)HONEYWELL AEROSPACE INC 513 shares (about $79.50K)ON 2,665 shares (about $78.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKrs Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$53,587,028$55,725 ▲0.1%234,64023.8%TechnologyAAPLApple$22,129,228$9,658 ▲0.0%66,4509.8%TechnologyAMDAdvanced Micro Devices$19,223,946$20,188 ▲0.1%31,4248.5%TechnologyPANWPalo Alto Networks$9,001,853$795 ▼0.0%22,6574.0%TechnologyFTNTFortinet$8,150,562$22,345 ▼-0.3%45,5953.6%TechnologyLLYEli Lilly and Company$6,035,617$6,943 ▲0.1%5,2162.7%HealthcareAVGOBroadcom$5,699,924$2,458 ▲0.0%16,2302.5%TechnologyMUMicron Technology$5,422,931$18,108 ▲0.3%5,0912.4%TechnologyLAM RESEARCH CORP$4,736,098$9,855 ▲0.2%14,4172.1%COM NEWCRWDCrowdStrike$4,319,661$3,236,569 ▲298.8%16,3161.9%TechnologyMETAMeta Platforms$3,947,989$12,328 ▼-0.3%5,4441.8%Communication ServicesGOOGLAlphabet$3,901,466$4,817 ▲0.1%11,3391.7%Communication ServicesGOOGAlphabet$2,771,5790.0%8,1341.2%Communication ServicesJPMJPMorgan Chase & Co.$2,559,144$7,609 ▲0.3%7,7361.1%FinanceMSFTMicrosoft$2,337,262$52,828 ▼-2.2%4,5571.0%TechnologyABBVAbbVie$2,245,926$3,662 ▲0.2%8,5861.0%HealthcareMRVLMarvell Technology$2,228,360$3,963 ▼-0.2%8,4341.0%TechnologyPALANTIR TECHNOLOGIES INC$2,102,068$2,245 ▲0.1%11,2380.9%CL AGE VERNOVA INC$1,801,231$12,357 ▲0.7%1,8950.8%COMAXPAmerican Express$1,721,219$11,252 ▲0.7%5,6600.8%FinanceQCOMQualcomm$1,615,106$28,710 ▼-1.7%8,7760.7%TechnologyMAMastercard$1,573,8720.0%2,8540.7%FinanceAMZNAmazon.com$1,558,682$18,188 ▼-1.2%6,2560.7%Consumer DiscretionaryCSCOCisco Systems$1,520,234$88,470 ▲6.2%14,1250.7%TechnologyEXXONMOBIL HOLDINGS CORP$1,468,926$1,468,926 ▲New Holding9,0260.7%COM SHSETNEaton$1,458,067$12,892 ▼-0.9%3,3930.6%IndustrialsTWLOTwilio$1,409,6570.0%4,8200.6%TechnologyAMGNAmgen$1,396,791$2,529 ▼-0.2%3,3140.6%HealthcareGSThe Goldman Sachs Group$1,369,448$136,855 ▲11.1%1,5210.6%FinanceMTZMasTec$1,264,203$79,894 ▲6.7%5,9180.6%IndustrialsORCLOracle$1,214,866$80,735 ▼-6.2%8,8480.5%TechnologyCBChubb$1,143,686$651 ▼-0.1%3,5160.5%FinanceVVisa$1,129,0980.0%3,1420.5%FinanceSPYSPDR S&P 500 ETF Trust$1,100,4750.0%1,4430.5%ETFDELLDell Technologies$1,095,613$122,093 ▼-10.0%2,0370.5%TechnologyTSMTaiwan Semiconductor Manufacturing$1,084,8200.0%2,3780.5%TechnologyHDHome Depot$1,047,087$11,094 ▼-1.0%3,6810.5%Consumer DiscretionaryPHParker-Hannifin$1,009,647$955 ▲0.1%1,0570.4%IndustrialsCRMSalesforce$968,785$40,863 ▼-4.0%4,2200.4%TechnologyRTXRTX$930,849$3,899 ▼-0.4%5,0140.4%IndustrialsEMREmerson Electric$856,734$2,016 ▲0.2%5,5240.4%IndustrialsCDNSCadence Design Systems$842,3020.0%2,5510.4%TechnologyHOODRobinhood Markets$821,475$119,363 ▲17.0%7,3020.4%FinanceSNOWSnowflake$819,358$30,900 ▲3.9%2,4130.4%TechnologyVRTXVertex Pharmaceuticals$806,173$15,684 ▼-1.9%1,5420.4%HealthcareTMOThermo Fisher Scientific$800,282$3,374 ▼-0.4%1,1860.4%HealthcareTJXTJX Companies$789,788$3,837 ▲0.5%5,9690.4%Consumer DiscretionaryPRCTPROCEPT BioRobotics$787,250$43,764 ▼-5.3%43,2080.3%HealthcareBMYBristol Myers Squibb$779,994$43,180 ▲5.9%12,5000.3%HealthcareIVWiShares S&P 500 Growth ETF$742,8910.0%5,2220.3%ETFTSLATesla$724,8770.0%2,0430.3%Consumer DiscretionarySHOPIFY INC$724,4460.0%4,8850.3%CL A SUB VTG SHSCOSTCostco Wholesale$708,9260.0%7790.3%Consumer StaplesTERTeradyne$687,5610.0%1,7150.3%TechnologyTXNTexas Instruments$664,438$2,521 ▲0.4%2,3720.3%TechnologyBRK.BBerkshire Hathaway$652,812$7,469 ▲1.2%1,3110.3%FinanceGLWCorning$638,254$11,071 ▲1.8%4,1510.3%TechnologyABTAbbott Laboratories$637,915$3,459 ▼-0.5%6,4550.3%HealthcareARISTA NETWORKS INC$625,836$13,233 ▲2.2%3,0740.3%COM SHSSCHWCharles Schwab$593,197$13,391 ▼-2.2%6,0690.3%FinanceHONEYWELL INTL INC$581,490$3,375 ▼-0.6%2,7570.3%COMNXPINXP Semiconductors$579,336$1,188 ▼-0.2%2,4390.3%TechnologyIWMiShares Russell 2000 ETF$576,273$278 ▲0.0%2,0740.3%ETFISRGIntuitive Surgical$558,710$43,103 ▼-7.2%1,3740.2%HealthcareNOWServiceNow$553,4610.0%4,1300.2%TechnologyLOWLowe's Companies$534,657$30,225 ▼-5.4%2,9010.2%Consumer DiscretionaryZSZscaler$504,533$69,598 ▼-12.1%2,5300.2%TechnologyBEBloom Energy$503,550$503,550 ▲New Holding1,8180.2%IndustrialsUBERUber Technologies$500,877$160,793 ▼-24.3%7,3110.2%IndustrialsMCDMcDonald's$486,257$462 ▲0.1%2,1060.2%Consumer DiscretionaryIBMInternational Business Machines$470,089$10,339 ▲2.2%2,1370.2%TechnologyARM HOLDINGS PLC$454,187$35,049 ▲8.4%1,5680.2%SPONSORED ADSJNJJohnson & Johnson$450,0890.0%1,7000.2%HealthcareKMIKinder Morgan$448,003$1,839 ▲0.4%14,8590.2%EnergyMRKMerck & Co., Inc.$440,557$436 ▲0.1%3,0320.2%HealthcareVOOVanguard S&P 500 ETF$434,4170.0%6200.2%ETFIQVIQVIA$422,095$6,721 ▼-1.6%1,5700.2%HealthcareHBANHuntington Bancshares$414,148$22,707 ▲5.8%27,1390.2%FinanceMASMasco$410,320$14,288 ▼-3.4%6,0880.2%IndustrialsSERVICETITAN INC$396,187$91,448 ▲30.0%6,0220.2%SHS CL AMPCMarathon Petroleum$393,072$68,016 ▼-14.8%9940.2%EnergyUSBU.S. Bancorp$389,680$5,718 ▲1.5%6,7470.2%FinanceSBUXStarbucks$388,066$11,463 ▲3.0%4,1300.2%Consumer DiscretionaryCEGConstellation Energy$359,005$5,081 ▲1.4%1,4130.2%UtilitiesPAYXPaychex$354,068$394 ▲0.1%3,5950.2%IndustrialsHONEYWELL AEROSPACE INC$350,232$79,500 ▼-18.5%2,2600.2%COMNETCloudflare$342,765$8,682 ▲2.6%9870.2%TechnologyIVEiShares S&P 500 Value ETF$341,2790.0%1,4950.2%ETFBABoeing$339,169$3,721 ▲1.1%1,8230.2%IndustrialsUNHUnitedHealth Group$333,428$5,508 ▼-1.6%9080.1%HealthcareLYVLive Nation Entertainment$304,7400.0%1,8000.1%Communication ServicesCATCaterpillar$304,3430.0%3750.1%IndustrialsCVXChevron$297,943$4,901 ▼-1.6%1,4590.1%EnergyONONON$296,840$78,911 ▼-21.0%10,0250.1%Consumer DiscretionaryVRTVertiv$291,744$3,378 ▲1.2%1,2090.1%IndustrialsWMWaste Management$287,156$1,224 ▲0.4%1,4080.1%IndustrialsVEEVVeeva Systems$286,877$286,877 ▲New Holding1,0050.1%HealthcarePGProcter & Gamble$286,351$4,068 ▼-1.4%1,9710.1%Consumer StaplesCARRCarrier Global$267,440$219 ▲0.1%4,8750.1%IndustrialsINTCIntel$266,790$266,790 ▲New Holding2,2190.1%TechnologyShowing largest 100 holdings. 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