Skip to main content

Kerusso Capital Management LLC

Location
Winston Salem, NC
Portfolio Value
Micro $9,581,902
Diversification
Diversified
Filing Date
Global Rank
#3,862 / 8,232 ▲ 69
Top Industry
Drug Manufacturers - General 12.6%
3Y Alpha vs SPY
-8.3%
Period ended 2 months ago
Filed May 14, 2026 · 31d
8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+22.1%
SPY
+39.3%
Annualised alpha
-8.3%
Max drawdown
−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
3.2%
−0.2 pts
Top 5
15.1%
+0.2 pts
Top 10
27.7%
+0.9 pts
HHI
205
Jun 2024 → Mar 2026 · range 204 – 215
Diversified−1

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 24.2% $48,265,255
Healthcare 12.6% $25,220,838
Energy 11.6% $23,126,004
Industrials 10.6% $21,170,009
Consumer Cyclical 10.4% $20,747,586
Technology 9.0% $17,931,157
Consumer Defensive 8.1% $16,199,666
Communication Services 7.2% $14,480,523
Basic Materials 4.8% $9,581,902
Utilities 1.5% $3,021,182

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
2 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
2 positions · $9,581,902 total · Basic Materials only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History