Kerusso Capital Management LLC

Position in CG — Carlyle Group Inc.

CIK 2029597 Winston Salem, NC

Position in CG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,197,314

+$289,532 QoQ

Shares Held

99,675

+23.4% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#132

of 579 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

Kerusso Capital Management LLC holds $25,889,877 across 5 Asset Management names. CG ranks #5 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc	58,567	$6,312,351
2	TROW	Price T Rowe Group Inc	49,162	$5,589,227
3	CRBG	Corebridge Financial, Inc.	179,775	$5,146,958
4	AMP	Ameriprise Financial Inc	10,123	$4,644,027
5	CG	Carlyle Group Inc. This page	99,675	$4,197,314

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,197,314	99,675	+23.4%	Shares	Sole	2026-07-31
2026-03-31	$3,907,782	80,756	-6.6%	Shares	Sole	2026-05-14
2025-12-31	$5,111,123	86,468	+31.7%	Shares	Sole	2026-01-28
2025-09-30	$4,117,195	65,665	-5.6%	Shares	Sole	2025-10-28
2025-06-30	$3,576,052	69,573	+0.1%	Shares	Sole	2025-08-04
2025-03-31	$3,031,117	69,537	+2.6%	Shares	Sole	2025-05-12
2024-12-31	$3,421,656	67,769	+0.2%	Shares	Sole	2025-01-31
2024-09-30	$2,911,760	67,621	+6.4%	Shares	Sole	2024-11-01
2024-06-30	$2,550,568	63,526	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.