Kerusso Capital Management LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2029597
Winston Salem, NC
Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,926,619
+$530,850 QoQ
Shares Held
13,940
+23.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#235
of 761 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kerusso Capital Management LLC holds $3,926,619 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
13,940 | $3,926,619 |
All Filings in LPLA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,926,619 | 13,940 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,395,769 | 11,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,318,899 | 12,092 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,057,421 | 9,190 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,651,082 | 9,737 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,627,521 | 4,975 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||