QuantOrb.pro

Kerusso Capital Management LLC

SEC Form 13F institutional filer · CIK 0002029597

13F-HR · 49 reported holdings · 2026-03-31

Reported long-US-equity value

$0.18B

Top-10 concentration

29.6%

Kerusso Capital Management LLC — $183M AUM allocation strategy

Kerusso Capital Management LLC files SEC Form 13F and reports $183M of long US equity value across 49 reported holdings for 2026-03-31.

Its largest sector bet is Energy 9.7%, followed by Financials 7.8% and Health Care 7.6%.

The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Kerusso Capital Management LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$183M

total across 49 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

30% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$ABBV$QCOM

+$ABBV +8.79K sh · +$1.81M+$QCOM +5.88K sh · +$11.9K

Biggest trims (shares)

$AMCR$AIG$PFE

−$AMCR −172K sh · +$1.68M−$AIG −10.3K sh · −$1.23M−$PFE −9.47K sh · +$188K

Added from nil (new positions)

$CHTR$CMCSA$ADBE

3 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$ROST$APO$CMI

$ROST ($6.26M last qtr)$APO ($5.61M last qtr)$CMI ($3.58M last qtr)

Sector allocation (share of reported value)

Energy 10%Financials 8%Health Care 8%Materials 7%Information Technology 6%Consumer Discretionary 5%Industrials 4%Consumer Staples 3%Other holdings 50%SECTORS
  • $XLEEnergy9.7%
  • $XLFFinancials7.8%
  • $XLVHealth Care7.6%
  • $XLBMaterials7.4%
  • $XLKInformation Technology5.6%
  • $XLYConsumer Discretionary4.7%
  • $XLIIndustrials4.3%
  • $XLPConsumer Staples2.6%
  • Other holdings50.3%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Biotechnology 8%Oil & Gas Exploration & Production 6%Consumer Finance 5%Oil & Gas Equipment & Services 3%Technology Hardware, Storage & Peripherals 3%Fertilizers & Agricultural Chemicals 3%Soft Drinks & Non-alcoholic Beverages 3%Homefurnishing Retail 2%Other holdings 66%INDUSTRIES
  • Biotechnology7.6%
  • Oil & Gas Exploration & Production6.2%
  • Consumer Finance5.5%
  • Oil & Gas Equipment & Services3.4%
  • Technology Hardware, Storage & Peripherals3.3%
  • Fertilizers & Agricultural Chemicals3.1%
  • Soft Drinks & Non-alcoholic Beverages2.6%
  • Homefurnishing Retail2.4%
  • Other holdings65.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$DVNDevon Energy Corporation127K$6.4M-9.05K3.5%
$SLBSLB Limited123K$6.31M-8.75K3.4%
$AAPLApple Inc23.7K$6.01M-1.68K3.3%
$GILDGilead Sciences Inc40.8K$5.69M-2.9K3.1%
$CFCF Industries Holdings Inc43.6K$5.66M-3.1K3.1%
$AXPAmerican Express Company18.4K$5.57M-1.31K3.0%
$EOGEOG Resources Inc34.7K$5.02M-2.47K2.7%
$PEPPepsiCo Inc30.7K$4.76M-2.18K2.6%
$WSMWilliams-Sonoma Inc24.4K$4.45M-1.74K2.4%
$SYFSynchrony Financial64.8K$4.41M-4.59K2.4%

…and 39 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

Newsletter signup

Free subscription. Daily trading day morning dispatch. No spam.