Kerusso Capital Management LLC
Net buyer this quarter
$274M
57
+$66.4M
26.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $8.46M | 3.08% | 0.00% | +23.4% | Q2 2024 |
 MU | $8.11M | 2.96% | 0.00% | New | Q2 2026 |
 AXP | $7.69M | 2.80% | 0.00% | +23.4% | Q2 2024 |
 URI | $7.6M | 2.77% | 0.01% | +23.4% | Q2 2024 |
 QCOM | $7.24M | 2.64% | 0.00% | +66.7% | Q2 2024 |
 CAT | $7.14M | 2.60% | 0.00% | +23.4% | Q2 2024 |
 WSM | $7.02M | 2.56% | 0.03% | +23.4% | Q3 2024 |
 DVN | $6.49M | 2.36% | 0.03% | +23.5% | Q2 2024 |
 GILD | $6.37M | 2.32% | 0.00% | +23.4% | Q2 2024 |
 PFG | $6.31M | 2.30% | 0.03% | +23.5% | Q2 2025 |
 NVDA | $6.13M | 2.24% | 0.00% | +23.5% | Q1 2025 |
 SYF | $6.08M | 2.22% | 0.02% | +23.4% | Q2 2024 |
 SPY | $6.06M | 2.21% | Not reported | New | Q2 2026 |
 ABBV | $5.66M | 2.06% | 0.00% | +23.5% | Q2 2024 |
 LNG | $5.61M | 2.04% | 0.01% | +23.5% | Q4 2024 |
 TROW | $5.59M | 2.04% | 0.02% | +23.5% | Q2 2025 |
 EOG | $5.56M | 2.03% | 0.01% | +23.4% | Q2 2024 |
 AMGN | $5.53M | 2.02% | 0.00% | +23.4% | Q2 2024 |
 MMM | $5.47M | 1.99% | 0.01% | +23.4% | Q2 2024 |
 AMCR | $5.31M | 1.94% | 0.03% | +23.5% | Q4 2025 |
 SHW | $5.2M | 1.89% | 0.01% | +23.5% | Q3 2024 |
 DKS | $5.15M | 1.88% | 0.02% | +23.4% | Q3 2024 |
 CRBG | $5.15M | 1.88% | 0.04% | +23.4% | Q2 2024 |
 PEP | $5.13M | 1.87% | 0.00% | +23.4% | Q2 2024 |
 V | $5.12M | 1.86% | 0.00% | +23.4% | Q2 2024 |
 MET | $5.09M | 1.85% | 0.01% | +23.5% | Q2 2025 |
 ORCL | $5.04M | 1.84% | 0.00% | +65.8% | Q2 2024 |
 SYY | $4.91M | 1.79% | 0.01% | +23.5% | Q2 2024 |
 TJX | $4.86M | 1.77% | 0.00% | +64.3% | Q2 2024 |
 HD | $4.79M | 1.74% | 0.00% | +200.7% | Q2 2024 |
 LOW | $4.72M | 1.72% | 0.00% | +23.4% | Q2 2024 |
 AMP | $4.64M | 1.69% | 0.01% | +23.4% | Q2 2024 |
 BMY | $4.48M | 1.63% | 0.00% | +23.4% | Q2 2024 |
 VZ | $4.46M | 1.63% | 0.00% | +23.4% | Q2 2024 |
 PRU | $4.4M | 1.60% | 0.01% | +23.5% | Q1 2025 |
 CG | $4.2M | 1.53% | 0.03% | +23.4% | Q2 2024 |
 KO | $4.13M | 1.51% | 0.00% | +23.4% | Q2 2024 |
 MA | $3.99M | 1.45% | 0.00% | +23.5% | Q2 2024 |
 VST | $3.94M | 1.43% | 0.01% | +23.5% | Q3 2025 |
 LPLA | $3.93M | 1.43% | 0.02% | +23.5% | Q1 2025 |
 BA | $3.89M | 1.42% | 0.00% | +23.4% | Q2 2024 |
 LMT | $3.84M | 1.40% | 0.00% | +23.4% | Q2 2024 |
 META | $3.77M | 1.37% | Not reported | +23.5% | Q3 2025 |
 ADBE | $3.75M | 1.37% | 0.00% | +193.9% | Q1 2026 |
 CF | $3.68M | 1.34% | 0.02% | -22.0% | Q3 2024 |
 KMB | $3.6M | 1.31% | 0.01% | +23.4% | Q2 2024 |
 ITW | $3.58M | 1.30% | 0.00% | +23.4% | Q2 2024 |
 OMC | $3.31M | 1.21% | 0.02% | +23.4% | Q2 2024 |
 MCO | $3.24M | 1.18% | 0.00% | +23.4% | Q2 2024 |
 FSLR | $3.11M | 1.13% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| DVN | $6.4M | 3.21% | 0.02% | -6.6% | Q2 2024 |
 SLB | $6.31M | 3.16% | 0.01% | -6.7% | Q4 2024 |
| AAPL | $6.01M | 3.01% | 0.00% | -6.6% | Q2 2024 |
| GILD | $5.69M | 2.85% | 0.00% | -6.6% | Q2 2024 |
| CF | $5.66M | 2.84% | 0.03% | -6.6% | Q3 2024 |
| AXP | $5.57M | 2.79% | 0.00% | -6.6% | Q2 2024 |
| LNG | $5.39M | 2.70% | 0.01% | -6.7% | Q4 2024 |
| EOG | $5.02M | 2.51% | 0.01% | -6.6% | Q2 2024 |
| PEP | $4.76M | 2.38% | 0.00% | -6.6% | Q2 2024 |
| WSM | $4.45M | 2.23% | 0.02% | -6.7% | Q3 2024 |
| SYF | $4.41M | 2.21% | 0.02% | -6.6% | Q2 2024 |
| AMGN | $4.36M | 2.18% | 0.00% | -6.6% | Q2 2024 |
| NVDA | $4.33M | 2.17% | 0.00% | -6.7% | Q1 2025 |
| VZ | $4.29M | 2.15% | 0.00% | -6.6% | Q2 2024 |
| PFG | $4.27M | 2.14% | 0.02% | -6.7% | Q2 2025 |
| LOW | $4.1M | 2.05% | 0.00% | -6.6% | Q2 2024 |
| MMM | $3.98M | 1.99% | 0.01% | -6.6% | Q2 2024 |
| ABBV | $3.97M | 1.99% | 0.00% | +93.0% | Q2 2024 |
| URI | $3.96M | 1.98% | 0.01% | -6.6% | Q2 2024 |
| AMCR | $3.95M | 1.98% | 0.02% | +82.9% | Q4 2025 |
| SHW | $3.92M | 1.96% | 0.01% | -6.7% | Q3 2024 |
| CG | $3.91M | 1.96% | 0.02% | -6.6% | Q2 2024 |
| CAT | $3.85M | 1.93% | 0.00% | -6.6% | Q2 2024 |
| BMY | $3.82M | 1.91% | 0.00% | -6.6% | Q2 2024 |
 PFE | $3.75M | 1.88% | 0.00% | -6.6% | Q2 2024 |
| LMT | $3.7M | 1.85% | 0.00% | -6.6% | Q2 2024 |
| V | $3.65M | 1.83% | 0.00% | -6.6% | Q2 2024 |
| DKS | $3.65M | 1.83% | 0.02% | -6.7% | Q3 2024 |
| AMP | $3.65M | 1.83% | 0.01% | -6.6% | Q2 2024 |
 MRK | $3.64M | 1.82% | 0.00% | -6.6% | Q2 2024 |
| TROW | $3.59M | 1.80% | 0.02% | -6.7% | Q2 2025 |
| CRBG | $3.48M | 1.74% | 0.03% | -6.6% | Q2 2024 |
| MET | $3.44M | 1.72% | 0.01% | -6.7% | Q2 2025 |
| LPLA | $3.4M | 1.70% | 0.01% | -6.7% | Q1 2025 |
| SYY | $3.39M | 1.70% | 0.01% | -6.6% | Q2 2024 |
| PRU | $3.23M | 1.62% | 0.01% | -6.7% | Q1 2025 |
| MA | $3.14M | 1.57% | 0.00% | -6.7% | Q2 2024 |
| KO | $3.13M | 1.57% | 0.00% | -6.6% | Q2 2024 |
| TJX | $3.12M | 1.56% | 0.00% | -6.6% | Q2 2024 |
| META | $3.1M | 1.55% | Not reported | -6.7% | Q3 2025 |
| ORCL | $3.05M | 1.53% | 0.00% | -6.6% | Q2 2024 |
| QCOM | $3.03M | 1.51% | 0.00% | +33.4% | Q2 2024 |
| VST | $3.02M | 1.51% | 0.01% | -6.7% | Q3 2025 |
| BA | $2.9M | 1.45% | 0.00% | -6.6% | Q2 2024 |
| ITW | $2.79M | 1.40% | 0.00% | -6.6% | Q2 2024 |
| OMC | $2.78M | 1.39% | 0.01% | -6.7% | Q2 2024 |
| KMB | $2.56M | 1.28% | 0.01% | -6.6% | Q2 2024 |
| MCO | $2.53M | 1.27% | 0.00% | -6.6% | Q2 2024 |
 CLX | $2.35M | 1.17% | 0.02% | -6.6% | Q2 2024 |
 CHTR | $2.17M | 1.09% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AXP | $7.3M | 3.37% | 0.00% | +31.4% | Q2 2024 |
| AAPL | $6.9M | 3.19% | 0.00% | +31.8% | Q2 2024 |
 ROST | $6.26M | 2.89% | 0.01% | +25.9% | Q2 2024 |
| SYF | $5.79M | 2.68% | 0.02% | +37.4% | Q2 2024 |
 APO | $5.61M | 2.59% | 0.01% | +31.7% | Q2 2024 |
| GILD | $5.37M | 2.48% | 0.00% | +31.3% | Q2 2024 |
| CG | $5.11M | 2.36% | 0.02% | +31.7% | Q2 2024 |
| SLB | $5.05M | 2.33% | 0.01% | +74.2% | Q4 2024 |
| DVN | $4.99M | 2.31% | 0.02% | +169.4% | Q2 2024 |
| NVDA | $4.96M | 2.29% | 0.00% | +31.5% | Q1 2025 |
| URI | $4.72M | 2.18% | 0.01% | -5.9% | Q2 2024 |
| PEP | $4.71M | 2.18% | 0.00% | +25.6% | Q2 2024 |
| CRBG | $4.71M | 2.18% | 0.03% | +31.8% | Q2 2024 |
| MMM | $4.69M | 2.17% | 0.01% | +31.5% | Q2 2024 |
| WSM | $4.67M | 2.16% | 0.02% | +25.4% | Q3 2024 |
| V | $4.54M | 2.10% | 0.00% | +31.4% | Q2 2024 |
| LOW | $4.48M | 2.07% | 0.00% | +24.7% | Q2 2024 |
| PFG | $4.48M | 2.07% | 0.02% | +174.2% | Q2 2025 |
| TROW | $4.37M | 2.02% | 0.02% | +168.6% | Q2 2025 |
| AMGN | $4.34M | 2.01% | 0.00% | +31.8% | Q2 2024 |
| ORCL | $4.33M | 2.00% | 0.00% | +32.5% | Q2 2024 |
| LPLA | $4.32M | 2.00% | 0.02% | +31.6% | Q1 2025 |
| AMP | $4.31M | 1.99% | 0.01% | +37.0% | Q2 2024 |
| SHW | $4.24M | 1.96% | 0.01% | +31.4% | Q3 2024 |
| MET | $4.12M | 1.90% | 0.01% | +174.2% | Q2 2025 |
| PRU | $4M | 1.85% | 0.01% | +31.5% | Q1 2025 |
| LNG | $3.96M | 1.83% | 0.01% | +31.5% | Q4 2024 |
| EOG | $3.91M | 1.81% | 0.01% | +78.7% | Q2 2024 |
| DKS | $3.9M | 1.80% | 0.02% | +25.0% | Q3 2024 |
| MA | $3.85M | 1.78% | 0.00% | +31.4% | Q2 2024 |
| META | $3.84M | 1.77% | Not reported | +25.2% | Q3 2025 |
| SYY | $3.76M | 1.74% | 0.01% | +31.6% | Q2 2024 |
| VZ | $3.72M | 1.72% | 0.00% | +31.7% | Q2 2024 |
| BMY | $3.64M | 1.68% | 0.00% | +23.8% | Q2 2024 |
| CF | $3.61M | 1.67% | 0.03% | +31.5% | Q3 2024 |
 CMI | $3.58M | 1.66% | 0.01% | +31.2% | Q2 2024 |
| PFE | $3.56M | 1.64% | 0.00% | +32.3% | Q2 2024 |
| VST | $3.47M | 1.61% | 0.01% | +25.1% | Q3 2025 |
| MRK | $3.41M | 1.58% | 0.00% | +32.3% | Q2 2024 |
| BA | $3.38M | 1.56% | 0.00% | -20.3% | Q2 2024 |
| CAT | $3.33M | 1.54% | 0.00% | +30.9% | Q2 2024 |
| TJX | $3.21M | 1.48% | 0.00% | -24.4% | Q2 2024 |
| OMC | $3.19M | 1.47% | 0.01% | +149.1% | Q2 2024 |
| MCO | $3.17M | 1.47% | 0.00% | +32.2% | Q2 2024 |
| LMT | $3.17M | 1.46% | 0.00% | +31.5% | Q2 2024 |
| KO | $3.08M | 1.43% | 0.00% | +31.5% | Q2 2024 |
| QCOM | $3.01M | 1.39% | 0.00% | +31.9% | Q2 2024 |
| KMB | $2.87M | 1.33% | 0.01% | +24.8% | Q2 2024 |
| ITW | $2.83M | 1.31% | 0.00% | +31.4% | Q2 2024 |
| CLX | $2.45M | 1.13% | 0.02% | +31.4% | Q2 2024 |
| Q3 2025 | |||||
| URI | $5.91M | 3.63% | 0.01% | -6.0% | Q2 2024 |
| AXP | $4.99M | 3.07% | 0.00% | -5.7% | Q2 2024 |
| AAPL | $4.9M | 3.01% | 0.00% | -5.3% | Q2 2024 |
| ORCL | $4.72M | 2.90% | 0.00% | -40.6% | Q2 2024 |
| BA | $4.22M | 2.59% | 0.00% | -5.5% | Q2 2024 |
| ROST | $4.21M | 2.59% | 0.01% | +84.7% | Q2 2024 |
| CG | $4.12M | 2.53% | 0.02% | -5.6% | Q2 2024 |
| WSM | $4.07M | 2.50% | 0.02% | +89.1% | Q3 2024 |
| TJX | $3.99M | 2.46% | 0.00% | -5.5% | Q2 2024 |
| APO | $3.92M | 2.41% | 0.01% | -5.6% | Q2 2024 |
| CRBG | $3.79M | 2.33% | 0.02% | -5.6% | Q2 2024 |
| NVDA | $3.77M | 2.32% | 0.00% | +76.1% | Q1 2025 |
| LOW | $3.75M | 2.30% | 0.00% | +99.2% | Q2 2024 |
| GILD | $3.7M | 2.27% | 0.00% | -5.7% | Q2 2024 |
| PEP | $3.67M | 2.26% | 0.00% | +88.7% | Q2 2024 |
| LNG | $3.64M | 2.23% | 0.01% | -5.7% | Q4 2024 |
| SYF | $3.59M | 2.21% | 0.01% | -37.1% | Q2 2024 |
| DKS | $3.51M | 2.15% | 0.02% | +105.9% | Q3 2024 |
| MMM | $3.46M | 2.13% | 0.00% | -5.7% | Q2 2024 |
| SHW | $3.45M | 2.12% | 0.00% | -5.7% | Q3 2024 |
| META | $3.41M | 2.10% | Not reported | New | Q3 2025 |
| VST | $3.37M | 2.07% | 0.01% | New | Q3 2025 |
| V | $3.36M | 2.07% | 0.00% | -5.7% | Q2 2024 |
| HD | $3.23M | 1.99% | 0.00% | -5.8% | Q2 2024 |
| SYY | $3.19M | 1.96% | 0.01% | -5.6% | Q2 2024 |
| CF | $3.19M | 1.96% | 0.02% | -5.6% | Q3 2024 |
| AMP | $3.15M | 1.93% | 0.01% | -37.6% | Q2 2024 |
| LPLA | $3.06M | 1.88% | 0.01% | -5.6% | Q1 2025 |
| VZ | $3.05M | 1.88% | 0.00% | -5.6% | Q2 2024 |
| MA | $2.92M | 1.79% | 0.00% | -5.7% | Q2 2024 |
| AMGN | $2.84M | 1.75% | 0.00% | -7.9% | Q2 2024 |
| KMB | $2.84M | 1.74% | 0.01% | +130.0% | Q2 2024 |
| PRU | $2.79M | 1.72% | 0.01% | -5.6% | Q1 2025 |
| PFE | $2.75M | 1.69% | 0.00% | -5.5% | Q2 2024 |
| SLB | $2.6M | 1.60% | 0.01% | -5.7% | Q4 2024 |
| LMT | $2.49M | 1.53% | 0.00% | -5.7% | Q2 2024 |
| BMY | $2.46M | 1.51% | 0.00% | +206.5% | Q2 2024 |
| EOG | $2.34M | 1.44% | 0.00% | -6.0% | Q2 2024 |
| ITW | $2.28M | 1.40% | 0.00% | -5.7% | Q2 2024 |
| CLX | $2.27M | 1.40% | 0.02% | -5.7% | Q2 2024 |
| CMI | $2.26M | 1.39% | 0.00% | -5.8% | Q2 2024 |
| MCO | $2.24M | 1.38% | 0.00% | -5.4% | Q2 2024 |
| KO | $2.22M | 1.37% | 0.00% | -5.7% | Q2 2024 |
| QCOM | $2.22M | 1.37% | 0.00% | -5.6% | Q2 2024 |
| CAT | $2.12M | 1.30% | 0.00% | -5.8% | Q2 2024 |
| MRK | $2.06M | 1.26% | 0.00% | -5.4% | Q2 2024 |
| DVN | $1.77M | 1.09% | 0.01% | -52.9% | Q2 2024 |
| ABBV | $1.66M | 1.02% | 0.00% | -5.2% | Q2 2024 |
| TROW | $1.63M | 1.00% | 0.01% | -5.7% | Q2 2025 |
| MET | $1.57M | 0.96% | 0.00% | -5.7% | Q2 2025 |