Titelia

Holdings of Kerusso Capital Management LLC

51 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.2 % of the equity sleeve

Sector breakdown

  • Financials 19.3 %
  • Health care 13.3 %
  • Industrials 11.2 %
  • Technology 9.5 %
  • Energy 8.9 %
  • Communication 7.6 %
  • Consumer staples 7.3 %
  • Consumer discretionary 6.9 %
  • Materials 5.1 %
  • Utilities 1.6 %
  • Unattributed 9.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US51189.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Devon Energy Corp 127,2326.4M $
2Apple Inc 23,6836M $
3Gilead Sciences Inc 40,8225.7M $
4CF Industries Holdings Inc 43,6245.7M $
5American Express Co 18,4225.6M $
6Cheniere Energy Inc 18,9945.4M $
7EOG Resources Inc 34,7485M $
8PepsiCo Inc 30,6714.8M $
9Williams-Sonoma Inc 24,4024.4M $
10Synchrony Financial 64,8084.4M $
11Amgen Inc 12,3824.4M $
12NVIDIA Corp 24,8294.3M $
13Verizon Communications Inc 85,3784.3M $
14Principal Financial Group Inc 47,4364.3M $
15Lowe's Cos Inc 17,3634.1M $
163M Co 27,3754M $
17AbbVie Inc 18,2324M $
18United Rentals Inc 5,4404M $
19Sherwin-Williams Co/The 12,2223.9M $
20Carlyle Group Inc/The 80,7563.9M $
21Caterpillar Inc 5,4333.8M $
22Bristol-Myers Squibb Co 63,0423.8M $
23Pfizer Inc 133,4263.7M $
24Lockheed Martin Corp 6,1143.7M $
25Visa Inc 12,0813.7M $
26Dick's Sporting Goods Inc 18,4003.6M $
27Ameriprise Financial Inc 8,2033.6M $
28Merck & Co Inc 30,2563.6M $
29T Rowe Price Group Inc 39,8163.6M $
30Corebridge Financial Inc 145,6473.5M $
31MetLife Inc 48,7133.4M $
32LPL Financial Holdings Inc 11,2883.4M $
33Sysco Corp 47,5823.4M $
34Prudential Financial, Inc. 33,0533.2M $
35Mastercard Inc 6,2913.1M $
36Coca-Cola Co/The 41,1823.1M $
37TJX Cos Inc/The 19,5133.1M $
38Meta Platforms Inc 5,4253.1M $
39Oracle Corp 20,7533.1M $
40QUALCOMM Inc 23,4923M $
41Vistra Corp 20,0973M $
42Boeing Co/The 14,5552.9M $
43Illinois Tool Works Inc 10,7182.8M $
44Omnicom Group Inc 36,8642.8M $
45Kimberly-Clark Corp 26,5832.6M $
46Moody's Corp 5,7962.5M $
47Clorox Co/The 22,6422.3M $
48Charter Communications, Inc. 10,0482.2M $
49Comcast Corp 74,7252.1M $
50Adobe Inc 6,2211.5M $
51Home Depot Inc/The 4,5151.5M $