Karras Company, Inc.

CIK 2109847 · View on SEC EDGAR ↗

Portfolio value
$110.3M
#8,201 of 9,443 by 13F value · top 86.8%
Positions
61
As of
June 30, 2026

Portfolio value QoQ: +11.9% 13F does not disclose cash

Top 10 holdings weight
62.11%
Top 25 holdings weight
84.08%
Positions above 1%
26
Effective number of positions
17.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.46% Est. buys $4,660,924 · sells $6,894,286

New positions
3
Increased
16
Decreased
39
Closed
3
On this page

Sector breakdown

Technology
19.7%
Industrials
10.7%
Communication Services
7.3%
Healthcare
6.9%
Retail
4.7%
Financials
3.4%
Financial Services
3.2%
Energy
2.3%
Consumer Discretionary
1.9%
Communications
1.1%
Telecommunication
1.1%
Real Estate
1.1%
Utilities
1.0%
Materials
0.9%
Consumer products
0.1%
Other/Unmapped
34.6%

Full portfolio 61 positions

Type Streak 8Q trend
RSP $18,081,177 16.39% 84,980 $1,446,842 Down ×1
SCHD $9,127,610 8.27% 287,846 $61,928 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $8,015,728 7.27% 22,430 $1,508,454 Down ×2
GLW Corning Incorporated Common Stock $7,146,484 6.48% 27,978 $2,891,082 Down ×2
AVGO Broadcom Inc. - Common Stock $7,121,074 6.45% 18,851 $1,081,210 Down ×2
AAPL Apple Inc. - Common Stock $4,649,961 4.21% 16,070 $545,535 Down ×1
ASML ASML Holding N.V. - New York Registry Shares $4,604,682 4.17% 2,315 $1,282,370 Down ×2
AMZN Amazon.com, Inc. - Common Stock $4,277,726 3.88% 17,948 $687,151 Up ×2
IDEV $2,929,809 2.66% 32,916 $688,304 Up ×1
TMO Thermo Fisher Scientific Inc Common Stock $2,570,980 2.33% 5,128 $151,762 Up ×2
IBM International Business Machines Corporation Common Stock $2,469,464 2.24% 8,782 $396,424 Up ×2
JPM JP Morgan Chase & Co. Common Stock $2,460,977 2.23% 7,518 $238,971 Down ×1
AZN AstraZeneca PLC - American Depositary Shares $2,204,018 2.00% 11,623 Up ×1
TSLA Tesla, Inc. - Common Stock $2,095,429 1.90% 4,982 $94,671 Down ×2
AKRE $1,937,446 1.76% 36,425 $-1,044,880 Down ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $1,523,466 1.38% 1,506 $174,391 Down ×2
V Visa Inc. $1,446,383 1.31% 4,216 $253,798 Up ×2
UBER Uber Technologies, Inc. Common Stock $1,423,212 1.29% 19,723 $56,038 Up ×2
EPD Enterprise Products Partners L.P. Common Stock $1,336,019 1.21% 36,344 $-68,950 Down ×2
ALL Allstate Corporation (The) Common Stock $1,283,187 1.16% 5,393 $138,876 Down ×1
USMV $1,239,489 1.12% 12,850 $42,264 Down ×2
CSCO Cisco Systems, Inc. - Common Stock $1,222,224 1.11% 10,405 $366,597 Down ×2
TMUS T-Mobile US, Inc. - Common Stock $1,221,962 1.11% 7,285 $-311,366 Down ×1
IDVO $1,193,626 1.08% 28,420 $399,280 Up ×2
EQIX Equinix, Inc. - Common Stock $1,185,832 1.07% 1,138 $12,596 Down ×1
LMT Lockheed Martin Corporation Common Stock $1,175,291 1.07% 2,307 $-250,645 Down ×2
VST Vistra Corp. Common Stock $1,060,958 0.96% 6,688 $38,268 Down ×2
JNJ Johnson & Johnson Common Stock $918,933 0.83% 3,618 $-22,894 Down ×2
ORCL Oracle Corporation Common Stock $884,644 0.80% 6,036 $-16,993 Down ×2
DELL Dell Technologies Inc. Class C Common Stock $745,982 0.68% 1,729 $392,343 Down ×1
XOM Exxon Mobil Corporation Common Stock $720,858 0.65% 5,273 $-189,582 Down ×2
RIO Rio Tinto Plc Common Stock $692,112 0.63% 7,291 $-11,960 Down ×2
DIVO $685,490 0.62% 15,000 $-9,917 Down ×1
IXUS iShares Core MSCI Total International Stock ETF $684,912 0.62% 7,176 $107,704 Up ×2
DE Deere & Company Common Stock $680,164 0.62% 1,072 $70,597 Down ×1
NOW ServiceNow, Inc. Common Stock $633,406 0.57% 6,380 $-262,274 Down ×1
BRKB $615,480 0.56% 1,230 $-14,189 Down ×2
HD Home Depot, Inc. (The) Common Stock $613,566 0.56% 1,740 $-99,853 Down ×2
UNP Union Pacific Corporation Common Stock $590,504 0.54% 2,171 $56,084 Down ×1
SNX TD SYNNEX Corporation Common Stock $587,947 0.53% 2,199 $155,586 Down ×1
MMSI Merit Medical Systems, Inc. - Common Stock $551,253 0.50% 7,950 $-243,165 Down ×1
NOBL $426,699 0.39% 7,598 $18,676 Up ×1
CI The Cigna Group Common Stock $412,336 0.37% 1,496 $63,525 Up ×1
VOO $400,213 0.36% 583 $152,530 Up ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $381,691 0.35% 918 $124,364 Down ×2
ACN Accenture plc Class A Ordinary Shares (Ireland) $354,193 0.32% 2,846 $-48,952 Up ×1
LIN Linde plc - Ordinary Shares $343,426 0.31% 662 $31,614 Up ×1
AMGN Amgen Inc. - Common Stock $337,970 0.31% 933 $-10,336 Down ×1
WMT Walmart Inc. - Common Stock $332,238 0.30% 2,933 $-73,018 Down ×2
SOFI SoFi Technologies, Inc. - Common Stock $297,638 0.27% 16,600 $27,106 Down ×2
BX Blackstone Inc. Common Stock $291,848 0.26% 2,480 $33,398 Up ×2
FANG Diamondback Energy, Inc. - Common Stock $273,938 0.25% 1,558 $-47,789 Down ×1
CRM Salesforce, Inc. Common Stock $259,102 0.23% 1,654 $-469,938 Down ×2
CPA Copa Holdings, S.A. Class A Common Stock $243,334 0.22% 1,564 Up ×1
MCK McKesson Corporation Common Stock $241,792 0.22% 320 $-35,123
MPC Marathon Petroleum Corporation Common Stock $239,051 0.22% 935 $10,743
VIG $233,440 0.21% 987 $15,894 Down ×1
NUV Nuveen Municipal Value Fund, Inc. Common Stock $216,541 0.20% 23,486 $26,850 Up ×2
IVV $215,124 0.19% 287 Up ×1
NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 $132,625 0.12% 11,297 $16,031 Up ×1
CRCT Cricut, Inc. - Class A common stock $87,800 0.08% 20,000 $13,000

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AZN $2,204,018 11,623 2.00%
CPA $243,334 1,564 0.22%
IVV $215,124 287 0.19%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GLW Trimmed -3K +$2.9M
GOOGL Trimmed -199 +$1.5M
RSP Trimmed -2K +$1.4M
ASML Trimmed -200 +$1.3M
AVGO Trimmed -663 +$1.1M
AKRE Trimmed -20K -$1.0M
IDEV Bought more +6K +$688K
AMZN Bought more +708 +$687K
AAPL Trimmed -103 +$546K
CRM Trimmed -2K -$470K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
AZN March 31, 2026 22,645 $2,081,792 -16.1%
MSFT June 30, 2026 3,041 $1,125,714 29.2%
COP June 30, 2026 1,846 $243,609 30.3%
NEE June 30, 2026 2,224 $206,525 -3.2%
DECK March 31, 2026 1,954 $202,571 -10.2%