Kerusso Capital Management LLC — 13F holdings

Kerusso Capital Management LLC reported 58 holdings worth $274M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. AAPL APPLE INC — $8.46M (3.1%)
2. MU MICRON TECHNOLOGY INC — $8.11M (3.0%)
3. AXP AMERICAN EXPRESS CO — $7.69M (2.8%)
4. URI UNITED RENTALS INC — $7.60M (2.8%)
5. QCOM QUALCOMM INC — $7.24M (2.6%)
6. CAT CATERPILLAR INC — $7.14M (2.6%)
7. WSM WILLIAMS SONOMA INC — $7.02M (2.6%)
8. DVN DEVON ENERGY CORP NEW — $6.49M (2.4%)
9. GILD GILEAD SCIENCES INC — $6.37M (2.3%)
10. PFG PRINCIPAL FINANCIAL GROUP IN — $6.31M (2.3%)