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Kerusso Capital Management LLC

Q2 2024 · 13F-HR

Kerusso Capital Management LLCholdings as filed

Filed 2024-08-06 · accession 0001172661-24-003093

$137.7M
Reported value
54
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03076C106AMPAMERIPRISE FINL INC$5.2M3.79%12,214CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4.4M3.21%37,411CommonSOLE
718546104PSXPHILLIPS 66$4.1M2.98%29,078CommonSOLE
747525103QCOMQUALCOMM INC$3.9M2.86%19,761CommonSOLE
037833100AAPLAPPLE INC$3.9M2.84%18,549CommonSOLE
911363109URIUNITED RENTALS INC$3.9M2.83%6,022CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3.7M2.72%28,650CommonSOLE
68389X105ORCLORACLE CORP$3.6M2.64%25,758CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.5M2.51%73,289CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.4M2.45%14,547CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$3.3M2.42%114,370CommonSOLE
615369105MCOMOODYS CORP$3.3M2.40%7,859CommonSOLE
031162100AMGNAMGEN INC$3.1M2.27%9,994CommonSOLE
872540109TJXTJX COS INC NEW$2.9M2.13%26,682CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.9M2.13%25,433CommonSOLE
58933Y105MRKMERCK & CO INC$2.9M2.13%23,634CommonSOLE
717081103PFEPFIZER INC$2.9M2.12%104,322CommonSOLE
548661107LOWLOWES COS INC$2.9M2.09%13,049CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.8M2.01%67,180CommonSOLE
150870103CECELANESE CORP DEL$2.8M2.00%20,399CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.7M1.94%19,292CommonSOLE
437076102HDHOME DEPOT INC$2.7M1.93%7,730CommonSOLE
20825C104COPCONOCOPHILLIPS$2.6M1.86%22,424CommonSOLE
00130H105AESAES CORP$2.6M1.86%145,598CommonSOLE
14316J108CGCARLYLE GROUP INC$2.6M1.85%63,526CommonSOLE
26875P101EOGEOG RES INC$2.5M1.85%20,250CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.5M1.84%53,439CommonSOLE
92826C839VVISA INC$2.5M1.82%9,535CommonSOLE
09260D107BXBLACKSTONE INC$2.5M1.82%20,185CommonSOLE
189054109CLXCLOROX CO DEL$2.4M1.77%17,863CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.3M1.67%53,406CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.3M1.64%4,823CommonSOLE
260557103DOWDOW INC$2.2M1.62%41,938CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.2M1.61%32,265CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$2.2M1.61%23,139CommonSOLE
88579Y101MMM3M CO$2.2M1.60%21,574CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.2M1.59%4,968CommonSOLE
713448108PEPPEPSICO INC$2.1M1.52%12,666CommonSOLE
191216100KOCOCA COLA CO$2.1M1.50%32,451CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.0M1.46%8,460CommonSOLE
778296103ROSTROSS STORES INC$2.0M1.44%13,645CommonSOLE
097023105BABOEING CO$1.9M1.36%10,272CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M1.33%44,248CommonSOLE
56585A102MPCMARATHON PETE CORP$1.7M1.27%10,086CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.6M1.18%10,387CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.6M1.17%11,783CommonSOLE
231021106CMICUMMINS INC$1.4M1.04%5,189CommonSOLE
149123101CATCATERPILLAR INC$1.4M1.04%4,309CommonSOLE
681919106OMCOMNICOM GROUP INC$1.4M1.00%15,392CommonSOLE
427866108HSYHERSHEY CO$1.3M0.92%6,919CommonSOLE
871829107SYYSYSCO CORP$1.2M0.89%17,095CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.2M0.85%40,209CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.85%4,888CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.78%6,252CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.