Vault-13

Kerusso Capital Management LLC

Winston Salem, NC · CIK 2029597 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2024 · limited liability company

$274.4m reported value +37.4% vs Q1 2026
58positions
26.4%in top 10
6 new 49 added 3 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 APPLE INC COM AAPL AAPL 29,232 $8.5m3.08% 3.08% AddedShares held: Q3 2025 19.2k, Q4 2025 25.4k, Q1 2026 23.7k, Q2 2026 29.2k +5.5k +5,549 23.4%
2 MICRON TECHNOLOGY INC COM MU MU 7,028 $8.1m2.96% 2.96% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 7.0k
3 AMERICAN EXPRESS CO COM AXP AXP 22,741 $7.7m2.80% 2.80% AddedShares held: Q3 2025 15.0k, Q4 2025 19.7k, Q1 2026 18.4k, Q2 2026 22.7k +4.3k +4,319 23.4%
4 UNITED RENTALS INC COM URI URI 6,712 $7.6m2.77% 2.77% AddedShares held: Q3 2025 6.2k, Q4 2025 5.8k, Q1 2026 5.4k, Q2 2026 6.7k +1.3k +1,272 23.4%
5 QUALCOMM INC COM QCOM QCOM 39,161 $7.2m2.64% 2.64% AddedShares held: Q3 2025 13.4k, Q4 2025 17.6k, Q1 2026 23.5k, Q2 2026 39.2k +15.7k +15,669 66.7%
6 CATERPILLAR INC COM CAT CAT 6,705 $7.1m2.60% 2.60% AddedShares held: Q3 2025 4.4k, Q4 2025 5.8k, Q1 2026 5.4k, Q2 2026 6.7k +1.3k +1,272 23.4%
7 WILLIAMS SONOMA INC COM WSM WSM 30,116 $7.0m2.56% 2.56% AddedShares held: Q3 2025 20.8k, Q4 2025 26.1k, Q1 2026 24.4k, Q2 2026 30.1k +5.7k +5,714 23.4%
8 DEVON ENERGY CORP NEW COM DVN DVN 157,066 $6.5m2.36% 2.36% AddedShares held: Q3 2025 50.6k, Q4 2025 136.3k, Q1 2026 127.2k, Q2 2026 157.1k +29.8k +29,834 23.4%
9 GILEAD SCIENCES INC COM GILD GILD 50,385 $6.4m2.32% 2.32% AddedShares held: Q3 2025 33.3k, Q4 2025 43.7k, Q1 2026 40.8k, Q2 2026 50.4k +9.6k +9,563 23.4%
10 PRINCIPAL FINANCIAL GROUP IN COM PFG PFG 58,567 $6.3m2.30% 2.30% AddedShares held: Q3 2025 18.5k, Q4 2025 50.8k, Q1 2026 47.4k, Q2 2026 58.6k +11.1k +11,131 23.5%
11 NVIDIA CORPORATION COM NVDA NVDA 30,655 $6.1m2.24% 2.24% AddedShares held: Q3 2025 20.2k, Q4 2025 26.6k, Q1 2026 24.8k, Q2 2026 30.7k +5.8k +5,826 23.5%
12 SYNCHRONY FINANCIAL COM SYF SYF 79,983 $6.1m2.22% 2.22% AddedShares held: Q3 2025 50.5k, Q4 2025 69.4k, Q1 2026 64.8k, Q2 2026 80.0k +15.2k +15,175 23.4%
13 SPDR S&P 500 ETF TR TR UNIT SPY SPY 8,116 $6.1m2.21% 2.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 8.1k
14 ABBVIE INC COM ABBV ABBV 22,511 $5.7m2.06% 2.06% AddedShares held: Q3 2025 7.2k, Q4 2025 9.4k, Q1 2026 18.2k, Q2 2026 22.5k +4.3k +4,279 23.5%
15 CHENIERE ENERGY INC COM NEW LNG LNG 23,451 $5.6m2.04% 2.04% AddedShares held: Q3 2025 15.5k, Q4 2025 20.3k, Q1 2026 19.0k, Q2 2026 23.5k +4.5k +4,457 23.5%
16 PRICE T ROWE GROUP INC COM TROW TROW 49,162 $5.6m2.04% 2.04% AddedShares held: Q3 2025 15.9k, Q4 2025 42.7k, Q1 2026 39.8k, Q2 2026 49.2k +9.3k +9,346 23.5%
17 EOG RES INC COM EOG EOG 42,891 $5.6m2.03% 2.03% AddedShares held: Q3 2025 20.8k, Q4 2025 37.2k, Q1 2026 34.7k, Q2 2026 42.9k +8.1k +8,143 23.4%
18 AMGEN INC COM AMGN AMGN 15,282 $5.5m2.02% 2.02% AddedShares held: Q3 2025 10.1k, Q4 2025 13.3k, Q1 2026 12.4k, Q2 2026 15.3k +2.9k +2,900 23.4%
19 3M CO COM MMM MMM 33,786 $5.5m1.99% 1.99% AddedShares held: Q3 2025 22.3k, Q4 2025 29.3k, Q1 2026 27.4k, Q2 2026 33.8k +6.4k +6,411 23.4%
20 AMCOR PLC COM NEW AMCR AMCR 122,584 $5.3m1.94% 1.94% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 99.3k, Q2 2026 122.6k +23.3k +23,310 23.5%
21 SHERWIN WILLIAMS CO COM SHW SHW 15,088 $5.2m1.89% 1.89% AddedShares held: Q3 2025 10.0k, Q4 2025 13.1k, Q1 2026 12.2k, Q2 2026 15.1k +2.9k +2,866 23.4%
22 DICKS SPORTING GOODS INC COM DKS DKS 22,710 $5.2m1.88% 1.88% AddedShares held: Q3 2025 15.8k, Q4 2025 19.7k, Q1 2026 18.4k, Q2 2026 22.7k +4.3k +4,310 23.4%
23 COREBRIDGE FINL INC COM CRBG CRBG 179,775 $5.1m1.88% 1.88% AddedShares held: Q3 2025 118.3k, Q4 2025 156.0k, Q1 2026 145.6k, Q2 2026 179.8k +34.1k +34,128 23.4%
24 PEPSICO INC COM PEP PEP 37,857 $5.1m1.87% 1.87% AddedShares held: Q3 2025 26.2k, Q4 2025 32.9k, Q1 2026 30.7k, Q2 2026 37.9k +7.2k +7,186 23.4%
25 VISA INC COM CL A V V 14,911 $5.1m1.86% 1.86% AddedShares held: Q3 2025 9.8k, Q4 2025 12.9k, Q1 2026 12.1k, Q2 2026 14.9k +2.8k +2,830 23.4%
26 METLIFE INC COM MET MET 60,147 $5.1m1.85% 1.85% AddedShares held: Q3 2025 19.0k, Q4 2025 52.2k, Q1 2026 48.7k, Q2 2026 60.1k +11.4k +11,434 23.5%
27 ORACLE CORP COM ORCL ORCL 34,411 $5.0m1.84% 1.84% AddedShares held: Q3 2025 16.8k, Q4 2025 22.2k, Q1 2026 20.8k, Q2 2026 34.4k +13.7k +13,658 65.8%
28 SYSCO CORP COM SYY SYY 58,743 $4.9m1.79% 1.79% AddedShares held: Q3 2025 38.7k, Q4 2025 51.0k, Q1 2026 47.6k, Q2 2026 58.7k +11.2k +11,161 23.5%
29 TJX COS INC NEW COM TJX TJX 32,050 $4.9m1.77% 1.77% AddedShares held: Q3 2025 27.6k, Q4 2025 20.9k, Q1 2026 19.5k, Q2 2026 32.0k +12.5k +12,537 64.2%
30 HOME DEPOT INC COM HD HD 13,578 $4.8m1.74% 1.74% AddedShares held: Q3 2025 8.0k, Q4 2025 4.8k, Q1 2026 4.5k, Q2 2026 13.6k +9.1k +9,063 200.7%
31 LOWES COS INC COM LOW LOW 21,423 $4.7m1.72% 1.72% AddedShares held: Q3 2025 14.9k, Q4 2025 18.6k, Q1 2026 17.4k, Q2 2026 21.4k +4.1k +4,060 23.4%
32 AMERIPRISE FINL INC COM AMP AMP 10,123 $4.6m1.69% 1.69% AddedShares held: Q3 2025 6.4k, Q4 2025 8.8k, Q1 2026 8.2k, Q2 2026 10.1k +1.9k +1,920 23.4%
33 BRISTOL-MYERS SQUIBB CO COM BMY BMY 77,798 $4.5m1.63% 1.63% AddedShares held: Q3 2025 54.5k, Q4 2025 67.5k, Q1 2026 63.0k, Q2 2026 77.8k +14.8k +14,756 23.4%
34 VERIZON COMMUNICATIONS INC COM VZ VZ 105,388 $4.5m1.63% 1.63% AddedShares held: Q3 2025 69.4k, Q4 2025 91.4k, Q1 2026 85.4k, Q2 2026 105.4k +20.0k +20,010 23.4%
35 PRUDENTIAL FINL INC COM PRU PRU 40,804 $4.4m1.60% 1.60% AddedShares held: Q3 2025 26.9k, Q4 2025 35.4k, Q1 2026 33.1k, Q2 2026 40.8k +7.8k +7,751 23.4%
36 CARLYLE GROUP INC COM CG CG 99,675 $4.2m1.53% 1.53% AddedShares held: Q3 2025 65.7k, Q4 2025 86.5k, Q1 2026 80.8k, Q2 2026 99.7k +18.9k +18,919 23.4%
37 COCA COLA CO COM KO KO 50,828 $4.1m1.51% 1.51% AddedShares held: Q3 2025 33.5k, Q4 2025 44.1k, Q1 2026 41.2k, Q2 2026 50.8k +9.6k +9,646 23.4%
38 MASTERCARD INCORPORATED CL A MA MA 7,766 $4.0m1.45% 1.45% AddedShares held: Q3 2025 5.1k, Q4 2025 6.7k, Q1 2026 6.3k, Q2 2026 7.8k +1.5k +1,475 23.4%
39 VISTRA CORP COM VST VST 24,810 $3.9m1.43% 1.43% AddedShares held: Q3 2025 17.2k, Q4 2025 21.5k, Q1 2026 20.1k, Q2 2026 24.8k +4.7k +4,713 23.4%
40 LPL FINL HLDGS INC COM LPLA LPLA 13,940 $3.9m1.43% 1.43% AddedShares held: Q3 2025 9.2k, Q4 2025 12.1k, Q1 2026 11.3k, Q2 2026 13.9k +2.7k +2,652 23.5%
41 BOEING CO COM BA BA 17,962 $3.9m1.42% 1.42% AddedShares held: Q3 2025 19.6k, Q4 2025 15.6k, Q1 2026 14.6k, Q2 2026 18.0k +3.4k +3,407 23.4%
42 LOCKHEED MARTIN CORP COM LMT LMT 7,545 $3.8m1.40% 1.40% AddedShares held: Q3 2025 5.0k, Q4 2025 6.5k, Q1 2026 6.1k, Q2 2026 7.5k +1.4k +1,431 23.4%
43 META PLATFORMS INC CL A META META 6,697 $3.8m1.37% 1.37% AddedShares held: Q3 2025 4.6k, Q4 2025 5.8k, Q1 2026 5.4k, Q2 2026 6.7k +1.3k +1,272 23.4%
44 ADOBE INC COM ADBE ADBE 18,283 $3.7m1.37% 1.37% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 6.2k, Q2 2026 18.3k +12.1k +12,062 193.9%
45 CF INDS HLDGS INC COM CF CF 34,026 $3.7m1.34% 1.34% ReducedShares held: Q3 2025 35.5k, Q4 2025 46.7k, Q1 2026 43.6k, Q2 2026 34.0k -9.6k -9,598 -22.0%
46 KIMBERLY-CLARK CORP COM KMB KMB 32,804 $3.6m1.31% 1.31% AddedShares held: Q3 2025 22.8k, Q4 2025 28.5k, Q1 2026 26.6k, Q2 2026 32.8k +6.2k +6,221 23.4%
47 ILLINOIS TOOL WKS INC COM ITW ITW 13,228 $3.6m1.30% 1.30% AddedShares held: Q3 2025 8.7k, Q4 2025 11.5k, Q1 2026 10.7k, Q2 2026 13.2k +2.5k +2,510 23.4%
48 OMNICOM GROUP INC COM OMC OMC 45,495 $3.3m1.21% 1.21% AddedShares held: Q3 2025 15.9k, Q4 2025 39.5k, Q1 2026 36.9k, Q2 2026 45.5k +8.6k +8,631 23.4%
49 MOODYS CORP COM MCO MCO 7,153 $3.2m1.18% 1.18% AddedShares held: Q3 2025 4.7k, Q4 2025 6.2k, Q1 2026 5.8k, Q2 2026 7.2k +1.4k +1,357 23.4%
50 FIRST SOLAR INC COM FSLR FSLR 13,195 $3.1m1.13% 1.13% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 13.2k
51 MARATHON PETE CORP COM MPC MPC 10,655 $2.7m0.99% 0.99% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 10.7k
52 CLOROX CO DEL COM CLX CLX 27,946 $2.7m0.97% 0.97% AddedShares held: Q3 2025 18.4k, Q4 2025 24.2k, Q1 2026 22.6k, Q2 2026 27.9k +5.3k +5,304 23.4%
53 AMERICAN TOWER CORP NEW COM AMT AMT 14,817 $2.4m0.88% 0.88% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 14.8k
54 COMCAST CORP NEW CL A CMCSA CMCSA 92,274 $2.3m0.83% 0.83% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 74.7k, Q2 2026 92.3k +17.5k +17,549 23.5%
55 MERCK & CO INC COM MRK MRK 16,017 $2.1m0.75% 0.75% ReducedShares held: Q3 2025 24.5k, Q4 2025 32.4k, Q1 2026 30.3k, Q2 2026 16.0k -14.2k -14,239 -47.1%
56 PFIZER INC COM PFE PFE 73,697 $1.8m0.65% 0.65% ReducedShares held: Q3 2025 108.0k, Q4 2025 142.9k, Q1 2026 133.4k, Q2 2026 73.7k -59.7k -59,729 -44.8%
57 CHARTER COMMUNICATIONS INC N CL A CHTR CHTR 12,407 $1.8m0.64% 0.64% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 10.0k, Q2 2026 12.4k +2.4k +2,359 23.5%
58 ISHARES TR MSCI ACWI EX US ACWX ACWX 2,682 $204.1k0.07% 0.07% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.7k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
SCHLUMBERGER LTD SLB SLB 122,795 $6.3m122.8k shares