Kerusso Capital Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Kerusso Capital Management LLC reported 54 stock positions worth $137.7 million. Its top holding was Ameriprise Financial (AMP) at 3.8% of the portfolio, followed by Apollo Global Management (APO, 3.2%) and Phillips 66 (PSX, 3.0%).

Most Recent 13F
Q2 2026
Location
Winston Salem, NC
CIK
0002029597
Portfolio Value
$137.7M (Q2 2024)
SEC Filing
0001172661-24-003093 ↗ filed Aug 6, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q2 2024: $137.7M $137.7M Q2 2024 Q3 2024: $157.4M Q3 2024 Q4 2024: $156.6M Q4 2024 Q1 2025: $157.2M Q1 2025 Q2 2025: $161.6M Q2 2025 Q3 2025: $162.7M Q3 2025 Q4 2025: $216.4M Q4 2025 Q1 2026: $199.7M Q1 2026 Q2 2026: $274.4M Q2 2026

Holdings 54 stocks · $137.7M

AMP Ameriprise Financial Inc. 3.79% 12,214 $5.2M —
APO Apollo Global Management Inc. 3.21% 37,411 $4.4M —
PSX Phillips 66 2.98% 29,078 $4.1M —
QCOM Qualcomm Inc. 2.86% 19,761 $3.9M —
AAPL Apple Inc. 2.84% 18,549 $3.9M —
URI United Rentals Inc. 2.83% 6,022 $3.9M —
DFS Discover Financial Services 2.72% 28,650 $3.7M —
ORCL Oracle Corp. 2.64% 25,758 $3.6M —
SYF Synchrony Financial 2.51% 73,289 $3.5M —
AXP American Express Co. 2.45% 14,547 $3.4M —
CRBG Corebridge Financial Inc. 2.42% 114,370 $3.3M —
MCO Moody's Corp. 2.40% 7,859 $3.3M —
AMGN Amgen Inc. 2.27% 9,994 $3.1M —
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.13% 26,682 $2.9M —
XOM Exxon Mobil Corp. 2.13% 25,433 $2.9M —
MRK Merck & Co. Inc. 2.13% 23,634 $2.9M —
PFE Pfizer Inc. 2.12% 104,322 $2.9M —
LOW Lowe's Cos Inc. 2.09% 13,049 $2.9M —
VZ Verizon Communications Inc. 2.01% 67,180 $2.8M —
CE Celanese Corp. 2.00% 20,399 $2.8M —
KMB Kimberly-Clark Corp. 1.94% 19,292 $2.7M —
HD Home Depot Inc. 1.93% 7,730 $2.7M —
COP Conocophillips 1.86% 22,424 $2.6M —
AES AES Corp. 1.86% 145,598 $2.6M —
CG The Carlyle Group Inc. 1.85% 63,526 $2.6M —
EOG EOG Resources Inc. 1.85% 20,250 $2.5M —
DVN Devon Energy Corp. 1.84% 53,439 $2.5M —
V Visa Inc. Class A 1.82% 9,535 $2.5M —
BX Blackstone Inc. 1.81% 20,185 $2.5M —
CLX Clorox Company 1.77% 17,863 $2.4M —
IP International Paper Co. 1.67% 53,406 $2.3M —
LMT Lockheed Martin Corp. 1.64% 4,823 $2.3M —
DOW Dow Inc. 1.62% 41,938 $2.2M —
GILD Gilead Sciences Inc. 1.61% 32,265 $2.2M —
LYB Lyondellbasell Indu Class A 1.61% 23,139 $2.2M —
MMM 3M Co. 1.60% 21,574 $2.2M —
MA Mastercard Inc. Class A 1.59% 4,968 $2.2M —
PEP Pepsico Inc. 1.52% 12,666 $2.1M —
KO The Coca-Cola Co. 1.50% 32,451 $2.1M —
ITW Illinois Tool Works 1.46% 8,460 $2.0M —
ROST Ross Stores Inc. 1.44% 13,645 $2.0M —
BA The Boeing Co. 1.36% 10,272 $1.9M —
BMY Bristol-Myers Squibb Co. 1.33% 44,248 $1.8M —
MPC Marathon Petroleum Corp. 1.27% 10,086 $1.7M —
VLO Valero Energy Corp. 1.18% 10,387 $1.6M —
UPS United Parcel Service Class B 1.17% 11,783 $1.6M —
CMI Cummins Inc. 1.04% 5,189 $1.4M —
CAT Caterpillar Inc. 1.04% 4,309 $1.4M —
OMC Omnicom Group 1.00% 15,392 $1.4M —
HSY The Hershey Co. 0.92% 6,919 $1.3M —
SYY Sysco Corp. 0.89% 17,095 $1.2M —
IPG Interpublic Group of Cos Inc. 0.85% 40,209 $1.2M —
ADP Automatic Data Processing 0.85% 4,888 $1.2M —
ABBV Abbvie Inc. 0.78% 6,252 $1.1M —

Portfolio Sells Q2 2024

No earlier filing to compare with.

Portfolio Buys Q2 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 58$274.4MAAPL, MU, AXP, URI, QCOM
Q1 2026 53$199.7MDVN, SLB, AAPL, GILD, CF
Q4 2025 53$216.4MAXP, AAPL, ROST, SYF, APO
Q3 2025 53$162.7MURI, AXP, AAPL, ORCL, BA
Q2 2025 57$161.6MORCL, AMP, SYF, AXP, URI
Q1 2025 55$157.2MAMP, AAPL, AXP, APO, SYF
Q4 2024 56$156.6MAMP, APO, SYF, AAPL, AXP
Q3 2024 57$157.4MAMP, URI, APO, ORCL, AAPL
Q2 2024 54$137.7MAMP, APO, PSX, QCOM, AAPL