Karras Company, Inc. holds a focused book of 61 stocks worth $110.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 16% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Karras Company, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Karras Company, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Karras Company, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 65 / 61 | $447.5B |
| ROYAL BANK OF CANADA | 65 / 61 | $132.9B |
| WELLS FARGO & COMPANY/MN | 65 / 61 | $122.0B |
| UBS Group AG | 65 / 61 | $112.9B |
| PNC FINANCIAL SERVICES GROUP, INC. | 65 / 61 | $39.4B |
| JONES FINANCIAL COMPANIES LLLP | 65 / 61 | $38.3B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65 / 61 | $13.9B |
| OSAIC HOLDINGS, INC. | 65 / 61 | $12.1B |
Ranked by how many of Karras Company, Inc.'s top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 EQL WGT | $18.1M | 85.0K | 16.4% | ▼−1.9% Reduced · −2K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $9.1M | 287.8K | 8.3% | ▼−2.6% Reduced · −8K sh | |
| 3 | Alphabet Inc CAP STK CL A | $8.0M | 22.4K | 7.3% | ▼−0.9% Reduced · −199 sh | |
| 4 | Corning Inc COM | $7.1M | 28.0K | 6.5% | ▼−11% Reduced · −3K sh | |
| 5 | Broadcom Inc COM | $7.1M | 18.9K | 6.5% | ▼−3.4% Reduced · −663 sh | |
| 6 | Apple Inc COM | $4.6M | 16.1K | 4.2% | ▼−0.6% Reduced · −103 sh | |
| 7 | ASML Hldg NV N Y REGISTRY SHS | $4.6M | 2.3K | 4.2% | ▼−8.0% Reduced · −200 sh | |
| 8 | Amazon Com Inc COM | $4.3M | 17.9K | 3.9% | ▲+4.1% Added · +708 sh | |
| 9 | Ishares TR CORE MSCI INTL | $2.9M | 32.9K | 2.7% | ▲+23% Added · +6K sh | |
| 10 | Thermo Fisher Scientific Inc COM | $2.6M | 5.1K | 2.3% | ▲+4.2% Added · +206 sh | |
| 11 | International Business Machs COM | $2.5M | 8.8K | 2.2% | ▲+2.7% Added · +230 sh | |
| 12 | JPMorgan Chase & Co COM | $2.5M | 7.5K | 2.2% | ▼−0.5% Reduced · −36 sh | |
| 13 | AstraZeneca PLC ORD | $2.2M | 11.6K | 2.0% | ▲New New position | |
| 14 | Tesla Inc COM | $2.1M | 5.0K | 1.9% | ▼−7.4% Reduced · −400 sh | |
| 15 | Profesionally Managed Portfo AKRE FOCUS ETF | $1.9M | 36.4K | 1.8% | ▼−35% Reduced · −20K sh | |
| 16 | Goldman Sachs Group Inc COM | $1.5M | 1.5K | 1.4% | ▼−5.6% Reduced · −89 sh | |
| 17 | Visa Inc COM CL A | $1.4M | 4.2K | 1.3% | ▲+6.8% Added · +270 sh | |
| 18 | Uber Technologies Inc COM | $1.4M | 19.7K | 1.3% | ▲+3.8% Added · +716 sh | |
| 19 | Enterprise Prods Partners L COM | $1.3M | 36.3K | 1.2% | ▼−2.1% Reduced · −785 sh | |
| 20 | Allstate Corp COM | $1.3M | 5.4K | 1.2% | ▼−2.3% Reduced · −126 sh | |
| 21 | Ishares TR MSCI USA MIN ETF | $1.2M | 12.8K | 1.1% | ▼−0.5% Reduced · −59 sh | |
| 22 | Cisco Sys Inc COM | $1.2M | 10.4K | 1.1% | ▼−5.6% Reduced · −623 sh | |
| 23 | T-Mobile US Inc COM | $1.2M | 7.3K | 1.1% | ▼−0.2% Reduced · −16 sh | |
| 24 | Amplify ETF TR CWP INTL ENHANCE | $1.2M | 28.4K | 1.1% | ▲+45% Added · +9K sh | |
| 25 | Equinix Inc COM | $1.2M | 1.1K | 1.1% | ▼−4.9% Reduced · −59 sh | |
| 26 | Lockheed Martin Corp COM | $1.2M | 2.3K | 1.1% | ▼−2.2% Reduced · −52 sh | |
| 27 | Vistra Corp COM | $1.1M | 6.7K | 1.0% | ▼−1.7% Reduced · −115 sh | |
| 28 | Johnson & Johnson COM | $919K | 3.6K | 0.8% | ▼−6.1% Reduced · −235 sh | |
| 29 | Oracle Corp COM | $885K | 6.0K | 0.8% | ▼−1.5% Reduced · −93 sh | |
| 30 | Dell Technologies Inc CL C | $746K | 1.7K | 0.7% | ▼−20% Reduced · −426 sh | |
| 31 | Exxon Mobil Corp COM | $721K | 5.3K | 0.7% | ▼−1.7% Reduced · −93 sh | |
| 32 | Rio Tinto PLC SPONSORED ADR | $692K | 7.3K | 0.6% | ▼−3.4% Reduced · −256 sh | |
| 33 | Amplify ETF TR CWP ENHANCED DIV | $685K | 15.0K | 0.6% | ▼−3.3% Reduced · −505 sh | |
| 34 | Ishares TR CORE MSCI TOTAL | $685K | 7.2K | 0.6% | ▲+7.7% Added · +514 sh | |
| 35 | Deere & Co COM | $680K | 1.1K | 0.6% | ▼−0.9% Reduced · −10 sh | |
| 36 | Servicenow Inc COM | $633K | 6.4K | 0.6% | ▼−26% Reduced · −2K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $615K | 1.2K | 0.6% | ▼−6.4% Reduced · −84 sh | |
| 38 | Home Depot Inc COM | $614K | 1.7K | 0.6% | ▼−20% Reduced · −429 sh | |
| 39 | Union Pac Corp COM | $591K | 2.2K | 0.5% | ▼−1.4% Reduced · −32 sh | |
| 40 | TD Synnex Corporation COM | $588K | 2.2K | 0.5% | ▼−14% Reduced · −364 sh | |
| 41 | Merit Med Sys Inc COM | $551K | 8.0K | 0.5% | ▼−31% Reduced · −4K sh | |
| 42 | Proshares TR S&P 500 DV ARIST | $427K | 7.6K | 0.4% | ▲+97% Added · +4K sh | |
| 43 | The Cigna Group COM | $412K | 1.5K | 0.4% | ▲+14% Added · +188 sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $400K | 583 | 0.4% | ▲+41% Added · +169 sh | |
| 45 | Unitedhealth Group Inc COM | $382K | 918 | 0.3% | ▼−3.5% Reduced · −33 sh | |
| 46 | Accenture PLC Ireland SHS CLASS A | $354K | 2.8K | 0.3% | ▲+40% Added · +813 sh | |
| 47 | Linde PLC SHS | $343K | 662 | 0.3% | ▲+5.2% Added · +33 sh | |
| 48 | Amgen Inc COM | $338K | 933 | 0.3% | ▼−5.8% Reduced · −57 sh | |
| 49 | Walmart Inc COM | $332K | 2.9K | 0.3% | ▼−10% Reduced · −328 sh | |
| 50 | Sofi Technologies Inc COM | $298K | 16.6K | 0.3% | ▼−2.5% Reduced · −436 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.