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Kerusso Capital Management LLC

CIK:0002029597
Investment Adviser
$162M AUM
57 holdings
Winston Salem, NC, United States
Founded:2022
4 employees
Latest filing:Jun 30, 2025

Kerusso Capital Management LLC is a registered investment adviser based in Winston Salem, North Carolina, United States. The firm was founded in 2022 and has approximately 4 employees. It provides investment advisory services and primarily serves institutional and high-net-worth clients, managing over $160 million in regulatory assets as of 2025.

Investment Strategy

Kerusso Capital Management LLC pursues a diversified, long-only equity investment strategy, as reported in their 13F filings. The firm focuses on building a portfolio across a wide range of sectors, with top holdings including companies such as Oracle, Ameriprise Financial, Synchrony Financial, American Express, and United Rentals. The strategy emphasizes active management, regular adjustments to holdings, and a focus on fundamental analysis to identify value and growth opportunities within U.S. publicly traded equities.

Top Buys
B
BABOEING CO
+$2.4M
O
ORCLORACLE CORP
+$2.2M
L
LPLALPL FINL HLDGS INC
+$2.0M
T
TROWPRICE T ROWE GROUP INC
+$1.6M
M
METMETLIFE INC
+$1.6M
Top Sells
A
AESAES CORP
-$3.5M
B
BMYBRISTOL-MYERS SQUIBB CO
-$2.1M
A
ABBVABBVIE INC
-$1.9M
K
KMBKIMBERLY-CLARK CORP
-$1.7M
L
LOWLOWES COS INC
-$1.7M

Top Holdings

O
ORCLORACLE CORP
+3.8%$6.2M
A
AMPAMERIPRISE FINL INC
+3.4%$5.5M
S
SYFSYNCHRONY FINANCIAL
+3.3%$5.4M
A
AXPAMERICAN EXPRESS CO
+3.1%$5.1M
U
URIUNITED RENTALS INC
+3.1%$5.0M

Equity Positions (57)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
O
ORCL
ORACLE CORP3.82%$6.2M28,220$144.71$218.63+$2.2M
A
AMP
AMERIPRISE FINL INC3.39%$5.5M10,272$429.00$533.73+$512.1K
S
SYF
SYNCHRONY FINANCIAL3.31%$5.4M80,250$48.38$66.74+$1.1M
A
AXP
AMERICAN EXPRESS CO3.14%$5.1M15,927$237.08$318.98+$797.4K
U
URI
UNITED RENTALS INC3.07%$5.0M6,587$650.48$753.40+$837.1K

Industry Allocation

INVESTMENT ADVICE
+10.2%
FINANCE SERVICES
+6.5%
LIFE INSURANCE
+5.7%
PHARMACEUTICAL PREPARATIONS
+4.4%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+4.3%

Investment Team (1)

NameRoleLocationLinkedIn
Jazmin Williams
Jazmin Williams
Portfolio ManagerDetroit, MI , United States