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Kerusso Capital Management LLC
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.
Latest 13F Filing Activity
Kerusso Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $162M. The fund increased holdings in Boeing Co., Oracle Corp., LPL Finl HLDGS Inc. among other positions. Kerusso Capital Management LLC reduced exposure to Aes Corp., Bristol-myers Squibb Co., Abbvie Inc. among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP | 3.82% | $6.2M | 28,220 | $144.71 | $218.63 | +$2.2M |
A AMP | AMERIPRISE FINL INC | 3.39% | $5.5M | 10,272 | $429.00 | $533.73 | +$512.1K |
S SYF | SYNCHRONY FINANCIAL | 3.31% | $5.4M | 80,250 | $48.38 | $66.74 | +$1.1M |
A AXP | AMERICAN EXPRESS CO | 3.14% | $5.1M | 15,927 | $237.08 | $318.98 | +$797.4K |
U URI | UNITED RENTALS INC | 3.07% | $5.0M | 6,587 | $650.48 | $753.40 | +$837.1K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Administrative Officer and CCO, Partner | Atlanta, GA , United States | |
 | Quality Assurance Analyst | Atlanta, GA , United States | |
 | Portfolio Manager | Detroit, MI , United States |
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