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Portfolio (Quarterly) Guide ↗

KERR FINANCIAL PLANNING Corp

· CIK 0002095947
13F Portfolio $81M AUM 528 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 179 Added 135 Reduced 23 Exited
Page 2 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHSL CORP NEW Consumer Defensive 549.0 $547K 0.67% +44.0 +8.7% $996.19 +5.3%
22 CRWD CROWDSTRIKE HLDGS INC CLASS CLASS A Technology 1,114.0 $508K 0.62% +11.0 +1.0% $455.61 +30.4%
23 FTCS FIRST TRUST CAPITAL STRENGTH ETF 4,418.0 $411K 0.51% +244.0 +5.8% $93.06 +0.9%
24 BERKSHIRE HATHAWAY CLASS B 830.0 $397K 0.49% +9.0 +1.1% $477.90
25 COWZ PACER US CASH COWS 100 ETF 5,768.0 $361K 0.44% +4K +209.3% $62.57 +1.6%
26 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 6,070.0 $357K 0.44% +385.0 +6.8% $58.84 +1.5%
27 ORCL ORACLE CORP Technology 2,090.0 $348K 0.43% +126.0 +6.4% $166.44 +15.9%
28 COIN COINBASE GLOBAL INC CLASS CLASS A Financial Services 1,758.0 $337K 0.41% +495.0 +39.2% $191.68 -1.2%
29 BLACKROCK INC NEW 284.0 $298K 0.37% +2.0 +0.7% $1047.62
30 AJG GALLAGHER ARTHUR J & CO Financial Services 1,324.0 $283K 0.35% +369.0 +38.6% $213.59 -3.0%
31 C CITIGROUP INC Financial Services 2,162.0 $278K 0.34% +239.0 +12.4% $128.66 -4.9%
32 MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 3,202.0 $267K 0.33% +3K +391.9% $83.39 +5.8%
33 IEFA ISHARES CORE MSCI EAFE ETF 2,421.0 $228K 0.28% +279.0 +13.0% $94.24 +2.0%
34 SGOV ISHARES HIGH YIELD SYSTEMATIC BOND ETF 4,736.0 $225K 0.28% +2K +52.3% $47.60 +111.3%
35 CVX CHEVRON CORP NEW Energy 1,193.0 $225K 0.28% +71.0 +6.3% $188.80 +1.2%
36 IBM IBM CORP Technology 756.0 $176K 0.22% +6.0 +0.8% $232.28 -5.6%
37 IAU ISHARES GOLD TRUST Financial Services 2,003.0 $173K 0.21% +600.0 +42.8% $86.41 -0.8%
38 COP CONOCOPHILLIPS Energy 1,334.0 $165K 0.20% +1K +316.9% $123.89 -1.2%
39 MRK MERCK & CO. INC. Healthcare 1,459.0 $161K 0.20% +9.0 +0.6% $110.62 +0.7%
40 RTX RTX CORP Industrials 837.0 $144K 0.18% +701.0 +515.4% $172.38 -0.7%
Page 2 of 9  ·  179 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 21.4%
Consumer Cyclical 17.7%
Communication Services 5.3%
Industrials 3.8%
Energy 3.6%
Healthcare 2.9%
Consumer Defensive 2.1%
Utilities 1.6%
Real Estate 0.6%