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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PKG PACKAGING CORP AMER Consumer Cyclical 142.0 $30K 0.04% +2.0 +1.4% $209.52 +1.2%
82 IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF 244.0 $29K 0.04% +2.0 +0.8% $118.01 +3.4%
83 DUK DUKE ENERGY CORP NEW Utilities 223.0 $28K 0.04% +2.0 +0.9% $127.25 -4.9%
84 PAYX PAYCHEX INC Industrials 297.0 $27K 0.03% +5.0 +1.7% $90.89 +0.7%
85 ADI ANALOG DEVICES INC Technology 69.0 $26K 0.03% +1.0 +1.5% $381.29 +9.8%
86 MDLZ MONDELEZ INTL INC CLASS CLASS A Consumer Defensive 443.0 $26K 0.03% +3.0 +0.7% $58.33 +3.6%
87 CARR CARRIER GLOBAL CORP Industrials 403.0 $25K 0.03% +3.0 +0.8% $61.89 +4.2%
88 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST Financial Services 51.0 $25K 0.03% +1.0 +2.0% $488.88 +1.7%
89 MLM MARTIN MARIETTA MATLS IN Basic Materials 41.0 $24K 0.03% +1.0 +2.5% $597.20 -6.5%
90 ZTS ZOETIS INC CLASS CLASS A Healthcare 206.0 $24K 0.03% +2.0 +1.0% $116.96 -36.5%
91 WM WASTE MGMT INC DEL Industrials 106.0 $24K 0.03% +81.0 +324.0% $225.71 -2.6%
92 UNP UNION PAC CORP Industrials 86.0 $23K 0.03% +1.0 +1.2% $268.72 +0.7%
93 BKNG BOOKING HLDGS INC Consumer Cyclical 126.0 $22K 0.03% +121.0 +2420.0% $176.23 -12.0%
94 TMFC MOTLEY FOOL 100 INDEX ETF 300.0 $22K 0.03% +110.0 +57.9% $73.55 +5.1%
95 MSCI MSCI INC Financial Services 37.0 $22K 0.03% +1.0 +2.8% $593.27 -5.3%
96 GS GOLDMAN SACHS GROUP INC Financial Services 24.0 $22K 0.03% +5.0 +26.3% $905.12 +4.8%
97 ODFL OLD DOMINION FREIGHT LIN Industrials 98.0 $22K 0.03% +1.0 +1.0% $219.79 -7.6%
98 NDAQ NASDAQ INC Financial Services 238.0 $22K 0.03% +2.0 +0.8% $90.37 +0.8%
99 TMUS T-MOBILE US INC Communication Services 112.0 $21K 0.03% +71.0 +173.2% $184.58 +0.3%
100 CMF ISHARES CALIFORNIA MUNI BOND ETF 359.0 $21K 0.03% +4.0 +1.1% $57.26 -0.8%
Page 5 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%