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Portfolio (Quarterly) Guide ↗

KERR FINANCIAL PLANNING Corp

· CIK 0002095947
13F Portfolio $74M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 508 New
Page 10 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MNST MNST Consumer Defensive 584.0 $48K 0.07% NEW $82.10 +5.2%
182 CCI CCI Real Estate 597.0 $48K 0.07% NEW $80.04 +15.7%
183 DJT DJT Communication Services 4,161.0 $47K 0.06% NEW $11.30 -26.8%
184 HD HD Consumer Cyclical 118.0 $46K 0.06% NEW $386.99 -21.8%
185 DLTR DLTR Consumer Defensive 380.0 $46K 0.06% NEW $119.94 -24.5%
186 BAC BAC Financial Services 828.0 $45K 0.06% NEW $54.91 -6.7%
187 BMY BMY Healthcare 744.0 $45K 0.06% NEW $60.12 -2.6%
188 TGT TGT Consumer Defensive 400.0 $45K 0.06% NEW $111.26 +14.4%
189 TT TT Industrials 102.0 $44K 0.06% NEW $435.38 +2.9%
190 OXY OXY Energy 962.0 $44K 0.06% NEW $45.56 +33.2%
191 PFE PFE Healthcare 1,625.0 $44K 0.06% NEW $26.93 -4.7%
192 VBR VANGUARD SMALL CAP VALUEETF 211.0 $43K 0.06% NEW $204.84 +12.2%
193 PAVE PAVE 813.0 $43K 0.06% NEW $52.91 +3.0%
194 FANG FANG Energy 254.0 $42K 0.06% NEW $166.29 +24.9%
195 WMT WMT Consumer Defensive 328.0 $42K 0.06% NEW $127.34 +5.4%
196 PCG PCG Utilities 2,560.0 $42K 0.06% NEW $16.23 +1.1%
197 TMO TMO Healthcare 75.0 $41K 0.06% NEW $553.19 -19.0%
198 PANW PANW Technology 262.0 $41K 0.06% NEW $158.26 +51.7%
199 DIS DIS Communication Services 389.0 $41K 0.06% NEW $105.52 -3.1%
200 SMR SMR Utilities 2,675.0 $40K 0.05% NEW $15.04 -33.1%
Page 10 of 26  ·  508 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 43.1%
Consumer Cyclical 21.7%
Financial Services 12.1%
Communication Services 5.6%
Healthcare 4.2%
Energy 3.9%
Industrials 3.7%
Consumer Defensive 2.5%
Utilities 1.9%
Real Estate 0.7%