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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 REVS COLUMBIA RESEARCH ENHANCED VALUE ETF 147.0 $4K 0.01% NEW $30.19 +2.4%
22 BCAT BLACKROCK CAPITAL ALLOCA Financial Services 204.0 $3K 0.00% NEW $14.93 +2.5%
23 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 51.0 $3K 0.00% NEW $51.24 -2.0%
24 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 24.0 $2K 0.00% NEW $83.38 +3.0%
25 XTIA XTI AEROSPACE INC Industrials 1,000.0 $2K 0.00% NEW $1.93 -14.8%
26 HIG HARTFORD INS GROUP INC Financial Services 13.0 $2K 0.00% NEW $139.62 -4.1%
27 CITR CITROTECH INC. Financial Services 216.0 $1K 0.00% NEW $6.42 +2.1%
28 BN BROOKFIELD CORP FCLASS A Financial Services 22.0 $972.0 0.00% NEW $44.18 +2.0%
29 HRZN HORIZON TECHNOLOGY FIN C Financial Services 203.0 $788.0 0.00% NEW $3.88 +4.3%
30 CACI CACI INTL INC CLASS CLASS A Technology 1.0 $510.0 0.00% NEW $510.00 -3.0%
31 CRCL CIRCLE INTERNET GROUP INCLASS CLASS A Financial Services 3.0 $283.0 NEW $94.33 +20.8%
32 LEIDOS HLDGS INC 1.0 $144.0 NEW $144.00
33 NEWMONT CORP 1.0 $109.0 NEW $109.00
34 CDE COEUR MNG INC Basic Materials 4.0 $70.0 NEW $17.50 +0.0%
35 BATL BATTALION OIL CORP Energy 10.0 $38.0 NEW $3.80 -44.7%
36 OGN ORGANON & CO Healthcare 1.0 NEW
37 TRANSPORTATION & LOGISTI 600.0 NEW
38 BLOCKQUARRY CORP 100.0 NEW
Page 2 of 2  ·  38 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%