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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 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TLT ISHARES 20 YEAR TREASURY BOND ETF 273.0 $24K 0.03% -474.0 -63.5% $86.17 -3.0%
82 VYM VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES 256.0 $21K 0.03% -3K -91.0% $81.49 +92.2%
83 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 220.0 $18K 0.02% -220.0 -50.0% $82.62 +2.4%
84 FDX FEDEX CORP Industrials 46.0 $18K 0.02% -2.0 -4.2% $382.61 -1.8%
85 WMB WILLIAMS COS INC Energy 218.0 $16K 0.02% -162.0 -42.6% $72.82 +6.7%
86 SOXQ INVESCO PHLX SEMICONDUCTOR ETF 199.0 $16K 0.02% -200.0 -50.1% $78.45 +13.4%
87 TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF 228.0 $14K 0.02% -326.0 -58.8% $62.54 +9.4%
88 JCI JOHNSON CONTROLS INT F Industrials 97.0 $14K 0.02% -10.0 -9.3% $140.76 +1.6%
89 FIRST TRUST BUYWRITE INCOME ETF 550.0 $13K 0.02% -50.0 -8.3% $23.53
90 FE FIRSTENERGY CORP Utilities 253.0 $13K 0.01% -17.0 -6.3% $49.54 -11.5%
91 CHRW C H ROBINSON WORLDWIDE I Industrials 64.0 $12K 0.01% -9.0 -12.3% $188.23 -9.8%
92 HLT HILTON WORLDWIDE HLDGS I Consumer Cyclical 36.0 $12K 0.01% -2.0 -5.3% $320.39 -1.3%
93 NRG NRG ENERGY INC Utilities 74.0 $11K 0.01% -7.0 -8.6% $155.15 -17.6%
94 SCHX SCHWAB U.S. LARGE-CAP ETF 400.0 $11K 0.01% -396.0 -49.8% $27.93 +3.9%
95 LEN LENNAR CORP CLASS A Consumer Cyclical 115.0 $11K 0.01% -74.0 -39.1% $92.57 -11.1%
96 AES AES CORP Utilities 731.0 $11K 0.01% -244.0 -25.0% $14.47 +0.4%
97 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 166.0 $10K 0.01% -143.0 -46.3% $58.90 +2.3%
98 IWM ISHARES RUSSELL 2000 ETF 33.0 $9K 0.01% -69.0 -67.7% $273.39 +1.0%
99 ENERFLEX LTD F 350.0 $9K 0.01% -350.0 -50.0% $25.35
100 PSX PHILLIPS 66 Energy 52.0 $8K 0.01% -296.0 -85.1% $163.42 +7.8%
Page 5 of 7  ·  135 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%