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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 1 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 7,692.0 $5.0M 6.19% NEW $655.23 +7.7%
2 NVDA NVIDIA CORP Technology 22,272.0 $4.7M 5.76% +974.0 +4.6% $210.60 +7.0%
3 TSLA TESLA INC Consumer Cyclical 11,510.0 $4.3M 5.32% +58.0 +0.5% $375.94 +12.3%
4 AAPL APPLE INC Technology 14,601.0 $3.9M 4.84% +90.0 +0.6% $269.73 +10.4%
5 AMZN AMAZON.COM INC Consumer Cyclical 12,127.0 $3.1M 3.85% +103.0 +0.9% $258.40 +2.5%
6 ARKK ARK INNOVATION ETF 34,782.0 $2.6M 3.22% +5K +17.2% $75.42 -1.2%
7 IVV ISHARES CORE S&P 500 ETF 3,246.0 $2.3M 2.85% +196.0 +6.4% $713.16 +4.1%
8 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 37,728.0 $2.2M 2.65% +3K +8.8% $57.12 -1.7%
9 IYY ISHARES DOW JONES U.S. ETF 9,794.0 $1.7M 2.08% +303.0 +3.2% $172.70 +3.8%
10 AMD ADVANCED MICRO DEVIC Technology 4,925.0 $1.6M 1.95% $321.70 +30.9%
11 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 59,186.0 $1.6M 1.91% +3K +5.1% $26.25 +1.5%
12 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A Technology 10,745.0 $1.5M 1.88% -780.0 -6.8% $141.99 -5.6%
13 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 4,606.0 $1.3M 1.57% +178.0 +4.0% $277.88 +5.0%
14 IUSB ISHARES CORE UNIVERSAL USD BOND ETF 25,552.0 $1.2M 1.45% +3K +11.1% $46.28 -1.3%
15 SMH VANECK SEMICONDUCTOR ETF 2,349.0 $1.1M 1.41% -2K -49.4% $487.83 +12.0%
16 MSFT MICROSOFT CORP Technology 2,237.0 $957K 1.18% +48.0 +2.2% $427.71 -1.4%
17 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 5,893.0 $916K 1.12% +885.0 +17.7% $155.36 +3.6%
18 GOOGL ALPHABET INC CLASS CLASS A Communication Services 2,584.0 $901K 1.11% +378.0 +17.1% $348.81 +13.8%
19 META META PLATFORMS INC CLASS CLASS A Communication Services 1,170.0 $783K 0.96% +288.0 +32.6% $669.10 -8.2%
20 JPM JPMORGAN CHASE & CO Financial Services 2,492.0 $779K 0.96% +96.0 +4.0% $312.59 -4.7%
Page 1 of 27  ·  522 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%