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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 10 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 231.0 $46K 0.06% -261.0 -53.0% $200.42 -5.3%
182 MPC MARATHON PETE CORP Energy 199.0 $46K 0.06% +1.0 +0.5% $230.10 +12.0%
183 MNST MONSTER BEVERAGE CORP NE Consumer Defensive 584.0 $46K 0.06% $77.92 +12.0%
184 QCLN FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND 825.0 $45K 0.06% -539.0 -39.5% $54.92 +4.3%
185 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 350.0 $45K 0.06% -50.0 -12.5% $129.01 -6.0%
186 KMX CARMAX INC Consumer Cyclical 1,175.0 $45K 0.06% +875.0 +291.7% $38.31 -4.7%
187 ANET ARISTA NETWORKS INC Technology 275.0 $45K 0.06% $163.05 -13.6%
188 PFE PFIZER INC Healthcare 1,644.0 $44K 0.05% +19.0 +1.2% $26.60 -4.8%
189 ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 346.0 $44K 0.05% $126.33 +2.8%
190 PCG PG&E CORP Utilities 2,566.0 $42K 0.05% $16.43 -3.2%
191 BMY BRISTOL MYERS SQUIBB CO Healthcare 725.0 $42K 0.05% -19.0 -2.5% $58.02 -1.2%
192 IGM ISHARES EXPANDED TECH SECTOR ETF 301.0 $42K 0.05% $139.56 +9.4%
193 SCHR SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF 1,645.0 $41K 0.05% -2K -50.0% $24.85 -1.6%
194 DIS DISNEY WALT CO Communication Services 390.0 $40K 0.05% $101.61 +1.3%
195 CTVA CORTEVA INC Basic Materials 503.0 $40K 0.05% $78.74 +1.3%
196 SPGI S&P GLOBAL INC Financial Services 88.0 $39K 0.05% $444.55 -6.4%
197 IP INTERNTNL PAPER CO Consumer Cyclical 1,205.0 $39K 0.05% $32.45 -9.1%
198 LYV LIVE NATION ENTMT INC Communication Services 250.0 $39K 0.05% $156.21 +5.4%
199 XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF 271.0 $39K 0.05% -151.0 -35.8% $143.32 +1.3%
200 HD HOME DEPOT INC Consumer Cyclical 118.0 $39K 0.05% $328.39 -10.3%
Page 10 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%