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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 11 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ARKQ ARKQ 345.0 $40K 0.05% NEW $116.03 +14.5%
202 SPGI SPGI Financial Services 88.0 $40K 0.05% NEW $452.40 -8.3%
203 UBFO 3,472.0 $39K 0.05% NEW $11.28
204 MPC MPC Energy 198.0 $39K 0.05% NEW $195.15 +31.5%
205 VZ VZ Communication Services 799.0 $38K 0.05% NEW $47.21 +0.9%
206 TLH TLH 362.0 $37K 0.05% NEW $102.36 -4.3%
207 NOC NOC Industrials 52.0 $37K 0.05% NEW $705.94 -22.1%
208 IGM IGM 300.0 $37K 0.05% NEW $122.30 +25.7%
209 CTVA CTVA Basic Materials 501.0 $37K 0.05% NEW $72.92 +7.9%
210 ABT ABT Healthcare 326.0 $36K 0.05% NEW $109.05 -19.4%
211 ANET ANET Technology 275.0 $36K 0.05% NEW $129.27 +8.9%
212 NLY 1,530.0 $35K 0.05% NEW $23.12
213 EPR EPR Real Estate 625.0 $35K 0.05% NEW $56.47 +3.2%
214 CB CB Financial Services 105.0 $35K 0.05% NEW $333.25 -1.5%
215 DNN DNN Energy 10,000.0 $35K 0.05% NEW $3.48 -8.5%
216 SCZ SCZ 440.0 $35K 0.05% NEW $78.96 +7.3%
217 ISHG ISHG 450.0 $34K 0.05% NEW $76.11 -1.0%
218 LYV LYV Communication Services 250.0 $34K 0.05% NEW $136.74 +18.7%
219 F F Consumer Cyclical 2,448.0 $34K 0.05% NEW $13.78 -3.8%
220 COP COP Energy 320.0 $34K 0.05% NEW $105.39 +16.5%
Page 11 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%