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Portfolio (Quarterly) Guide ↗

KERR FINANCIAL PLANNING Corp

· CIK 0002095947
13F Portfolio $90M AUM 549 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 32 New 94 Added 95 Reduced
Page 11 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHR SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF 1,645.0 $41K 0.04% $24.66 -1.0%
202 PFE PFIZER INC Healthcare 1,648.0 $40K 0.04% $24.08 +11.6%
203 TMO THERMO FISHER SCIENTIFIC Healthcare 76.0 $38K 0.04% $500.54 +17.0%
204 DIS DISNEY WALT CO Communication Services 390.0 $37K 0.04% $96.10 +7.7%
205 DE DEERE & CO Industrials 59.0 $37K 0.04% $634.34 -5.4%
206 IWR ISHARES RUSSELL MID-CAP ETF 336.0 $37K 0.04% $110.32 +3.5%
207 DLTR DOLLAR TREE INC Consumer Defensive 300.0 $36K 0.04% -50.0 -14.3% $120.95 +7.1%
208 SPGI S&P GLOBAL INC Financial Services 88.0 $36K 0.04% $407.26 +0.8%
209 ANNALY CAP MGMT INC REIT 1,578.0 $35K 0.04% +47.0 +3.1% $22.36
210 CB CHUBB LTD F Financial Services 103.0 $35K 0.04% $338.29 +0.8%
211 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 344.0 $35K 0.04% $100.35 -4.3%
212 F FORD MTR CO DEL Consumer Cyclical 2,484.0 $35K 0.04% +16.0 +0.7% $13.90 +1.1%
213 SNPS SYNOPSYS INC Technology 77.0 $34K 0.04% $446.08 -7.4%
214 SNDK SANDISK CORP Technology 15.0 $34K 0.04% NEW $2273.73 -21.4%
215 PCG PG&E CORP Utilities 2,011.0 $34K 0.04% -555.0 -21.6% $16.81 +4.1%
216 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 1,833.0 $34K 0.04% $18.43 -1.2%
217 PKG PACKAGING CORP AMER Consumer Cyclical 142.0 $34K 0.04% $236.85 +6.8%
218 ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 450.0 $33K 0.04% $74.25 +2.0%
219 VZ VERIZON COMMUNICATIONS I Communication Services 789.0 $33K 0.04% +4.0 +0.5% $42.31 +13.6%
220 CL COLGATE PALMOLIVE CO Consumer Defensive 359.0 $33K 0.04% +2.0 +0.6% $91.58 -1.5%
Page 11 of 28  ·  545 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 46.2%
Financial Services 19.8%
Consumer Cyclical 15.5%
Communication Services 4.5%
Industrials 3.7%
Healthcare 3.0%
Energy 2.9%
Consumer Defensive 2.0%
Utilities 1.6%
Real Estate 0.4%