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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 12 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EQIX EQUINIX INC REIT Real Estate 30.0 $32K 0.04% +1.0 +3.5% $1053.43 +0.9%
222 SMR NUSCALE PWR CORP CLASS A Utilities 2,675.0 $31K 0.04% $11.73 -10.7%
223 LIN LINDE PLC F Basic Materials 61.0 $31K 0.04% $512.34 -0.3%
224 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES 200.0 $31K 0.04% -200.0 -50.0% $155.62 +0.0%
225 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 265.0 $31K 0.04% -50.0 -15.9% $116.72 -1.4%
226 ABT ABBOTT LABS Healthcare 328.0 $31K 0.04% +2.0 +0.6% $93.71 -5.2%
227 TJX TJX COS INC NEW Consumer Cyclical 194.0 $31K 0.04% $157.87 -4.8%
228 DJT TRUMP MEDIA & TECHNO Communication Services 3,304.0 $31K 0.04% -857.0 -20.6% $9.27 -10.8%
229 CL COLGATE PALMOLIVE CO Consumer Defensive 357.0 $31K 0.04% +3.0 +0.8% $85.75 +5.0%
230 F FORD MTR CO DEL Consumer Cyclical 2,468.0 $30K 0.04% +20.0 +0.8% $12.36 +5.4%
231 NOC NORTHROP GRUMMAN CORP Industrials 53.0 $30K 0.04% +1.0 +1.9% $572.32 -3.9%
232 PKG PACKAGING CORP AMER Consumer Cyclical 142.0 $30K 0.04% +2.0 +1.4% $209.52 +0.6%
233 WCN WASTE CONNECTIONS INC F Industrials 179.0 $29K 0.04% $162.37 -2.1%
234 IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF 244.0 $29K 0.04% +2.0 +0.8% $118.01 +4.7%
235 DUK DUKE ENERGY CORP NEW Utilities 223.0 $28K 0.04% +2.0 +0.9% $127.25 -3.5%
236 SDIV GLOBAL X SUPERDIVIDEND ETF 1,089.0 $28K 0.03% -983.0 -47.4% $25.78 -2.6%
237 KO THE COCA-COLA CO Consumer Defensive 347.0 $28K 0.03% -52.0 -13.0% $79.75 +1.8%
238 IXC ISHARES GLOBAL ENERGY ETF 500.0 $28K 0.03% $55.00 +4.8%
239 ABNB AIRBNB INC CLASS CLASS A Consumer Cyclical 196.0 $27K 0.03% -35.0 -15.2% $140.09 -6.4%
240 PAYX PAYCHEX INC Industrials 297.0 $27K 0.03% +5.0 +1.7% $90.89 +4.0%
Page 12 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%