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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 13 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MLM MLM Basic Materials 40.0 $27K 0.04% NEW $673.45 -20.2%
242 RTX RTX Industrials 136.0 $27K 0.04% NEW $197.12 -11.3%
243 MRSH MRSH Financial Services 141.0 $27K 0.04% NEW $189.12 -13.3%
244 UMBF UMBF Financial Services 203.0 $27K 0.04% NEW $131.28 -1.0%
245 MDLZ MDLZ Consumer Defensive 440.0 $26K 0.04% NEW $60.17 +2.4%
246 IWM IWM 102.0 $26K 0.04% NEW $256.56 +8.6%
247 ZTS ZTS Healthcare 204.0 $26K 0.04% NEW $126.77 -37.3%
248 BLV 369.0 $26K 0.04% NEW $69.67
249 WMB WMB Energy 380.0 $26K 0.04% NEW $67.51 +16.0%
250 CARR CARR Industrials 400.0 $25K 0.03% NEW $62.50 +1.6%
251 PKST PKST Real Estate 1,198.0 $25K 0.03% NEW $20.76 +1.1%
252 VALE VALE Basic Materials 1,500.0 $25K 0.03% NEW $16.52 -1.5%
253 DIA DIA Financial Services 50.0 $25K 0.03% NEW $495.00 +0.8%
254 IEO IEO 242.0 $24K 0.03% NEW $100.81 +20.1%
255 IXC IXC 500.0 $24K 0.03% NEW $48.09 +17.8%
256 AVAV AVAV Industrials 101.0 $24K 0.03% NEW $237.26 -31.8%
257 EQIX EQIX Real Estate 29.0 $24K 0.03% NEW $824.00 +28.9%
258 GLD GLD Financial Services 53.0 $24K 0.03% NEW $444.53 -6.4%
259 EXPE EXPE Consumer Cyclical 100.0 $23K 0.03% NEW $231.08 -6.5%
260 SOXQ SOXQ 399.0 $23K 0.03% NEW $56.77 +62.0%
Page 13 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%