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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 13 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TECHNIPFMC PLC F 353.0 $26K 0.03% -15.0 -4.1% $74.81
242 ADI ANALOG DEVICES INC Technology 69.0 $26K 0.03% +1.0 +1.5% $381.29 +8.7%
243 ECG EVERUS CONSTR GROUP INC Industrials 192.0 $26K 0.03% $135.78 +9.3%
244 MDLZ MONDELEZ INTL INC CLASS CLASS A Consumer Defensive 443.0 $26K 0.03% +3.0 +0.7% $58.33 +5.7%
245 VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 1,500.0 $25K 0.03% $16.91 -3.6%
246 VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES 369.0 $25K 0.03% $68.69
247 PKST PEAKSTONE REALTY CL E REIT Real Estate 1,198.0 $25K 0.03% $20.98 +0.1%
248 CARR CARRIER GLOBAL CORP Industrials 403.0 $25K 0.03% +3.0 +0.8% $61.89 -0.7%
249 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST Financial Services 51.0 $25K 0.03% +1.0 +2.0% $488.88 +1.0%
250 STPZ PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND 456.0 $25K 0.03% -450.0 -49.7% $54.38 -0.8%
251 KEYS KEYSIGHT TECHNOLOGIES IN Technology 75.0 $25K 0.03% $329.04 +3.5%
252 MLM MARTIN MARIETTA MATLS IN Basic Materials 41.0 $24K 0.03% +1.0 +2.5% $597.20 -6.9%
253 EXPE EXPEDIA GROUP INC Consumer Cyclical 100.0 $24K 0.03% $241.49 -11.0%
254 ZTS ZOETIS INC CLASS CLASS A Healthcare 206.0 $24K 0.03% +2.0 +1.0% $116.96 -33.6%
255 WM WASTE MGMT INC DEL Industrials 106.0 $24K 0.03% +81.0 +324.0% $225.71 -1.3%
256 TLT ISHARES 20 YEAR TREASURY BOND ETF 273.0 $24K 0.03% -474.0 -63.5% $86.17 -3.7%
257 UNP UNION PAC CORP Industrials 86.0 $23K 0.03% +1.0 +1.2% $268.72 +2.4%
258 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF 896.0 $23K 0.03% NEW $25.62 -1.7%
259 SCHA SCHWAB U.S. SMALL-CAP ETF 701.0 $22K 0.03% $31.91 +0.5%
260 GLD SPDR GOLD SHARES Financial Services 53.0 $22K 0.03% $421.79 -0.8%
Page 13 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%