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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 14 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IDXX IDXX Healthcare 35.0 $23K 0.03% NEW $646.83 -14.4%
262 GD GD Industrials 63.0 $23K 0.03% NEW $358.52 -5.2%
263 BKNG BKNG Consumer Cyclical 5.0 $22K 0.03% NEW $4497.40 -96.5%
264 ADI ADI Technology 68.0 $22K 0.03% NEW $325.13 +22.4%
265 MDYG MDYG 228.0 $22K 0.03% NEW $96.41 +9.1%
266 LEN LEN Consumer Cyclical 189.0 $22K 0.03% NEW $115.87 -24.7%
267 UHS UHS Healthcare 100.0 $22K 0.03% NEW $216.42 -24.1%
268 UNP UNP Industrials 85.0 $21K 0.03% NEW $251.71 +5.6%
269 ITB ITB 196.0 $21K 0.03% NEW $108.49 -17.9%
270 SCHX SCHX 796.0 $21K 0.03% NEW $26.64 +9.4%
271 UNM UNM Financial Services 278.0 $21K 0.03% NEW $76.15 +10.1%
272 SCHA SCHA 699.0 $21K 0.03% NEW $29.98 +9.3%
273 GPIX GPIX 400.0 $21K 0.03% NEW $51.95 +5.9%
274 FTI 368.0 $21K 0.03% NEW $56.30
275 AZN 110.0 $21K 0.03% NEW $187.85
276 CMF CMF 355.0 $21K 0.03% NEW $58.07 -2.3%
277 MSCI MSCI Financial Services 36.0 $21K 0.03% NEW $572.50 +1.7%
278 NDAQ NDAQ Financial Services 236.0 $20K 0.03% NEW $85.81 +4.9%
279 CLOU CLOU 1,055.0 $20K 0.03% NEW $19.07 +18.2%
280 PSH SDHY 1,204.0 $20K 0.03% NEW $16.64 +200.5%
Page 14 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%