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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 16 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DUOL DUOL Technology 145.0 $17K 0.02% NEW $116.18 -1.8%
302 KEYS KEYS Technology 75.0 $17K 0.02% NEW $222.36 +54.8%
303 WEC WEC Utilities 146.0 $17K 0.02% NEW $113.15 -1.5%
304 IYH IYH 252.0 $16K 0.02% NEW $64.87 -4.6%
305 SPOT SPOT Communication Services 40.0 $16K 0.02% NEW $407.85 +8.3%
306 MAR MAR Consumer Cyclical 50.0 $16K 0.02% NEW $324.30 +10.6%
307 ETH 885.0 $16K 0.02% NEW $18.20
308 FTC FTC 100.0 $16K 0.02% NEW $158.13 +10.9%
309 MDU MDU Industrials 768.0 $16K 0.02% NEW $20.43 +9.1%
310 MCHP MCHP Technology 199.0 $16K 0.02% NEW $78.86 +16.4%
311 CRWV CRWV Technology 200.0 $15K 0.02% NEW $76.66 +30.2%
312 ELV ELV Healthcare 45.0 $15K 0.02% NEW $339.64 +18.4%
313 AES AES Utilities 975.0 $15K 0.02% NEW $15.60 -5.6%
314 GILD GILD Healthcare 100.0 $15K 0.02% NEW $149.61 -12.8%
315 KNSL KNSL Financial Services 36.0 $15K 0.02% NEW $414.14 -24.3%
316 TMC TMC Basic Materials 2,500.0 $15K 0.02% NEW $5.91 -15.3%
317 KNF KNF Basic Materials 192.0 $15K 0.02% NEW $76.17 -7.0%
318 LPLA LPLA Financial Services 39.0 $15K 0.02% NEW $372.03 -22.8%
319 SBAC SBAC Real Estate 80.0 $14K 0.02% NEW $180.84 +14.7%
320 CME CME Financial Services 48.0 $14K 0.02% NEW $300.31 +0.7%
Page 16 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%