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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 16 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MDU MDU RES GROUP INC Industrials 768.0 $17K 0.02% $22.04 +2.0%
302 BKR BAKER HUGHES CO. A CLASS CLASS A Energy 247.0 $17K 0.02% +2.0 +0.8% $68.08 -3.8%
303 FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 101.0 $17K 0.02% +1.0 +1.0% $165.50 +3.7%
304 WMB WILLIAMS COS INC Energy 218.0 $16K 0.02% -162.0 -42.6% $72.82 +6.7%
305 SUN SUNOCO LP LP Energy 235.0 $16K 0.02% $67.05 +5.6%
306 SOXQ INVESCO PHLX SEMICONDUCTOR ETF 199.0 $16K 0.02% -200.0 -50.1% $78.45 +13.5%
307 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 900.0 $16K 0.02% $17.22 -7.5%
308 RB GLOBAL INC F 147.0 $15K 0.02% $105.09
309 ECL ECOLAB INC Basic Materials 60.0 $15K 0.02% +2.0 +3.5% $257.35 -3.2%
310 DUOL DUOLINGO INC CLASS A Technology 145.0 $15K 0.02% $106.41 +6.4%
311 IYH ISHARES U.S. HEALTHCARE ETF 254.0 $15K 0.02% +2.0 +0.8% $60.14 +2.8%
312 ACN ACCENTURE PLC IRELAND FCLASS CLASS A Technology 82.0 $15K 0.02% $179.00 -1.2%
313 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 175.0 $15K 0.02% +156.0 +821.0% $83.13 +3.9%
314 ARMOUR RESIDENTIAL REIT 821.0 $14K 0.02% +221.0 +36.8% $17.58
315 JAAA JANUS HENDERSON AAA CLO ETF 283.0 $14K 0.02% NEW $50.66 -0.0%
316 AGNC AGNC INVT CORP REIT Real Estate 1,288.0 $14K 0.02% +43.0 +3.5% $11.08 -8.6%
317 PGZ PRINCIPAL REAL ESTATE IN Financial Services 1,421.0 $14K 0.02% +30.0 +2.2% $10.04 -3.6%
318 TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF 228.0 $14K 0.02% -326.0 -58.8% $62.54 +8.6%
319 RAMACO RES INC CLASS CLASS A 1,000.0 $14K 0.02% $14.18
320 CME CME GROUP INC CLASS CLASS A Financial Services 50.0 $14K 0.02% +2.0 +4.2% $283.44 +6.7%
Page 16 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%