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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 17 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CHRW CHRW Industrials 73.0 $14K 0.02% NEW $197.41 -14.0%
322 PGZ PGZ Financial Services 1,391.0 $14K 0.02% NEW $10.25 -4.6%
323 BKR BKR Energy 245.0 $14K 0.02% NEW $57.98 +15.2%
324 POOL POOL Industrials 54.0 $14K 0.02% NEW $262.57 -32.0%
325 AGNC AGNC Real Estate 1,245.0 $14K 0.02% NEW $11.37 -9.9%
326 JCI JCI Industrials 107.0 $14K 0.02% NEW $131.94 +2.6%
327 FTHI 600.0 $14K 0.02% NEW $23.46
328 KMX KMX Consumer Cyclical 300.0 $14K 0.02% NEW $45.89 -21.0%
329 SUN SUN Energy 235.0 $14K 0.02% NEW $58.06 +24.3%
330 BIV BIV 175.0 $14K 0.02% NEW $77.85 -2.1%
331 MCK MCK Healthcare 14.0 $14K 0.02% NEW $972.21 -21.6%
332 LHX LHX Industrials 39.0 $14K 0.02% NEW $348.85 -11.7%
333 ICE ICE Financial Services 80.0 $13K 0.02% NEW $168.10 -7.2%
334 Q Q Technology 143.0 $13K 0.02% NEW $93.90 +54.7%
335 TMFC TMFC 190.0 $13K 0.02% NEW $68.90 +12.5%
336 DD DD Basic Materials 286.0 $13K 0.02% NEW $45.74 +6.3%
337 ETHA ETHA Financial Services 900.0 $13K 0.02% NEW $14.53 +11.0%
338 QQA QQA 250.0 $13K 0.02% NEW $51.60 +9.3%
339 BA BA Industrials 54.0 $13K 0.02% NEW $238.57 -6.9%
340 TYL TYL Technology 37.0 $13K 0.02% NEW $344.43 -6.3%
Page 17 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%