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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 18 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CHRW C H ROBINSON WORLDWIDE I Industrials 64.0 $12K 0.01% -9.0 -12.3% $188.23 -9.8%
342 KNSL KINSALE CAP GROUP INC Financial Services 37.0 $12K 0.01% +1.0 +2.8% $325.16 -0.1%
343 TSCO TRACTOR SUPPLY CO Consumer Cyclical 338.0 $12K 0.01% +2.0 +0.6% $35.50 -10.7%
344 PG PROCTER & GAMBLE CO Consumer Defensive 79.0 $12K 0.01% +1.0 +1.3% $150.22 -5.2%
345 NXE NEXGEN ENERGY LTD F Energy 1,000.0 $12K 0.01% $11.84 -7.3%
346 HLT HILTON WORLDWIDE HLDGS I Consumer Cyclical 36.0 $12K 0.01% -2.0 -5.3% $320.39 -0.7%
347 HAS HASBRO INC Consumer Cyclical 121.0 $12K 0.01% +1.0 +0.8% $95.27 -1.6%
348 FOX FOX CORP CLASS CLASS B Communication Services 203.0 $12K 0.01% +2.0 +1.0% $56.70 +4.0%
349 NRG NRG ENERGY INC Utilities 74.0 $11K 0.01% -7.0 -8.6% $155.15 -19.1%
350 SCHX SCHWAB U.S. LARGE-CAP ETF 400.0 $11K 0.01% -396.0 -49.8% $27.93 +3.2%
351 PFG PRINCIPAL FINL GROUP INC Financial Services 111.0 $11K 0.01% +2.0 +1.8% $100.05 +2.3%
352 HXL HEXCEL CORP NEW Industrials 121.0 $11K 0.01% +1.0 +0.8% $91.06 -2.0%
353 GSLC GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF 81.0 $11K 0.01% NEW $135.81 +2.4%
354 E ENI S P A F Energy 201.0 $11K 0.01% +101.0 +101.0% $54.71 +3.1%
355 MCK MCKESSON CORP Healthcare 14.0 $11K 0.01% $781.79 -0.7%
356 MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES 42.0 $11K 0.01% NEW $259.86 +3.9%
357 ALB ALBEMARLE CORP Basic Materials 59.0 $11K 0.01% +1.0 +1.7% $184.46 -8.4%
358 LEN LENNAR CORP CLASS A Consumer Cyclical 115.0 $11K 0.01% -74.0 -39.1% $92.57 -9.5%
359 IYG ISHARES U.S. FINANCIAL SERVICES ETF 121.0 $11K 0.01% NEW $87.74 -2.1%
360 AES AES CORP Utilities 731.0 $11K 0.01% -244.0 -25.0% $14.47 +0.7%
Page 18 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%