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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 19 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MDT MDT Healthcare 98.0 $10K 0.01% NEW $103.87 -25.6%
362 DGX DGX Healthcare 52.0 $10K 0.01% NEW $195.58 -2.9%
363 TRU TRU Industrials 145.0 $10K 0.01% NEW $70.01 -2.0%
364 EFA EFA 100.0 $10K 0.01% NEW $100.59 +1.3%
365 AKRE AKRE 175.0 $10K 0.01% NEW $57.26 -5.6%
366 HXL HXL Industrials 120.0 $10K 0.01% NEW $82.83 +7.8%
367 U U Technology 400.0 $9K 0.01% NEW $23.09 +16.0%
368 ALB ALB Basic Materials 58.0 $9K 0.01% NEW $158.84 +6.4%
369 DGRO DGRO 125.0 $9K 0.01% NEW $73.34 +0.3%
370 BSV BSV 113.0 $9K 0.01% NEW $79.50 -2.3%
371 FBIN FBIN Industrials 142.0 $9K 0.01% NEW $60.31 -44.1%
372 IWO IWO 26.0 $9K 0.01% NEW $327.96 +7.7%
373 AM AM Energy 452.0 $9K 0.01% NEW $18.82 +18.9%
374 NKE NKE Consumer Cyclical 135.0 $8K 0.01% NEW $62.88 -32.3%
375 YUM YUM Consumer Cyclical 51.0 $8K 0.01% NEW $163.63 -6.9%
376 TMUS TMUS Communication Services 41.0 $8K 0.01% NEW $203.12 -6.1%
377 TTWO TTWO Communication Services 42.0 $8K 0.01% NEW $193.57 +25.1%
378 HOOD HOOD Financial Services 109.0 $8K 0.01% NEW $73.60 +4.8%
379 APOS APO Financial Services 63.0 $8K 0.01% NEW $126.73 -79.6%
380 PYPL PYPL Financial Services 200.0 $8K 0.01% NEW $39.72 +11.8%
Page 19 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%