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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 19 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DGX QUEST DIAGNOSTICS INC Healthcare 54.0 $10K 0.01% +2.0 +3.9% $192.48 -1.4%
362 TRU TRANSUNION Industrials 146.0 $10K 0.01% +1.0 +0.7% $69.64 -1.5%
363 EFA ISHARES MSCI EAFE ETF 100.0 $10K 0.01% $100.87 +1.0%
364 CPNG COUPANG INC CLASS CLASS A Consumer Cyclical 500.0 $10K 0.01% NEW $20.16 -22.1%
365 AM ANTERO MIDSTREAM CORP Energy 458.0 $10K 0.01% +6.0 +1.3% $21.92 +2.1%
366 PYPL PAYPAL HLDGS INC Financial Services 200.0 $10K 0.01% $49.88 -11.0%
367 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 166.0 $10K 0.01% -143.0 -46.3% $58.90 +2.1%
368 KHC KRAFT HEINZ CO Consumer Defensive 439.0 $10K 0.01% +9.0 +2.1% $22.26 +4.9%
369 AKRE AKRE FOCUS ETF 175.0 $9K 0.01% $53.76 +0.5%
370 DGRO ISHARES CORE DIVIDEND GROWTH ETF 127.0 $9K 0.01% +2.0 +1.6% $72.50 +1.4%
371 IWO ISHARES RUSSELL 2000 GROWTH ETF 27.0 $9K 0.01% +1.0 +3.9% $338.56 +4.3%
372 IWM ISHARES RUSSELL 2000 ETF 33.0 $9K 0.01% -69.0 -67.7% $273.39 -0.1%
373 XPRO EXPRO GROUP HLDGS NV F Energy 500.0 $9K 0.01% $18.00 -8.2%
374 BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES 115.0 $9K 0.01% +2.0 +1.8% $78.15 -0.6%
375 TTWO TAKE-TWO INTERACTIVE SOF Communication Services 42.0 $9K 0.01% $213.76 +13.3%
376 HOOD ROBINHOOD MKTS INC CLASS CLASS A Financial Services 109.0 $9K 0.01% $81.78 -5.7%
377 ENERFLEX LTD F 350.0 $9K 0.01% -350.0 -50.0% $25.35
378 SHEL SHELL PLC FTENDER OFFER EXP: Energy 98.0 $9K 0.01% +2.0 +2.1% $87.59 +1.1%
379 PSX PHILLIPS 66 Energy 52.0 $8K 0.01% -296.0 -85.1% $163.42 +10.0%
380 BCFN BARON FINANCIALS ETF 387.0 $8K 0.01% NEW $21.68 -3.0%
Page 19 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%