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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 2 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV 3,894.0 $759K 1.03% NEW $194.81
22 ITOT ITOT 5,008.0 $742K 1.00% NEW $148.22 +7.9%
23 JPM JPM Financial Services 2,396.0 $741K 1.00% NEW $309.11 -2.8%
24 GOOGL GOOGL Communication Services 2,206.0 $723K 0.98% NEW $327.69 +19.9%
25 AGG AGG 6,946.0 $695K 0.94% NEW $100.05 -2.4%
26 META META Communication Services 882.0 $596K 0.81% NEW $675.71 -9.9%
27 IVE IVE 2,626.0 $576K 0.78% NEW $219.46 +1.9%
28 AMAT AMAT Technology 1,861.0 $559K 0.76% NEW $300.63 +35.5%
29 XOM XOM Energy 3,568.0 $522K 0.70% NEW $146.18 +9.3%
30 GOOG GOOG Communication Services 1,579.0 $518K 0.70% NEW $328.21 +18.5%
31 JQUA 8,182.0 $516K 0.70% NEW $63.03
32 COST COST Consumer Defensive 505.0 $501K 0.68% NEW $991.80 +8.9%
33 OUSA OUSA 8,382.0 $498K 0.67% NEW $59.41 -1.9%
34 SOXX SOXX 1,597.0 $491K 0.66% NEW $307.39 +61.8%
35 WFC WFC Financial Services 4,782.0 $440K 0.59% NEW $91.96 -19.1%
36 IWF IWF 982.0 $439K 0.59% NEW $447.39 -72.4%
37 VMBS VMBS 9,244.0 $435K 0.59% NEW $47.10 -2.1%
38 AFL AFL Financial Services 3,675.0 $433K 0.58% NEW $117.84 +0.5%
39 CRWD CRWD Technology 1,103.0 $430K 0.58% NEW $389.67 +59.4%
40 MTUM MTUM 1,754.0 $429K 0.58% NEW $244.45 +19.6%
Page 2 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%