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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 2 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 7,422.0 $737K 0.91% +476.0 +6.8% $99.32 -1.3%
22 MRVL MARVELL TECHNOLOGY INC Technology 4,804.0 $730K 0.90% -249.0 -4.9% $151.90 +16.5%
23 AMAT APPLIED MATLS INC Technology 1,861.0 $708K 0.87% $380.33 +8.7%
24 RMBS RAMBUS INC DEL Technology 6,050.0 $661K 0.81% -2K -23.9% $109.27 +16.3%
25 UMBF UMB FINL CORP Financial Services 5,224.0 $655K 0.81% +5K +2473.4% $125.34 -0.6%
26 USMV ISHARES MSCI USA MIN VOLFACTOR ETF 6,885.0 $646K 0.79% -6K -45.7% $93.82 +2.3%
27 VOO VANGUARD S&P 500 ETF 964.0 $629K 0.77% -1K -52.5% $652.68 +4.0%
28 VRT VERTIV HLDGS CO CLASS CLASS A Industrials 2,006.0 $605K 0.74% $301.81 +22.9%
29 XOM EXXON MOBIL CORP Energy 3,815.0 $578K 0.71% +247.0 +6.9% $151.40 +4.3%
30 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 9,555.0 $553K 0.68% -3K -23.8% $57.82 +4.7%
31 IVE ISHARES S&P 500 VALUE ETF 2,508.0 $552K 0.68% -118.0 -4.5% $220.22 +2.1%
32 GOOG ALPHABET INC CLASS CLASS C Communication Services 1,592.0 $551K 0.68% +13.0 +0.8% $346.31 +13.6%
33 COST COSTCO WHSL CORP NEW Consumer Defensive 549.0 $547K 0.67% +44.0 +8.7% $996.19 +5.3%
34 JPMORGAN U.S. QUALITY FACTOR ETF 8,182.0 $536K 0.66% $65.50
35 CRWD CROWDSTRIKE HLDGS INC CLASS CLASS A Technology 1,114.0 $508K 0.62% +11.0 +1.0% $455.61 +30.4%
36 GLW CORNING INC Technology 3,124.0 $485K 0.60% $155.20 +23.6%
37 OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES 8,414.0 $481K 0.59% $57.19 +1.9%
38 ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 2,425.0 $481K 0.59% -250.0 -9.3% $198.39 +8.4%
39 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1,728.0 $474K 0.58% -26.0 -1.5% $274.48 +7.2%
40 IWF ISHARES RUSSELL 1000 FORWARD SPLIT WITH STOCK SPLIT SHARES 983.0 $466K 0.57% $474.38 -73.8%
Page 2 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%