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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 20 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PHM PHM Consumer Cyclical 58.0 $8K 0.01% NEW $135.00 -17.2%
382 XPRO XPRO Energy 500.0 $8K 0.01% NEW $15.63 +5.8%
383 REGN REGN Healthcare 10.0 $8K 0.01% NEW $777.90 -19.1%
384 PEGA PEGA Technology 200.0 $8K 0.01% NEW $38.55 -11.4%
385 IWN IWN 39.0 $8K 0.01% NEW $195.03 +4.7%
386 IWS IWS 51.0 $8K 0.01% NEW $148.59 +4.1%
387 TCAF TCAF 200.0 $8K 0.01% NEW $37.84 +5.2%
388 SCHP SCHP 281.0 $8K 0.01% NEW $26.85 -1.1%
389 SPHD SPHD 151.0 $8K 0.01% NEW $49.85 -0.1%
390 IQV 41.0 $7K 0.01% NEW $180.51
391 GOVT GOVT 318.0 $7K 0.01% NEW $23.08 -2.5%
392 CVS CVS Healthcare 95.0 $7K 0.01% NEW $76.72 +25.1%
393 SHEL SHEL Energy 96.0 $7K 0.01% NEW $75.41 +17.5%
394 GLPI GLPI Real Estate 156.0 $7K 0.01% NEW $45.49 +3.8%
395 BJ BJ Consumer Defensive 72.0 $7K 0.01% NEW $98.46 -0.8%
396 PODD PODD Healthcare 29.0 $7K 0.01% NEW $243.90 -37.5%
397 MET MET Financial Services 92.0 $7K 0.01% NEW $75.96 +7.2%
398 GEHC GEHC Healthcare 84.0 $7K 0.01% NEW $83.10 -26.0%
399 CFG CFG Financial Services 104.0 $7K 0.01% NEW $66.83 -8.2%
400 ORLY ORLY Consumer Cyclical 75.0 $7K 0.01% NEW $92.52 -0.8%
Page 20 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%