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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 20 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 49.0 $8K 0.01% NEW $170.27 -0.9%
382 YUM YUM BRANDS INC Consumer Cyclical 52.0 $8K 0.01% +1.0 +2.0% $156.35 -2.6%
383 IWN ISHARES RUSSELL 2000 VALUE ETF 39.0 $8K 0.01% $206.44 -1.1%
384 MDT MEDTRONIC PLC F Healthcare 98.0 $8K 0.01% $81.87 -5.6%
385 APOS APOLLO GLOBAL MGMT INC NCLASS CLASS A Financial Services 64.0 $8K 0.01% +1.0 +1.6% $123.39 -79.1%
386 IWS ISHARES RUSSELL MID-CAP VALUE ETF 51.0 $8K 0.01% $154.51 +0.1%
387 CVS CVS HEALTH CORP Healthcare 96.0 $8K 0.01% +1.0 +1.1% $80.94 +18.6%
388 NIO NIO INC F Consumer Cyclical 1,214.0 $8K 0.01% $6.29 -6.4%
389 GLPI GAMING & LEISURE PPTYS IREIT Real Estate 160.0 $8K 0.01% +4.0 +2.6% $47.63 -0.9%
390 REGN REGENERON PHARMACEUTICAL Healthcare 11.0 $7K 0.01% +1.0 +10.0% $673.00 -6.4%
391 PHM PULTEGROUP INC Consumer Cyclical 59.0 $7K 0.01% +1.0 +1.7% $124.42 -10.2%
392 VCSH VANGUARD SHORT TERM COR BD ETF 92.0 $7K 0.01% NEW $79.30 -0.8%
393 VGT VANGUARD INTER-TERM TREAS INDEX FD 122.0 $7K 0.01% +26.0 +27.1% $59.41 +87.7%
394 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 62.0 $7K 0.01% NEW $115.39 +0.4%
395 NXPI NXP SEMICONDUCTORS N V F Technology 30.0 $7K 0.01% $230.03 +26.8%
396 CFG CITIZENS FINL GROUP INC Financial Services 105.0 $7K 0.01% +1.0 +1.0% $64.63 -5.1%
397 IQVIA HLDGS INC 41.0 $7K 0.01% $159.54
398 OGIG ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES 151.0 $7K 0.01% +1.0 +0.7% $43.27 +4.7%
399 EXC CHEYENNE RES CORP Utilities 21,988.0 $6K 0.01% +22K +10000.0% $0.29 +14847.6%
400 CEG CONSTELLATION ENERGY COR Utilities 22.0 $6K 0.01% +1.0 +4.8% $293.73 -11.3%
Page 20 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%