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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 21 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NKE NIKE INC CLASS CLASS B Consumer Cyclical 136.0 $6K 0.01% +1.0 +0.7% $44.76 -4.7%
402 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN 73.0 $6K 0.01% NEW $82.93 -1.6%
403 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 63.0 $6K 0.01% $95.78 -1.6%
404 KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 94.0 $6K 0.01% +1.0 +1.1% $63.99 +4.2%
405 SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS Healthcare 131.0 $6K 0.01% -10.0 -7.1% $45.91 -5.1%
406 DX DYNEX CAP INC REIT Real Estate 437.0 $6K 0.01% +209.0 +91.7% $13.72 -6.5%
407 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 65.0 $6K 0.01% -10.0 -13.3% $91.71 +0.6%
408 FBIN FORTUNE BRANDS INNOVATIO Industrials 144.0 $6K 0.01% +2.0 +1.4% $41.20 -18.5%
409 PTC PTC INC Technology 43.0 $6K 0.01% $137.91 +5.7%
410 TRFK PACER DATA AND DIGITAL REVOLUTION ETF 75.0 $6K 0.01% -25.0 -25.0% $77.71 +14.0%
411 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 85.0 $6K 0.01% +1.0 +1.2% $68.45 -10.0%
412 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 62.0 $6K 0.01% -10.0 -13.9% $92.06 +6.8%
413 ARKX ARK SPACE & DEFENSE INNOVATION ETF 175.0 $6K 0.01% $32.54 +4.1%
414 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 212.0 $6K 0.01% NEW $26.50 -1.6%
415 OPEN OPENDOOR TECHNOLOGIES INCLASS CLASS A Real Estate 1,000.0 $6K 0.01% -13K -92.9% $5.62 -24.5%
416 VLO VALERO ENERGY CORP NEW Energy 23.0 $5K 0.01% +1.0 +4.5% $237.00 +10.1%
417 PODD INSULET CORP Healthcare 29.0 $5K 0.01% $184.07 -16.4%
418 VEEV VEEVA SYS INC CLASS CLASS A Healthcare 33.0 $5K 0.01% $160.55 +2.1%
419 ABR ARBOR RLTY TR INC REIT Real Estate 624.0 $5K 0.01% +25.0 +4.2% $8.12 -27.7%
420 GOVT ISHARES U.S. TREASURY BOND ETF 221.0 $5K 0.01% -97.0 -30.5% $22.81 -1.3%
Page 21 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%