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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 26 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PLUG PLUG PWR INC Industrials 49.0 $149.0 $3.04 +24.3%
502 LEIDOS HLDGS INC 1.0 $144.0 NEW $144.00
503 KTOS KRATOS DEFENSE & SEC SOL Industrials 2.0 $121.0 -3.0 -60.0% $60.50 -13.9%
504 ATARA BIOTHERAPEUTICS IN 24.0 $116.0 $4.83
505 STRIVE INC 8.0 $116.0 -156.0 -95.1% $14.50
506 NEWMONT CORP 1.0 $109.0 NEW $109.00
507 SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 3.0 $72.0 -1.0 -25.0% $24.00 +0.6%
508 CDE COEUR MNG INC Basic Materials 4.0 $70.0 NEW $17.50 +0.0%
509 BSOL BITWISE SOLANA STAKING ETF Financial Services 6.0 $67.0 -2.0 -25.0% $11.17 +2.6%
510 VWO V2X INC 1.0 $63.0 -35.0 -97.2% $63.00 -7.2%
511 HL HECLA MNG CO Basic Materials 3.0 $53.0 $17.67 -0.2%
512 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 2.0 $53.0 $26.50 +1.8%
513 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2.0 $50.0 +1.0 +100.0% $25.00 +82.0%
514 BYND BEYOND MEAT INC Consumer Defensive 50.0 $45.0 $0.90 -15.3%
515 BATL BATTALION OIL CORP Energy 10.0 $38.0 NEW $3.80 -44.7%
516 HIMS HIMS & HERS HEALTH INC CLASS CLASS A Healthcare 1.0 $28.0 -18.0 -94.7% $28.00 -10.5%
517 HYMB STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF 1.0 $25.0 $25.00 -0.7%
518 OGN ORGANON & CO Healthcare 1.0 NEW
519 TRANSPORTATION & LOGISTI 600.0 NEW
520 BLOCKQUARRY CORP 100.0 NEW
Page 26 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%