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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 3 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BOND 4,537.0 $424K 0.57% NEW $93.39
42 VYM VYM 2,859.0 $418K 0.56% NEW $146.29 +7.1%
43 BRKB 821.0 $414K 0.56% NEW $504.29
44 FTCS FTCS 4,174.0 $410K 0.56% NEW $98.28 -4.4%
45 RDVY RDVY 5,501.0 $394K 0.53% NEW $71.64 +3.0%
46 QUAL QUAL 1,942.0 $388K 0.52% NEW $199.68 +5.6%
47 SRE SRE Utilities 4,351.0 $378K 0.51% NEW $86.91 +4.1%
48 MRVL MRVL Technology 5,053.0 $373K 0.51% NEW $73.85 +139.5%
49 SCHG SCHG 11,924.0 $364K 0.49% NEW $30.54 +12.0%
50 VRT VRT Industrials 2,005.0 $355K 0.48% NEW $177.11 +109.4%
51 GLW GLW Technology 3,136.0 $351K 0.47% NEW $111.96 +71.3%
52 AMGN AMGN Healthcare 913.0 $335K 0.45% NEW $366.68 -11.5%
53 CGDV CGDV 7,516.0 $334K 0.45% NEW $44.46 +7.3%
54 JEPQ JEPQ 5,685.0 $324K 0.44% NEW $57.03 +4.7%
55 ARM ARM Technology 2,675.0 $302K 0.41% NEW $112.99 +90.4%
56 BLK 282.0 $298K 0.40% NEW $1057.90
57 XLK XLK 1,546.0 $298K 0.40% NEW $192.88 -9.6%
58 AZO AZO Consumer Cyclical 81.0 $292K 0.40% NEW $3604.40 -6.6%
59 IVLU 6,673.0 $274K 0.37% NEW $41.04
60 ARTY ARTY 5,685.0 $273K 0.37% NEW $47.94 +34.5%
Page 3 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%