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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 4 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORCL Technology 1,964.0 $271K 0.37% NEW $138.00 +32.7%
62 MU MU Technology 709.0 $270K 0.36% NEW $380.77 +87.8%
63 AVGO AVGO Technology 823.0 $258K 0.35% NEW $313.01 +31.9%
64 TSM TSM Technology 777.0 $255K 0.34% NEW $328.19 +20.9%
65 MGK MGK 651.0 $252K 0.34% NEW $386.39 -77.3%
66 QQQI QQQI 4,809.0 $251K 0.34% NEW $52.10 +8.1%
67 LULU LULU Consumer Cyclical 1,441.0 $247K 0.33% NEW $171.67 -30.4%
68 VV VV 794.0 $247K 0.33% NEW $311.40 +8.7%
69 VDE VDE 1,750.0 $244K 0.33% NEW $139.59 +23.9%
70 ET ET Energy 13,034.0 $238K 0.32% NEW $18.29 +11.3%
71 AJG AJG Financial Services 955.0 $232K 0.31% NEW $243.39 -14.9%
72 SPEM SPEM 4,780.0 $230K 0.31% NEW $48.10 +5.2%
73 VYMI VYMI 2,500.0 $230K 0.31% NEW $91.82 +7.8%
74 C C Financial Services 1,923.0 $222K 0.30% NEW $115.70 +4.5%
75 XCEM XCEM 5,524.0 $221K 0.30% NEW $40.02 +20.1%
76 IBM IBM Technology 750.0 $217K 0.29% NEW $289.01 -23.0%
77 JBND JBND 3,940.0 $213K 0.29% NEW $54.13 -2.5%
78 VNQ VNQ 2,334.0 $211K 0.28% NEW $90.36 +5.6%
79 SGOV HYDB 3,110.0 $206K 0.28% NEW $66.09 +52.2%
80 COWG COWG 5,950.0 $203K 0.27% NEW $34.05 +9.0%
Page 4 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%