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Portfolio (Quarterly) Guide ↗

KERR FINANCIAL PLANNING Corp

· CIK 0002095947
13F Portfolio $90M AUM 549 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 32 New 94 Added 95 Reduced
Page 5 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,100.0 $210K 0.23% $190.52 -0.1%
82 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 1,310.0 $207K 0.23% +1K +411.7% $158.00 +4.9%
83 CAT CATERPILLAR INC Industrials 193.0 $204K 0.23% +1.0 +0.5% $1059.39 -16.8%
84 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 4,950.0 $199K 0.22% -250.0 -4.8% $40.15 -0.3%
85 IWD ISHARES RUSSELL 1000 VALUE ETF 788.0 $191K 0.21% $242.30 +5.9%
86 CVX CHEVRON CORP NEW Energy 1,152.0 $191K 0.21% -41.0 -3.4% $165.67 +22.4%
87 MRK MERCK & CO. INC. Healthcare 1,459.0 $187K 0.21% $128.46 +5.8%
88 EFG ISHARES MSCI EAFE GROWTHETF 1,482.0 $184K 0.21% $124.39 +2.1%
89 VMBS VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES 3,872.0 $181K 0.20% $46.81 -1.5%
90 LRCX LAM RESH CORP Technology 419.0 $181K 0.20% -4.0 -0.9% $432.56 -20.5%
91 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 3,585.0 $174K 0.20% -20.0 -0.6% $48.65 +7.5%
92 LLY ELI LILLY AND CO Healthcare 143.0 $171K 0.19% -1.0 -0.7% $1193.61 -0.7%
93 JNJ JOHNSON & JOHNSON Healthcare 660.0 $167K 0.19% $253.76 +3.4%
94 QCOM QUALCOMM INC Technology 896.0 $166K 0.18% $184.73 -12.2%
95 BCTK BARON TECHNOLOGY ETF 4,917.0 $160K 0.18% $32.48 -3.5%
96 CSCO CISCO SYS INC Technology 1,347.0 $158K 0.18% $117.40 -3.8%
97 CRDO CREDO TECHNOLOGY GROUP F Technology 575.0 $156K 0.17% NEW $271.95 +4.0%
98 IAU ISHARES GOLD TRUST Financial Services 2,003.0 $151K 0.17% $75.51 +10.1%
99 GE GE AEROSPACE Industrials 402.0 $150K 0.17% $373.39 -1.1%
100 HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 3,720.0 $150K 0.17% $40.26 -0.3%
Page 5 of 28  ·  545 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 46.2%
Financial Services 19.8%
Consumer Cyclical 15.5%
Communication Services 4.5%
Industrials 3.7%
Healthcare 3.0%
Energy 2.9%
Consumer Defensive 2.0%
Utilities 1.6%
Real Estate 0.4%