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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 6 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 893.0 $134K 0.16% +5.0 +0.6% $149.63 +34.7%
102 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 2,857.0 $133K 0.16% +31.0 +1.1% $46.55 -1.9%
103 BCTK BARON TECHNOLOGY ETF 4,917.0 $131K 0.16% -200.0 -3.9% $26.59 +8.2%
104 VV VANGUARD LARGE-CAP INDEXFUND ETF SHARES 397.0 $130K 0.16% -397.0 -50.0% $326.43 +4.0%
105 TXN TEXAS INSTRS INC Technology 484.0 $129K 0.16% +4.0 +0.8% $266.69 +13.5%
106 ENB FINL CORP 5,000.0 $128K 0.16% $25.56
107 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 3,865.0 $126K 0.15% NEW $32.58
108 UNH UNITEDHEALTH GROUP INC Healthcare 339.0 $125K 0.15% +3.0 +0.9% $367.88 +7.1%
109 LLY ELI LILLY AND CO Healthcare 144.0 $124K 0.15% +3.0 +2.1% $860.28 +17.0%
110 CCI CROWN CASTLE INC REIT REIT Real Estate 1,455.0 $124K 0.15% +858.0 +143.7% $85.01 +5.8%
111 BRRR VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES Financial Services 1,250.0 $122K 0.15% +1K +1685.7% $97.82 -77.9%
112 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 2,390.0 $121K 0.15% -2K -50.0% $50.54 +0.8%
113 BAC BANK OF AMERICA CORP Financial Services 2,242.0 $119K 0.15% +1K +170.8% $52.89 -5.9%
114 CSCO CISCO SYS INC Technology 1,347.0 $116K 0.14% $86.44 +36.7%
115 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 1,858.0 $116K 0.14% +12.0 +0.7% $62.66 +3.2%
116 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 450.0 $116K 0.14% -239.0 -34.7% $257.13 +9.5%
117 CSX CSX CORP Industrials 2,537.0 $115K 0.14% $45.37 +0.6%
118 GE GE AEROSPACE Industrials 402.0 $115K 0.14% -200.0 -33.2% $284.91 -1.2%
119 AXP AMERICAN EXPRESS CO Financial Services 355.0 $113K 0.14% +12.0 +3.5% $318.32 -1.9%
120 GTO INVESCO TOTAL RETURN BOND ETF 2,368.0 $111K 0.14% $46.97 -1.2%
Page 6 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%