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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 8 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QTUM DEFIANCE QUANTUM ETF 702.0 $90K 0.11% $128.35 +9.2%
142 SHOP SHOPIFY INC FCLASS CLASS A Technology 720.0 $89K 0.11% $123.58 -16.9%
143 IJR ISHARES CORE S&P SMALL-CAP ETF 655.0 $89K 0.11% -9.0 -1.4% $135.65 -1.9%
144 WMT WALMART INC Consumer Defensive 635.0 $81K 0.10% +307.0 +93.6% $127.66 +4.0%
145 GWW GRAINGER W W INC Industrials 70.0 $80K 0.10% $1140.94 +8.8%
146 PDX PIMCO DYNAMIC INCOME Financial Services 4,539.0 $79K 0.10% -458.0 -9.2% $17.47 +24.2%
147 LMT LOCKHEED MARTIN CORP Industrials 157.0 $79K 0.10% +72.0 +84.7% $504.87 +4.1%
148 RYAN RYAN SPECIALTY HOLDINGS CLASS A Financial Services 2,203.0 $77K 0.09% +1K +83.7% $34.84 -4.5%
149 T AT&T INC Communication Services 2,925.0 $76K 0.09% $26.10 -5.6%
150 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 1,800.0 $75K 0.09% -309.0 -14.7% $41.41 +7.0%
151 OEF ISHARES S&P 100 ETF 202.0 $71K 0.09% $350.83 +4.7%
152 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 1,000.0 $70K 0.09% $70.36 -4.2%
153 NFLX NETFLIX INC Communication Services 770.0 $70K 0.09% +150.0 +24.2% $90.80 +0.0%
154 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 2,009.0 $68K 0.08% -12.0 -0.6% $33.63 +0.9%
155 ARCC ARES CAP CORP EQUITY CLASS EQUITY Financial Services 3,577.0 $67K 0.08% +95.0 +2.7% $18.81 -1.1%
156 UBER UBER TECHNOLOGIES INC Technology 900.0 $67K 0.08% -200.0 -18.2% $74.60 +0.0%
157 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 835.0 $67K 0.08% -835.0 -50.0% $79.66 +1.2%
158 SCHW CHARLES SCHWAB CORP Financial Services 717.0 $65K 0.08% +52.0 +7.8% $91.14 +0.9%
159 VHT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 475.0 $64K 0.08% +295.0 +163.9% $133.78 +101.6%
160 SBUX STARBUCKS CORP Consumer Cyclical 636.0 $61K 0.08% +18.0 +2.9% $96.68 +9.7%
Page 8 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%