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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 9 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CINF CINCINNATI FINL CORP Financial Services 366.0 $61K 0.07% +41.0 +12.6% $166.73 +0.6%
162 MRSH MARSH & MCLENNAN COS INC Financial Services 358.0 $61K 0.07% +217.0 +153.9% $169.47 -5.0%
163 LOW LOWES COS INC Consumer Cyclical 250.0 $60K 0.07% -3.0 -1.2% $240.84 -9.3%
164 VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 884.0 $60K 0.07% -884.0 -50.0% $67.66 +2.7%
165 IAT ISHARES U.S. REGIONAL BANKS ETF 1,000.0 $58K 0.07% -200.0 -16.7% $58.49 -4.5%
166 MO ALTRIA GROUP INC Consumer Defensive 838.0 $57K 0.07% $67.99 +7.5%
167 OXY OCCIDENTAL PETE CORP Energy 965.0 $57K 0.07% $58.75 +1.5%
168 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 1,675.0 $56K 0.07% $33.16 +1.8%
169 MCD MCDONALDS CORP Consumer Cyclical 187.0 $55K 0.07% +2.0 +1.1% $292.62 -5.5%
170 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 153.0 $54K 0.07% -153.0 -50.0% $349.90 +3.6%
171 SMLF ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF 656.0 $53K 0.07% -251.0 -27.7% $81.20 +0.7%
172 SCHF SCHWAB INTERNATIONAL EQUITY ETF 2,000.0 $52K 0.06% $26.11 +2.9%
173 ISHARES U.S. AEROSPACE &DEFENSE ETF 244.0 $52K 0.06% +2.0 +0.8% $213.00
174 COF CAPITAL ONE FINL CORP Financial Services 270.0 $52K 0.06% -33.0 -10.9% $192.12 -2.6%
175 CCEF CALAMOS CEF INCOME & ARBITRAGE ETF 1,757.0 $51K 0.06% NEW $29.22 -0.1%
176 FANG DIAMONDBACK ENERGY INC Energy 255.0 $51K 0.06% $199.04 +2.3%
177 PRU PRUDENTIAL FINL INC Financial Services 518.0 $50K 0.06% +3.0 +0.6% $97.04 +5.0%
178 TT TRANE TECHNOLOGIES PLC F Industrials 102.0 $49K 0.06% $479.77 -2.7%
179 PANW PALO ALTO NETWORKS INC Technology 261.0 $48K 0.06% $183.70 +32.2%
180 UFOX DEFIANCE CONNECTIVE TECHNOLOGIES ETF 602.0 $48K 0.06% -601.0 -50.0% $79.07 +17.4%
Page 9 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%