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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 9 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SBUX STARBUCKS CORP Consumer Cyclical 637.0 $65K 0.07% $102.03 +5.8%
162 VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 884.0 $63K 0.07% $71.25 +3.4%
163 NFLX NETFLIX INC Communication Services 875.0 $62K 0.07% +105.0 +13.6% $71.40 +6.5%
164 IAT ISHARES U.S. REGIONAL BANKS ETF 1,000.0 $62K 0.07% $62.21 +4.8%
165 MO ALTRIA GROUP INC Consumer Defensive 850.0 $61K 0.07% +12.0 +1.4% $71.93 -11.1%
166 T AT&T INC Communication Services 2,931.0 $61K 0.07% $20.70 +19.2%
167 ISHARES U.S. AEROSPACE &DEFENSE ETF 244.0 $59K 0.07% $241.70
168 SMLF ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF 657.0 $59K 0.07% $89.08 +1.6%
169 KMX CARMAX INC Consumer Cyclical 1,095.0 $58K 0.07% -80.0 -6.8% $52.89 +10.7%
170 UFOX DEFIANCE SPACE AND CONNECTIVE TECH ETF 602.0 $57K 0.06% $94.97 -7.0%
171 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 153.0 $57K 0.06% $370.05 +3.3%
172 MNST MONSTER BEVERAGE CORP NE Consumer Defensive 584.0 $56K 0.06% $96.12 -52.6%
173 LULU LULULEMON ATHLETICA INC Consumer Cyclical 491.0 $56K 0.06% -850.0 -63.4% $114.18 +1.4%
174 PRU PRUDENTIAL FINL INC Financial Services 520.0 $56K 0.06% $107.75 +15.6%
175 SCHF SCHWAB INTERNATIONAL EQUITY ETF 2,000.0 $55K 0.06% $27.70 +3.0%
176 LOW LOWES COS INC Consumer Cyclical 251.0 $55K 0.06% $220.44 -2.1%
177 COF CAPITAL ONE FINL CORP Financial Services 271.0 $54K 0.06% $200.16 +10.6%
178 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 1,550.0 $53K 0.06% -125.0 -7.5% $34.00 -0.7%
179 CCEF CALAMOS CEF INCOME & ARBITRAGE ETF 1,757.0 $53K 0.06% $29.93 +0.6%
180 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,989.0 $52K 0.06% -20.0 -1.0% $25.95 +9.6%
Page 9 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%