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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 1 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 7,613.0 $5.6M 6.25% -79.0 -1.0% $736.34 -0.5%
2 TSLA TESLA INC Consumer Cyclical 10,875.0 $4.6M 5.10% -635.0 -5.5% $420.60 -19.2%
3 NVDA NVIDIA CORP Technology 22,570.0 $4.5M 5.04% +298.0 +1.3% $200.08 +13.5%
4 AAPL APPLE INC Technology 14,494.0 $4.2M 4.68% -107.0 -0.7% $289.34 +4.9%
5 AMD ADVANCED MICRO DEVICES I Technology 5,188.0 $3.0M 3.36% +263.0 +5.3% $580.91 -12.0%
6 AMZN AMAZON.COM INC Consumer Cyclical 11,944.0 $2.8M 3.18% -183.0 -1.5% $238.32 +9.3%
7 ARKK ARK INNOVATION ETF 34,529.0 $2.8M 3.11% -253.0 -0.7% $80.82 +1.4%
8 IVV ISHARES CORE S&P 500 ETF 3,176.0 $2.4M 2.65% -70.0 -2.2% $748.80 +4.0%
9 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 35,263.0 $2.0M 2.22% -2K -6.5% $56.48 +2.4%
10 IYY ISHARES DOW JONES U.S. ETF 9,769.0 $1.8M 1.99% $182.28 +3.7%
11 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 60,910.0 $1.7M 1.88% +2K +2.9% $27.65 +1.5%
12 SMH VANECK SEMICONDUCTOR ETF 2,364.0 $1.6M 1.73% +15.0 +0.6% $655.67 -8.6%
13 MRVL MARVELL TECHNOLOGY INC Technology 5,106.0 $1.5M 1.70% +302.0 +6.3% $297.86 -20.0%
14 AMAT APPLIED MATLS INC Technology 1,861.0 $1.3M 1.50% $722.76 -25.7%
15 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 4,571.0 $1.3M 1.48% -35.0 -0.8% $290.61 +0.9%
16 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 10,744.0 $1.3M 1.40% $116.67 +49.4%
17 IUSB ISHARES CORE UNIVERSAL USD BOND ETF 25,052.0 $1.2M 1.29% -500.0 -2.0% $46.15 -1.5%
18 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 5,818.0 $956K 1.07% -75.0 -1.3% $164.25 +3.6%
19 GOOGL ALPHABET INC CLASS A Communication Services 2,550.0 $911K 1.02% -34.0 -1.3% $357.35 -3.6%
20 GLW CORNING INC Technology 3,548.0 $906K 1.01% +424.0 +13.6% $255.38 -30.9%
Page 1 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%