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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 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM IBM CORP Technology 760.0 $214K 0.24% +4.0 +0.5% $281.16 -18.6%
22 VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES 1,310.0 $207K 0.23% +1K +411.7% $158.00 +4.8%
23 CAT CATERPILLAR INC Industrials 193.0 $204K 0.23% +1.0 +0.5% $1059.39 -16.8%
24 UNH UNITEDHEALTH GROUP INC Healthcare 341.0 $141K 0.16% +2.0 +0.6% $414.93 -4.7%
25 QTUM DEFIANCE QUANTUM ETF 853.0 $141K 0.16% +151.0 +21.5% $165.22 -4.3%
26 WMT WALMART INC Consumer Defensive 1,136.0 $129K 0.14% +501.0 +78.9% $113.17 +1.0%
27 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 1,870.0 $121K 0.14% +12.0 +0.7% $64.85 +7.4%
28 BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS Energy 2,876.0 $106K 0.12% +19.0 +0.7% $36.94 +16.0%
29 VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES 1,101.0 $106K 0.12% +10.0 +0.9% $96.35 +1.7%
30 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 2,150.0 $103K 0.12% +350.0 +19.4% $47.94 -6.4%
31 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 1,206.0 $90K 0.10% +206.0 +20.6% $74.83 +3.4%
32 UBER UBER TECHNOLOGIES INC Technology 1,150.0 $83K 0.09% +250.0 +27.8% $72.16 +3.9%
33 PDX PIMCO DYNAMIC INCOME Financial Services 4,651.0 $78K 0.09% +112.0 +2.5% $16.70 +30.5%
34 MRSH MARSH & MCLENNAN COS INC Financial Services 454.0 $76K 0.08% +96.0 +26.8% $166.49 +10.7%
35 D DOMINION ENERGY INC Utilities 954.0 $65K 0.07% +757.0 +384.3% $68.26 +0.8%
36 NFLX NETFLIX INC Communication Services 875.0 $62K 0.07% +105.0 +13.6% $71.40 +6.5%
37 MO ALTRIA GROUP INC Consumer Defensive 850.0 $61K 0.07% +12.0 +1.4% $71.93 -11.1%
38 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 384.0 $46K 0.05% +262.0 +214.8% $119.52 +2.5%
39 COMMUNITY WEST BANCSHARE 1,577.0 $42K 0.05% +8.0 +0.5% $26.86
40 HD HOME DEPOT INC Consumer Cyclical 119.0 $42K 0.05% +1.0 +0.8% $351.15 -3.7%
Page 2 of 5  ·  94 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%