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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 444.0 $122K 0.14% -6.0 -1.3% $274.55 +12.2%
42 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 1,585.0 $116K 0.13% -275.0 -14.8% $73.41 -1.7%
43 AXP AMERICAN EXPRESS CO Financial Services 341.0 $115K 0.13% -14.0 -3.9% $337.69 -0.4%
44 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 3,605.0 $115K 0.13% -260.0 -6.7% $31.78
45 SOUN SOUNDHOUND AI INC CLASS A Technology 16,000.0 $104K 0.12% -3K -15.8% $6.47 +8.6%
46 CCI CROWN CASTLE INC REIT REIT Real Estate 1,355.0 $103K 0.11% -100.0 -6.9% $75.73 -1.7%
47 LMT LOCKHEED MARTIN CORP Industrials 149.0 $76K 0.08% -8.0 -5.1% $507.48 +17.0%
48 KMX CARMAX INC Consumer Cyclical 1,095.0 $58K 0.07% -80.0 -6.8% $52.89 +10.6%
49 LULU LULULEMON ATHLETICA INC Consumer Cyclical 491.0 $56K 0.06% -850.0 -63.4% $114.18 +1.4%
50 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 1,550.0 $53K 0.06% -125.0 -7.5% $34.00 -0.7%
51 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,989.0 $52K 0.06% -20.0 -1.0% $25.95 +9.5%
52 QCLN FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND 784.0 $48K 0.05% -41.0 -5.0% $61.31 -13.3%
53 MCD MCDONALDS CORP Consumer Cyclical 177.0 $48K 0.05% -10.0 -5.3% $270.27 -1.7%
54 DLTR DOLLAR TREE INC Consumer Defensive 300.0 $36K 0.04% -50.0 -14.3% $120.95 +7.1%
55 PCG PG&E CORP Utilities 2,011.0 $34K 0.04% -555.0 -21.6% $16.81 +4.1%
56 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 1,000.0 $32K 0.04% -9.0 -0.9% $31.71 +8.1%
57 ARKW ARK NEXT GENERATION INTERNET ETF 215.0 $31K 0.04% -36.0 -14.3% $144.39 +5.6%
58 VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES 91.0 $27K 0.03% -384.0 -80.8% $298.62 +5.3%
59 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 229.0 $26K 0.03% -113.0 -33.0% $112.00 +1.5%
60 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 414.0 $24K 0.03% -200.0 -32.6% $58.90 -0.3%
Page 3 of 5  ·  95 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%