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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 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IREN IREN LTD F Financial Services 41.0 $2K 0.00% -24.0 -36.9% $45.73 -1.8%
82 WULF TERAWULF INC Financial Services 69.0 $2K 0.00% -55.0 -44.4% $24.71 -28.8%
83 NEBIUS GROUP N V A FCLASS A 5.0 $1K 0.00% -9.0 -64.3% $276.20
84 PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 446.0 $1K 0.00% -254.0 -36.3% $3.02
85 RKT ROCKET LAB CORP CLASS A Financial Services 8.0 $814.0 0.00% -25.0 -75.8% $101.75 -85.7%
86 VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES 3.0 $739.0 0.00% -15.0 -83.3% $246.33 +1.4%
87 SPYI NEOS S&P 500 HIGH INCOMEETF 13.0 $677.0 0.00% -18.0 -58.1% $52.08 +4.2%
88 CLSK CLEANSPARK INC Technology 39.0 $568.0 0.00% -8.0 -17.0% $14.56 -14.8%
89 BN BROOKFIELD CORP FCLASS A Financial Services 9.0 $384.0 -13.0 -59.1% $42.67 +0.2%
90 GRAB GRAB HLDGS LTD FCLASS A Technology 94.0 $355.0 -137.0 -59.3% $3.78 -5.3%
91 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 2.0 $235.0 -1.0 -33.3% $117.50 +0.3%
92 DRS LEONARDO DRS INC Industrials 4.0 $171.0 -10.0 -71.4% $42.75 +6.0%
93 CRCL CIRCLE INTERNET GROUP INCLASS A Financial Services 2.0 $126.0 -1.0 -33.3% $63.00 +18.4%
94 IVES DAN IVES WEDBUSH AI REVOLUTION ETF 1.0 $39.0 -8.0 -88.9% $39.00 +1.6%
95 LUCID GROUP INC 3.0 $21.0 -70.0 -95.9% $7.00
Page 5 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%