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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 26 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GRAB GRAB HLDGS LTD FCLASS A Technology 94.0 $355.0 -137.0 -59.3% $3.78 -5.2%
502 METCB RAMACO RES INC CLASS B Energy 37.0 $317.0 $8.57 -26.4%
503 INSEEGO CORP 30.0 $310.0 $10.33
504 NEWMONT CORP 3.0 $281.0 +2.0 +200.0% $93.67
505 ATARA BIOTHERAPEUTICS IN 24.0 $276.0 $11.50
506 DXYZ DESTINY TECH 100 INC 10.0 $258.0 $25.80 +31.8%
507 AI C3 AI INC CLASS A Technology 28.0 $255.0 +3.0 +12.0% $9.11 +6.5%
508 EC ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS Energy 17.0 $243.0 $14.29 +23.6%
509 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 2.0 $235.0 -1.0 -33.3% $117.50 +0.3%
510 TEM TEMPUS AI INC CLASS A Healthcare 4.0 $232.0 $58.00 -11.0%
511 PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS Energy 14.0 $227.0 $16.21 +12.6%
512 KBR KBR INC Industrials 6.0 $208.0 +1.0 +20.0% $34.67 +8.3%
513 VST VISTRA CORP Utilities 2.0 $203.0 $101.50 +44.0%
514 DRS LEONARDO DRS INC Industrials 4.0 $171.0 -10.0 -71.4% $42.75 +6.1%
515 VVX V2X INC Industrials 2.0 $150.0 NEW $75.00 +10.2%
516 PLUG PLUG PWR INC Industrials 49.0 $133.0 $2.71 -16.0%
517 CRCL CIRCLE INTERNET GROUP INCLASS A Financial Services 2.0 $126.0 -1.0 -33.3% $63.00 +18.4%
518 LEIDOS HLDGS INC 1.0 $103.0 $103.00
519 KTOS KRATOS DEFENSE & SEC SOL Industrials 2.0 $100.0 $50.00 +26.6%
520 ONDS ONDAS INC Technology 12.0 $99.0 NEW $8.25 +9.1%
Page 26 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%