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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 4 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SOXX ISHARES SEMICONDUCTOR ETF 495.0 $317K 0.35% -60.0 -10.8% $640.04 -12.6%
62 PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 3,394.0 $313K 0.35% -1K -24.4% $92.21
63 WFC WELLS FARGO & CO Financial Services 3,718.0 $307K 0.34% $82.64 +5.9%
64 ORCL ORACLE CORP Technology 2,092.0 $307K 0.34% $146.52 +0.1%
65 C CITIGROUP INC Financial Services 2,169.0 $303K 0.34% $139.92 -1.0%
66 AJG GALLAGHER ARTHUR J & CO Financial Services 1,295.0 $297K 0.33% -29.0 -2.2% $229.55 +8.0%
67 AMGN AMGEN INC Healthcare 773.0 $280K 0.31% $361.77 +15.9%
68 BLACKROCK INC NEW 284.0 $272K 0.30% $959.47
69 AZO AUTOZONE INC Consumer Cyclical 85.0 $272K 0.30% +17.0 +25.0% $3195.94 -5.5%
70 MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES 3,072.0 $270K 0.30% -130.0 -4.1% $87.89 +2.6%
71 QQQI NEOS NASDAQ-100(R) HIGH INCOME ETF 4,700.0 $267K 0.30% -110.0 -2.3% $56.79 -1.8%
72 COIN COINBASE GLOBAL INC CLASS A Financial Services 1,712.0 $250K 0.28% -46.0 -2.6% $146.19 +3.0%
73 ISHARES EDGE MSCI INTL VALUE FACTOR ETF 5,923.0 $248K 0.28% $41.82
74 ET ENERGY TRANSFER L P LP Energy 11,989.0 $229K 0.26% +185.0 +1.6% $19.12 +9.5%
75 ABBV ABBVIE INC Healthcare 908.0 $228K 0.26% $251.47 -0.4%
76 IEFA ISHARES CORE MSCI EAFE ETF 2,321.0 $224K 0.25% -100.0 -4.1% $96.58 +4.6%
77 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 4,722.0 $222K 0.25% $46.96 +114.2%
78 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 3,350.0 $220K 0.24% $65.61 -2.5%
79 IBM IBM CORP Technology 760.0 $214K 0.24% +4.0 +0.5% $281.16 -18.6%
80 JBND JPMORGAN ACTIVE BOND ETF 3,940.0 $211K 0.23% $53.50 -1.7%
Page 4 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%