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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 8 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GWW GRAINGER W W INC Industrials 70.0 $95K 0.10% $1350.57 -2.4%
142 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 3,864.0 $91K 0.10% NEW $23.44 -0.6%
143 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 1,206.0 $90K 0.10% +206.0 +20.6% $74.83 +3.4%
144 PANW PALO ALTO NETWORKS INC Technology 261.0 $89K 0.10% $340.07 +10.5%
145 PEP PEPSICO INC Consumer Defensive 644.0 $87K 0.10% $135.29 +2.2%
146 RYAN RYAN SPECIALTY HOLDINGS CLASS A Financial Services 2,207.0 $83K 0.09% $37.75 +10.4%
147 UBER UBER TECHNOLOGIES INC Technology 1,150.0 $83K 0.09% +250.0 +27.8% $72.16 +3.9%
148 NEE NEXTERA ENERGY INC Utilities 943.0 $83K 0.09% $87.72 -1.7%
149 SHOP SHOPIFY INC FCLASS A Technology 720.0 $82K 0.09% $114.18 +30.2%
150 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 1,765.0 $80K 0.09% $45.52 +9.3%
151 BITO PROSHARES BITCOIN ETF 9,867.0 $79K 0.09% $7.98 +8.9%
152 PDX PIMCO DYNAMIC INCOME Financial Services 4,651.0 $78K 0.09% +112.0 +2.5% $16.70 +30.4%
153 LMT LOCKHEED MARTIN CORP Industrials 149.0 $76K 0.08% -8.0 -5.1% $507.48 +17.0%
154 MRSH MARSH & MCLENNAN COS INC Financial Services 454.0 $76K 0.08% +96.0 +26.8% $166.49 +10.6%
155 OEF ISHARES S&P 100 ETF 202.0 $74K 0.08% $365.87 +4.1%
156 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES 835.0 $70K 0.08% $83.75 +2.5%
157 CINF CINCINNATI FINL CORP Financial Services 366.0 $68K 0.08% $184.92 -7.5%
158 SCHW CHARLES SCHWAB CORP Financial Services 719.0 $66K 0.07% $92.27 +19.8%
159 ARCC ARES CAP CORP EQUITY CLASS EQUITY Financial Services 3,577.0 $66K 0.07% $18.53 +6.0%
160 D DOMINION ENERGY INC Utilities 954.0 $65K 0.07% +757.0 +384.3% $68.26 +0.7%
Page 8 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%