KERR FINANCIAL PLANNING Corp
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2095947
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$89.6M
Holdings
545
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KERR FINANCIAL PLANNING Corp disclosed 545 positions worth $89.6M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 6.3% of the equity portfolio, followed by $TSLA and $NVDA. During the quarter the fund opened 29 new positions and exited 8 — including a new stake in $SPCX and a full exit from $BRRR. The portfolio is most concentrated in Other (44.3% of disclosed assets). All figures are sourced directly from KERR FINANCIAL PLANNING Corp’s Form 13F-HR filing with the SEC under CIK 2095947.
AI Fund Analysis
Diversifying
$TSLA5.1% weight
Held 4 quarters
$NVDA5.0% weight
Held 4 quarters
$AAPL4.7% weight
Held 4 quarters
$AMD3.4% weight
Held 4 quarters
$AMZN3.2% weight
Held 4 quarters
$NVDA3 quarters accumulating
FUNDSTRAT GRANNY SHOTS US
3 quarters accumulating
$META3 quarters accumulating
$GOOG3 quarters accumulating
$AFL3 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$5.6M7,613 sh - 53.9#1,361
Quality
$4.6M10,875 sh - 85.9#5
Quality
$4.5M22,570 sh - 76.4
Quality
$4.2M14,494 sh - 79.8
Quality
$3.0M5,188 sh - 68.7
Quality
$2.8M11,944 sh ARK INNOVATION ETF - ETF
—Quality
$2.8M34,529 shISHARES CORE S&P 500 ETF - ETF
—Quality
$2.4M3,176 shJPMORGAN EQUITY PREMIUM INCOME ETF - ETF
—Quality
$2.0M35,263 shISHARES DOW JONES U.S. ETF - ETF
—Quality
$1.8M9,769 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $5.6M | 7,613 |
| Tesla, Inc.$TSLA | 53.9#1,361 | $4.6M | 10,875 |
| NVIDIA CORP$NVDA | 85.9#5 | $4.5M | 22,570 |
| Apple Inc.$AAPL | 76.4 | $4.2M | 14,494 |
| ADVANCED MICRO DEVICES INC$AMD | 79.8 | $3.0M | 5,188 |
| AMAZON COM INC$AMZN | 68.7 | $2.8M | 11,944 |
| ARK INNOVATION ETF - ETF | — | $2.8M | 34,529 |
| ISHARES CORE S&P 500 ETF - ETF | — | $2.4M | 3,176 |
| JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $2.0M | 35,263 |
| ISHARES DOW JONES U.S. ETF - ETF | — | $1.8M | 9,769 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KERR FINANCIAL PLANNING Corp's 545 positions.
Showing top 10 of 545 holdings.
Sector Allocation
Other
$39.7M
Technology
$27.3M
Industrials
$6.4M
Financials
$5.2M
Consumer Discretionary
$4.5M
Healthcare
$2.1M
Energy
$1.5M
Materials
$1.2M
Top Holdings — KERR FINANCIAL PLANNING Corp (Q2 2026)
Top 150 of 545 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.6M | 6.3% | -1% | — |
| 2 | $TSLA | Tesla, Inc. | $4.6M | 5.1% | -6% | 53.9 |
| 3 | $NVDA | NVIDIA CORP | $4.5M | 5.0% | +1% | 85.9 |
| 4 | $AAPL | Apple Inc. | $4.2M | 4.7% | -1% | 76.4 |
| 5 | $AMD | ADVANCED MICRO DEVICES INC | $3.0M | 3.4% | +5% | 79.8 |
| 6 | $AMZN | AMAZON COM INC | $2.8M | 3.2% | -2% | 68.7 |
| 7 | — | ARK INNOVATION ETF - ETF | $2.8M | 3.1% | -1% | — |
| 8 | — | ISHARES CORE S&P 500 ETF - ETF | $2.4M | 2.6% | -2% | — |
| 9 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $2.0M | 2.2% | -7% | — |
| 10 | — | ISHARES DOW JONES U.S. ETF - ETF | $1.8M | 2.0% | -0% | — |
| 11 | — | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF - ETF | $1.7M | 1.9% | +3% | — |
| 12 | — | VANECK SEMICONDUCTOR ETF - ETF | $1.6M | 1.7% | +1% | — |
| 13 |  $MRVL | Marvell Technology, Inc. | $1.5M | 1.7% | +6% | 76.5 |
| 14 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 1.5% | +0% | 72.3 |
| 15 | — | ISHARES RUSSELL TOP 200 GROWTH ETF - ETF | $1.3M | 1.5% | -1% | — |
| 16 |  $PLTR | Palantir Technologies Inc. | $1.3M | 1.4% | -0% | 84.6 |
| 17 | — | ISHARES CORE UNIVERSAL USD BOND ETF - ETF | $1.2M | 1.3% | -2% | — |
| 18 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $955,601 | 1.1% | -1% | — |
| 19 | $GOOG | Alphabet Inc. | $911,247 | 1.0% | -1% | 78.2 |
| 20 |  $GLW | CORNING INC /NY | $906,096 | 1.0% | +14% | 73.7 |
| 21 |  $MU | MICRON TECHNOLOGY INC | $892,382 | 1.0% | +9% | 86.2 |
| 22 |  $ARM | ARM HOLDINGS PLC /UK | $859,833 | 1.0% | +0% | — |
| 23 |  $CRWD | CrowdStrike Holdings, Inc. | $849,426 | 0.9% | +0% | 67.7 |
| 24 |  $MSFT | MICROSOFT CORP | $834,888 | 0.9% | +0% | 79.8 |
| 25 |  $JPM | JPMORGAN CHASE & CO | $810,204 | 0.9% | -1% | 70.7 |
| 26 |  $RMBS | RAMBUS INC | $776,529 | 0.9% | -3% | 70.2 |
| 27 |  $UMBF | UMB FINANCIAL CORP | $745,747 | 0.8% | +0% | 77.3 |
| 28 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $706,519 | 0.8% | +58% | — |
| 29 | — | VANGUARD S&P 500 ETF - ETF | $688,871 | 0.8% | +4% | — |
| 30 |  $VRT | Vertiv Holdings Co | $671,365 | 0.8% | +0% | 81 |
| 31 | $META | Meta Platforms, Inc. | $664,308 | 0.7% | +1% | 79.6 |
| 32 | — | ISHARES MSCI USA MIN VOLFACTOR ETF - ETF | $644,898 | 0.7% | -3% | — |
| 33 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $631,499 | 0.7% | -14% | — |
| 34 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $592,728 | 0.7% | +0% | — |
| 35 | — | ISHARES S&P 500 VALUE ETF - ETF | $567,220 | 0.6% | -0% | — |
| 36 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $566,401 | 0.6% | NEW | — |
| 37 |  $GOOGL | Alphabet Inc. | $563,879 | 0.6% | +0% | 78.2 |
| 38 |  $COST | COSTCO WHOLESALE CORP /NEW | $541,181 | 0.6% | +5% | 66.2 |
| 39 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $528,656 | 0.6% | +4% | — |
| 40 |  $XOM.R34088 | EXXON MOBIL CORP | $507,469 | 0.6% | -3% | 57.9 |
| 41 |  $ALPS | Alps Group Inc | $491,084 | 0.6% | +0% | — |
| 42 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $485,092 | 0.5% | +297% | — |
| 43 |  $DELL | Dell Technologies Inc. | $464,937 | 0.5% | +0% | 71.2 |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $444,074 | 0.5% | -1% | — |
| 45 |  $INTC | INTEL CORP | $436,523 | 0.5% | +20% | 45.6 |
| 46 | $AFL | AFLAC INC | $431,493 | 0.5% | +0% | 61.3 |
| 47 | — | ISHARES FUTURE AI & TECHETF - ETF | $423,207 | 0.5% | -2% | — |
| 48 |  $ACLS | AXCELIS TECHNOLOGIES INC | $421,527 | 0.5% | +3% | 37.7 |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $420,328 | 0.5% | +1% | 73.8 |
| 50 | — | VANGUARD VALUE INDEX FUND ETF SHARES - ETF | $417,119 | 0.5% | -1% | — |
| 51 | — | ISHARES MSCI USA QUALITYFACTOR ETF - ETF | $415,635 | 0.5% | -0% | — |
| 52 |  $SRE | SEMPRA | $404,714 | 0.5% | +0% | 41.9 |
| 53 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $403,860 | 0.5% | +0% | — |
| 54 | — | FIRST TRUST CAPITAL STRENGTH ETF - ETF | $389,607 | 0.4% | -6% | — |
| 55 |  $AVGO | Broadcom Inc. | $382,981 | 0.4% | +34% | 84.5 |
| 56 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $370,389 | 0.4% | +0% | — |
| 57 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $367,654 | 0.4% | -1% | — |
| 58 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $367,252 | 0.4% | +0% | — |
| 59 | — | PACER US CASH COWS 100 ETF - ETF | $362,156 | 0.4% | +1% | — |
| 60 | — | JPMORGAN U.S. QUALITY FACTOR ETF - ETF | $360,099 | 0.4% | -39% | — |
| 61 | — | ISHARES SEMICONDUCTOR ETF - ETF | $316,822 | 0.3% | -11% | — |
| 62 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $312,954 | 0.3% | -24% | — |
| 63 |  $WFC | WELLS FARGO & COMPANY/MN | $307,249 | 0.3% | +0% | 61.8 |
| 64 |  $ORCL | ORACLE CORP | $306,528 | 0.3% | +0% | 66.2 |
| 65 |  $C | CITIGROUP INC | $303,487 | 0.3% | +0% | 65 |
| 66 |  $AJG | Arthur J. Gallagher & Co. | $297,262 | 0.3% | -2% | 71.2 |
| 67 |  $AMGN | AMGEN INC | $279,648 | 0.3% | +0% | 79.2 |
| 68 |  $BKT | BLACKROCK INCOME TRUST, INC. | $272,489 | 0.3% | +0% | — |
| 69 |  $AZO | AUTOZONE INC | $271,655 | 0.3% | +25% | 66.2 |
| 70 | — | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES - ETF | $269,996 | 0.3% | -4% | — |
| 71 | — | NEOS NASDAQ-100(R) HIGH INCOME ETF - ETF | $266,913 | 0.3% | -2% | — |
| 72 |  $COIN | Coinbase Global, Inc. | $250,278 | 0.3% | -3% | 44.8 |
| 73 | — | ISHARES EDGE MSCI INTL VALUE FACTOR ETF - ETF | $247,700 | 0.3% | +0% | — |
| 74 |  $ET | Energy Transfer LP | $229,223 | 0.3% | +2% | 64.4 |
| 75 |  $ABBV | AbbVie Inc. | $228,332 | 0.3% | +0% | 72.6 |
| 76 | — | ISHARES CORE MSCI EAFE ETF - ETF | $224,163 | 0.3% | -4% | — |
| 77 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $221,723 | 0.3% | -0% | — |
| 78 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - ETF | $219,794 | 0.3% | +0% | — |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $213,678 | 0.2% | +1% | 70 |
| 80 | — | JPMORGAN ACTIVE BOND ETF - ETF | $210,790 | 0.2% | +0% | — |
| 81 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $209,572 | 0.2% | +0% | — |
| 82 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF | $206,980 | 0.2% | +412% | — |
| 83 |  $CAT | CATERPILLAR INC | $204,462 | 0.2% | +1% | 66.5 |
| 84 | — | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF - ETF | $198,725 | 0.2% | -5% | — |
| 85 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $190,934 | 0.2% | +0% | — |
| 86 |  $CVX | CHEVRON CORP | $190,852 | 0.2% | -3% | 62.8 |
| 87 |  $MRK | Merck & Co., Inc. | $187,417 | 0.2% | +0% | 59.9 |
| 88 | — | ISHARES MSCI EAFE GROWTHETF - ETF | $184,340 | 0.2% | +0% | — |
| 89 | — | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES - ETF | $181,249 | 0.2% | +0% | — |
| 90 |  $LRCX | LAM RESEARCH CORP | $181,243 | 0.2% | -1% | 79.4 |
| 91 | — | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND - ETF | $174,408 | 0.2% | -1% | — |
| 92 |  $LLY | ELI LILLY & Co | $170,686 | 0.2% | -1% | 87.5 |
| 93 |  $JNJ | JOHNSON & JOHNSON | $167,483 | 0.2% | +0% | 69 |
| 94 |  $QCOM | QUALCOMM INC/DE | $165,517 | 0.2% | +0% | 70.5 |
| 95 | — | BARON TECHNOLOGY ETF - ETF | $159,711 | 0.2% | +0% | — |
| 96 |  $CSCO | CISCO SYSTEMS, INC. | $158,134 | 0.2% | +0% | 70.3 |
| 97 |  $CRDO | Credo Technology Group Holding Ltd | $156,372 | 0.2% | NEW | 55.1 |
| 98 |  $IAU | ISHARES GOLD TRUST | $151,247 | 0.2% | +0% | — |
| 99 |  $GE | GENERAL ELECTRIC CO | $150,101 | 0.2% | +0% | 73.8 |
| 100 | — | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND - ETF | $149,768 | 0.2% | +0% | — |
| 101 | — | COLUMBIA EM CORE EX-CHINA ETF - ETF | $146,055 | 0.2% | -17% | — |
| 102 |  $RTX | RTX Corp | $145,879 | 0.2% | -8% | 73.2 |
| 103 | — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF - ETF | $144,959 | 0.2% | +0% | — |
| 104 |  $TXN | TEXAS INSTRUMENTS INC | $144,777 | 0.2% | +0% | 73.4 |
| 105 | — | ISHARES S&P 500 GROWTH ETF - ETF | $143,975 | 0.2% | +0% | — |
| 106 |  $UNH | UNITEDHEALTH GROUP INC | $141,491 | 0.2% | +1% | 62.7 |
| 107 | — | ENB FINL CORP - COM | $141,250 | 0.2% | +0% | — |
| 108 | — | DEFIANCE QUANTUM ETF - ETF | $140,929 | 0.2% | +22% | — |
| 109 | — | VANGUARD ENERGY INDEX FUND ETF SHARES - ETF | $138,120 | 0.1% | -3% | — |
| 110 | — | VANGUARD LARGE-CAP INDEXFUND ETF SHARES - ETF | $136,533 | 0.1% | +0% | — |
| 111 |  $COP | CONOCOPHILLIPS | $133,637 | 0.1% | -4% | 70.2 |
| 112 |  $WMT | Walmart Inc. | $128,557 | 0.1% | +79% | 60.2 |
| 113 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $123,755 | 0.1% | +0% | — |
| 114 |  $BAC | BANK OF AMERICA CORP /DE/ | $123,590 | 0.1% | -3% | 67.6 |
| 115 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF | $122,750 | 0.1% | -4% | — |
| 116 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - ETF | $121,898 | 0.1% | -1% | — |
| 117 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $121,518 | 0.1% | +0% | — |
| 118 | — | FIDELITY DIVIDEND ETF FOR RISING RATES - ETF | $121,268 | 0.1% | +1% | — |
| 119 |  $CSX | CSX CORP | $120,602 | 0.1% | +0% | 65.2 |
| 120 | — | SCHWAB U.S. LARGE-CAP VALUE ETF - ETF | $118,015 | 0.1% | +0% | — |
| 121 |  $FSLR | FIRST SOLAR, INC. | $117,980 | 0.1% | +0% | 79.2 |
| 122 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF | $116,355 | 0.1% | -15% | — |
| 123 |  $AXP | AMERICAN EXPRESS CO | $115,154 | 0.1% | -4% | 69.4 |
| 124 | — | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF - ETF | $114,567 | 0.1% | -7% | — |
| 125 |  $IVZ | Invesco Ltd. | $110,989 | 0.1% | +0% | — |
| 126 |  $GEV | GE Vernova Inc. | $110,437 | 0.1% | +0% | 81.1 |
| 127 | — | VANGUARD GROWTH INDEX FUND ETF SHARES - ETF | $110,260 | 0.1% | +0% | — |
| 128 |  $V | VISA INC. | $109,784 | 0.1% | +0% | 82.9 |
| 129 | — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF - ETF | $107,531 | 0.1% | +0% | — |
| 130 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $107,188 | 0.1% | +0% | — |
| 131 |  $BP | BP PLC | $106,237 | 0.1% | +1% | — |
| 132 | — | VANGUARD REAL ESTATE INDEX FUND ETF SHARES - ETF | $106,082 | 0.1% | +1% | — |
| 133 |  $SOUN | SOUNDHOUND AI, INC. | $103,520 | 0.1% | -16% | 32.4 |
| 134 |  $NVO | NOVO NORDISK A S | $103,071 | 0.1% | +19% | — |
| 135 |  $CCI | CROWN CASTLE INC. | $102,611 | 0.1% | -7% | 61.7 |
| 136 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $100,746 | 0.1% | +0% | — |
| 137 | — | JPMORGAN BETABUILDERS MSCI U.S. REIT ETF - ETF | $99,225 | 0.1% | +0% | — |
| 138 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $98,994 | 0.1% | +0% | — |
| 139 | — | ISHARES CORE S&P SMALL-CAP ETF - ETF | $97,331 | 0.1% | +0% | — |
| 140 | — | POINT BRIDGE AMERICA FIRST ETF - ETF | $97,166 | 0.1% | NEW | — |
| 141 |  $GWW | W.W. GRAINGER, INC. | $94,540 | 0.1% | +0% | 61.8 |
| 142 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ETF | $90,567 | 0.1% | NEW | — |
| 143 | — | STATE STREET SPDR S&P REGIONAL BANKING ETF - ETF | $90,241 | 0.1% | +21% | — |
| 144 |  $PANW | Palo Alto Networks Inc | $88,757 | 0.1% | +0% | 65.5 |
| 145 |  $PEP | PEPSICO INC | $87,126 | 0.1% | +0% | 63.4 |
| 146 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $83,321 | 0.1% | +0% | 58.8 |
| 147 |  $UBER | Uber Technologies, Inc | $82,984 | 0.1% | +28% | 73.5 |
| 148 |  $NEE | NEXTERA ENERGY INC | $82,716 | 0.1% | +0% | 64.6 |
| 149 |  $SHOP | SHOPIFY INC. | $82,210 | 0.1% | +0% | 64.9 |
| 150 |  $GBTC | Grayscale Bitcoin Trust ETF | $80,343 | 0.1% | +0% | — |
New Positions (29)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$566,401$CRDO Credo Technology Group Holding Ltd$156,372 POINT BRIDGE AMERICA FIRST ETF - ETF$97,166
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ETF$90,567
$SO SOUTHERN CO$47,855
$SNDK Sandisk Corp$34,106 AVANTIS US SMALL CAP VALUE ETF - ETF$30,430
$DVN DEVON ENERGY CORP/DE$28,924
$FTNT Fortinet, Inc.$23,043
$IDYA IDEAYA Biosciences, Inc.$18,635
$GPN GLOBAL PAYMENTS INC$14,512
$DEC Diversified Energy Co$13,860 ISHARES U.S. POWER INFRASTRUCTURE ETF - ETF$11,216
$ORA ORMAT TECHNOLOGIES, INC.$10,890 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF$9,772
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for KERR FINANCIAL PLANNING Corp including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track KERR FINANCIAL PLANNING Corp's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for KERR FINANCIAL PLANNING Corp and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: KERR FINANCIAL PLANNING Corp
13F Pro is an AI hedge fund tracker and stock research platform. For KERR FINANCIAL PLANNING Corp (SEC CIK: 2095947), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KERR FINANCIAL PLANNING Corp's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.