Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $5.6M | 6.3% | −1.0% |
| TSLATesla Inc | $4.6M | 5.1% | −5.5% |
| NVDANvidia Corp | $4.5M | 5.0% | +1.3% |
| AAPLApple Inc | $4.2M | 4.7% | |
| AMDAdvanced Micro Devices I | $3.0M | 3.4% | +5.3% |
| AMZNAmazon.com Inc | $2.8M | 3.2% | −1.5% |
| ARKKArk Innovation Etf | $2.8M | 3.1% | |
| IVVIshares Core S&p 500 Etf | $2.4M | 2.7% | −2.2% |
| JEPIJpmorgan Equity Premium Income Etf | $2.0M | 2.2% | −6.5% |
| IYYIshares Dow Jones U.s. Etf | $1.8M | 2.0% | |
| GRNYFundstrat Granny Shots Us Large Cap Etf | $1.7M | 1.9% | +2.9% |
| SMHVaneck Semiconductor Etf | $1.6M | 1.7% | |
| MRVLMarvell Technology Inc | $1.5M | 1.7% | +6.3% |
| AMATApplied Matls Inc | $1.3M | 1.5% | |
| IWYIshares Russell Top 200 Growth Etf | $1.3M | 1.5% | |
| PLTRPalantir Technologies Inclass A | $1.3M | 1.4% | |
| IUSBIshares Core Universal Usd Bond Etf | $1.2M | 1.3% | −2.0% |
| ITOTIshares Core S&p Total U.s. Stock Market Etf | $956K | 1.1% | −1.3% |
| GOOGLAlphabet Inc Class A | $911K | 1.0% | −1.3% |
| GLWCorning Inc | $906K | 1.0% | +13.6% |
| MUMicron Technology Inc | $892K | 1.0% | +9.3% |
| ARMArm Hldgs PLC Equity A Funsponsored Adr 1 Adr Reps 1 Ord Shs | $860K | 1.0% | |
| CRWDCrowdstrike Hldgs Inc Forward Split With Stock Split Shares | $849K | 0.9% | |
| MSFTMicrosoft Corp | $835K | 0.9% | |
| JPMJpmorgan Chase & Co | $810K | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices I | September 30, 2025 | +259.1% | $3.0M |
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $1.3M |
| GLWCorning Inc | September 30, 2025 | +211.4% | $906K |
| ARMArm Hldgs PLC Equity A Funsponsored Adr 1 Adr Reps 1 Ord Shs | September 30, 2025 | +150.6% | $860K |
| VRTVertiv Hldgs Co Class A | September 30, 2025 | +121.9% | $671K |
| SMHVaneck Semiconductor Etf | September 30, 2025 | +101.0% | $1.6M |
| CRWDCrowdstrike Hldgs Inc Forward Split With Stock Split Shares | September 30, 2025 | +55.6% | $849K |
| GOOGLAlphabet Inc Class A | September 30, 2025 | +47.0% | $911K |
| GOOGAlphabet Inc Class C | September 30, 2025 | +45.1% | $564K |
| MTUMIshares Msci Usa Momentum Factor Etf | September 30, 2025 | +33.7% | $593K |
Sold off last quarter
- BRRRVanguard International High Dividend Yield Index Fund Etf Shares was $122K
- Technipfmc PLC FCUSIP G87110105 was $26K
- PKSTPeakstone Realty Cl E Reit was $25K
- SYMSymbotic Inc Class A was $17K
- SOXQInvesco Phlx Semiconductor Etf was $16K
- EEni S P A F was $11K
- BCFNBaron Financials Etf was $8,389
- Global X Lithium & Battery Tech EtfCUSIP 26922A628 was $3,790
- Bullish FCUSIP G16910120 was $2,956
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +0.4% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: KERR FINANCIAL PLANNING Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2095947&type=13F-HR&dateb=&owner=include&count=40CIK 2095947
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2095947/000209594726000006/Filed July 2, 2026 · accession 0002095947-26-000006