KERR FINANCIAL PLANNING Corp
SEC Form 13F institutional filer · CIK 0002095947
13F-HR · 229 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
58.6%
KERR FINANCIAL PLANNING Corp — $57.6M AUM allocation strategy
KERR FINANCIAL PLANNING Corp files SEC Form 13F and reports $57.6M of long US equity value across 229 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.6%, followed by Consumer Discretionary 12.9% and Financials 5.0%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KERR FINANCIAL PLANNING Corp — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$57.6M
total across 229 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EXC +21.9K sh · +$481+$QQQ +7.69K sh · +$5.04M+$IVV +4.28K sh · +$595K
Biggest trims (shares)
−$SCHW −4.52K sh · −$103K−$XLE −2.99K sh · −$207K−$XLF −1.46K sh · −$79.2K
Exited to nil (held last quarter, gone now)
$TER ($81.9K last qtr)$UHS ($21.6K last qtr)$A ($19.6K last qtr)$BIIB ($18.5K last qtr)$PNC ($11.3K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.1%—
- Automobile Manufacturers7.5%—
- Technology Hardware, Storage & Peripherals6.8%—
- Broadline Retail5.5%—
- Interactive Media & Services2.9%—
- Application Software2.7%—
- Systems Software1.7%—
- Diversified Banks1.4%—
- Other holdings59.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 22.3K | $4.69M | +974 | 8.1% |
| $TSLA | Tesla Inc | 11.5K | $4.33M | +58 | 7.5% |
| $AAPL | Apple Inc | 14.6K | $3.94M | +90 | 6.8% |
| $AMZN | Amazon.com Inc | 12.1K | $3.13M | +103 | 5.4% |
| $AMD | Advanced Micro Devices Inc | 4.92K | $1.58M | -12 | 2.8% |
| $PLTR | Palantir Technologies Inc | 10.7K | $1.53M | -780 | 2.7% |
…and 223 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.