KERR FINANCIAL PLANNING Corp
Top Portfolio Positions
340 positions ·
$54,975,575 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
7,613 | $5,606,213 | 10.20% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,875 | $4,574,025 | 8.32% | |
| NVDA |
Nvidia Corp
Technology
|
22,570 | $4,516,031 | 8.21% | |
| AAPL |
Apple Inc.
Technology
|
14,494 | $4,193,983 | 7.63% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
5,188 | $3,013,761 | 5.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,944 | $2,846,732 | 5.18% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
5,106 | $1,521,026 | 2.77% | |
| AMAT |
Applied Materials Inc /De
Technology
|
1,861 | $1,345,503 | 2.45% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
10,744 | $1,253,502 | 2.28% | |
| EXC |
Exelon Corp
Utilities
|
21,990 | $1,025,173 | 1.86% |
Portfolio Trend
4 quarters · across all stocks
Holdings in ENBP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,250 | 5,000 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $122,150 | 5,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $117,500 | 5,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $100,000 | 5,000 | Shares | Sole | 2025-11-25 | |
| No 13F history on record for this holder in this stock. | ||||||