KERR FINANCIAL PLANNING Corp

Position in SMR — NUSCALE POWER Corp

CIK 2095947 FRESNO, CA

Position in SMR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$26,830

-$2,167 QoQ

Shares Held

2,675

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#380

of 518 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $160,539 across 4 Specialty Industrial Machinery names. SMR ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	94	$110,436
2	SMR	NUSCALE POWER Corp This page	2,675	$26,830
3	AME	Ametek Inc/	84	$20,322
4	IR	Ingersoll Rand Inc.	36	$2,951

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,830	2,675	0.0%	Shares	Sole	2026-07-02
2026-03-31	$28,997	2,675	0.0%	Shares	Sole	2026-04-29
2025-12-31	$37,904	2,675	+2.9%	Shares	Sole	2026-02-10
2025-09-30	$93,600	2,600	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.