KERR FINANCIAL PLANNING Corp
Top Portfolio Positions
328 positions ·
$45,108,563 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
7,692 | $4,439,668 | 9.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,510 | $4,278,842 | 9.49% | |
| NVDA |
Nvidia Corp
Technology
|
22,272 | $3,884,236 | 8.61% | |
| AAPL |
Apple Inc.
Technology
|
14,601 | $3,705,587 | 8.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,127 | $2,525,690 | 5.60% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
10,745 | $1,571,778 | 3.48% | |
| EXC |
Exelon Corp
Utilities
|
21,988 | $1,077,851 | 2.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
4,925 | $1,001,892 | 2.22% | |
| MSFT |
Microsoft Corp
Technology
|
2,237 | $828,070 | 1.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,584 | $743,055 | 1.65% |
Portfolio Trend
3 quarters · across all stocks
Holdings in UBFO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $34,963 | 3,472 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,011 | 3,431 | Shares | Sole | 2025-11-25 | |
| No 13F history on record for this holder in this stock. | ||||||