Institutional Fund
Kerr Financial Planning Corp
Fresno, CACIK 20959473 filings on record
Portfolio Value
$81.38M
Q1 2026
Holdings
522
Reported positions
New Buys
38
Opened this quarter
QoQ Change
+10.0%
from $73.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr6.2%
- Nvidia Corporation5.8%
- Tesla Inc5.3%
- Apple Inc4.8%
- Amazon Com Inc3.9%
- Ark ETF Tr3.2%
- Other70.8%
Portfolio Holdings
522 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 7.7K | $5.04M | 6.2% | +7.7K | New |
| 2 | Nvidia Corporation | 22.3K | $4.69M | 5.8% | +974 | Added |
| 3 | Tesla Inc | 11.5K | $4.33M | 5.3% | +58 | Added |
| 4 | Apple Inc | 14.6K | $3.94M | 4.8% | +90 | Added |
| 5 | Amazon Com Inc | 12.1K | $3.13M | 3.9% | +103 | Added |
| 6 | Ark ETF Tr | 34.8K | $2.62M | 3.2% | +5.1K | Added |
| 7 | Ishares Tr | 3.2K | $2.31M | 2.8% | +196 | Added |
| 8 | J P Morgan Exchange Traded F | 37.7K | $2.15M | 2.6% | +3.1K | Added |
| 9 | Ishares Tr | 9.8K | $1.69M | 2.1% | +303 | Added |
| 10 | Advanced Micro Devices Inc | 4.9K | $1.58M | 1.9% | −12 | Reduced |
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