Long-term investor
Kerr Financial Planning Corp. @kerrfinancialplanningcor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095947).
Record
- Tracked since 2025-09-30 (362 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +34.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 6.3% · long · since 2025-09-30
- TSLA · 5.1% · long · since 2025-09-30
- NVDA · 5.0% · long · since 2025-09-30
- AAPL · 4.7% · long · since 2025-09-30
- AMD · 3.4% · long · since 2025-09-30
- AMZN · 3.2% · long · since 2025-09-30
- 00214Q104 · 3.1% · long · since 2025-09-30
- 464287200 · 2.7% · long · since 2025-09-30
- 46641Q332 · 2.2% · long · since 2025-09-30
- 464287846 · 2.0% · long · since 2025-09-30
- 886364231 · 1.9% · long · since 2025-09-30
- 92189F676 · 1.7% · long · since 2025-09-30