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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002095947

KERR FINANCIAL PLANNING Corp

FRESNO, CA · File #028-25892

Latest AUM
$74.0M
Positions
565
Top-10 Concentration
52.2%
Filings
2

Sector Allocation

Technology
20.5%$15.1M
Financials
2.9%$2.1M
Healthcare
1.9%$1.4M
Industrials
1.6%$1.2M
Energy
1.3%$979,905
Consumer Staples
0.6%$419,037
Materials
0.2%$164,710
Real Estate
0.1%$111,022
Utilities
0.1%$79,749

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TSLATSLA11,452$4.5M9.32%
2AAPLAAPL14,511$4.0M8.26%
3NVDANVDA21,298$3.7M7.57%
4AMZNAMZN12,024$2.7M5.50%
5IVV4642872003,050$2.1M4.28%
6JEPI46641Q33234,675$2.0M4.16%
7ARKK00214Q10429,679$2.0M4.06%
8IYY4642878469,491$1.6M3.22%
9PLTRPLTR11,525$1.5M3.08%
10GRNY88636423156,315$1.4M2.79%
11IWY4642894384,428$1.2M2.38%
12IUSB46434V61323,002$1.1M2.21%
13AMDAMD4,937$943,2141.94%
14SMH92189F6762,323$886,1691.82%
15MSFTMSFT2,189$871,7841.79%
16VANECK SEMICONDUCTOR ETF92189F6762,317$799,2621.64%
17RMBSRMBS7,950$786,5731.62%
18ITOT4642871505,008$742,2821.53%
19JPMVYLD2,396$740,6271.52%
20GOOGLGOOG2,206$722,8951.49%