KERR FINANCIAL PLANNING Corp INTC — INTEL CORP

Ownership history in KERR FINANCIAL PLANNING Corp  ·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported INTEL CORP (INTC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.49% in 2026 Q2. The latest visible filing shows INTC at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in INTEL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

INTC was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INTC stock page KERR FINANCIAL PLANNING Corp fund profile KERR FINANCIAL PLANNING Corp full holdings
How KERR FINANCIAL PLANNING Corp held INTC — position size vs. price
% of Fund (quarterly)    INTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,127 +515 +19.7% 0.49% $437K 2026-07-02 $120.35
2026 Q1 REDUCED — — — 2,612 -99 -3.7% 0.26% $215K 2026-04-29 $94.75
2025 Q4 REDUCED 10.0% +19.6% ❌ 2,711 -300 -10.0% 0.18% $132K 2026-02-10 $47.13
2025 Q3 INITIATED — — — 3,011 — — 0.15% $107K 2025-11-25 $35.83

🏢 Other funds also holding INTC

As of 2026 Q2 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 2.76% Adelphi Trust Co 0.64% First Nebraska Trust Co 0.46% Box Hill Private Wealth LLC 0.32% First County Bank /CT/ 3Y 0.28% First Financial Bank - Trust Division 3Y 7Y 0.27% Versant Capital Management, Inc 3Y 7Y 0.25% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.22% Hilltop National Bank 0.2% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.14%

FAQ About KERR FINANCIAL PLANNING Corp and INTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning INTC?

KERR FINANCIAL PLANNING Corp reported INTC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported INTC position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for INTC was 0.49% in 2026 Q2.

What is the latest reported INTC position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 3,127 shares, equal to 0.49% of portfolio, with an estimated market value of $437K.

What does the chart on this INTC ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly INTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KERR FINANCIAL PLANNING Corp time their INTC position?

Based on 13F filing dates vs. subsequent INTC price moves, KERR FINANCIAL PLANNING Corp correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on INTC relative to SPY over the holding period was +525.9%.

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