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Portfolio (Quarterly) Guide ↗

MATHER GROUP, LLC.

· CIK 0001527641
13F Portfolio $11.5B AUM 1,915 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 107 New 606 Added 472 Reduced 98 Exited
Page 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AIG AMERICAN INTL GROUP INC Financial Services 11,632.0 $867K 0.01% +2K +16.4% $74.53 +2.1%
242 CNC CENTENE CORP DEL Healthcare 13,199.0 $847K 0.01% +5K +54.9% $64.19 +1.6%
243 XEL XCEL ENERGY INC Utilities 10,529.0 $845K 0.01% +90.0 +0.9% $80.30 -1.4%
244 SPG SIMON PPTY GROUP INC NEW Real Estate 3,712.0 $830K 0.01% +206.0 +5.9% $223.63 -1.4%
245 BP BP PLC Energy 22,450.0 $830K 0.01% +1K +4.8% $36.95 +17.5%
246 VLO VALERO ENERGY CORP Energy 3,137.0 $817K 0.01% +417.0 +15.3% $260.42 +34.4%
247 WMB WILLIAMS COS INC Energy 10,914.0 $811K 0.01% +540.0 +5.2% $74.34 +1.1%
248 IJK ISHARES TR 6,856.0 $806K 0.01% +201.0 +3.0% $117.50 -0.6%
249 TFC TRUIST FINL CORP Financial Services 16,167.0 $805K 0.01% +115.0 +0.7% $49.82 +5.2%
250 CENCORA INC 2,844.0 $805K 0.01% +21.0 +0.7% $282.99
251 AJG GALLAGHER ARTHUR J & CO Financial Services 3,461.0 $794K 0.01% +2K +137.4% $229.55 +8.2%
252 CAG CONAGRA BRANDS INC Consumer Defensive 58,559.0 $788K 0.01% +42K +249.5% $13.46 +15.4%
253 SCHD SCHWAB STRATEGIC TR 24,816.0 $787K 0.01% +3K +13.9% $31.71 +8.8%
254 ERIE ERIE INDTY CO Financial Services 3,247.0 $778K 0.01% +3K +4116.9% $239.75 +7.2%
255 CARR CARRIER GLOBAL CORPORATION Industrials 10,477.0 $768K 0.01% +287.0 +2.8% $73.35 -16.3%
256 CTAS CINTAS CORP Industrials 4,474.0 $761K 0.01% +348.0 +8.4% $170.09 +17.3%
257 VHT VANGUARD WORLD FD 2,516.0 $752K 0.01% +210.0 +9.1% $299.02 +6.6%
258 CANADIAN PACIFIC KANSAS CITY 8,547.0 $741K 0.01% +7K +456.8% $86.65
259 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 18,956.0 $739K 0.01% +334.0 +1.8% $38.96 +5.6%
260 SCHW SCHWAB CHARLES CORP Financial Services 7,944.0 $733K 0.01% +401.0 +5.3% $92.27 +21.0%
Page 13 of 31  ·  606 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 14.7%
Industrials 12.2%
Consumer Defensive 9.6%
Healthcare 8.7%
Consumer Cyclical 8.4%
Communication Services 6.2%
Energy 4.8%
Utilities 4.0%
Basic Materials 4.0%