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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 7 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC Communication Services 177,410.0 $3.7M 0.03% +95K +114.4% $20.70 +19.2%
122 IJS ISHARES TR 26,706.0 $3.7M 0.03% +6K +29.6% $136.68 +2.3%
123 SNDK SANDISK CORP Technology 1,592.0 $3.6M 0.03% +446.0 +38.9% $2273.73 -21.4%
124 TQQQ PROSHARES TR 44,424.0 $3.6M 0.03% +41K +1102.6% $81.00 -5.7%
125 MGV VANGUARD WORLD FD 21,493.0 $3.5M 0.03% +1K +6.0% $163.45 +3.0%
126 ORCL ORACLE CORP Technology 23,643.0 $3.5M 0.03% +3K +16.9% $146.55 +0.1%
127 ODFL OLD DOMINION FREIGHT LINE IN Industrials 15,956.0 $3.5M 0.03% +15K +1621.2% $216.60 -2.1%
128 UPS UNITED PARCEL SVCS INC Industrials 28,864.0 $3.1M 0.03% +3K +10.6% $107.50 -5.1%
129 BLDR BUILDERS FIRSTSOURCE INC Industrials 34,489.0 $3.1M 0.03% +34K +10000.0% $89.48 -21.5%
130 MS MORGAN STANLEY Financial Services 14,757.0 $3.1M 0.03% +2K +11.9% $209.04 +4.4%
131 PH PARKER-HANNIFIN CORP Industrials 3,119.0 $3.1M 0.03% +269.0 +9.4% $978.24 +7.7%
132 NVR NVR INC Consumer Cyclical 443.0 $3.0M 0.03% +427.0 +2668.8% $6813.40 -7.6%
133 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 46,149.0 $3.0M 0.03% +43K +1459.1% $64.01 +13.1%
134 BKNG BOOKING HOLDINGS INC Consumer Cyclical 16,290.0 $2.9M 0.03% +16K +8705.4% $178.23 +14.9%
135 CEG CONSTELLATION ENERGY CORP Utilities 11,688.0 $2.9M 0.03% +382.0 +3.4% $248.37 +12.0%
136 APP APPLOVIN CORP Technology 5,453.0 $2.8M 0.03% +125.0 +2.4% $515.25 -39.5%
137 MMM 3M CO Industrials 17,091.0 $2.8M 0.02% +1K +8.5% $161.91 +11.3%
138 AXP AMERICAN EXPRESS CO Financial Services 8,167.0 $2.8M 0.02% +149.0 +1.9% $338.24 -0.6%
139 WDC WESTERN DIGITAL CORP Technology 4,265.0 $2.7M 0.02% +1K +52.5% $638.73 -16.1%
140 VCEB VANGUARD WORLD FD 42,742.0 $2.7M 0.02% +2K +4.8% $62.76 -2.4%
Page 7 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%