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Portfolio (Quarterly) Guide ↗

MATHER GROUP, LLC.

· CIK 0001527641
13F Portfolio $10.0B AUM 1,905 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1263 New 287 Added 236 Reduced 7 Exited
Page 38 of 64  ·  1,263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 180.0 $13K NEW $74.89 +14.2%
742 BZH BEAZER HOMES USA INC Consumer Cyclical 697.0 $13K NEW $19.24 +16.4%
743 PI IMPINJ INC Technology 130.0 $13K NEW $102.70 +33.8%
744 OAIM UNIFIED SER TR 309.0 $13K NEW $43.06 +6.9%
745 PTL NORTHERN LTS FD TR IV 53.0 $13K NEW $250.55 +10.6%
746 INSTALLED BLDG PRODS INC 50.0 $13K NEW $265.16
747 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 89.0 $13K NEW $148.69 +6.2%
748 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 290.0 $13K NEW $44.84 +4.4%
749 KNF KNIFE RIVER CORP Basic Materials 159.0 $13K NEW $81.65 -12.5%
750 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 333.0 $13K NEW $38.97 -10.6%
751 KWR QUAKER HOUGHTON Basic Materials 104.0 $13K NEW $124.23 +10.3%
752 REXR REXFORD INDL RLTY INC Real Estate 393.0 $13K NEW $32.73 +8.4%
753 DXPE DXP ENTERPRISES INC Industrials 92.0 $13K NEW $139.73 +2.8%
754 FTV FORTIVE CORP Technology 232.0 $13K NEW $55.36 +4.6%
755 CRTO CRITEO S A Communication Services 707.0 $13K NEW $17.93 -5.1%
756 SPXC SPX TECHNOLOGIES INC Industrials 63.0 $13K NEW $199.94 +0.8%
757 YGLD SIMPLIFY EXCHANGE TRADED FUN 314.0 $13K NEW $39.93 -3.4%
758 PSTG EVERPURE INC Technology 211.0 $12K NEW $59.04 +13.4%
759 PATK PATRICK INDS INC Consumer Cyclical 112.0 $12K NEW $111.07 -20.1%
760 MIDD MIDDLEBY CORP Industrials 93.0 $12K NEW $132.58 +6.0%
Page 38 of 64  ·  1,263 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 23.4%
Financial Services 14.9%
Industrials 11.6%
Consumer Defensive 10.1%
Healthcare 9.0%
Consumer Cyclical 8.7%
Communication Services 6.4%
Energy 5.7%
Basic Materials 5.0%
Utilities 4.0%