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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 15 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AEM AGNICO EAGLE MINES LTD Basic Materials 670.0 $104K 0.00% -65.0 -8.8% $155.07 +20.5%
282 HDB HDFC BANK LTD Financial Services 3,930.0 $102K 0.00% -897.0 -18.6% $25.83 -10.3%
283 SMCI SUPER MICRO COMPUTER INC Technology 3,420.0 $100K 0.00% -251.0 -6.8% $29.33 +27.5%
284 TYL TYLER TECHNOLOGIES INC Technology 334.0 $98K 0.00% -758.0 -69.4% $292.46 +13.6%
285 OMC OMNICOM GROUP INC Communication Services 1,341.0 $98K 0.00% -21.0 -1.5% $72.83 +18.5%
286 EFX EQUIFAX INC Industrials 599.0 $95K 0.00% -751.0 -55.6% $158.72 +14.6%
287 WY WEYERHAEUSER CO Real Estate 3,822.0 $91K 0.00% -1K -20.9% $23.94 -1.4%
288 TIPX SPDR SERIES TRUST 4,578.0 $87K 0.00% -199.0 -4.2% $18.93 -1.6%
289 IT GARTNER INC Technology 668.0 $87K 0.00% -977.0 -59.4% $129.62 +40.5%
290 VONG VANGUARD SCOTTSDALE FDS 677.0 $87K 0.00% -140.0 -17.1% $127.81 -0.9%
291 HII HUNTINGTON INGALLS INDS INC Industrials 304.0 $85K 0.00% -9.0 -2.9% $279.43 +13.7%
292 XYL XYLEM INC Industrials 707.0 $84K 0.00% -64.0 -8.3% $118.21 -3.6%
293 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,364.0 $83K 0.00% -80.0 -5.5% $60.67 +24.9%
294 CIEN CIENA CORP Technology 166.0 $81K 0.00% -7.0 -4.0% $490.56 -17.3%
295 HRL HORMEL FOODS CORP Consumer Defensive 3,158.0 $78K 0.00% -2K -38.6% $24.82 -1.9%
296 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 3,560.0 $75K 0.00% -118.0 -3.2% $21.11 -16.6%
297 MHK MOHAWK INDS INC Consumer Cyclical 612.0 $74K 0.00% -745.0 -54.9% $121.33 +9.5%
298 NET CLOUDFLARE INC Technology 296.0 $73K 0.00% -230.0 -43.7% $244.99 +23.1%
299 VLTO VERALTO CORP Industrials 806.0 $71K 0.00% -292.0 -26.6% $88.68 +8.3%
300 GIB CGI INC Technology 1,104.0 $71K 0.00% -295.0 -21.1% $64.57 +13.0%
Page 15 of 24  ·  472 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%