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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 17 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HLN HALEON PLC Healthcare 5,433.0 $51K -225.0 -4.0% $9.33 +4.2%
322 HYEM VANECK ETF TRUST 2,483.0 $50K -622.0 -20.0% $20.11 -0.4%
323 TRNO TERRENO RLTY CORP Real Estate 764.0 $49K -45.0 -5.6% $64.77 +5.3%
324 HAS HASBRO INC Consumer Cyclical 587.0 $48K -205.0 -25.9% $82.59 +16.0%
325 DGRO ISHARES TR 638.0 $48K -186.0 -22.6% $75.79 +5.2%
326 ILMN ILLUMINA INC Healthcare 275.0 $48K -225.0 -45.0% $175.73 +7.3%
327 AAPL PUT APPLE INC Technology 2,000.0 $48K -400.0 -16.7% $23.97 +1196.0%
328 KNSL KINSALE CAP GROUP INC Financial Services 144.0 $47K -17.0 -10.6% $329.81 +14.5%
329 DLTR DOLLAR TREE INC Consumer Defensive 386.0 $47K -291.0 -43.0% $120.89 +9.0%
330 CPT CAMDEN PPTY TR Real Estate 403.0 $46K -29.0 -6.7% $114.49 -5.7%
331 UDR UDR INC Real Estate 1,133.0 $45K -433.0 -27.6% $39.92 -6.6%
332 PTC PTC INC Technology 397.0 $45K -349.0 -46.8% $113.61 +31.0%
333 INDA ISHARES TR 912.0 $45K -463.0 -33.7% $49.39 +0.0%
334 SYSB ISHARES TR 498.0 $44K -344.0 -40.9% $88.72 -1.8%
335 JXI ISHARES TR 492.0 $42K -5K -90.3% $84.97 -1.5%
336 RKT ROCKET COS INC Financial Services 2,577.0 $41K -24.0 -0.9% $15.75 -10.7%
337 IFRA ISHARES TR 642.0 $40K -150.0 -18.9% $63.04 -2.4%
338 SHY ISHARES TR 487.0 $40K -2K -83.4% $82.11 -0.1%
339 POOL POOL CORP Industrials 183.0 $39K -42.0 -18.7% $214.90 -11.4%
340 LII LENNOX INTL INC Industrials 67.0 $38K -2.0 -2.9% $572.96 -28.1%
Page 17 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%