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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 41 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HELO J P MORGAN EXCHANGE TRADED F 2,609.0 $176K 0.00% NEW $67.58 +2.7%
802 SWKS SKYWORKS SOLUTIONS INC Technology 2,584.0 $175K 0.00% -85.0 -3.2% $67.79 -1.0%
803 MANH MANHATTAN ASSOCIATES INC Technology 1,238.0 $172K 0.00% $139.25 +54.1%
804 ET ENERGY TRANSFER L P Energy 8,961.0 $171K 0.00% +158.0 +1.8% $19.12 +10.8%
805 VMC VULCAN MATLS CO Basic Materials 580.0 $171K 0.00% +43.0 +8.0% $295.25 -6.5%
806 IQVIA HLDGS INC 885.0 $171K 0.00% +56.0 +6.8% $193.20
807 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 13,351.0 $171K 0.00% -2K -15.4% $12.80 -4.5%
808 CGDV CAPITAL GROUP DIVIDEND VALUE 3,464.0 $171K 0.00% $49.28 +1.9%
809 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,926.0 $171K 0.00% +184.0 +10.6% $88.60 -36.6%
810 KTB KONTOOR BRANDS INC Consumer Cyclical 2,044.0 $170K 0.00% $83.34 -1.6%
811 DBMF LITMAN GREGORY FDS TR 5,562.0 $170K 0.00% -75.0 -1.3% $30.61 +2.5%
812 ISHARES TR 7,639.0 $169K 0.00% NEW $22.14
813 BIZD VANECK ETF TRUST 13,338.0 $169K 0.00% +12K +850.0% $12.66 +5.0%
814 PPL PPL CORP Utilities 4,643.0 $169K 0.00% -236.0 -4.8% $36.35 -5.4%
815 VPU VANGUARD WORLD FD 856.0 $168K 0.00% $195.73 -5.5%
816 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,704.0 $167K 0.00% +362.0 +10.8% $45.11 +18.5%
817 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,353.0 $167K 0.00% $123.44 -5.4%
818 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,224.0 $166K 0.00% $51.60 +8.9%
819 IREN IREN LIMITED Financial Services 3,613.0 $165K 0.00% -225.0 -5.9% $45.73 -8.4%
820 DDOG DATADOG INC Technology 630.0 $164K 0.00% -281.0 -30.9% $260.41 -9.5%
Page 41 of 96  ·  1,903 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 26.9%
Financial Services 15.0%
Industrials 12.5%
Consumer Defensive 9.8%
Healthcare 8.9%
Consumer Cyclical 8.6%
Energy 4.9%
Utilities 4.1%
Communication Services 4.1%
Basic Materials 4.1%