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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 50 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CVNA CARVANA CO Consumer Cyclical 1,297.0 $85K 0.00% +1K +1341.1% $65.83 +6.1%
982 TKO TKO GROUP HOLDINGS INC Communication Services 424.0 $85K 0.00% +47.0 +12.5% $201.31 -4.1%
983 KOMP SPDR SERIES TRUST 1,189.0 $85K 0.00% $71.50 -3.2%
984 HII HUNTINGTON INGALLS INDS INC Industrials 304.0 $85K 0.00% -9.0 -2.9% $279.43 +6.7%
985 AVLV AMERICAN CENTY ETF TR 925.0 $84K 0.00% $91.21 +3.8%
986 SMURFIT WESTROCK PLC 1,822.0 $84K 0.00% +1K +317.9% $46.26
987 TOTL SSGA ACTIVE ETF TR 2,134.0 $84K 0.00% $39.47 -1.8%
988 XYL XYLEM INC Industrials 707.0 $84K 0.00% -64.0 -8.3% $118.21 -4.1%
989 IDU ISHARES TR 724.0 $83K 0.00% $114.61 -4.9%
990 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,364.0 $83K 0.00% -80.0 -5.5% $60.67 +27.0%
991 CIEN CIENA CORP Technology 166.0 $81K 0.00% -7.0 -4.0% $490.56 -19.3%
992 HUBB HUBBELL INC Industrials 154.0 $81K 0.00% $523.20 -10.2%
993 COHR COHERENT CORP Technology 204.0 $81K 0.00% +63.0 +44.7% $394.74 -26.7%
994 IBB ISHARES TR 423.0 $80K 0.00% $190.19 +12.3%
995 GSLC GOLDMAN SACHS ETF TR 562.0 $80K 0.00% $141.89 +3.0%
996 HRL HORMEL FOODS CORP Consumer Defensive 3,158.0 $78K 0.00% -2K -38.6% $24.82 -3.7%
997 HLI HOULIHAN LOKEY INC Financial Services 584.0 $78K 0.00% $134.13 -3.8%
998 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 1,367.0 $78K 0.00% +1K +276.6% $57.22 +16.6%
999 ESE ESCO TECHNOLOGIES INC Technology 223.0 $78K 0.00% $350.04 -17.9%
1000 LEA LEAR CORP Consumer Cyclical 574.0 $77K 0.00% $133.94 -4.0%
Page 50 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%