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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 64 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 XLP SELECT SECTOR SPDR TR 328.0 $27K +28.0 +9.3% $83.07 +2.7%
1262 EMXF ISHARES TR 470.0 $27K NEW $57.94 -3.0%
1263 RMBS RAMBUS INC DEL Technology 204.0 $27K $132.74 -30.6%
1264 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 897.0 $27K $30.17 +13.8%
1265 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 13.0 $27K $2080.77 +3.4%
1266 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 158.0 $27K $168.54 -9.3%
1267 NVMI NOVA LTD Technology 49.0 $27K $542.94 -29.3%
1268 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,522.0 $26K +49.0 +3.3% $17.41 +13.4%
1269 AAON AAON INC Industrials 206.0 $26K $126.86 -36.3%
1270 PB PROSPERITY BANCSHARES INC Financial Services 356.0 $26K $73.03 -0.6%
1271 MSI PUT MOTOROLA SOLUTIONS INC Technology 800.0 $26K $31.95 +1382.4%
1272 LNC LINCOLN NATL CORP IND Financial Services 721.0 $25K +8.0 +1.1% $35.35 +18.8%
1273 LGIH LGI HOMES INC Consumer Cyclical 400.0 $25K $63.68 -10.9%
1274 LSTR LANDSTAR SYS INC Industrials 122.0 $25K $206.81 -11.8%
1275 FIS FIDELITY NATL INFORMATION SV Technology 645.0 $25K -4K -86.7% $38.88 +4.4%
1276 AEIS ADVANCED ENERGY INDS Industrials 67.0 $25K $372.87 -21.5%
1277 HUBS HUBSPOT INC Technology 137.0 $25K -4.0 -2.8% $181.85 +31.9%
1278 FTAI AVIATION LTD 92.0 $25K $270.53
1279 BLACKROCK ETF TRUST 310.0 $25K -11.0 -3.4% $80.16
1280 BBJP J P MORGAN EXCHANGE TRADED F 329.0 $25K -98.0 -22.9% $75.31 +1.1%
Page 64 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 26.3%
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%