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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 65 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 PPA INVESCO EXCHANGE TRADED FD T 140.0 $25K $176.65 -1.6%
1282 TECH BIO-TECHNE CORP Healthcare 349.0 $25K -152.0 -30.3% $70.65 +2.3%
1283 CTGO CONTANGO SILVER & GOLD INC Basic Materials 1,550.0 $24K $15.79 +28.7%
1284 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 241.0 $24K $101.11 +0.8%
1285 HEI HEICO CORP NEW Industrials 68.0 $24K +24.0 +54.5% $356.19 -1.6%
1286 J JACOBS SOLUTIONS INC Industrials 192.0 $24K -185.0 -49.1% $126.00 +17.4%
1287 IBIT ISHARES BITCOIN TRUST ETF Financial Services 723.0 $24K -336.0 -31.7% $33.31 +23.7%
1288 GRC GORMAN RUPP CO Industrials 259.0 $24K $91.74 -15.1%
1289 FLRN SPDR SERIES TRUST 768.0 $24K $30.85 -0.2%
1290 GLOBUS MED INC 299.0 $24K -6.0 -2.0% $79.01
1291 VERSIGENT PLC 562.0 $24K +561.0 +10000.0% $42.01
1292 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 1,095.0 $23K -2K -69.1% $21.45 +18.6%
1293 ICVT ISHARES TR 192.0 $23K -162.0 -45.8% $121.74 -5.0%
1294 WSM WILLIAMS SONOMA INC Consumer Cyclical 100.0 $23K -289.0 -74.3% $233.10 +1.1%
1295 WCC WESCO INTL INC Industrials 67.0 $23K +4.0 +6.3% $345.43 -2.1%
1296 GLPI GAMING & LEISURE P Real Estate 518.0 $23K $44.54 -1.9%
1297 ABCB AMERIS BANCORP Financial Services 255.0 $23K $90.26 -4.6%
1298 LPTH LIGHTPATH TECHNOLOGIES INC Technology 1,400.0 $23K $16.35 -20.4%
1299 NPO ENPRO INC Industrials 60.0 $23K $376.93 -17.0%
1300 LMAT LEMAITRE VASCULAR INC Healthcare 235.0 $23K $95.96 -14.2%
Page 65 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%