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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 66 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 RIG TRANSOCEAN LTD Energy 4,600.0 $22K $4.89 +21.9%
1302 HEICO CORP NEW 87.0 $22K +64.0 +278.3% $256.78
1303 LEU CENTRUS ENERGY CORP Energy 133.0 $22K $167.87 +10.9%
1304 DWX SPDR INDEX SHS FDS 484.0 $22K +7.0 +1.5% $45.96 +4.8%
1305 SPSM SPDR SERIES TRUST 385.0 $22K -443.0 -53.5% $57.69 -0.7%
1306 GOOGL PUT ALPHABET INC Communication Services 1,600.0 $22K $13.86 +2391.7%
1307 LBRDK LIBERTY BROADBAND CORP Communication Services 665.0 $22K -36.0 -5.1% $33.26 +8.3%
1308 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 303.0 $22K $72.51 +11.7%
1309 HALO HALOZYME THERAPEUTICS INC Healthcare 278.0 $22K $78.27 +38.0%
1310 LIBERTY MEDIA CORP DEL 248.0 $22K +25.0 +11.2% $87.54
1311 ONB OLD NATL BANCORP IND Financial Services 833.0 $22K $25.90 -0.3%
1312 FXZ FIRST TR EXCHANGE-TRADED FD 271.0 $22K $79.44 +10.1%
1313 BOOT BOOT BARN HLDGS INC Consumer Cyclical 131.0 $22K $164.27 +0.0%
1314 VYMI VANGUARD WHITEHALL FDS 219.0 $22K $98.20 +7.2%
1315 KGC KINROSS GOLD CORP Basic Materials 909.0 $21K $23.62 +38.7%
1316 FNF FIDELITY NATL FINL INC Financial Services 455.0 $21K $47.16 +0.3%
1317 DEHP DIMENSIONAL ETF TRUST 500.0 $21K NEW $42.77 -3.5%
1318 PVH PVH CORPORATION Consumer Cyclical 287.0 $21K $74.26 +5.9%
1319 ISHARES TR 426.0 $21K -89.0 -17.3% $49.55
1320 SEIC SEI INVTS CO Financial Services 240.0 $21K -22.0 -8.4% $87.71 +24.7%
Page 66 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%