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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 67 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 GEL GENESIS ENERGY L P Energy 1,480.0 $21K +172.0 +13.2% $14.17 +13.2%
1322 SCCO SOUTHERN COPPER CORP Basic Materials 120.0 $21K -33.0 -21.6% $174.26 +14.0%
1323 TPSC TIMOTHY PLAN 435.0 $21K $47.98 +0.4%
1324 BKIE BNY MELLON ETF TRUST 206.0 $21K $33.53 +3.1%
1325 SKY CHAMPION HOMES INC Consumer Cyclical 235.0 $21K +53.0 +29.1% $88.12 +2.1%
1326 DRS LEONARDO DRS INC Industrials 475.0 $20K $42.67 -3.9%
1327 HRB BLOCK H & R INC Consumer Cyclical 531.0 $20K $38.08 +39.3%
1328 RVTY REVVITY INC Healthcare 181.0 $20K +9.0 +5.2% $111.26 +11.6%
1329 HYG ISHARES TR 251.0 $20K -17.0 -6.3% $79.97 -0.5%
1330 EPR EPR PPTYS Real Estate 345.0 $20K $58.01 +5.5%
1331 TRMB TRIMBLE INC Technology 390.0 $20K -870.0 -69.0% $51.18 +16.6%
1332 SPTS SPDR SERIES TRUST 684.0 $20K -2K -76.7% $29.01 -0.2%
1333 CNQ CANADIAN NAT RES LTD MED TER Energy 500.0 $20K +93.0 +22.9% $39.50 +29.2%
1334 RACE FERRARI N V Consumer Cyclical 53.0 $20K +2.0 +3.9% $372.28 +15.1%
1335 QQQI NEOS ETF TRUST 347.0 $20K $56.79 -4.8%
1336 POR PORTLAND GEN ELEC CO Utilities 378.0 $20K $51.83 -3.2%
1337 BZH BEAZER HOMES USA INC Consumer Cyclical 697.0 $20K $28.05 +18.1%
1338 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 173.0 $20K $112.74 +14.5%
1339 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 180.0 $20K $108.35 -4.8%
1340 CUBE CUBESMART Real Estate 476.0 $19K $39.77 +3.5%
Page 67 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%