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Portfolio (Quarterly) Guide ↗

MATHER GROUP, LLC.

· CIK 0001527641
13F Portfolio $10.0B AUM 1,905 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1263 New 287 Added 236 Reduced 7 Exited
Page 68 of 95  ·  1,896 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 LGIH LGI HOMES INC Consumer Cyclical 400.0 $16K NEW $39.53 +16.9%
1342 WEN WENDYS CO Consumer Cyclical 2,263.0 $16K NEW $6.95 +11.5%
1343 TM TOYOTA MOTOR CORP Consumer Cyclical 76.0 $16K NEW $206.09 -7.8%
1344 FAF FIRST AMERN FINL CORP Financial Services 258.0 $16K NEW $60.29 +12.5%
1345 SOUTHSTATE BK CORP 166.0 $15K NEW $92.52
1346 VOTE TCW ETF TRUST 200.0 $15K NEW $76.30 +14.5%
1347 BLDR BUILDERS FIRSTSOURCE INC Industrials 185.0 $15K NEW $82.25 -10.2%
1348 CAE CAE INC Industrials 584.0 $15K NEW $26.05 +3.4%
1349 RVTY REVVITY INC Healthcare 172.0 $15K NEW $87.61 +8.2%
1350 CNO CNO FINL GROUP INC Financial Services 367.0 $15K NEW $41.00 +15.6%
1351 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 241.0 $15K NEW $62.42 +1.0%
1352 HQY HEALTHEQUITY INC Healthcare 180.0 $15K NEW $83.57 +3.4%
1353 NPO ENPRO INC Industrials 60.0 $15K NEW $250.65 +20.8%
1354 VNT VONTIER CORPORATION Technology 423.0 $15K NEW $35.47 -19.9%
1355 SPYI NEOS ETF TRUST 303.0 $15K NEW $49.37 +7.9%
1356 JLL JONES LANG LASALLE INC Real Estate 49.0 $15K NEW $304.33 -3.7%
1357 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 407.0 $15K NEW $36.39 +2.0%
1358 SPAB SPDR SERIES TRUST 571.0 $15K NEW $25.64 -1.2%
1359 BIGY TIDAL TRUST II 301.0 $15K NEW $48.60 +9.3%
1360 EXEL EXELIXIS INC Healthcare 337.0 $14K NEW $42.89 +15.8%
Page 68 of 95  ·  1,896 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 23.4%
Financial Services 14.9%
Industrials 11.6%
Consumer Defensive 10.1%
Healthcare 9.0%
Consumer Cyclical 8.7%
Communication Services 6.4%
Energy 5.7%
Basic Materials 5.0%
Utilities 4.0%