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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 71 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 LNTH LANTHEUS HLDGS INC Healthcare 136.0 $15K $110.94 -9.7%
1402 CWST CASELLA WASTE SYS INC Industrials 154.0 $15K -102.0 -39.8% $96.97 -4.8%
1403 INGR INGREDION INC Consumer Defensive 157.0 $15K -6.0 -3.7% $94.71 +13.8%
1404 USXF ISHARES TR 214.0 $15K +5.0 +2.4% $69.45 -2.0%
1405 RSPT INVESCO EXCHANGE TRADED FD T 230.0 $15K $64.50 -1.1%
1406 QTUM ETF SER SOLUTIONS 89.0 $15K +71.0 +394.4% $166.11 -10.6%
1407 CVSA COVISTA INC Consumer Cyclical 118.0 $15K $124.66 +4.9%
1408 EXLS EXLSERVICE HLDGS INC Technology 567.0 $15K $25.86 +46.1%
1409 VNO VORNADO RLTY TR Real Estate 373.0 $15K $39.30 -2.2%
1410 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 290.0 $15K $50.53 -2.8%
1411 CAE CAE INC Industrials 584.0 $15K $25.06 +0.4%
1412 NYT NEW YORK TIMES CO MTN BE Communication Services 208.0 $15K $69.98 -6.5%
1413 CODI COMPASS DIVERSIFIED Industrials 1,347.0 $14K $10.66 +7.6%
1414 XLC SELECT SECTOR SPDR TR 133.0 $14K NEW $107.13 +3.1%
1415 CSHP BLACKROCK ETF TRUST 143.0 $14K NEW $99.62 -0.5%
1416 SPYI NEOS ETF TRUST 265.0 $14K -38.0 -12.5% $53.09 +0.6%
1417 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 407.0 $14K $34.53 +22.9%
1418 PRG PROG HOLDINGS INC Industrials 300.0 $14K $46.61 -17.1%
1419 LOPE GRAND CANYON ED INC Consumer Defensive 97.0 $14K $143.11 +1.4%
1420 BEPC BROOKFIELD RENEWABLE CORP Utilities 372.0 $14K +65.0 +21.2% $37.12 -9.4%
Page 71 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%