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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 86 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 ACT ENACT HLDGS INC Financial Services 62.0 $3K $45.71 +9.8%
1702 LW LAMB WESTON HLDGS INC Consumer Defensive 65.0 $3K -255.0 -79.7% $43.18 +22.2%
1703 CPA COPA HOLDINGS SA Industrials 18.0 $3K $155.56 -16.2%
1704 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 55.0 $3K $49.98 +6.9%
1705 WOR WORTHINGTON ENTERPRISES INC Industrials 51.0 $3K $53.76 +6.4%
1706 LPX LOUISIANA PAC CORP Basic Materials 34.0 $3K $78.65 -10.1%
1707 ANIP ANI PHARMACEUTICALS INC Healthcare 31.0 $3K $82.77 -7.2%
1708 FSMD FIDELITY COVINGTON TRUST 49.0 $3K $52.37 +0.4%
1709 SSNC SS&C TECH HLDGS Technology 41.0 $3K -23.0 -35.9% $62.05 +31.3%
1710 KB KB FINL GROUP INC Financial Services 24.0 $3K $104.96 +12.1%
1711 AMTM AMENTUM HOLDINGS INC Industrials 121.0 $3K -1K -91.0% $20.67 -2.1%
1712 OI O-I GLASS INC Consumer Cyclical 258.0 $2K $9.63 -33.7%
1713 NATL NCR ATLEOS CORPORATION Technology 57.0 $2K $43.40 +6.6%
1714 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 460.0 $2K $5.27 +4.3%
1715 LRN STRIDE INC Consumer Defensive 28.0 $2K $86.25 -2.1%
1716 SE SEA LTD Consumer Cyclical 25.0 $2K $95.84 +23.5%
1717 ATKR ATKORE INC Industrials 31.0 $2K $76.03 +22.9%
1718 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 212.0 $2K $11.11 -3.3%
1719 MDB MONGODB INC Technology 7.0 $2K -4.0 -36.4% $335.86 +30.3%
1720 INSM INSMED INC Healthcare 22.0 $2K +13.0 +144.4% $106.64 +20.0%
Page 86 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%