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Portfolio (Quarterly) Guide ↗

Rather & Kittrell, Inc.

· CIK 0001582112
13F Portfolio $647.9B AUM 113 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 41 Added 30 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 560.0 $335K 0.05% NEW $597.97 +13.6%
2 BND VANGUARD BD INDEX FDS 3,969.0 $292K 0.04% NEW $73.65 -1.2%
3 BSV VANGUARD BD INDEX FDS 3,416.0 $268K 0.04% NEW $78.41 -0.8%
4 LNG CHENIERE ENERGY INC Energy 850.0 $241K 0.04% NEW $283.64 -15.0%
5 LMT LOCKHEED MARTIN CORP Industrials 378.0 $228K 0.04% NEW $604.39 -13.9%
6 MPC MARATHON PETE CORP Energy 872.0 $213K 0.03% NEW $244.28 +1.9%
7 WM WASTE MGMT INC DEL Industrials 883.0 $203K 0.03% NEW $229.79 -4.8%
8 EQT EQT CORP Energy 3,184.0 $203K 0.03% NEW $63.63 -11.1%
9 YUM YUM BRANDS INC Consumer Cyclical 1,288.0 $200K 0.03% NEW $155.48 -3.1%

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
Basic Materials 32.3%
Technology 17.6%
Financial Services 16.5%
Consumer Cyclical 10.9%
Consumer Defensive 6.0%
Energy 4.8%
Communication Services 4.1%
Industrials 2.7%
Utilities 2.2%
Healthcare 1.7%