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Portfolio (Quarterly) Guide ↗

Rather & Kittrell, Inc.

· CIK 0001582112
13F Portfolio $621M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New
Page 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AEM AGNICO EAGLE MINES LTD Basic Materials 2,415.0 $409K 0.07% NEW $169.53 +5.4%
82 TSLA TESLA INC Consumer Cyclical 905.0 $407K 0.07% NEW $449.67 -8.5%
83 COST COSTCO WHSL CORP NEW Consumer Defensive 460.0 $397K 0.06% NEW $862.43 +23.4%
84 CSCO CISCO SYS INC Technology 4,954.0 $382K 0.06% NEW $77.02 +52.5%
85 MO ALTRIA GROUP INC Consumer Defensive 6,378.0 $368K 0.06% NEW $57.66 +27.1%
86 EMXC ISHARES INC 4,920.0 $358K 0.06% NEW $72.68 +28.3%
87 QCOM QUALCOMM INC Technology 2,089.0 $357K 0.06% NEW $171.05 +16.6%
88 ORCL ORACLE CORP Technology 1,815.0 $354K 0.06% NEW $194.88 -4.8%
89 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,246.0 $324K 0.05% NEW $76.23 -12.7%
90 LLY ELI LILLY & CO Healthcare 298.0 $320K 0.05% NEW $1073.20 -7.8%
91 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 966.0 $294K 0.05% NEW $303.89 +30.1%
92 KO COCA COLA CO Consumer Defensive 4,157.0 $291K 0.05% NEW $69.91 +15.6%
93 VIG VANGUARD SPECIALIZED FUNDS 1,206.0 $265K 0.04% NEW $219.84 +4.3%
94 SIL GLOBAL X FDS 3,136.0 $262K 0.04% NEW $83.52 +8.6%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 882.0 $261K 0.04% NEW $296.07 -25.1%
96 CGCB CAPITAL GRP FIXED INCM ETF T 9,455.0 $251K 0.04% NEW $26.52 -2.1%
97 OKTA OKTA INC Technology 2,791.0 $241K 0.04% NEW $86.47 -0.6%
98 RSP INVESCO EXCHANGE TRADED FD T 1,257.0 $241K 0.04% NEW $191.56 +5.5%
99 IWY ISHARES TR 860.0 $238K 0.04% NEW $276.94 +5.0%
100 RY ROYAL BK CDA Financial Services 1,297.0 $221K 0.04% NEW $170.49 +8.2%
Page 5 of 6  ·  106 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
Basic Materials 34.1%
Financial Services 18.2%
Technology 18.1%
Consumer Cyclical 11.1%
Consumer Defensive 5.4%
Communication Services 3.9%
Energy 2.8%
Utilities 2.0%
Industrials 1.6%
Healthcare 1.5%