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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
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 1,139,712.0 $44.3M 6.83% -18K -1.5% $38.86 +10.6%
2 DFIV DIMENSIONAL ETF TRUST 331,984.0 $17.5M 2.70% -4K -1.2% $52.78 +3.9%
3 DFAT DIMENSIONAL ETF TRUST 126,465.0 $7.9M 1.22% -2K -1.4% $62.45 +4.6%
4 IXUS ISHARES TR 38,561.0 $3.3M 0.52% -265.0 -0.7% $86.64 +7.8%
5 DFAX DIMENSIONAL ETF TRUST 90,995.0 $3.1M 0.48% -19K -17.1% $33.97 +7.7%
6 DFAI DIMENSIONAL ETF TRUST 66,588.0 $2.6M 0.40% -1K -1.5% $38.96 +4.8%
7 LOW LOWES COS INC Consumer Cyclical 10,167.0 $2.4M 0.37% -212.0 -2.0% $236.27 -5.4%
8 VMC VULCAN MATLS CO Basic Materials 6,643.0 $1.8M 0.28% -108.0 -1.6% $272.31 +1.0%
9 MSFT MICROSOFT CORP Technology 4,572.0 $1.7M 0.26% -271.0 -5.6% $370.16 +10.6%
10 PRF INVESCO EXCHANGE TRADED FD T 34,464.0 $1.6M 0.25% -308.0 -0.9% $47.53 +9.9%
11 GDX VANECK ETF TRUST 14,291.0 $1.3M 0.20% -600.0 -4.0% $91.77 -4.8%
12 IVV ISHARES TR 1,897.0 $1.2M 0.19% -24.0 -1.2% $653.21 +13.7%
13 DFEV DIMENSIONAL ETF TRUST 32,612.0 $1.2M 0.18% -228.0 -0.7% $35.78 +14.2%
14 HD HOME DEPOT INC Consumer Cyclical 3,352.0 $1.1M 0.17% -29.0 -0.9% $328.92 -7.5%
15 PXF INVESCO EXCH TRADED FD TR II 15,334.0 $1.1M 0.17% -360.0 -2.3% $69.90 +7.6%
16 VUG VANGUARD INDEX FDS 2,438.0 $1.1M 0.16% -708.0 -22.5% $436.79 -80.0%
17 BERKSHIRE HATHAWAY INC DEL 2,075.0 $994K 0.15% -370.0 -15.1% $479.16
18 PGR PROGRESSIVE CORP Financial Services 4,220.0 $837K 0.13% -626.0 -12.9% $198.24 -1.2%
19 ACWI ISHARES TR 3,991.0 $552K 0.09% -70.0 -1.7% $138.35 +11.4%
20 DFIS DIMENSIONAL ETF TRUST 16,357.0 $551K 0.09% -355.0 -2.1% $33.67 +6.6%
Page 1 of 2  ·  30 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 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%