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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 1,847.0 $543K 0.08% -22.0 -1.2% $294.17 +2.0%
22 DFAE DIMENSIONAL ETF TRUST 15,717.0 $532K 0.08% -1K -6.0% $33.86 +13.7%
23 NEE NEXTERA ENERGY INC Utilities 5,411.0 $503K 0.08% -563.0 -9.4% $92.87 +3.0%
24 BLK BLACKROCK INC Financial Services 427.0 $411K 0.06% -3.0 -0.7% $962.66 +12.4%
25 META META PLATFORMS INC Communication Services 665.0 $381K 0.06% -80.0 -10.7% $572.43 +8.0%
26 SIL GLOBAL X FDS 3,116.0 $281K 0.04% -20.0 -0.6% $90.08 +1.7%
27 QCOM QUALCOMM INC Technology 2,029.0 $261K 0.04% -60.0 -2.9% $128.78 +55.4%
28 TSLA TESLA INC Consumer Cyclical 691.0 $257K 0.04% -214.0 -23.6% $371.69 +19.3%
29 ORCL ORACLE CORP Technology 1,733.0 $255K 0.04% -82.0 -4.5% $147.09 +33.0%
30 DUK DUKE ENERGY CORP NEW Utilities 1,686.0 $221K 0.03% -36.0 -2.1% $130.94 -5.1%
Page 2 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%