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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 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAX DIMENSIONAL ETF TRUST 90,995.0 $3.1M 0.48% -19K -17.1% $33.97 +7.7%
22 DFAI DIMENSIONAL ETF TRUST 66,588.0 $2.6M 0.40% -1K -1.5% $38.96 +4.8%
23 TFC TRUIST FINL CORP Financial Services 55,587.0 $2.6M 0.39% $45.97 +2.5%
24 NVDA NVIDIA CORPORATION Technology 14,459.0 $2.5M 0.39% +2K +16.4% $174.39 +35.2%
25 LOW LOWES COS INC Consumer Cyclical 10,167.0 $2.4M 0.37% -212.0 -2.0% $236.27 -5.4%
26 CGGO CAPITAL GROUP GBL GROWTH EQT 61,527.0 $2.1M 0.32% $33.37 +16.0%
27 VMC VULCAN MATLS CO Basic Materials 6,643.0 $1.8M 0.28% -108.0 -1.6% $272.31 +1.0%
28 FHN FIRST HORIZON CORPORATION Financial Services 76,379.0 $1.7M 0.27% $22.76 +4.2%
29 CGDV CAPITAL GROUP DIVIDEND VALUE 40,087.0 $1.7M 0.26% $42.54 +12.4%
30 MSFT MICROSOFT CORP Technology 4,572.0 $1.7M 0.26% -271.0 -5.6% $370.16 +10.6%
31 PRF INVESCO EXCHANGE TRADED FD T 34,464.0 $1.6M 0.25% -308.0 -0.9% $47.53 +9.9%
32 VDE VANGUARD WORLD FD 9,255.0 $1.6M 0.25% $173.04 -2.7%
33 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 39,230.0 $1.5M 0.24% $39.12 +14.7%
34 WMT WALMART INC Consumer Defensive 11,971.0 $1.5M 0.23% +138.0 +1.2% $124.27 +6.6%
35 IYR ISHARES TR 15,298.0 $1.4M 0.22% $94.56 +5.5%
36 BAC BANK AMERICA CORP Financial Services 28,551.0 $1.4M 0.21% +369.0 +1.3% $48.75 +2.1%
37 AGG ISHARES TR 13,650.0 $1.4M 0.21% +103.0 +0.8% $99.27 -1.3%
38 ASTE ASTEC INDS INC Industrials 24,388.0 $1.3M 0.20% $53.84 -12.6%
39 GDX VANECK ETF TRUST 14,291.0 $1.3M 0.20% -600.0 -4.0% $91.77 -4.8%
40 XOM EXXON MOBIL CORP Energy 7,598.0 $1.3M 0.20% $169.65 -9.9%
Page 2 of 6  ·  113 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%