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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 15,427.0 $1.3M 0.20% $82.57 -0.6%
42 IVV ISHARES TR 1,897.0 $1.2M 0.19% -24.0 -1.2% $653.21 +13.7%
43 GOOGL ALPHABET INC Communication Services 4,258.0 $1.2M 0.19% +670.0 +18.7% $287.59 +39.5%
44 CGXU CAPITAL GROUP INTL FOCUS EQT 40,406.0 $1.2M 0.18% $29.49 +10.3%
45 CGGR CAPITAL GROUP GROWTH ETF 29,489.0 $1.2M 0.18% $40.19 +13.9%
46 SCHD SCHWAB STRATEGIC TR 38,361.0 $1.2M 0.18% $30.68 +3.4%
47 CVX CHEVRON CORPORATION Energy 5,676.0 $1.2M 0.18% $206.91 -9.8%
48 VTV VANGUARD INDEX FDS 5,972.0 $1.2M 0.18% +79.0 +1.3% $196.20 +5.3%
49 DFEV DIMENSIONAL ETF TRUST 32,612.0 $1.2M 0.18% -228.0 -0.7% $35.78 +14.2%
50 HD HOME DEPOT INC Consumer Cyclical 3,352.0 $1.1M 0.17% -29.0 -0.9% $328.92 -7.5%
51 PXF INVESCO EXCH TRADED FD TR II 15,334.0 $1.1M 0.17% -360.0 -2.3% $69.90 +7.6%
52 VUG VANGUARD INDEX FDS 2,438.0 $1.1M 0.16% -708.0 -22.5% $436.79 -80.0%
53 AMZN AMAZON COM INC Consumer Cyclical 4,919.0 $1.0M 0.16% +1K +32.7% $208.27 +26.8%
54 BERKSHIRE HATHAWAY INC DEL 2,075.0 $994K 0.15% -370.0 -15.1% $479.16
55 FREL FIDELITY COVINGTON TRUST 33,606.0 $904K 0.14% $26.91 +5.9%
56 PGR PROGRESSIVE CORP Financial Services 4,220.0 $837K 0.13% -626.0 -12.9% $198.24 -1.2%
57 AVGO BROADCOM INC Technology 2,670.0 $826K 0.13% $309.47 +37.4%
58 DFUV DIMENSIONAL ETF TRUST 16,925.0 $820K 0.13% $48.46 +7.6%
59 ISTB ISHARES TR 16,488.0 $799K 0.12% +139.0 +0.8% $48.46 -0.7%
60 VTWO VANGUARD SCOTTSDALE FDS 7,895.0 $791K 0.12% $100.17 +12.0%
Page 3 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%