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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 6,411.0 $423K 0.07% +33.0 +0.5% $65.99 +9.7%
82 BLK BLACKROCK INC Financial Services 427.0 $411K 0.06% -3.0 -0.7% $962.66 +12.4%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,162.0 $393K 0.06% +196.0 +20.3% $337.95 +23.6%
84 EMXC ISHARES INC 4,920.0 $387K 0.06% $78.66 +19.0%
85 CSCO CISCO SYS INC Technology 4,979.0 $386K 0.06% +25.0 +0.5% $77.58 +48.9%
86 META META PLATFORMS INC Communication Services 665.0 $381K 0.06% -80.0 -10.7% $572.43 +8.0%
87 KO COCA COLA CO Consumer Defensive 4,513.0 $343K 0.05% +356.0 +8.6% $76.05 +5.8%
88 VOO VANGUARD INDEX FDS 560.0 $335K 0.05% NEW $597.97 +13.6%
89 LLY ELI LILLY & CO Healthcare 359.0 $330K 0.05% +61.0 +20.5% $918.72 +9.6%
90 CGCB CAPITAL GRP FIXED INCM ETF T 11,147.0 $293K 0.04% +2K +17.9% $26.26 -1.1%
91 BND VANGUARD BD INDEX FDS 3,969.0 $292K 0.04% NEW $73.65 -1.2%
92 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,799.0 $283K 0.04% +553.0 +13.0% $59.03 +20.1%
93 SIL GLOBAL X FDS 3,116.0 $281K 0.04% -20.0 -0.6% $90.08 +1.7%
94 BSV VANGUARD BD INDEX FDS 3,416.0 $268K 0.04% NEW $78.41 -0.8%
95 VIG VANGUARD SPECIALIZED FUNDS 1,224.0 $263K 0.04% +18.0 +1.5% $215.12 +6.6%
96 QCOM QUALCOMM INC Technology 2,029.0 $261K 0.04% -60.0 -2.9% $128.78 +55.4%
97 TSLA TESLA INC Consumer Cyclical 691.0 $257K 0.04% -214.0 -23.6% $371.69 +19.3%
98 ORCL ORACLE CORP Technology 1,733.0 $255K 0.04% -82.0 -4.5% $147.09 +33.0%
99 RSP INVESCO EXCHANGE TRADED FD T 1,257.0 $241K 0.04% $191.92 +5.0%
100 LNG CHENIERE ENERGY INC Energy 850.0 $241K 0.04% NEW $283.64 -15.0%
Page 5 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%