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Portfolio (Quarterly) Guide ↗

Rather & Kittrell, Inc.

· CIK 0001582112
13F Portfolio $621M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 USB US BANCORP DEL Financial Services 4,036.0 $215K 0.04% NEW $53.36 +0.1%
102 LEIDOS HOLDINGS INC 1,185.0 $214K 0.03% NEW $180.40
103 V VISA INC Financial Services 598.0 $210K 0.03% NEW $350.60 -8.0%
104 CGSD CAPITAL GRP FIXED INCM ETF T 7,781.0 $202K 0.03% NEW $26.01 -1.0%
105 DUK DUKE ENERGY CORP NEW Utilities 1,722.0 $202K 0.03% NEW $117.21 +6.1%
106 HUMA HUMACYTE INC Healthcare 17,350.0 $17K 0.00% NEW $0.96 -3.2%
Page 6 of 6  ·  106 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 34.1%
Financial Services 18.2%
Technology 18.1%
Consumer Cyclical 11.1%
Consumer Defensive 5.4%
Communication Services 3.9%
Energy 2.8%
Utilities 2.0%
Industrials 1.6%
Healthcare 1.5%