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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 378.0 $228K 0.04% NEW $604.39 -13.9%
102 RY ROYAL BK CDA Financial Services 1,379.0 $223K 0.03% +82.0 +6.3% $161.78 +11.2%
103 IBM INTERNATIONAL BUSINESS MACHS Technology 912.0 $221K 0.03% +30.0 +3.4% $242.28 -9.9%
104 DUK DUKE ENERGY CORP NEW Utilities 1,686.0 $221K 0.03% -36.0 -2.1% $130.94 -5.1%
105 OKTA OKTA INC Technology 2,785.0 $219K 0.03% $78.71 +3.0%
106 IWY ISHARES TR 860.0 $214K 0.03% $248.84 +17.5%
107 USB US BANCORP Financial Services 4,104.0 $213K 0.03% +68.0 +1.7% $52.01 +2.7%
108 MPC MARATHON PETE CORP Energy 872.0 $213K 0.03% NEW $244.28 +1.9%
109 CGSD CAPITAL GRP FIXED INCM ETF T 7,971.0 $206K 0.03% +190.0 +2.4% $25.79 -0.1%
110 WM WASTE MGMT INC DEL Industrials 883.0 $203K 0.03% NEW $229.79 -4.8%
111 EQT EQT CORP Energy 3,184.0 $203K 0.03% NEW $63.63 -11.1%
112 YUM YUM BRANDS INC Consumer Cyclical 1,288.0 $200K 0.03% NEW $155.48 -3.1%
113 HUMA HUMACYTE INC Healthcare 17,350.0 $11K 0.00% $0.61 +53.3%
Page 6 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%