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Portfolio (Quarterly) Guide ↗

Kathmere Capital Management, LLC

· CIK 0001794543
13F Portfolio $1.9B AUM 680 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 158 New 352 Added 131 Reduced 52 Exited
Page 13 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ABT ABBOTT LABORATORIES Healthcare 6,398.0 $581K 0.03% +161.0 +2.6% $90.74 +25.8%
242 DGRO ISHARES TR 7,637.0 $579K 0.03% +61.0 +0.8% $75.79 +4.6%
243 BPOP POPULAR INC Financial Services 3,525.0 $579K 0.03% +1K +50.0% $164.18 +2.5%
244 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,969.0 $578K 0.03% +884.0 +17.4% $96.88 +0.5%
245 UPS UNITED PARCEL SVCS INC Industrials 5,359.0 $576K 0.03% +2K +59.0% $107.50 -4.6%
246 GSK GSK PLC Healthcare 10,882.0 $570K 0.03% +3K +42.4% $52.42 -0.9%
247 BMO BANK MONTREAL MEDIUM Financial Services 3,201.0 $566K 0.03% +1K +59.6% $176.70 -2.2%
248 NVO NOVO-NORDISK A S Healthcare 11,681.0 $560K 0.03% +6K +101.9% $47.94 -3.8%
249 EQNR EQUINOR ASA Energy 17,813.0 $559K 0.03% +3K +18.7% $31.40 +36.5%
250 EFAV ISHARES TR 6,310.0 $553K 0.03% +2K +45.7% $87.72 +7.1%
251 VOD VODAFONE GROUP PLC Communication Services 41,745.0 $552K 0.03% +16K +60.3% $13.22 +21.1%
252 MCD MCDONALDS CORP Consumer Cyclical 2,039.0 $551K 0.03% +176.0 +9.4% $270.35 -0.5%
253 NGG NATIONAL GRID PLC Utilities 6,562.0 $544K 0.03% +4K +128.2% $82.87 -2.7%
254 AVDE AMERICAN CENTY ETF TR 6,032.0 $538K 0.03% +86.0 +1.4% $89.19 +4.8%
255 HAL HALLIBURTON CO Energy 15,834.0 $538K 0.03% +6K +56.5% $33.95 +5.1%
256 F FORD MTR CO Consumer Cyclical 38,313.0 $533K 0.03% +22K +141.2% $13.90 +0.6%
257 SHOP SHOPIFY INC Technology 4,652.0 $531K 0.03% +89.0 +1.9% $114.18 +28.9%
258 SNA SNAP ON INC Industrials 1,313.0 $528K 0.03% +584.0 +80.1% $402.40 -2.8%
259 KMI KINDER MORGAN INC DEL Energy 16,322.0 $522K 0.03% +8K +95.7% $31.97 -1.1%
260 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,579.0 $503K 0.03% +1K +40.7% $109.77 -1.0%
Page 13 of 18  ·  352 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
Technology 28.6%
Financial Services 19.5%
Healthcare 10.5%
Industrials 9.3%
Consumer Cyclical 8.4%
Communication Services 7.6%
Consumer Defensive 7.4%
Energy 3.9%
Basic Materials 2.9%
Utilities 1.3%