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Portfolio (Quarterly) Guide ↗

Kathmere Capital Management, LLC

· CIK 0001794543
13F Portfolio $1.5B AUM 577 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 73 New 281 Added 148 Reduced 30 Exited
Page 5 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,616.0 $1.3M 0.09% +1K +14.2% $137.80 -1.8%
82 BCS BARCLAYS PLC Financial Services 50,901.0 $1.3M 0.09% +9K +20.5% $25.45 -3.6%
83 VT VANGUARD INTL EQUITY INDEX F 9,178.0 $1.3M 0.09% +118.0 +1.3% $141.06 +11.6%
84 SYF SYNCHRONY FINANCIAL Financial Services 15,389.0 $1.3M 0.09% +3K +23.4% $83.43 -13.8%
85 INFY INFOSYS LTD Technology 65,527.0 $1.2M 0.08% +16K +33.4% $17.82 -32.2%
86 TPR TAPESTRY INC Consumer Cyclical 9,100.0 $1.2M 0.08% +545.0 +6.4% $127.77 +10.1%
87 NATWEST GROUP PLC 65,668.0 $1.1M 0.08% +6K +10.3% $17.50
88 PFE PFIZER INC Healthcare 45,960.0 $1.1M 0.08% +13K +40.8% $24.90 +3.8%
89 AMGN AMGEN INC Healthcare 3,450.0 $1.1M 0.08% +228.0 +7.1% $327.34 +2.6%
90 FOXA FOX CORP Communication Services 15,271.0 $1.1M 0.07% +2K +18.7% $73.07 -11.1%
91 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,534.0 $1.1M 0.07% +43.0 +1.2% $310.24 +20.5%
92 RY ROYAL BK CDA Financial Services 6,408.0 $1.1M 0.07% +373.0 +6.2% $170.49 +11.4%
93 PHM PULTE GROUP INC Consumer Cyclical 9,200.0 $1.1M 0.07% +455.0 +5.2% $117.26 +0.5%
94 SAN BANCO SANTANDER SA Financial Services 91,537.0 $1.1M 0.07% +13K +16.4% $11.73 +6.5%
95 SCHG SCHWAB STRATEGIC TR 32,763.0 $1.1M 0.07% +189.0 +0.6% $32.62 +6.0%
96 SAP SAP SE Technology 4,300.0 $1.0M 0.07% +281.0 +7.0% $242.91 -27.9%
97 KO COCA COLA CO Consumer Defensive 14,922.0 $1.0M 0.07% +1K +7.5% $69.91 +15.1%
98 RSG REPUBLIC SVCS INC Industrials 4,920.0 $1.0M 0.07% +146.0 +3.1% $211.94 -2.3%
99 ZTS ZOETIS INC Healthcare 8,267.0 $1.0M 0.07% +1K +21.0% $125.82 -35.4%
100 ASTRAZENECA PLC 11,278.0 $1.0M 0.07% +413.0 +3.8% $91.93
Page 5 of 15  ·  281 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 27.0%
Financial Services 20.9%
Consumer Cyclical 9.8%
Healthcare 9.6%
Communication Services 8.9%
Consumer Defensive 8.4%
Industrials 8.4%
Energy 3.3%
Basic Materials 2.3%
Utilities 0.8%