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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 7 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BIIB BIOGEN INC Healthcare 7,285.0 $1.6M 0.08% +2K +52.1% $216.06 +0.9%
122 BLK BLACKROCK INC Financial Services 1,630.0 $1.6M 0.08% +749.0 +85.0% $961.74 +19.9%
123 RELX RELX PLC Communication Services 49,199.0 $1.6M 0.08% +8K +19.4% $31.67 +12.2%
124 SAN BANCO SANTANDER SA Financial Services 112,841.0 $1.6M 0.08% +21K +23.3% $13.80 +2.7%
125 EMR EMERSON ELEC CO Industrials 10,864.0 $1.6M 0.08% +6K +146.1% $143.15 +8.8%
126 BSCS INVESCO EXCH TRD SLF IDX FD 73,793.0 $1.5M 0.08% +50K +211.2% $20.36 +0.1%
127 GLW CORNING INC Technology 5,851.0 $1.5M 0.08% +2K +55.0% $255.43 -40.7%
128 BCS BARCLAYS PLC Financial Services 54,921.0 $1.5M 0.08% +4K +7.9% $26.86 -0.7%
129 USB US BANCORP Financial Services 24,423.0 $1.5M 0.08% +7K +36.9% $60.40 +3.7%
130 TJX TJX COS INC NEW Consumer Cyclical 9,599.0 $1.5M 0.08% +4K +73.9% $151.50 -6.7%
131 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,741.0 $1.4M 0.07% +207.0 +5.9% $370.59 -3.8%
132 BHP BHP BILLITON LIMITED Basic Materials 16,595.0 $1.4M 0.07% +5K +42.1% $83.31 +12.5%
133 AMGN AMGEN INC Healthcare 3,797.0 $1.4M 0.07% +347.0 +10.1% $362.11 +20.0%
134 TT TRANE TECHNOLOGIES PLC Industrials 2,780.0 $1.4M 0.07% +2K +168.1% $491.16 -7.6%
135 TPR TAPESTRY INC Consumer Cyclical 9,260.0 $1.4M 0.07% +160.0 +1.8% $146.38 -11.5%
136 HIG HARTFORD INSURANCE GROUP INC Financial Services 10,205.0 $1.4M 0.07% +589.0 +6.1% $132.52 +3.8%
137 BK BANK OF NY MELLON CORP Financial Services 9,206.0 $1.3M 0.07% +861.0 +10.3% $144.61 -1.9%
138 DFUV DIMENSIONAL ETF TRUST 24,108.0 $1.3M 0.07% +4K +17.1% $55.01 +4.3%
139 AMAT APPLIED MATLS INC Technology 1,812.0 $1.3M 0.07% +578.0 +46.8% $723.00 -31.7%
140 IBM INTERNATIONAL BUSINESS MACHS Technology 4,643.0 $1.3M 0.07% +2K +48.8% $281.20 -15.7%
Page 7 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%