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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 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 11,278 $1.0M 0.07% SOLD
2 HON HONEYWELL INTL INC Industrials 4,352 $849K 0.06% SOLD
3 BSX BOSTON SCIENTIFIC CORP Healthcare 5,228 $498K 0.03% SOLD
4 ACIO ETF SER SOLUTIONS 10,470 $458K 0.03% SOLD
5 SLV ISHARES SILVER TR Financial Services 6,624 $427K 0.03% SOLD
6 ENVIRI CORP 23,258 $417K 0.03% SOLD
7 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,203 $409K 0.03% SOLD
8 BIDU BAIDU INC Communication Services 2,957 $386K 0.03% SOLD
9 PYPL PAYPAL HLDGS INC Financial Services 6,449 $377K 0.03% SOLD
10 NKE NIKE INC Consumer Cyclical 5,831 $372K 0.03% SOLD
11 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,364 $346K 0.02% SOLD
12 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,392 $311K 0.02% SOLD
13 GIS GENERAL MLS INC Consumer Defensive 6,567 $305K 0.02% SOLD
14 SPD SIMPLIFY EXCHANGE TRADED FUN 7,676 $301K 0.02% SOLD
15 MTD METTLER TOLEDO INTERNATIONAL Healthcare 209 $291K 0.02% SOLD
16 JD JD.COM INC Consumer Cyclical 8,793 $252K 0.02% SOLD
17 SLVP ISHARES INC 7,363 $252K 0.02% SOLD
18 CLH CLEAN HARBORS INC Industrials 1,063 $249K 0.02% SOLD
19 ACWX ISHARES TR 3,706 $249K 0.02% SOLD
20 FINV FINVOLUTION GROUP Financial Services 45,514 $238K 0.02% SOLD
Page 1 of 3  ·  52 positions
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%