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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CCI CROWN CASTLE INC Real Estate 2,605 $231K 0.02% SOLD
22 BIV VANGUARD BD INDEX FDS 2,967 $231K 0.02% SOLD
23 NPK INTERNATIONAL INC 19,203 $229K 0.01% SOLD
24 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 12,761 $226K 0.01% SOLD
25 MSI MOTOROLA SOLUTIONS INC Technology 583 $223K 0.01% SOLD
26 WLDS WEARABLE DEVICES LTD Technology 191,300 $218K 0.01% SOLD
27 G GENPACT LIMITED Technology 4,644 $217K 0.01% SOLD
28 FIS FIDELITY NATL INFORMATION SV Technology 3,252 $216K 0.01% SOLD
29 AGG ISHARES TR 2,097 $209K 0.01% SOLD
30 JKHY HENRY JACK & ASSOC INC Technology 1,146 $209K 0.01% SOLD
31 PHI PLDT INC Communication Services 9,538 $207K 0.01% SOLD
32 AVUV AMERICAN CENTY ETF TR 2,028 $207K 0.01% SOLD
33 BLOCK INC 3,170 $206K 0.01% SOLD
34 NRG NRG ENERGY INC Utilities 1,292 $206K 0.01% SOLD
35 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 520 $205K 0.01% SOLD
36 CDE COEUR MNG INC Basic Materials 10,000 $178K 0.01% SOLD
37 FS SPECIALTY LENDING FD 11,515 $163K 0.01% SOLD
38 BBH TR 13,972 $157K 0.01% SOLD
39 III INFORMATION SVCS GROUP INC Technology 24,560 $142K 0.01% SOLD
40 CAVA CALL CAVA GROUP INC Consumer Cyclical 10,000 $120K 0.01% SOLD
Page 2 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%