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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 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IBDV ISHARES TR 1,376,104.0 $30.4M 2.04% NEW $22.07 -1.2%
2 ISHARES TR 500,145.0 $13.0M 0.88% NEW $26.06
3 CAOS EA SERIES TRUST 55,913.0 $5.0M 0.34% NEW $89.78 +0.8%
4 SPHY SPDR SERIES TRUST 126,253.0 $3.0M 0.20% NEW $23.67 -0.8%
5 GNR SPDR INDEX SHS FDS 23,141.0 $1.4M 0.10% NEW $62.14 +19.2%
6 HGER HARBOR ETF TRUST 53,303.0 $1.3M 0.09% NEW $24.82 +28.4%
7 PULS PGIM ETF TR 24,066.0 $1.2M 0.08% NEW $49.59 +0.2%
8 XLG INVESCO EXCHANGE TRADED FD T 14,463.0 $857K 0.06% NEW $59.28 +7.3%
9 AMG AFFILIATED MANAGERS GROUP IN Financial Services 2,025.0 $584K 0.04% NEW $288.28 +7.1%
10 UNILEVER PLC 7,667.0 $501K 0.03% NEW $65.40
11 FDX FEDEX CORP Industrials 1,687.0 $487K 0.03% NEW $288.86 +38.5%
12 TOTALENERGIES SE 6,952.0 $455K 0.03% NEW $65.42
13 SLV ISHARES SILVER TR Financial Services 6,624.0 $427K 0.03% NEW $64.42 +8.2%
14 RYANAIR HOLDINGS PLC 5,647.0 $408K 0.03% NEW $72.19
15 DLTR DOLLAR TREE INC Consumer Defensive 3,098.0 $381K 0.03% NEW $123.01 -23.8%
16 UPS UNITED PARCEL SERVICE INC Industrials 3,370.0 $334K 0.02% NEW $99.19 +2.8%
17 ISRG INTUITIVE SURGICAL INC Healthcare 563.0 $319K 0.02% NEW $566.36 -22.9%
18 AMAT APPLIED MATLS INC Technology 1,234.0 $317K 0.02% NEW $256.99 +77.0%
19 FCX FREEPORT-MCMORAN INC Basic Materials 5,953.0 $302K 0.02% NEW $50.79 +26.7%
20 ETHA ISHARES ETHEREUM TR Financial Services 13,412.0 $301K 0.02% NEW $22.43 -30.4%
Page 1 of 4  ·  73 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%