BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FSMD FIDELITY COVINGTON TRUST 4,130.0 $218K 0.01% NEW $52.84 -0.3%
122 MCHI ISHARES TR 4,250.0 $217K 0.01% NEW $51.02 +8.6%
123 VYM VANGUARD WHITEHALL FDS 1,368.0 $216K 0.01% NEW $158.03 +5.2%
124 BAP CREDICORP LTD Financial Services 549.0 $214K 0.01% NEW $389.58 -5.2%
125 EEMV ISHARES INC 2,834.0 $213K 0.01% NEW $75.28 -0.3%
126 VDC VANGUARD WORLD FD 944.0 $213K 0.01% NEW $225.49 +4.3%
127 FNDC SCHWAB STRATEGIC TR 4,351.0 $211K 0.01% NEW $48.56 +4.7%
128 THFF FIRST FINANCIAL CORPORATION Financial Services 2,721.0 $211K 0.01% NEW $77.44 +5.4%
129 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 24,613.0 $211K 0.01% NEW $8.56 -2.7%
130 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 13,723.0 $211K 0.01% NEW $15.35 +9.9%
131 ATO ATMOS ENERGY CORP Utilities 1,220.0 $210K 0.01% NEW $172.27 -0.8%
132 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 868.0 $209K 0.01% NEW $240.97 +6.4%
133 AME AMETEK INC Industrials 864.0 $209K 0.01% NEW $241.94 +2.7%
134 PPG PPG INDS INC Basic Materials 1,723.0 $209K 0.01% NEW $121.29 -5.3%
135 HST HOST HOTELS & RESORTS INC Real Estate 8,778.0 $208K 0.01% NEW $23.71 -2.6%
136 VRT VERTIV HOLDINGS CO Industrials 610.0 $204K 0.01% NEW $334.82 -20.4%
137 VTRS VIATRIS INC Healthcare 12,852.0 $204K 0.01% NEW $15.88 +3.9%
138 APOS APOLLO GLOBAL MGMT INC Financial Services 1,725.0 $204K 0.01% NEW $118.31 -78.5%
139 MUNI PIMCO ETF TR 3,878.0 $204K 0.01% NEW $52.60 -1.5%
140 FDS FACTSET RESH SYS INC Financial Services 883.0 $203K 0.01% NEW $230.08 +27.2%
Page 7 of 8  ·  158 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%