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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPR EPR PPTYS Real Estate 3,501.0 $203K 0.01% NEW $58.01 +4.8%
142 JMUB J P MORGAN EXCHANGE TRADED F 4,001.0 $203K 0.01% NEW $50.66 -1.7%
143 HCSG HEALTHCARE SVCS GROUP INC Healthcare 8,249.0 $203K 0.01% NEW $24.56 -5.3%
144 UJUN INNOVATOR ETFS TRUST 5,251.0 $202K 0.01% NEW $38.54 +1.8%
145 MCY MERCURY GENL CORP NEW Financial Services 1,897.0 $202K 0.01% NEW $106.62 +0.2%
146 FITB FIFTH THIRD BANCORP Financial Services 3,576.0 $202K 0.01% NEW $56.37 +1.4%
147 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,863.0 $201K 0.01% NEW $107.78 +4.8%
148 BBY BEST BUY INC Consumer Cyclical 2,644.0 $201K 0.01% NEW $75.88 +17.9%
149 FORTINET INC 1,302.0 $200K 0.01% NEW $153.62
150 AEGON LTD 17,332.0 $146K 0.01% NEW $8.44
151 KEP KOREA ELEC PWR CORP Utilities 11,224.0 $136K 0.01% NEW $12.10 -6.8%
152 LEG LEGGETT & PLATT INC Consumer Cyclical 11,518.0 $135K 0.01% NEW $11.71 -17.5%
153 GNL GLOBAL NET LEASE INC Real Estate 12,072.0 $108K 0.01% NEW $8.94 -0.1%
154 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 10,016.0 $97K 0.01% NEW $9.70 -2.6%
155 EGAN EGAIN CORP Technology 13,669.0 $86K 0.01% NEW $6.30 +12.7%
156 CRNT CERAGON NETWORKS LTD Technology 30,000.0 $78K 0.00% NEW $2.59 -18.7%
157 PANL PANGAEA LOGISTICS SOLUTION L Industrials 10,440.0 $68K 0.00% NEW $6.50 +21.2%
158 REI RING ENERGY INC Energy 18,147.0 $20K 0.00% NEW $1.08 +37.0%
Page 8 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%