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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 15 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 8,539.0 $584K 0.04% $68.36 -14.6%
282 HPE HEWLETT PACKARD ENTERPRISE C Technology 24,210.0 $582K 0.04% -746.0 -3.0% $24.02 +53.4%
283 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,628.0 $571K 0.04% +154.0 +10.4% $350.64 +11.6%
284 PGR PROGRESSIVE CORP Financial Services 2,501.0 $570K 0.04% -366.0 -12.8% $227.74 -12.6%
285 MCD MCDONALDS CORP Consumer Cyclical 1,863.0 $569K 0.04% +190.0 +11.4% $305.67 -7.5%
286 DE DEERE & CO Industrials 1,223.0 $569K 0.04% +86.0 +7.6% $465.53 +13.6%
287 VGT VANGUARD WORLD FD 755.0 $569K 0.04% $753.78 -84.5%
288 MMM 3M CO Industrials 3,551.0 $568K 0.04% $160.09 -2.8%
289 IMO IMPERIAL OIL LTD Energy 6,563.0 $566K 0.04% +186.0 +2.9% $86.31 +45.4%
290 BBDO BANCO BRADESCO S A Financial Services 196,166.0 $563K 0.04% +89K +82.8% $2.87 +8.4%
291 MCO MOODYS CORP Financial Services 1,095.0 $560K 0.04% +30.0 +2.8% $511.04 -12.0%
292 INTU INTUIT Technology 843.0 $558K 0.04% +193.0 +29.7% $662.42 -52.8%
293 AON AON PLC Financial Services 1,582.0 $558K 0.04% +32.0 +2.1% $352.88 -9.2%
294 PJAN INNOVATOR ETFS TRUST 11,872.0 $558K 0.04% $47.02 +4.8%
295 KHC KRAFT HEINZ CO Consumer Defensive 23,014.0 $558K 0.04% -6K -21.5% $24.25 +1.1%
296 RIO RIO TINTO PLC Basic Materials 6,969.0 $558K 0.04% +974.0 +16.2% $80.03 +32.3%
297 WTRG ESSENTIAL UTILS INC Utilities 14,532.0 $557K 0.04% +4K +38.4% $38.36 -2.7%
298 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,294.0 $555K 0.04% +5K +90.7% $53.94 +8.7%
299 FSK FS KKR CAP CORP Financial Services 37,305.0 $552K 0.04% +900.0 +2.5% $14.81 -26.6%
300 KT KT CORP Communication Services 28,920.0 $549K 0.04% -538.0 -1.8% $18.97 -6.6%
Page 15 of 29  ·  570 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%