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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 17 of 34  ·  676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GBIL GOLDMAN SACHS ETF TR 6,897.0 $691K 0.04% +5K +243.5% $100.16 -0.0%
322 BBDO BANCO BRADESCO S A Financial Services 227,631.0 $683K 0.04% +31K +16.0% $3.00 +1.7%
323 SPGI S&P GLOBAL INC Financial Services 1,666.0 $678K 0.04% +336.0 +25.3% $407.26 +6.5%
324 BA BOEING CO Industrials 3,134.0 $678K 0.04% +893.0 +39.9% $216.47 -0.9%
325 TXN TEXAS INSTRS INC Technology 2,247.0 $670K 0.04% NEW $298.07 -11.2%
326 ENTERGY CORP NEW 5,830.0 $670K 0.04% +3K +109.6% $114.86
327 MMM 3M CO Industrials 4,135.0 $669K 0.04% +584.0 +16.4% $161.90 +10.9%
328 WAB WABTEC Industrials 2,435.0 $657K 0.04% +562.0 +30.0% $269.62 +9.5%
329 SOXX ISHARES TR 1,022.0 $655K 0.04% $640.76 -18.4%
330 BJUL INNOVATOR ETFS TRUST 12,050.0 $654K 0.04% -109.0 -0.9% $54.31 +1.9%
331 SU SUNCOR ENERGY INC NEW Energy 12,181.0 $654K 0.04% +1K +9.3% $53.68 +27.5%
332 MFC MANULIFE FINL CORP Financial Services 15,972.0 $647K 0.03% +2K +10.8% $40.51 +6.0%
333 MET METLIFE INC Financial Services 7,600.0 $643K 0.03% +2K +33.9% $84.61 +11.8%
334 ZTS ZOETIS INC Healthcare 8,932.0 $642K 0.03% +665.0 +8.0% $71.86 +6.1%
335 DUK DUKE ENERGY CORP NEW Utilities 5,070.0 $642K 0.03% +2K +59.7% $126.58 -3.5%
336 INFY INFOSYS LTD Technology 61,014.0 $640K 0.03% -5K -6.9% $10.49 +13.0%
337 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 8,375.0 $640K 0.03% NEW $76.40 +8.5%
338 SII SPROTT INC Financial Services 5,693.0 $640K 0.03% +2K +64.6% $112.35 +16.1%
339 VHT VANGUARD WORLD FD 2,139.0 $640K 0.03% NEW $299.01 +8.9%
340 FCX FREEPORT MCMORAN INC Basic Materials 10,148.0 $638K 0.03% +4K +70.5% $62.89 +21.0%
Page 17 of 34  ·  676 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%