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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 19 of 34  ·  676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DHR DANAHER CORP DEL Healthcare 3,070.0 $585K 0.03% +1K +68.7% $190.49 +14.5%
362 PRFZ INVESCO EXCHANGE TRADED FD T 10,445.0 $583K 0.03% -1K -9.7% $55.77 -0.3%
363 PJAN INNOVATOR ETFS TRUST 11,768.0 $582K 0.03% -104.0 -0.9% $49.49 +1.9%
364 ABT ABBOTT LABORATORIES Healthcare 6,398.0 $581K 0.03% +161.0 +2.6% $90.74 +27.9%
365 DGRO ISHARES TR 7,637.0 $579K 0.03% +61.0 +0.8% $75.79 +5.3%
366 BPOP POPULAR INC Financial Services 3,525.0 $579K 0.03% +1K +50.0% $164.18 +2.4%
367 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,969.0 $578K 0.03% +884.0 +17.4% $96.88 +1.2%
368 UPS UNITED PARCEL SVCS INC Industrials 5,359.0 $576K 0.03% +2K +59.0% $107.50 -4.6%
369 MRVL MARVELL TECHNOLOGY INC Technology 1,928.0 $574K 0.03% NEW $297.91 -21.0%
370 VFH VANGUARD WORLD FD 4,350.0 $572K 0.03% NEW $131.60 +6.8%
371 GSK GSK PLC Healthcare 10,882.0 $570K 0.03% +3K +42.4% $52.42 -0.2%
372 DFAT DIMENSIONAL ETF TRUST 8,117.0 $567K 0.03% -303.0 -3.6% $69.90 +2.4%
373 APP APPLOVIN CORP Technology 1,101.0 $567K 0.03% -176.0 -13.8% $515.23 -41.2%
374 BMO BANK MONTREAL MEDIUM Financial Services 3,201.0 $566K 0.03% +1K +59.6% $176.70 -1.7%
375 KB KB FINL GROUP INC Financial Services 5,382.0 $565K 0.03% NEW $104.96 +12.0%
376 NVO NOVO-NORDISK A S Healthcare 11,681.0 $560K 0.03% +6K +101.9% $47.94 -2.1%
377 EQNR EQUINOR ASA Energy 17,813.0 $559K 0.03% +3K +18.7% $31.40 +36.3%
378 BDX BECTON DICKINSON & CO Healthcare 3,681.0 $557K 0.03% NEW $151.33 +26.1%
379 EFAV ISHARES TR 6,310.0 $553K 0.03% +2K +45.7% $87.72 +7.9%
380 GLD CALL SPDR GOLD TR Financial Services 1,500.0 $553K 0.03% -8K -85.0% $368.38 +14.3%
Page 19 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%