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Portfolio (Quarterly) Guide ↗

Kathmere Capital Management, LLC

· CIK 0001794543
13F Portfolio $1.4B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 527 New
Page 24 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MTD METTLER TOLEDO INTERNATIONAL Healthcare 184.0 $226K 0.02% NEW $1227.61 -11.0%
462 BK TECHNOLOGIES CORPORATION 2,665.0 $225K 0.02% NEW $84.48
463 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,895.0 $225K 0.02% NEW $57.80 +5.0%
464 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 3,772.0 $225K 0.02% NEW $59.61 +40.5%
465 IWD ISHARES TR 1,103.0 $225K 0.02% NEW $203.59 +16.9%
466 STLD STEEL DYNAMICS INC Basic Materials 1,610.0 $224K 0.02% NEW $139.43 +84.8%
467 ENVX ENOVIX CORPORATION Industrials 22,500.0 $224K 0.02% NEW $9.97 -24.7%
468 PKG PACKAGING CORP AMER Consumer Cyclical 1,025.0 $223K 0.02% NEW $217.93 -0.2%
469 AMD ADVANCED MICRO DEVICES INC Technology 1,368.0 $221K 0.02% NEW $161.79 +208.3%
470 BDEC INNOVATOR ETFS TRUST 4,616.0 $221K 0.02% NEW $47.93 +10.7%
471 SRLN SSGA ACTIVE ETF TR 5,280.0 $220K 0.02% NEW $41.58 -2.4%
472 HOOD ROBINHOOD MKTS INC Financial Services 1,531.0 $219K 0.02% NEW $143.18 -46.7%
473 NPK INTERNATIONAL INC 19,203.0 $217K 0.01% NEW $11.31
474 MU MICRON TECHNOLOGY INC Technology 1,284.0 $215K 0.01% NEW $167.32 +446.7%
475 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,318.0 $215K 0.01% NEW $64.65 +24.8%
476 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,527.0 $214K 0.01% NEW $84.88 +34.9%
477 WMB WILLIAMS COS INC Energy 3,385.0 $214K 0.01% NEW $63.35 +18.2%
478 CLX CLOROX CO DEL Consumer Defensive 1,727.0 $213K 0.01% NEW $123.30 -21.3%
479 PAUG INNOVATOR ETFS TRUST 5,000.0 $212K 0.01% NEW $42.47 +6.6%
480 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,569.0 $212K 0.01% NEW $59.49 +14.1%
Page 24 of 27  ·  527 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 26.6%
Financial Services 21.0%
Consumer Defensive 9.8%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 8.6%
Industrials 8.5%
Energy 3.4%
Basic Materials 2.0%
Utilities 0.7%