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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 24 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IDCC INTERDIGITAL INC Technology 806.0 $257K 0.02% -88.0 -9.8% $318.38 -17.3%
462 SLB SLB LIMITED Energy 6,651.0 $255K 0.02% -2K -19.2% $38.38 +51.1%
463 MAS MASCO CORP Industrials 4,005.0 $254K 0.02% -699.0 -14.9% $63.46 +8.6%
464 RPM RPM INTL INC Basic Materials 2,428.0 $253K 0.02% +677.0 +38.7% $104.02 -1.1%
465 JD JD.COM INC Consumer Cyclical 8,793.0 $252K 0.02% $28.70 +4.5%
466 SLVP ISHARES INC 7,363.0 $252K 0.02% NEW $34.27 +5.6%
467 EQH EQUITABLE HLDGS INC Financial Services 5,282.0 $252K 0.02% +83.0 +1.6% $47.65 -11.3%
468 SNA SNAP ON INC Industrials 729.0 $251K 0.02% +147.0 +25.3% $344.60 +8.0%
469 CLH CLEAN HARBORS INC Industrials 1,063.0 $249K 0.02% NEW $234.48 +22.3%
470 ACWX ISHARES TR 3,706.0 $249K 0.02% -1K -25.9% $67.13 +14.1%
471 VEU VANGUARD INTL EQUITY INDEX F 3,361.0 $247K 0.02% -31.0 -0.9% $73.55 +14.3%
472 PUK PRUDENTIAL PLC Financial Services 7,914.0 $246K 0.02% NEW $31.12 -1.2%
473 SEI SOLARIS ENERGY INFRAS INC Energy 5,295.0 $243K 0.02% -457.0 -8.0% $45.97 +64.0%
474 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,298.0 $243K 0.02% -20.0 -0.6% $73.69 +9.1%
475 SNY SANOFI SA Healthcare 4,932.0 $239K 0.02% NEW $48.46 -8.9%
476 FINV FINVOLUTION GROUP Financial Services 45,514.0 $238K 0.02% -27K -37.6% $5.23 -5.4%
477 GTX GARRETT MOTION INC Consumer Cyclical 13,582.0 $237K 0.02% +2K +18.5% $17.43 +94.5%
478 L LOEWS CORP Financial Services 2,246.0 $237K 0.02% +158.0 +7.6% $105.31 +3.6%
479 SDY SPDR SERIES TRUST 1,699.0 $236K 0.02% $139.16 +7.9%
480 XLF SELECT SECTOR SPDR TR 4,280.0 $234K 0.02% -438.0 -9.3% $54.77 -5.3%
Page 24 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%