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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 26 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 WLDS WEARABLE DEVICES LTD Technology 191,300.0 $218K 0.01% +57K +42.2% $1.14 -25.3%
502 CI THE CIGNA GROUP Healthcare 792.0 $218K 0.01% -667.0 -45.7% $275.23 +2.0%
503 MTG MGIC INVT CORP WIS Financial Services 7,458.0 $218K 0.01% NEW $29.22 -11.0%
504 G GENPACT LIMITED Technology 4,644.0 $217K 0.01% NEW $46.78 -33.3%
505 AMT AMERICAN TOWER CORP NEW Real Estate 1,237.0 $217K 0.01% NEW $175.57 +5.3%
506 IDXX IDEXX LABS INC Healthcare 320.0 $216K 0.01% NEW $676.53 -17.6%
507 CCK CROWN HLDGS INC Consumer Cyclical 2,101.0 $216K 0.01% NEW $102.97 -4.7%
508 PAUG INNOVATOR ETFS TRUST 5,000.0 $216K 0.01% $43.25 +4.7%
509 FIS FIDELITY NATL INFORMATION SV Technology 3,252.0 $216K 0.01% -341.0 -9.5% $66.46 -36.5%
510 OTIS OTIS WORLDWIDE CORP Industrials 2,464.0 $215K 0.01% NEW $87.35 -16.7%
511 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 3,353.0 $215K 0.01% -419.0 -11.1% $64.04 +28.8%
512 WELL WELLTOWER INC Real Estate 1,144.0 $212K 0.01% NEW $185.61 +16.5%
513 HUBB HUBBELL INC Industrials 475.0 $211K 0.01% $444.11 +7.6%
514 VIGI VANGUARD WHITEHALL FDS 2,298.0 $210K 0.01% NEW $91.45 +2.9%
515 CNQ CANADIAN NAT RES LTD Energy 6,199.0 $210K 0.01% NEW $33.85 +38.3%
516 EJAN INNOVATOR ETFS TRUST 6,203.0 $210K 0.01% $33.79 +6.2%
517 AGG ISHARES TR 2,097.0 $209K 0.01% NEW $99.88 -1.2%
518 JKHY HENRY JACK & ASSOC INC Technology 1,146.0 $209K 0.01% NEW $182.48 -24.7%
519 F FORD MTR CO Consumer Cyclical 15,887.0 $208K 0.01% NEW $13.12 +16.8%
520 DFAS DIMENSIONAL ETF TRUST 2,978.0 $207K 0.01% $69.67 +13.0%
Page 26 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%