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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 28 of 34  ·  676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 9,300.0 $279K 0.01% NEW $30.03 +2.1%
542 ITUB ITAU UNIBANCO HLDG S A Financial Services 33,975.0 $278K 0.01% +7K +26.9% $8.17 -9.5%
543 UMC UNITED MICROELECTRONICS CORP Technology 10,144.0 $276K 0.01% NEW $27.21 -33.3%
544 IWD ISHARES TR 1,133.0 $275K 0.01% +30.0 +2.7% $242.43 +6.8%
545 L LOEWS CORP Financial Services 2,420.0 $274K 0.01% +174.0 +7.8% $113.21 -1.0%
546 UNM UNUM GROUP Financial Services 3,060.0 $274K 0.01% +203.0 +7.1% $89.40 -0.9%
547 XEL XCEL ENERGY INC Utilities 3,400.0 $273K 0.01% NEW $80.30 -1.0%
548 URGN UROGEN PHARMA LTD Healthcare 7,360.0 $271K 0.01% NEW $36.80 +37.0%
549 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,482.0 $269K 0.01% NEW $108.35 +2.0%
550 EEM ISHARES TR 3,920.0 $268K 0.01% NEW $68.41 -3.5%
551 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,149.0 $268K 0.01% -453.0 -28.3% $233.10 +4.2%
552 PRI PRIMERICA INC Financial Services 937.0 $266K 0.01% NEW $284.09 +6.8%
553 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,411.0 $266K 0.01% NEW $188.34 -23.0%
554 AZZ AZZ INC Industrials 1,709.0 $265K 0.01% NEW $155.05 -6.0%
555 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,254.0 $264K 0.01% NEW $81.16 -6.8%
556 ARW ARROW ELECTRS INC Technology 1,236.0 $264K 0.01% NEW $213.41 -3.6%
557 RB GLOBAL INC 2,265.0 $264K 0.01% -1K -33.2% $116.45
558 VRTX VERTEX PHARMACEUTICALS INC Healthcare 529.0 $263K 0.01% NEW $496.73 +10.2%
559 TXG 10X GENOMICS INC Healthcare 6,697.0 $257K 0.01% NEW $38.34 +57.9%
560 DG DOLLAR GEN CORP Consumer Defensive 2,215.0 $255K 0.01% NEW $115.11 +6.7%
Page 28 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%