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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 29 of 34  ·  676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BUNGE GLOBAL SA 2,385.0 $255K 0.01% NEW $106.73
562 PUK PRUDENTIAL PLC Financial Services 9,470.0 $254K 0.01% +2K +19.7% $26.81 +4.7%
563 FEDERATED HERMES INC 4,591.0 $254K 0.01% NEW $55.22
564 PBYI PUMA BIOTECHNOLOGY INC Healthcare 31,172.0 $253K 0.01% +4K +14.9% $8.11 +13.9%
565 TEL TE CONNECTIVITY PLC Technology 1,251.0 $252K 0.01% +117.0 +10.3% $201.61 +1.7%
566 APA APA CORPORATION Energy 7,743.0 $252K 0.01% NEW $32.57 +30.1%
567 IJS ISHARES TR 1,840.0 $251K 0.01% NEW $136.68 +1.1%
568 JBHT HUNT J B TRANS SVCS INC Industrials 868.0 $251K 0.01% NEW $289.43 -5.3%
569 CSX CSX CORP Industrials 5,282.0 $251K 0.01% NEW $47.53 +5.7%
570 ED CONSOLIDATED EDISON INC Utilities 2,266.0 $251K 0.01% NEW $110.63 -1.3%
571 CRUS CIRRUS LOGIC INC Technology 1,685.0 $250K 0.01% NEW $148.53 -21.3%
572 HUBB HUBBELL INC Industrials 478.0 $250K 0.01% +3.0 +0.6% $523.20 -7.5%
573 EQH EQUITABLE HLDGS INC Financial Services 5,631.0 $247K 0.01% +349.0 +6.6% $43.88 +15.9%
574 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,467.0 $247K 0.01% NEW $100.07 +7.4%
575 PCAR PACCAR INC Industrials 2,050.0 $246K 0.01% NEW $120.12 +6.6%
576 D DOMINION ENERGY INC Utilities 3,605.0 $246K 0.01% NEW $68.29 +0.5%
577 BJAN INNOVATOR ETFS TRUST 4,170.0 $245K 0.01% -2K -31.6% $58.87 +2.2%
578 REET ISHARES TR 8,863.0 $245K 0.01% NEW $27.62 +0.9%
579 SDY SPDR SERIES TRUST 1,599.0 $243K 0.01% -100.0 -5.9% $152.18 +3.6%
580 DVA DAVITA INC Healthcare 1,091.0 $243K 0.01% NEW $222.48 -20.0%
Page 29 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%