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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 3 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QVAL EA SERIES TRUST 152,079.0 $7.4M 0.50% +5K +3.6% $48.80 +13.7%
42 WMT WALMART INC Consumer Defensive 66,017.0 $7.4M 0.49% +505.0 +0.8% $111.41 +6.2%
43 AMZN AMAZON COM INC Consumer Cyclical 31,283.0 $7.2M 0.49% +5K +20.5% $230.82 +14.5%
44 IBMR ISHARES TR 279,534.0 $7.1M 0.48% $25.43 -0.5%
45 JVAL J P MORGAN EXCHANGE TRADED F 136,936.0 $6.7M 0.45% -3K -2.3% $49.08 +15.8%
46 BSCT INVESCO EXCH TRD SLF IDX FD 355,700.0 $6.7M 0.45% $18.84 -1.4%
47 QMOM EA SERIES TRUST 99,980.0 $6.5M 0.44% +4K +3.7% $65.29 +22.0%
48 BSMT INVESCO EXCH TRD SLF IDX FD 272,702.0 $6.3M 0.42% -5K -1.9% $23.15 -0.6%
49 MINT PIMCO ETF TR 61,110.0 $6.1M 0.41% -18K -22.8% $100.34 +0.3%
50 BSV VANGUARD BD INDEX FDS 76,840.0 $6.1M 0.41% +7K +10.2% $78.81 -1.1%
51 GOOGL ALPHABET INC Communication Services 19,067.0 $6.0M 0.40% +5K +32.7% $313.00 +23.7%
52 VGSH VANGUARD SCOTTSDALE FDS 96,759.0 $5.7M 0.38% +4K +4.8% $58.73 -0.8%
53 EFG ISHARES TR 49,761.0 $5.7M 0.38% -627.0 -1.2% $113.92 +7.9%
54 TSLA TESLA INC Consumer Cyclical 12,212.0 $5.5M 0.37% +4K +41.8% $449.73 -4.1%
55 BSMS INVESCO EXCH TRD SLF IDX FD 231,189.0 $5.4M 0.37% -7K -2.7% $23.50 -0.5%
56 FNDA SCHWAB STRATEGIC TR 167,250.0 $5.3M 0.35% -1K -0.8% $31.51 +14.9%
57 V VISA INC Financial Services 14,909.0 $5.2M 0.35% -173.0 -1.1% $350.71 -6.9%
58 CAOS EA SERIES TRUST 55,913.0 $5.0M 0.34% NEW $89.78 +0.8%
59 CSCO CISCO SYS INC Technology 65,005.0 $5.0M 0.34% +5K +7.8% $77.03 +52.7%
60 SLQD ISHARES TR 93,911.0 $4.8M 0.32% -4K -4.0% $50.70 -0.7%
Page 3 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%