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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 31 of 34  ·  676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ORI OLD REP INTL CORP Financial Services 5,457.0 $223K 0.01% NEW $40.92 +3.5%
602 EJAN INNOVATOR ETFS TRUST 6,203.0 $223K 0.01% $36.00 +1.1%
603 SSL SASOL LTD Basic Materials 22,709.0 $223K 0.01% NEW $9.82 +20.7%
604 DDOG DATADOG INC Technology 854.0 $222K 0.01% NEW $260.36 -5.5%
605 IDCC INTERDIGITAL INC Technology 780.0 $221K 0.01% -26.0 -3.2% $283.13 +18.6%
606 INMD INMODE LTD Healthcare 15,038.0 $220K 0.01% NEW $14.62 +2.5%
607 SCHM SCHWAB STRATEGIC TR 5,934.0 $219K 0.01% NEW $36.87 -2.2%
608 NEU NEWMARKET CORP Basic Materials 276.0 $218K 0.01% NEW $791.24 +19.7%
609 FSMD FIDELITY COVINGTON TRUST 4,130.0 $218K 0.01% NEW $52.84 -0.9%
610 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 13,597.0 $218K 0.01% +3K +23.1% $16.03 +12.6%
611 MCHI ISHARES TR 4,250.0 $217K 0.01% NEW $51.02 +7.6%
612 VYM VANGUARD WHITEHALL FDS 1,368.0 $216K 0.01% NEW $158.03 +4.8%
613 BAP CREDICORP LTD Financial Services 549.0 $214K 0.01% NEW $389.58 -5.4%
614 EEMV ISHARES INC 2,834.0 $213K 0.01% NEW $75.28 -1.3%
615 MTG MGIC INVT CORP WIS Financial Services 7,565.0 $213K 0.01% +107.0 +1.4% $28.20 +10.4%
616 VDC VANGUARD WORLD FD 944.0 $213K 0.01% NEW $225.49 +2.9%
617 FNDC SCHWAB STRATEGIC TR 4,351.0 $211K 0.01% NEW $48.56 +3.9%
618 THFF FIRST FINANCIAL CORPORATION Financial Services 2,721.0 $211K 0.01% NEW $77.44 +5.5%
619 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 24,613.0 $211K 0.01% NEW $8.56 -2.7%
620 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 13,723.0 $211K 0.01% NEW $15.35 +6.1%
Page 31 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%