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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 34 of 34  ·  676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BAYTEX ENERGY CORP 32,895.0 $132K 0.01% +13K +68.2% $4.00
662 TKC TURKCELL ILETISIM Communication Services 21,863.0 $129K 0.01% -4K -14.4% $5.88 -8.1%
663 ENVX ENOVIX CORPORATION Industrials 20,500.0 $124K 0.01% $6.07 -47.9%
664 GNL GLOBAL NET LEASE INC Real Estate 12,072.0 $108K 0.01% NEW $8.94 -0.4%
665 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 10,016.0 $97K 0.01% NEW $9.70 -2.7%
666 EGAN EGAIN CORP Technology 13,669.0 $86K 0.01% NEW $6.30 +13.2%
667 CRNT CERAGON NETWORKS LTD Technology 30,000.0 $78K 0.00% NEW $2.59 -18.8%
668 HYPR HYPERFINE INC Healthcare 51,813.0 $70K 0.00% $1.35 -33.0%
669 PANL PANGAEA LOGISTICS SOLUTION L Industrials 10,440.0 $68K 0.00% NEW $6.50 +18.8%
670 ICL ICL GROUP LTD Basic Materials 11,707.0 $58K 0.00% -21K -63.7% $4.98 +8.7%
671 DHX DHI GROUP INC Industrials 11,568.0 $43K 0.00% +611.0 +5.6% $3.71 +19.1%
672 SSP SCRIPPS E W CO OHIO Communication Services 10,622.0 $29K 0.00% -11K -51.6% $2.77 +20.1%
673 RBBN RIBBON COMMUNICATIONS INC Communication Services 10,000.0 $23K 0.00% $2.34 -13.5%
674 WIT WIPRO LTD Technology 10,250.0 $23K 0.00% -4K -25.6% $2.25 -15.1%
675 REI RING ENERGY INC Energy 18,147.0 $20K 0.00% NEW $1.08 +30.1%
676 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 10,248.0 $19K 0.00% -22K -67.8% $1.85 +10.8%
Page 34 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%