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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 5 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 9,387.0 $3.2M 0.22% +2K +22.4% $344.11 -9.8%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 78,299.0 $3.2M 0.21% -10K -11.6% $40.73 +19.1%
83 SCHX SCHWAB STRATEGIC TR 114,080.0 $3.1M 0.21% -3K -2.2% $26.91 +9.7%
84 BUFB INNOVATOR ETFS TRUST 83,167.0 $3.0M 0.20% -5K -5.4% $36.63 +6.7%
85 PEP PEPSICO INC Consumer Defensive 21,126.0 $3.0M 0.20% +761.0 +3.7% $143.52 +1.5%
86 SPHY SPDR SERIES TRUST 126,253.0 $3.0M 0.20% NEW $23.67 -0.8%
87 BSMR INVESCO EXCH TRD SLF IDX FD 126,137.0 $3.0M 0.20% $23.67 -0.2%
88 MO ALTRIA GROUP INC Consumer Defensive 50,935.0 $2.9M 0.20% -4K -7.3% $57.66 +25.5%
89 PXH INVESCO EXCH TRADED FD TR II 112,256.0 $2.9M 0.20% -2K -1.8% $25.81 +13.2%
90 PG PROCTER AND GAMBLE CO Consumer Defensive 19,494.0 $2.8M 0.19% -2K -9.4% $143.31 -0.2%
91 NVS NOVARTIS AG Healthcare 19,925.0 $2.7M 0.18% -939.0 -4.5% $137.87 +9.4%
92 MRK MERCK & CO INC Healthcare 25,933.0 $2.7M 0.18% +5K +21.2% $105.26 +13.8%
93 JBBB JANUS DETROIT STR TR 55,654.0 $2.7M 0.18% -8K -12.2% $47.70 -0.4%
94 FLBL FRANKLIN TEMPLETON ETF TR 113,332.0 $2.7M 0.18% -13K -10.6% $23.42 -1.9%
95 FNDF SCHWAB STRATEGIC TR 58,490.0 $2.6M 0.18% +2K +3.0% $45.21 +20.1%
96 C CITIGROUP INC Financial Services 22,338.0 $2.6M 0.17% +2K +10.5% $116.69 +8.7%
97 VXUS VANGUARD STAR FDS 34,085.0 $2.6M 0.17% +2K +7.5% $75.44 +14.1%
98 UNP UNION PAC CORP Industrials 10,904.0 $2.5M 0.17% +2K +26.3% $231.32 +17.2%
99 ACN ACCENTURE PLC IRELAND Technology 9,048.0 $2.4M 0.16% +3K +43.9% $268.30 -34.0%
100 USHY ISHARES TR 62,502.0 $2.3M 0.16% -100K -61.6% $37.39 -0.8%
Page 5 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%