BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

MATTERN CAPITAL MANAGEMENT, LLC

· CIK 0001803227
13F Portfolio $835M AUM 170 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 74 Added 52 Reduced 9 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDS ISHARES TR 16,645.0 $403K 0.05% -6K -27.0% $24.24 -0.1%
42 ISTB ISHARES TR 7,855.0 $381K 0.05% -9K -53.9% $48.46 -0.6%
43 INMU BLACKROCK ETF TRUST II 15,518.0 $371K 0.04% -446.0 -2.8% $23.91 +0.1%
44 VLUE ISHARES TR 2,485.0 $353K 0.04% -280.0 -10.1% $142.19 +30.1%
45 IBDR ISHARES TR 10,495.0 $254K 0.03% -12K -54.1% $24.24 -0.1%
46 SHY ISHARES TR 2,960.0 $244K 0.03% -26K -89.8% $82.57 -0.5%
47 VB VANGUARD INDEX FDS 926.0 $243K 0.03% -1K -59.4% $261.92 +9.4%
48 ISHARES TR 10,420.0 $239K 0.03% -2K -17.3% $22.91
49 DGRO ISHARES TR 3,320.0 $233K 0.03% -119.0 -3.5% $70.18 +5.7%
50 ISHARES TR 10,100.0 $227K 0.03% -2K -18.0% $22.43
51 EMR EMERSON ELEC CO Industrials 1,555.0 $204K 0.02% -76K -98.0% $131.04 +2.9%
52 TGT TARGET CORP Consumer Defensive 1,681.0 $204K 0.02% -87K -98.1% $121.21 +0.9%
Page 3 of 3  ·  52 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 17.9%
Industrials 16.4%
Financial Services 15.5%
Healthcare 10.9%
Utilities 10.5%
Consumer Defensive 9.9%
Consumer Cyclical 7.1%
Basic Materials 5.1%
Energy 3.0%
Real Estate 2.8%