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Portfolio (Quarterly) Guide ↗

MATHER GROUP, LLC.

· CIK 0001527641
13F Portfolio $11.5B AUM 1,915 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 107 New 606 Added 472 Reduced 98 Exited
Page 94 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 MSTR STRATEGY INC Technology 3.0 $236.0 -20.0 -87.0% $78.67 +24.2%
1862 NMR NOMURA HLDGS INC Financial Services 25.0 $217.0 $8.68 +13.0%
1863 TX TERNIUM SA Basic Materials 5.0 $214.0 $42.80 +27.0%
1864 ASIX ADVANSIX INC Basic Materials 10.0 $199.0 $19.90 -16.0%
1865 AVNS AVANOS MED INC Healthcare 8.0 $199.0 $24.88 +0.5%
1866 KRP KIMBELL RTY PARTNERS LP Energy 13.0 $189.0 $14.54 +3.0%
1867 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10.0 $177.0 $17.70 -16.0%
1868 DARE BIOSCIENCE INC 84.0 $177.0 -1.0 -1.2% $2.11
1869 BTO HANCOCK JOHN FINL OPPTYS Financial Services 4.0 $158.0 $39.50 +3.8%
1870 SBRA SABRA HEALTH CARE REIT INC Real Estate 8.0 $156.0 $19.50 +4.2%
1871 LUMN LUMEN TECHNOLOGIES INC Communication Services 20.0 $154.0 $7.70 -14.5%
1872 MOAT VANECK ETF TRUST 1.0 $150.0 NEW $150.00 -25.4%
1873 CAR AVIS BUDGET GROUP INC Industrials 1.0 $148.0 $148.00 -4.5%
1874 RLGT RADIANT LOGISTICS INC Industrials 15.0 $142.0 $9.47 -8.3%
1875 VTS VITESSE ENERGY INC Energy 9.0 $142.0 $15.78 +5.4%
1876 PPT PUTNAM PREMIER INCOME TR Financial Services 37.0 $129.0 -2K -98.4% $3.49 -1.0%
1877 FRME FIRST MERCHANTS CORP Financial Services 2.0 $87.0 $43.50 +0.0%
1878 STEM INC 10.0 $78.0 $7.80
1879 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 10.0 $77.0 $7.70 +5.2%
1880 VCRB VANGUARD MALVERN FDS 1.0 $76.0 NEW $76.00 -0.2%
Page 94 of 96  ·  1,903 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 26.3%
Financial Services 14.7%
Industrials 12.2%
Consumer Defensive 9.6%
Healthcare 8.7%
Consumer Cyclical 8.4%
Communication Services 6.2%
Energy 4.8%
Utilities 4.0%
Basic Materials 4.0%