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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SND SMART SAND INC Energy 19,321.0 $77K 0.01% NEW $4.00 +24.8%
62 XYF X FINL Financial Services 12,590.0 $71K 0.01% NEW $5.60 -18.4%
63 INNV INNOVAGE HLDG CORP Healthcare 13,274.0 $69K 0.01% NEW $5.19 +41.6%
64 NOK NOKIA CORP Technology 10,598.0 $69K 0.01% NEW $6.47 +154.3%
65 BAYTEX ENERGY CORP 19,555.0 $63K 0.00% NEW $3.23
66 HYPR HYPERFINE INC Healthcare 51,813.0 $51K 0.00% NEW $0.98 +69.5%
67 AMPY AMPLIFY ENERGY CORP NEW Energy 10,559.0 $48K 0.00% NEW $4.57 +3.9%
68 LOANDEPOT INC 22,200.0 $46K 0.00% NEW $2.07
69 WIT WIPRO LTD Technology 13,782.0 $39K 0.00% NEW $2.84 -29.2%
70 LWLG LIGHTWAVE LOGIC INC Basic Materials 10,250.0 $33K 0.00% NEW $3.24 +269.4%
71 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 10,156.0 $29K 0.00% NEW $2.87 -12.2%
72 RBBN RIBBON COMMUNICATIONS INC Communication Services 10,000.0 $29K 0.00% NEW $2.88 -1.7%
73 DHX DHI GROUP INC Industrials 10,957.0 $17K 0.00% NEW $1.55 +138.7%
Page 4 of 4  ·  73 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%