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Portfolio (Quarterly) Guide ↗

Kathmere Capital Management, LLC

· CIK 0001794543
13F Portfolio $1.4B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 527 New
Page 14 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EMR EMERSON ELEC CO Industrials 4,511.0 $592K 0.04% NEW $131.17 +6.3%
262 ASML ASML HOLDING N V Technology 607.0 $588K 0.04% NEW $968.09 +65.2%
263 GIS GENERAL MLS INC Consumer Defensive 11,543.0 $582K 0.04% NEW $50.42 -33.4%
264 IMO IMPERIAL OIL LTD Energy 6,377.0 $579K 0.04% NEW $90.74 +38.2%
265 KT KT CORP Communication Services 29,458.0 $574K 0.04% NEW $19.50 -9.2%
266 HSY HERSHEY CO Consumer Defensive 3,070.0 $574K 0.04% NEW $187.07 +6.3%
267 UAL UNITED AIRLS HLDGS INC Industrials 5,921.0 $571K 0.04% NEW $96.50 +16.9%
268 NEE NEXTERA ENERGY INC Utilities 7,568.0 $571K 0.04% NEW $75.49 +15.8%
269 XLY SELECT SECTOR SPDR TR 2,373.0 $569K 0.04% NEW $239.64 -49.3%
270 VGT VANGUARD WORLD FD 757.0 $565K 0.04% NEW $746.63 -84.3%
271 GEV GE VERNOVA INC Utilities 918.0 $565K 0.04% NEW $615.05 +69.3%
272 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 34,705.0 $553K 0.04% NEW $15.94 +18.9%
273 AON AON PLC Financial Services 1,550.0 $553K 0.04% NEW $356.58 -10.8%
274 MMM 3M CO Industrials 3,552.0 $551K 0.04% NEW $155.19 +0.4%
275 CBRE CBRE GROUP INC Real Estate 3,486.0 $549K 0.04% NEW $157.56 -18.0%
276 PJAN INNOVATOR ETFS TRUST 11,906.0 $545K 0.04% NEW $45.79 +7.8%
277 DFIV DIMENSIONAL ETF TRUST 11,808.0 $545K 0.04% NEW $46.12 +21.0%
278 FSK FS KKR CAP CORP Financial Services 36,405.0 $544K 0.04% NEW $14.93 -27.8%
279 CHD CHURCH & DWIGHT CO INC Consumer Defensive 6,175.0 $541K 0.04% NEW $87.64 +12.3%
280 CBOE CBOE GLOBAL MKTS INC Financial Services 2,196.0 $539K 0.04% NEW $245.25 +42.4%
Page 14 of 27  ·  527 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 26.6%
Financial Services 21.0%
Consumer Defensive 9.8%
Communication Services 9.5%
Consumer Cyclical 9.2%
Healthcare 8.6%
Industrials 8.5%
Energy 3.4%
Basic Materials 2.0%
Utilities 0.7%