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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 15 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 8,017.0 $538K 0.04% NEW $67.07 -20.7%
282 MPC MARATHON PETE CORP Energy 2,789.0 $538K 0.04% NEW $192.74 +28.2%
283 FINV FINVOLUTION GROUP Financial Services 72,914.0 $537K 0.04% NEW $7.37 -25.4%
284 COP CONOCOPHILLIPS Energy 5,657.0 $535K 0.04% NEW $94.59 +21.7%
285 UL UNILEVER PLC Consumer Defensive 8,981.0 $532K 0.04% NEW $59.28 -2.2%
286 PRFZ INVESCO EXCHANGE TRADED FD T 11,606.0 $527K 0.04% NEW $45.42 +14.5%
287 DGRO ISHARES TR 7,733.0 $526K 0.04% NEW $68.08 +9.5%
288 DE DEERE & CO Industrials 1,137.0 $520K 0.04% NEW $457.10 +15.8%
289 MCD MCDONALDS CORP Consumer Cyclical 1,673.0 $508K 0.04% NEW $303.94 -7.6%
290 RB GLOBAL INC 4,686.0 $508K 0.04% NEW $108.36
291 MCO MOODYS CORP Financial Services 1,065.0 $508K 0.04% NEW $476.63 -5.3%
292 PBR PETROLEO BRASILEIRO SA PETRO Energy 39,942.0 $506K 0.04% NEW $12.66 +49.8%
293 EME EMCOR GROUP INC Industrials 777.0 $505K 0.04% NEW $649.54 +31.7%
294 BSX BOSTON SCIENTIFIC CORP Healthcare 5,110.0 $499K 0.04% NEW $97.63 -48.3%
295 DVN DEVON ENERGY CORP NEW Energy 14,203.0 $498K 0.04% NEW $35.06 +26.3%
296 IGM ISHARES TR 3,916.0 $493K 0.04% NEW $125.95 +27.4%
297 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,613.0 $493K 0.04% NEW $305.41 +1.2%
298 DFAT DIMENSIONAL ETF TRUST 8,420.0 $490K 0.04% NEW $58.21 +16.0%
299 HPQ HP INC Technology 17,786.0 $484K 0.03% NEW $27.23 -6.4%
300 BSCS INVESCO EXCH TRD SLF IDX FD 23,508.0 $484K 0.03% NEW $20.57 -0.9%
Page 15 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%