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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 17 of 29  ·  570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 COP CONOCOPHILLIPS Energy 5,241.0 $491K 0.03% -416.0 -7.3% $93.61 +23.7%
322 ING ING GROEP N.V. Financial Services 17,519.0 $491K 0.03% +2K +10.3% $28.00 +11.4%
323 AVDE AMERICAN CENTY ETF TR 5,946.0 $489K 0.03% +3K +91.5% $82.32 +11.3%
324 BSCS INVESCO EXCH TRD SLF IDX FD 23,715.0 $489K 0.03% +207.0 +0.9% $20.60 -1.1%
325 DHI D R HORTON INC Consumer Cyclical 3,389.0 $488K 0.03% +2K +113.0% $144.03 +2.9%
326 FDX FEDEX CORP Industrials 1,687.0 $487K 0.03% NEW $288.86 +42.2%
327 BA BOEING CO Industrials 2,241.0 $487K 0.03% +143.0 +6.8% $217.12 +2.5%
328 CEG CONSTELLATION ENERGY CORP Utilities 1,347.0 $476K 0.03% +57.0 +4.4% $353.27 -18.0%
329 EME EMCOR GROUP INC Industrials 770.0 $471K 0.03% -7.0 -0.9% $611.79 +42.7%
330 IGM ISHARES TR 3,559.0 $460K 0.03% -357.0 -9.1% $129.16 +23.6%
331 TFC TRUIST FINL CORP Financial Services 9,314.0 $458K 0.03% +5K +103.8% $49.21 -1.4%
332 ACIO ETF SER SOLUTIONS 10,470.0 $458K 0.03% $43.70 +6.6%
333 TOTALENERGIES SE 6,952.0 $455K 0.03% NEW $65.42
334 MET METLIFE INC Financial Services 5,677.0 $448K 0.03% +63.0 +1.1% $78.94 +5.5%
335 ETN EATON CORP PLC Industrials 1,392.0 $443K 0.03% +116.0 +9.1% $318.51 +27.0%
336 HLN HALEON PLC Healthcare 43,705.0 $442K 0.03% -6K -11.8% $10.11 -7.5%
337 HDB HDFC BANK LTD Financial Services 12,061.0 $441K 0.03% +3K +30.2% $36.54 -34.6%
338 KGC KINROSS GOLD CORP Basic Materials 15,401.0 $434K 0.03% +2K +13.2% $28.16 +3.2%
339 IEFA ISHARES TR 4,835.0 $433K 0.03% +140.0 +3.0% $89.45 +9.7%
340 MDLZ MONDELEZ INTL INC Consumer Defensive 7,970.0 $429K 0.03% -7K -45.6% $53.83 +15.9%
Page 17 of 29  ·  570 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%