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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 20 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WAB WABTEC Industrials 1,586.0 $318K 0.02% NEW $200.49 +29.1%
382 GL GLOBE LIFE INC Financial Services 2,215.0 $317K 0.02% NEW $142.97 +7.4%
383 HDB HDFC BANK LTD Financial Services 9,261.0 $316K 0.02% NEW $34.16 -30.1%
384 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,331.0 $315K 0.02% NEW $42.92 +2.5%
385 BBDO BANCO BRADESCO S A Financial Services 107,307.0 $314K 0.02% NEW $2.93 +6.0%
386 GSK GSK PLC Healthcare 7,264.0 $314K 0.02% NEW $43.16 +20.0%
387 DHR DANAHER CORPORATION Healthcare 1,573.0 $312K 0.02% NEW $198.28 -13.4%
388 AEM AGNICO EAGLE MINES LTD Basic Materials 1,843.0 $311K 0.02% NEW $168.56 +4.5%
389 BMAY INNOVATOR ETFS TRUST 7,076.0 $310K 0.02% NEW $43.82 +7.9%
390 CME CME GROUP INC Financial Services 1,144.0 $309K 0.02% NEW $270.19 +2.8%
391 IDCC INTERDIGITAL INC Technology 894.0 $309K 0.02% NEW $345.23 -25.2%
392 GDDY GODADDY INC Technology 2,254.0 $308K 0.02% NEW $136.83 -36.0%
393 BPOP POPULAR INC Financial Services 2,424.0 $308K 0.02% NEW $127.01 +19.1%
394 JD JD.COM INC Consumer Cyclical 8,779.0 $307K 0.02% NEW $34.98 -14.3%
395 CTRN CALL CITI TRENDS INC Consumer Cyclical 54,000.0 $305K 0.02% NEW $5.65 +736.4%
396 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,291.0 $305K 0.02% NEW $236.06 +269.5%
397 SPD SIMPLIFY EXCHANGE TRADED FUN 7,676.0 $303K 0.02% NEW $39.51 +5.2%
398 SMH VANECK ETF TRUST 921.0 $301K 0.02% NEW $326.36 +81.6%
399 ICICI BANK LIMITED 9,862.0 $298K 0.02% NEW $30.23
400 GLW CORNING INC Technology 3,631.0 $298K 0.02% NEW $82.03 +131.2%
Page 20 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%