Rather & Kittrell, Inc.

CIK

1582112

Location

Knoxville, TN

Portfolio Value

Micro $65,144,527

Diversification

Diversified

Filing Date

Global Rank

#6,113 / 8,232 ▲ 260

Top Industry

Building Materials 32.0%

3Y Alpha vs SPY

-5.5%

Period ended 2 months ago

Filed May 12, 2026 · 33d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.4%

SPY

+76.3%

Annualised alpha

-5.5%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.5%

−1.5 pts

Top 5

47.1%

−1.0 pts

Top 10

59.8%

−2.6 pts

HHI

987

Diversified−85

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	32.1%	$20,879,367	3
Technology	17.5%	$11,395,714	10
Financial Services	15.7%	$10,249,620	11
Consumer Cyclical	10.8%	$7,022,295	7
Consumer Defensive	5.9%	$3,875,399	6
Energy	4.8%	$3,120,189	5
Communication Services	3.3%	$2,149,064	3
Industrials	2.7%	$1,744,412	3
Utilities	2.2%	$1,429,959	3
Unclassified	2.2%	$1,401,230	3
Healthcare	1.7%	$1,126,847	3
Real Estate	1.2%	$750,431	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+2,705	18,203	$4,619,739
NVDA	Nvidia Corp	+2,041	14,459	$2,521,649
AMZN	Amazon Com Inc	+1,212	4,919	$1,024,480
GOOGL	Alphabet Inc.	+670	4,258	$1,224,430
FBTC	Fidelity Wise Origin Bitcoin Fund	+553	4,799	$283,284
BAC	Bank Of America Corp /De/	+369	28,551	$1,391,861
KO	Coca Cola Co	+356	4,513	$343,213
FHN	First Horizon Corp	+275	76,379	$1,738,386
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+196	1,162	$392,697
JNJ	Johnson & Johnson	+145	3,216	$786,119
WMT	Walmart Inc.	+138	11,971	$1,487,755
PM	Philip Morris International Inc.	+131	4,328	$715,591
RY	Royal Bank Of Canada	+82	1,379	$223,094
SO	Southern Co	+80	7,321	$706,622
USB	US Bancorp De	+68	4,104	$213,449
MCD	Mcdonalds Corp	+63	1,613	$501,304
LLY	ELI LILLY & Co	+61	359	$330,197
KMB	Kimberly Clark Corp	+44	4,483	$432,475
MO	Altria Group, Inc.	+33	6,411	$423,061
IBM	International Business Machines Corp	+30	912	$221,059
TFC	Truist Financial Corp	+29	55,587	$2,555,334
CVX	Chevron Corp	+26	5,676	$1,174,364
CSCO	Cisco Systems, Inc.	+25	4,979	$386,320
AEM	Agnico Eagle Mines Ltd	+25	2,440	$495,271
COST	Costco Wholesale Corp /New	+15	475	$473,304
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
PGR	Progressive Corp/Oh/	−626	4,220	$836,572
NEE	Nextera Energy Inc	−563	5,411	$502,573
BRK-B	Berkshire Hathaway Inc	−370	2,075	$994,340
MSFT	Microsoft Corp	−271	4,572	$1,692,417
TSLA	Tesla, Inc.	−214	691	$256,879
LOW	Lowes Companies Inc	−212	10,167	$2,402,258
VMC	Vulcan Materials CO	−108	6,643	$1,808,888
ORCL	Oracle Corp	−82	1,733	$254,941
META	Meta Platforms, Inc.	−80	665	$380,466
QCOM	Qualcomm Inc/De	−60	2,029	$261,294
DUK	Duke Energy CORP	−36	1,686	$220,764
HD	Home Depot, Inc.	−29	3,352	$1,102,439
VZ	Verizon Communications Inc	−23	10,840	$544,168
JPM	Jpmorgan Chase & Co	−22	1,847	$543,313
HGV	Hilton Grand Vacations Inc.	−8	39,230	$1,534,677
OKTA	Okta, Inc.	−6	2,785	$219,207
XOM	Exxon Mobil Corp	−4	7,598	$1,289,076
BLK	BlackRock, Inc.	−3	427	$410,650
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
LNG	Cheniere Energy, Inc.	850	$241,196
LMT	Lockheed Martin Corp	378	$228,459
MPC	Marathon Petroleum Corp	872	$212,924
WM	Waste Management Inc	883	$202,904
EQT	EQT Corp	3,184	$202,629
YUM	Yum Brands Inc	1,288	$200,258
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LDOS	Leidos Holdings, Inc.	1,185	$213,774
V	Visa Inc.	598	$209,724
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $65,144,527 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MLM	Martin Marietta Materials Inc Basic Materials	Added	31,554	+6	$18,575,208	−5.4%	28.51%
AAPL	Apple Inc. Technology	Added	18,203	+2,705	$4,619,739	+9.6%	7.09%
TFC	Truist Financial Corp Financial Services	Added	55,587	+29	$2,555,334	−6.5%	3.92%
NVDA	Nvidia Corp Technology	Added	14,459	+2,041	$2,521,649	+8.9%	3.87%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	10,167	-212	$2,402,258	−4.0%	3.69%
VMC	Vulcan Materials CO Basic Materials	Reduced	6,643	-108	$1,808,888	−6.1%	2.78%
FHN	First Horizon Corp Financial Services	Added	76,379	+275	$1,738,386	−4.4%	2.67%
MSFT	Microsoft Corp Technology	Reduced	4,572	-271	$1,692,417	−27.7%	2.60%
HGV	Hilton Grand Vacations Inc. Consumer Cyclical	Reduced	39,230	-8	$1,534,677	−12.6%	2.36%
WMT	Walmart Inc. Consumer Defensive	Added	11,971	+138	$1,487,755	+12.9%	2.28%
BAC	Bank Of America Corp /De/ Financial Services	Added	28,551	+369	$1,391,861	−10.2%	2.14%
ASTE	Astec Industries Inc Industrials	Held	24,388	0	$1,313,049	+24.3%	2.02%
XOM	Exxon Mobil Corp Energy	Reduced	7,598	-4	$1,289,076	+40.9%	1.98%
GOOGL	Alphabet Inc. Communication Services	Added	4,258	+670	$1,224,430	+9.0%	1.88%
CVX	Chevron Corp Energy	Added	5,676	+26	$1,174,364	+36.4%	1.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,352	-29	$1,102,439	−5.2%	1.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,919	+1,212	$1,024,480	+19.7%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,075	-370	$994,340	−19.1%	1.53%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	4,220	-626	$836,572	−24.2%	1.28%
AVGO	Broadcom Inc. Technology	Added	2,670	+7	$826,391	−10.3%	1.27%
JNJ	Johnson & Johnson Healthcare	Added	3,216	+145	$786,119	+23.7%	1.21%
SMBK	Smartfinancial Inc. Financial Services	Held	19,232	0	$751,586	+5.7%	1.15%
RHP	Ryman Hospitality Properties, Inc. Real Estate	Held	8,133	0	$750,431	−2.5%	1.15%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,328	+131	$715,591	+6.3%	1.10%
SO	Southern Co Utilities	Added	7,321	+80	$706,622	+11.9%	1.08%
QQQ	Invesco Qqq Trust, Series 1	Added	1,191	+2	$687,421	−5.9%	1.06%
UCB	United Community Banks Inc Financial Services	Added	18,769	+7	$591,035	+0.9%	0.91%
VZ	Verizon Communications Inc Communication Services	Reduced	10,840	-23	$544,168	+23.0%	0.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,847	-22	$543,313	−9.8%	0.83%
NEE	Nextera Energy Inc Utilities	Reduced	5,411	-563	$502,573	+4.8%	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,613	+63	$501,304	+5.8%	0.77%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	2,440	+25	$495,271	+21.0%	0.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	475	+15	$473,304	+19.3%	0.73%
KMB	Kimberly Clark Corp Consumer Defensive	Added	4,483	+44	$432,475	−3.4%	0.66%
SPY	Spdr S&P 500 ETF Trust	Held	662	0	$430,525	−4.6%	0.66%
MO	Altria Group, Inc. Consumer Defensive	Added	6,411	+33	$423,061	+15.0%	0.65%
BLK	BlackRock, Inc. Financial Services	Reduced	427	-3	$410,650	−10.8%	0.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,162	+196	$392,697	+33.8%	0.60%
CSCO	Cisco Systems, Inc. Technology	Added	4,979	+25	$386,320	+1.2%	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	665	-80	$380,466	−22.6%	0.58%
KO	Coca Cola Co Consumer Defensive	Added	4,513	+356	$343,213	+18.1%	0.53%
LLY	ELI LILLY & Co Healthcare	Added	359	+61	$330,197	+3.1%	0.51%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	4,799	+553	$283,284	−12.5%	0.43%
QCOM	Qualcomm Inc/De Technology	Reduced	2,029	-60	$261,294	−26.9%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	691	-214	$256,879	−36.9%	0.39%
ORCL	Oracle Corp Technology	Reduced	1,733	-82	$254,941	−27.9%	0.39%
LNG	Cheniere Energy, Inc. Energy	NEW	850	NEW	$241,196	NEW	0.37%
LMT	Lockheed Martin Corp Industrials	NEW	378	NEW	$228,459	NEW	0.35%
RY	Royal Bank Of Canada Financial Services	Added	1,379	+82	$223,094	+0.9%	0.34%
IBM	International Business Machines Corp Technology	Added	912	+30	$221,059	−15.4%	0.34%