Kathmere Capital Management, LLC

CIK
1794543
City
WAYNE
State / Country
PA

Top Portfolio Positions

451 positions · $529,126,855 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
139,491 $35,401,420 6.69%
GMED
Globus Medical Inc
Healthcare
271,126 $23,360,216 4.41%
MSFT
Microsoft Corp
Technology
43,483 $16,096,102 3.04%
NVDA
Nvidia Corp
Technology
91,987 $16,042,532 3.03%
JNJ
Johnson & Johnson
Healthcare
43,808 $10,708,427 2.02%
WMT
Walmart Inc.
Consumer Defensive
67,178 $8,348,881 1.58%
HSDT
Solana Co
Financial Services
4,594,960 $7,949,280 1.50%
SEIC
Sei Investments Co
Financial Services
99,485 $7,806,587 1.48%
AMZN
Amazon Com Inc
Consumer Cyclical
34,491 $7,183,440 1.36%
CTRN
Citi Trends Inc
Consumer Cyclical
162,503 $7,039,629 1.33%

Portfolio Trend

25 quarters · across all stocks

Holdings in TLK

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $1,492,569 79,902
2025-12-31 $1,831,813 87,022
2025-09-30 $1,514,972 80,498
2025-06-30 $1,230,335 72,629
2025-03-31 $421,964 28,569
2024-12-31 $486,837 29,595
2024-09-30 $606,059 30,640
2024-06-30 $265,652 14,206
2024-03-31 $744,218 33,433
2023-12-31 $621,202 24,115
2023-09-30 $515,161 21,376
2023-06-30 $552,655 20,722
2023-03-31 $579,760 21,260