Rather & Kittrell, Inc. Portfolio Holdings

Rather & Kittrell, Inc.

  • $452 Million
  • Q2 2025

Rather & Kittrell, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $62M, Dimensional ETF Tr Core Fxd In with a value of $49.1M, Dimensional ETF Tr Short Durat with a value of $46.1M, Dimensional ETF Tr U S Core Eq with a value of $41.4M, and Dimensional ETF Tr Natl Mun Bd with a value of $37.1M.

Examining the 13F form we can see an increase of $34.5M in the current position value, from $418M to 452M.

Rather & Kittrell, Inc. is based out at Knoxville, TN

Below you can find more details about Rather & Kittrell, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $452 Million
ETFs: $399 Million
Basic Materials: $19.5 Million
Financial Services: $8.71 Million
Technology: $6.97 Million
Consumer Cyclical: $5.96 Million
Consumer Defensive: $2.41 Million
Healthcare: $1.52 Million
Energy: $1.49 Million
Other: $3.24 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185M
$36,000 0.01% of portfolio
17,350
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $452 Million
  • Prior Value $418 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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