Rather & Kittrell, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $539 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $74.4M, Dimensional ETF Tr Core Fxd In with a value of $62.9M, Dimensional ETF Tr Short Durat with a value of $59.4M, Dimensional ETF Tr U S Core Eq with a value of $44.7M, and Dimensional ETF Tr Natl Mun Bd with a value of $40.3M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $507M to 539M.

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 $539 Million
ETFs: $473 Million
Basic Materials: $21.1 Million
Technology: $12 Million
Financial Services: $10.2 Million
Consumer Cyclical: $6.8 Million
Consumer Defensive: $3.4 Million
Communication Services: $2.31 Million
Energy: $1.77 Million
Other: $4.15 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $539 Million
  • Prior Value $507 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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