Rather & Kittrell, Inc. Portfolio Holdings

Rather & Kittrell, Inc.

  • $507 Million
  • Q3 2025

Rather & Kittrell, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $507 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $70M, Dimensional ETF Tr Core Fxd In with a value of $55.8M, Dimensional ETF Tr Short Durat with a value of $50.9M, Dimensional ETF Tr U S Core Eq with a value of $45.2M, and Dimensional ETF Tr Natl Mun Bd with a value of $37M.

Examining the 13F form we can see an increase of $54.6M in the current position value, from $452M to 507M.

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 $507 Million
ETFs: $443 Million
Basic Materials: $22.6 Million
Technology: $10.4 Million
Financial Services: $9.75 Million
Consumer Cyclical: $7.5 Million
Consumer Defensive: $3.46 Million
Communication Services: $1.97 Million
Energy: $1.72 Million
Other: $2.1 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$597M
$703,000 0.14% of portfolio
19,699
Q2 2025 Reduced 10.57%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $507 Million
  • Prior Value $452 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Rather & Kittrell, Inc. Portfolio

Follow Rather & Kittrell, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rather & Kittrell, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rather & Kittrell, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email