Kathmere Capital Management, LLC has disclosed its quarterly holdings in a recent SEC filing, revealing a total investment value exceeding $2 billion as of September 30, 2026. This significant report underscores the firm's strategic positioning in the investment management landscape and highlights its diverse portfolio.
The filing, submitted on October 20, 2026, outlines the firm's investment strategy and the value of its holdings across various sectors. This includes substantial investments in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., indicating a strong focus on technology and consumer sectors.
Background
Kathmere Capital Management, LLC is based in Wayne, Pennsylvania, and operates under the Central Index Key (CIK) 0001794543. The firm specializes in investment management, primarily focusing on equity and fixed-income securities. It has been actively filing with the SEC, with its recent filings including a 13F-HR on October 20, 2026, and several prior filings throughout 2026.
What the Filing Says
The 13F-HR filing indicates that Kathmere Capital Management holds a total of 720 positions, with a cumulative value of $2,065,095,112. The filing was signed by Amy King, the Chief Compliance Officer, reflecting the firm's commitment to transparency and regulatory compliance.
Impact
This disclosure may have implications for various stakeholders, including existing investors, potential clients, and competitors in the investment management industry. The significant value of holdings may attract attention from institutional investors and influence market perceptions of Kathmere's investment strategies.
What's Next
The filing does not specify any immediate next steps, but it will likely lead to further analysis and discussions within the investment community regarding Kathmere's strategies and future performance.