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CIK: 0001582112
Total reported value
$715.6M
$715.6M
106 檔
40.5%
According to the latest 13F quarterly dataset, Rather & Kittrell, Inc. managed an equity portfolio of $715.6M at the end of Q4 2025, spanning 106 distinct U.S. exchange-listed positions.
In Q4 2025, Rather & Kittrell, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | ETF-Other | 12.37% | -0.20% | +4.37% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.10% | -0.23% | +12.86% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 9.51% | -0.30% | +16.61% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.38% | +0.12% | -1.32% | |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 7.29% | +0.85% | +12.01% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 6.49% | -0.27% | +8.46% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.46% | +0.31% | +3.50% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.38% | +0.28% | +19.48% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.72% | +0.02% | +10.49% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.61% | +0.17% | +5.19% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.38% | -0.06% | +13.75% | |
| 12 | MLM | Martin Marietta Materials | Stock-Materials | 3.16% | -0.33% | +0.02% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 3.13% | -0.12% | +2.19% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 2.70% | -0.19% | -2.79% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 1.23% | -0.01% | -1.34% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.94% | -0.11% | +0.94% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.90% | +0.02% | +1.35% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.06% | +7.42% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.03% | -1.00% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | +0.04% | -0.77% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.53% | -0.01% | -0.49% | |
| 22 | TFC | Truist Financial CORP | Stock-Financials | 0.44% | — | -0.65% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.41% | -0.02% | +5.29% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | -0.06% | +0.37% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | +0.03% | +9.05% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.05% | +25.00% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.34% | +0.04% | — | |
| 28 | VMC | Vulcan Materials Co | Stock-Materials | 0.31% | -0.02% | -9.76% | |
| 29 | FHN | First Horizon CORP | Stock-Financials | 0.29% | +0.01% | +0.03% | |
| 30 | HGV | Hilton Grand Vacations Inc | Stock-Other | 0.28% | +0.05% | -15.46% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-Other | 0.28% | +0.01% | — | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.26% | +0.01% | -1.09% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.25% | +0.02% | +5.50% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.02% | +27.89% | |
| 35 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.23% | -0.01% | +0.10% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.22% | -0.01% | -1.50% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.04% | +2.96% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.89% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-Other | 0.21% | +0.01% | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.03% | +1.81% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.21% | -0.05% | -60.70% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | +45.62% | |
| 43 | CGXU | Cap Group Intl Focus | ETF-Other | 0.19% | +0.02% | — | |
| 44 | VDE | Vanguard Energy ETF | ETF-Other | 0.19% | -0.06% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | — | +2.02% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | +11.78% | |
| 48 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.18% | — | +4.85% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.18% | -0.06% | -13.80% | |
| 50 | ASTE | Astec Industries Inc | Stock-Other | 0.17% | +0.01% | — |
According to official SEC Form 13F filings, Rather & Kittrell, Inc. reported a total U.S. public equity portfolio value of $715.6M across 106 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFIC, DFCF, DFSD) accounted for 40.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ASTE
市值: $1.1M
Top Position Liquidated / Trimmed
GPC
前期市值: $203.7K
During Q4 2025, Rather & Kittrell, Inc.'s top holdings by market value included DFIC (12.4%)、DFCF (10.1%)、DFSD (9.5%). The largest single position, DFIC, represented 12.4% of total portfolio value.
In Q4 2025, Rather & Kittrell, Inc. made 90 total portfolio adjustments, initiating 9 new buys, adding to 57 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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