Arkolith/Funds/Rather & Kittrell, Inc.

Rather & Kittrell, Inc.

CIK 1582112
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Rather & Kittrell, Inc. holds a focused book of 108 stocks worth $715.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional International Co at 12% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
58
already held, bought more
Trimmed
35
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
72%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Materials
3%
Information Technology
2%
Financials
2%
Consumer Discretionary
1%
Consumer Staples
0%
Utilities
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rather & Kittrell, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$484.6B
JPMORGAN CHASE & CO80 / 80$458.1B
ROYAL BANK OF CANADA80 / 80$145.6B
OSAIC HOLDINGS, INC.80 / 80$15.9B
Allworth Financial LP80 / 80$4.3B
Farther Finance Advisors, LLC80 / 80$2.8B
RAYMOND JAMES FINANCIAL INC79 / 80$85.2B
CWM, LLC79 / 80$6.8B

Ranked by how many of Rather & Kittrell, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

108 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
INTL CORE EQUITY
$87.3M2.34M
12.2%
+3.6%
Added · +81K sh
2Dimensional ETF Trust
CORE FIXE IN ETF
$72.6M1.72M
10.1%
+8.0%
Added · +127K sh
3Dimensional ETF Trust
SHOR DUR FIX ETF
$68.3M1.43M
9.5%
+7.3%
Added · +98K sh
4Dimensional ETF Trust
US COR EQU 1 ETF
$59.5M726.3K
8.3%
+8.1%
Added · +55K sh
5Dimensional ETF Trust
US COR EQU 2 ETF
$49.8M1.12M
7.0%
−1.4%
Reduced · −16K sh
6Dimensional ETF Trust
NATL MUN BD ETF
$45.4M939.1K
6.3%
+5.0%
Added · +45K sh
7Dimensional ETF Trust
EMERGING MKTS CO
$41.5M1.02M
5.8%
−0.9%
Reduced · −9K sh
8Dimensional ETF Trust
GLOBAL REAL EST
$34.6M1.19M
4.8%
+7.5%
Added · +84K sh
9Dimensional ETF Trust
US SMALL CAP ETF
$27.9M719.1K
3.9%
+4.1%
Added · +28K sh
10Dimensional ETF Trust
US REAL ESTA ETF
$26.4M1.01M
3.7%
+0.4%
Added · +4K sh
11Dimensional ETF Trust
INFLATION PROTE
$24.2M586.8K
3.4%
+10.0%
Added · +53K sh
12Dimensional ETF Trust
INTL SMALL CAP V
$21.6M539.3K
3.0%
+4.6%
Added · +24K sh
13Martin Marietta Matls Inc
COM
$18.2M31.6K
2.5%
Held
14Dimensional ETF Trust
INTERNATNAL VAL
$18.0M332.8K
2.5%
+0.2%
Added · +798 sh
15Dimensional ETF Trust
US TARGETED VLU
$8.6M123.5K
1.2%
−2.4%
Reduced · −3K sh
16Dimensional ETF Trust
US CORE EQT MKT
$6.4M123.1K
0.9%
−1.1%
Reduced · −1K sh
17Ishares TR
TIPS BD ETF
$5.9M53.8K
0.8%
−1.7%
Reduced · −956 sh
18Apple Inc
COM
$5.5M19.1K
0.8%
+5.1%
Added · +923 sh
19Ishares TR
CORE S&P TTL STK
$4.0M24.3K
0.6%
+0.3%
Added · +73 sh
20Dimensional ETF Trust
WORLD EX US CORE
$3.7M100.8K
0.5%
+11%
Added · +10K sh
21Ishares TR
CORE MSCI TOTAL
$3.6M38.0K
0.5%
−1.4%
Reduced · −561 sh
22Nvidia Corporation
COM
$3.2M15.9K
0.4%
+9.9%
Added · +1K sh
23Truist Finl Corp
COM
$2.8M55.8K
0.4%
+0.4%
Added · +246 sh
24Dimensional ETF Trust
INTL CORE EQT MK
$2.7M65.6K
0.4%
−1.5%
Reduced · −1K sh
25Capital Group GBL Growth Eqt
SHS CREAT UNIT
$2.6M61.5K
0.4%
Held
26Lowes Cos Inc
COM
$2.2M10.2K
0.3%
+0.1%
Added · +13 sh
27Hilton Grand Vacations Inc
COM
$2.1M39.2K
0.3%
~0%
Added · +3 sh
28Microsoft Corp
COM
$2.0M5.5K
0.3%
+20%
Added · +904 sh
29First Horizon Corporation
COM
$2.0M78.1K
0.3%
+2.2%
Added · +2K sh
30Capital Group Dividend Value
SHS CREAT UNIT
$2.0M39.6K
0.3%
−1.2%
Reduced · −480 sh
31Smartfinancial Inc
COM NEW
$1.9M40.6K
0.3%
+111%
Added · +21K sh
32Vulcan Matls Co
COM
$1.9M6.4K
0.3%
−3.8%
Reduced · −254 sh
33Invesco Exchange Traded FD T
RAFI US 1000 ETF
$1.9M34.5K
0.3%
Held
34Bank Of Amer Corp
COM
$1.6M28.8K
0.2%
+0.8%
Added · +240 sh
35Alphabet Inc
CAP STK CL A
$1.6M4.4K
0.2%
+3.8%
Added · +161 sh
36Ishares TR
U.S. REAL ES ETF
$1.5M14.9K
0.2%
−2.6%
Reduced · −397 sh
37Astec Inds Inc
COM
$1.5M24.4K
0.2%
Held
38Amazon Com Inc
COM
$1.5M6.2K
0.2%
+25%
Added · +1K sh
39Ishares TR
CORE S&P500 ETF
$1.4M1.9K
0.2%
Held
40Ishares TR
CORE US AGGBD ET
$1.4M14.2K
0.2%
+3.7%
Added · +504 sh
41Capital Group Intl Focus Eqt
SHS CREAT UNIT
$1.4M40.4K
0.2%
Held
42Vanguard World FD
ENERGY ETF
$1.4M9.3K
0.2%
Held
43Walmart Inc
COM
$1.4M12.1K
0.2%
+1.4%
Added · +166 sh
44Capital Group Growth ETF
SHS CREAT UNIT
$1.4M28.8K
0.2%
−2.3%
Reduced · −672 sh
45Dimensional ETF Trust
EMERGING MKTS VA
$1.3M30.9K
0.2%
−5.2%
Reduced · −2K sh
46Vanguard Index FDS
VALUE ETF
$1.3M6.0K
0.2%
−0.2%
Reduced · −12 sh
47Chevron Corporation
COM
$1.3M7.7K
0.2%
+36%
Added · +2K sh
48Vanguard Index FDS
GROWTH ETF
$1.3M14.6K
0.2%
+500%
Added · +12K sh
49Ishares TR
1 3 YR TREAS BD
$1.2M15.0K
0.2%
−2.8%
Reduced · −427 sh
50Home Depot Inc
COM
$1.2M3.4K
0.2%
+2.1%
Added · +71 sh
Showing 50 of 108 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Rather & Kittrell, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1582112/holdings"
Ask your agent
Use Arkolith to show Rather & Kittrell, Inc.'s latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026108$715.6M13F-HR
Q1 2026Mar 31, 2026May 12, 2026113$647.9M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026106$621.1M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202598$571.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.