MondegarAI
Rather & Kittrell, Inc.

Q3 2025 · 13F-HR

Rather & Kittrell, Inc.holdings as filed

Filed 2025-10-28 · accession 0001172661-25-004468

$571.2M
Reported value
98
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Rather & Kittrell, Inc. · Q3 2025

AI · grounded in 13F

Rather & Kittrell, Inc. established a new position in DFIC valued at $70.0M. The fund also initiated new stakes in DFCF for $55.8M and DFSD for $50.9M. Additional new positions include DFAC at $45.2M, DCOR at $39.5M, and DFNM at $37.0M. Total assets under management stand at $571.2M across 98 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V799DFICDIMENSIONAL ETF TRUST$70.0M12.3%2,136,039CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$55.8M9.77%1,305,430CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$50.9M8.91%1,056,210CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$45.2M7.92%1,173,013CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$39.5M6.92%549,224CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$37.0M6.48%771,652CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$31.7M5.56%989,592CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$23.5M4.12%861,828CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$21.8M3.82%913,843CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$20.6M3.61%647,601CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$19.9M3.48%31,543CommonNONE
25434V856DFIPDIMENSIONAL ETF TRUST$18.8M3.29%444,410CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$17.8M3.12%499,900CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$15.9M2.79%345,503CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$7.6M1.32%129,997CommonNONE
464287176TIPISHARES TR$5.9M1.03%52,711CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$5.4M0.95%118,496CommonNONE
037833100AAPLAPPLE INC$3.7M0.64%14,427CommonNONE
464287150ITOTISHARES TR$3.6M0.62%24,481CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$3.5M0.61%110,665CommonNONE
46432F834IXUSISHARES TR$3.2M0.56%39,018CommonNONE
92189F106GDXVANECK ETF TRUST$2.9M0.51%37,892CommonNONE
548661107LOWLOWES COS INC$2.6M0.45%10,341CommonNONE
89832Q109TFCTRUIST FINL CORP$2.6M0.45%55,921CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$2.3M0.41%64,231CommonNONE
929160109VMCVULCAN MATLS CO$2.3M0.40%7,481CommonNONE
594918104MSFTMICROSOFT CORP$2.3M0.40%4,441CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$2.1M0.37%61,527CommonNONE
43283X105HGVHILTON GRAND VACATIONS INC$1.9M0.34%46,415CommonNONE
67066G104NVDANVIDIA CORPORATION$1.9M0.32%9,934CommonNONE
320517105FHNFIRST HORIZON CORPORATION$1.7M0.30%76,078CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.7M0.29%40,056CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.6M0.28%35,154CommonNONE
464287739IYRISHARES TR$1.5M0.26%15,222CommonNONE
743315103PGRPROGRESSIVE CORP$1.4M0.24%5,622CommonNONE
464287226AGGISHARES TR$1.4M0.24%13,754CommonNONE
060505104BACBANK AMERICA CORP$1.4M0.24%26,714CommonNONE
437076102HDHOME DEPOT INC$1.3M0.24%3,314CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$1.3M0.23%29,514CommonNONE
464287200IVVISHARES TR$1.3M0.22%1,904CommonNONE
464287457SHYISHARES TR$1.3M0.22%15,153CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.2M0.21%40,406CommonNONE
931142103WMTWALMART INC$1.2M0.21%11,493CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.21%2,460CommonNONE
92204A306VDEVANGUARD WORLD FD$1.2M0.20%9,255CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.19%5,893CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.0M0.18%38,361CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$998,8450.17%31,322CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$960,0800.17%15,694CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$898,5690.16%32,311CommonNONE
166764100CVXCHEVRON CORP NEW$897,9900.16%5,783CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$844,1000.15%1,679CommonNONE
30231G102XOMEXXON MOBIL CORP$820,4360.14%7,277CommonNONE
46432F859ISTBISHARES TR$816,9470.14%16,727CommonNONE
02079K305GOOGLALPHABET INC$780,3510.14%3,210CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$772,2890.14%7,895CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$764,3080.13%19,330CommonNONE
11135F101AVGOBROADCOM INC$760,4430.13%2,305CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$756,3780.13%16,925CommonNONE
46090E103QQQINVESCO QQQ TR$713,8400.12%1,189CommonNONE
83190L208SMBKSMARTFINANCIAL INC$703,8450.12%19,699CommonNONE
842587107SOSOUTHERN CO$680,4960.12%7,181CommonNONE
718172109PMPHILIP MORRIS INTL INC$668,1020.12%4,119CommonNONE
023135106AMZNAMAZON COM INC$653,4400.11%2,976CommonSHARED
65339F101NEENEXTERA ENERGY INC$614,5430.11%8,141CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$608,4640.11%1,929CommonNONE
464288257ACWIISHARES TR$595,2610.10%4,306CommonNONE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$587,8750.10%18,752CommonNONE
478160104JNJJOHNSON & JOHNSON$566,8290.10%3,057CommonNONE
494368103KMBKIMBERLY-CLARK CORP$553,1890.10%4,449CommonNONE
68389X105ORCLORACLE CORP$547,5740.10%1,947CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$527,6150.09%792CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$526,0150.09%16,683CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$493,4600.09%15,601CommonNONE
09290D101BLKBLACKROCK INC$490,8310.09%421CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$467,4080.08%10,635CommonNONE
580135101MCDMCDONALDS CORP$457,6580.08%1,506CommonNONE
30303M102METAMETA PLATFORMS INC$417,1280.07%568CommonSHARED
02209S103MOALTRIA GROUP INC$415,7160.07%6,293CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$406,5670.07%2,412CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$388,7870.07%420CommonNONE
17275R102CSCOCISCO SYS INC$325,8950.06%4,763CommonNONE
88160R101TSLATESLA INC$302,4100.05%680CommonNONE
02079K107GOOGALPHABET INC$301,7580.05%1,239CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$292,1370.05%1,046CommonSHARED
191216100KOCOCA COLA CO$255,1990.04%3,848CommonNONE
679295105OKTAOKTA INC$255,1090.04%2,782CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$251,3140.04%9,455CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$250,5320.04%1,161CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$246,2310.04%2,467CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$238,4530.04%1,257CommonNONE
464289438IWYISHARES TR$235,3390.04%860CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$229,2550.04%813CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$207,4050.04%1,676CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$205,4000.04%1,087CommonNONE
372460105GPCGENUINE PARTS CO$203,7420.04%1,470CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$202,1500.04%7,781CommonNONE
44486Q103HUMAHUMACYTE INC$30,1890.01%17,350CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.