SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Rather & Kittrell, Inc.

CIK 0001582112 · 11905 KINGSTON PIKE, KNOXVILLE, TN, 37934 · 865-218-8400

Reported Value
$461M
Q1 2025
Positions
85
Filings on Record
19
2019–present window
Filed
May 15, 2025
original filing

Summary

Rather & Kittrell, Inc. reported $461M in U.S.-listed holdings across 85 positions for Q1 2025.

Its largest position, DFIC, represents 11.7% of the portfolio.

Compared with Q4 2024, the fund opened 6 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $114MQ4 ’21Q1 ’22: $103MQ2 ’22: $91MQ3 ’22: $95MQ3 ’22Q4 ’22: $188.0BQ1 ’23: $220MQ2 ’23: $239MQ2 ’23Q3 ’23: $248MQ4 ’23: $287MQ1 ’24: $334MQ1 ’24Q2 ’24: $363MQ3 ’24: $408MQ4 ’24: $425MQ4 ’24Q1 ’25: $461MQ2 ’25: $505MQ3 ’25: $571MQ3 ’25Q4 ’25: $621MQ1 ’26: $648Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$648M113May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$621M106Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$571M98Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$505M90Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$461M85May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$425M81Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$408M84Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$363M82Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$334M82Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$287M71Feb 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$248M61Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$239M63Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$220M58May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$188.0B57Feb 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$95M60Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$91M55Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$103M60May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$114M338Feb 18, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • DIMENSIONAL FUND ADVISORS LP028-01186

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.