Rather & Kittrell, Inc.

13F filer · CIK 0001582112

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$716MU.S. long equity reported on 13F

Positions590 new · 4 closed

Net flow last quarter+$2.47MBuys minus sells

Top 10 positions weight6.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202659 positions
MLMMartin Marietta Materials Inc	$18.2M	2.54%	0.05%	Not reported	Q4 2021
AAPLApple Inc.	$5.53M	0.77%	0.00%	+5.1%	Q4 2021
DFAXGulf Resources, Inc.	$3.71M	0.52%	Not reported	+10.7%	Q4 2021
NVDANvidia Corp	$3.18M	0.44%	0.00%	+9.9%	Q4 2021
TFCTruist Financial Corp	$2.78M	0.39%	0.00%	+0.4%	Q4 2021
LOWLowes Companies Inc	$2.24M	0.31%	0.00%	+0.1%	Q4 2021
HGVHilton Grand Vacations Inc.	$2.05M	0.29%	0.05%	0.0%	Q4 2023
MSFTMicrosoft Corp	$2.04M	0.29%	0.00%	+19.8%	Q4 2021
FHNFirst Horizon Corp	$2M	0.28%	0.02%	+2.3%	Q4 2021
SMBKSmartfinancial Inc.	$1.91M	0.27%	0.24%	+111.3%	Q4 2021
VMCVulcan Materials CO	$1.89M	0.26%	0.00%	-3.8%	Q4 2021
BACBank of America Corp	$1.64M	0.23%	0.00%	+0.8%	Q4 2021
GOOGLAlphabet Inc.	$1.58M	0.22%	0.00%	+3.8%	Q4 2021
ASTEAstec Industries Inc	$1.49M	0.21%	0.11%	Not reported	Q4 2021
AMZNAmazon Com Inc	$1.47M	0.20%	0.00%	+25.0%	Q4 2021
WMTWalmart Inc.	$1.37M	0.19%	0.00%	+1.4%	Q4 2021
CVXChevron Corp	$1.28M	0.18%	0.00%	+36.3%	Q4 2021
HDHome Depot, Inc.	$1.21M	0.17%	0.00%	+2.1%	Q4 2021
AVGOBroadcom Inc.	$1.2M	0.17%	0.00%	+19.3%	Q3 2024
XOMExxonMobil Holdings Corp	$1.07M	0.15%	0.00%	+2.8%	Q4 2021
RHPRyman Hospitality Properties, Inc.	$1.05M	0.15%	0.01%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.04M	0.15%	Not reported	-0.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$876K	0.12%	Not reported	-0.2%	Q4 2021
JNJJohnson & Johnson	$826K	0.12%	0.00%	+1.1%	Q4 2021
PMPhilip Morris International Inc.	$787K	0.11%	0.00%	+0.5%	Q4 2021
GOOGAlphabet Inc.	$743K	0.10%	Not reported	+14.7%	Q4 2021
JPMJPMorgan Chase & Co	$668K	0.09%	0.00%	+10.4%	Q4 2021
UCBUnited Community Banks Inc	$658K	0.09%	0.02%	0.0%	Q4 2021
SOSouthern Co	$652K	0.09%	0.00%	-6.9%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$652K	0.09%	0.00%	+17.6%	Q4 2021
CSCOCisco Systems, Inc.	$611K	0.09%	0.00%	+4.5%	Q4 2021
METAMeta Platforms, Inc.	$586K	0.08%	Not reported	+56.2%	Q4 2021
PGRProgressive Corp	$497K	0.07%	0.00%	-46.1%	Q4 2021
MOAltria Group, Inc.	$495K	0.07%	0.00%	+7.2%	Q4 2021
KMBKimberly Clark Corp	$491K	0.07%	0.00%	-0.2%	Q4 2021
NEENextera Energy Inc	$485K	0.07%	0.00%	+2.1%	Q4 2021
VZVerizon Communications Inc	$465K	0.07%	0.00%	+1.4%	Q4 2021
COSTCostco Wholesale Corp	$453K	0.06%	0.00%	+1.9%	Q4 2021
AEMAgnico Eagle Mines Ltd	$449K	0.06%	0.00%	+18.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$434K	0.06%	Not reported	-12.2%	Q4 2021
EMXCEmax Holdings Corp	$429K	0.06%	Not reported	-14.7%	Q4 2025
MCDMcdonalds Corp	$424K	0.06%	0.00%	-2.9%	Q4 2021
LLYELI LILLY & Co	$423K	0.06%	0.00%	-2.0%	Q4 2021
QCOMQualcomm Inc	$409K	0.06%	0.00%	+9.0%	Q4 2021
TSLATesla, Inc.	$402K	0.06%	0.00%	+38.1%	Q4 2021
KOCoca Cola Co	$386K	0.05%	0.00%	+5.3%	Q4 2021
BLKBlackRock, Inc.	$327K	0.05%	0.00%	-20.4%	Q4 2021
RYRoyal Bank of Canada	$309K	0.04%	0.00%	+8.1%	Q4 2021
ORCLOracle Corp	$305K	0.04%	0.00%	+20.2%	Q4 2021
BSVNBank7 Corp.	$289K	0.04%	0.04%	+8.7%	Q4 2021

Q1 2026Reported May 12, 202663 positions
MLMMartin Marietta Materials Inc	$18.6M	2.87%	0.05%	0.0%	Q4 2021
AAPLApple Inc.	$4.62M	0.71%	0.00%	+17.5%	Q4 2021
DFAXGulf Resources, Inc.	$3.09M	0.48%	Not reported	-17.1%	Q4 2021
TFCTruist Financial Corp	$2.56M	0.39%	0.00%	+0.1%	Q4 2021
NVDANvidia Corp	$2.52M	0.39%	0.00%	+16.4%	Q4 2021
LOWLowes Companies Inc	$2.4M	0.37%	0.00%	-2.0%	Q4 2021
VMCVulcan Materials CO	$1.81M	0.28%	0.01%	-1.6%	Q4 2021
FHNFirst Horizon Corp	$1.74M	0.27%	0.02%	+0.4%	Q4 2021
MSFTMicrosoft Corp	$1.69M	0.26%	0.00%	-5.6%	Q4 2021
HGVHilton Grand Vacations Inc.	$1.53M	0.24%	0.05%	0.0%	Q4 2023
WMTWalmart Inc.	$1.49M	0.23%	0.00%	+1.2%	Q4 2021
BACBank of America Corp	$1.39M	0.21%	0.00%	+1.3%	Q4 2021
ASTEAstec Industries Inc	$1.31M	0.20%	0.11%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$1.29M	0.20%	0.00%	-0.1%	Q4 2021
GOOGLAlphabet Inc.	$1.22M	0.19%	0.00%	+18.7%	Q4 2021
CVXChevron Corp	$1.17M	0.18%	0.00%	+0.5%	Q4 2021
HDHome Depot, Inc.	$1.1M	0.17%	0.00%	-0.9%	Q4 2021
AMZNAmazon Com Inc	$1.02M	0.16%	0.00%	+32.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$994K	0.15%	Not reported	-15.1%	Q4 2021
PGRProgressive Corp	$837K	0.13%	0.00%	-12.9%	Q4 2021
AVGOBroadcom Inc.	$826K	0.13%	0.00%	+0.3%	Q3 2024
JNJJohnson & Johnson	$786K	0.12%	0.00%	+4.7%	Q4 2021
SMBKSmartfinancial Inc.	$752K	0.12%	0.11%	Not reported	Q4 2021
RHPRyman Hospitality Properties, Inc.	$750K	0.12%	0.01%	Not reported	Q4 2021
PMPhilip Morris International Inc.	$716K	0.11%	0.00%	+3.1%	Q4 2021
SOSouthern Co	$707K	0.11%	0.00%	+1.1%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$687K	0.11%	Not reported	+0.2%	Q4 2021
UCBUnited Community Banks Inc	$591K	0.09%	0.02%	0.0%	Q4 2021
VZVerizon Communications Inc	$544K	0.08%	0.00%	-0.2%	Q4 2021
JPMJPMorgan Chase & Co	$543K	0.08%	0.00%	-1.2%	Q4 2021
GOOGAlphabet Inc.	$526K	0.08%	Not reported	+23.6%	Q4 2021
NEENextera Energy Inc	$503K	0.08%	0.00%	-9.4%	Q4 2021
MCDMcdonalds Corp	$501K	0.08%	0.00%	+4.1%	Q4 2021
AEMAgnico Eagle Mines Ltd	$495K	0.08%	0.00%	+1.0%	Q4 2021
COSTCostco Wholesale Corp	$473K	0.07%	0.00%	+3.3%	Q4 2021
KMBKimberly Clark Corp	$432K	0.07%	0.00%	+1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$431K	0.07%	Not reported	Not reported	Q4 2021
MOAltria Group, Inc.	$423K	0.07%	0.00%	+0.5%	Q4 2021
BLKBlackRock, Inc.	$411K	0.06%	0.00%	-0.7%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$393K	0.06%	0.00%	+20.3%	Q4 2021
EMXCEmax Holdings Corp	$387K	0.06%	Not reported	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$386K	0.06%	0.00%	+0.5%	Q4 2021
METAMeta Platforms, Inc.	$381K	0.06%	Not reported	-10.7%	Q4 2021
KOCoca Cola Co	$343K	0.05%	0.00%	+8.6%	Q4 2021
LLYELI LILLY & Co	$330K	0.05%	0.00%	+20.5%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$283K	0.04%	0.00%	+13.0%	Q2 2025
SILGolden Minerals Co	$281K	0.04%	Not reported	-0.6%	Q4 2021
BSVNBank7 Corp.	$268K	0.04%	0.04%	Not reported	Q4 2021
QCOMQualcomm Inc	$261K	0.04%	0.00%	-2.9%	Q4 2021
TSLATesla, Inc.	$257K	0.04%	0.00%	-23.7%	Q4 2021

Q4 2025Reported Jan 28, 202658 positions
MLMMartin Marietta Materials Inc	$19.6M	3.16%	0.05%	0.0%	Q4 2021
AAPLApple Inc.	$4.21M	0.68%	0.00%	+7.4%	Q4 2021
DFAXGulf Resources, Inc.	$3.59M	0.58%	Not reported	-0.8%	Q4 2021
TFCTruist Financial Corp	$2.73M	0.44%	0.00%	-0.7%	Q4 2021
LOWLowes Companies Inc	$2.5M	0.40%	0.00%	+0.4%	Q4 2021
MSFTMicrosoft Corp	$2.34M	0.38%	0.00%	+9.1%	Q4 2021
NVDANvidia Corp	$2.32M	0.37%	0.00%	+25.0%	Q4 2021
VMCVulcan Materials CO	$1.93M	0.31%	0.01%	-9.8%	Q4 2021
FHNFirst Horizon Corp	$1.82M	0.29%	0.02%	0.0%	Q4 2021
HGVHilton Grand Vacations Inc.	$1.76M	0.28%	0.05%	-15.5%	Q4 2023
BACBank of America Corp	$1.55M	0.25%	0.00%	+5.5%	Q4 2021
WMTWalmart Inc.	$1.32M	0.21%	0.00%	+3.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.23M	0.20%	Not reported	+45.6%	Q4 2021
HDHome Depot, Inc.	$1.16M	0.19%	0.00%	+2.0%	Q4 2021
GOOGLAlphabet Inc.	$1.12M	0.18%	0.00%	+11.8%	Q4 2021
PGRProgressive Corp	$1.1M	0.18%	0.00%	-13.8%	Q4 2021
ASTEAstec Industries Inc	$1.06M	0.17%	0.11%	Not reported	Q4 2021
AVGOBroadcom Inc.	$922K	0.15%	0.00%	+15.5%	Q3 2024
XOMExxonMobil Holdings Corp	$915K	0.15%	0.00%	+4.5%	Q4 2021
CVXChevron Corp	$861K	0.14%	0.00%	-2.3%	Q4 2021
AMZNAmazon Com Inc	$856K	0.14%	0.00%	+24.6%	Q4 2021
RHPRyman Hospitality Properties, Inc.	$770K	0.12%	0.01%	Not reported	Q4 2021
QQQInvesco QQQ Trust, Series 1	$730K	0.12%	Not reported	Not reported	Q4 2021
SMBKSmartfinancial Inc.	$711K	0.11%	0.11%	-2.4%	Q4 2021
PMPhilip Morris International Inc.	$673K	0.11%	0.00%	+1.9%	Q4 2021
JNJJohnson & Johnson	$635K	0.10%	0.00%	+0.5%	Q4 2021
SOSouthern Co	$631K	0.10%	0.00%	+0.8%	Q3 2025
JPMJPMorgan Chase & Co	$602K	0.10%	0.00%	-3.1%	Q4 2021
UCBUnited Community Banks Inc	$586K	0.09%	0.02%	+0.1%	Q4 2021
METAMeta Platforms, Inc.	$492K	0.08%	Not reported	+31.2%	Q4 2021
NEENextera Energy Inc	$480K	0.08%	0.00%	-26.6%	Q4 2021
MCDMcdonalds Corp	$474K	0.08%	0.00%	+2.9%	Q4 2021
GOOGAlphabet Inc.	$465K	0.07%	Not reported	+19.7%	Q4 2021
BLKBlackRock, Inc.	$461K	0.07%	0.00%	+2.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$451K	0.07%	Not reported	-16.4%	Q4 2021
KMBKimberly Clark Corp	$448K	0.07%	0.00%	-0.2%	Q4 2021
VZVerizon Communications Inc	$442K	0.07%	0.00%	+2.1%	Q4 2021
AEMAgnico Eagle Mines Ltd	$409K	0.07%	0.00%	+0.1%	Q4 2021
TSLATesla, Inc.	$407K	0.07%	0.00%	+33.1%	Q4 2021
COSTCostco Wholesale Corp	$397K	0.06%	0.00%	+9.5%	Q4 2021
CSCOCisco Systems, Inc.	$382K	0.06%	0.00%	+4.0%	Q4 2021
MOAltria Group, Inc.	$368K	0.06%	0.00%	+1.4%	Q4 2021
EMXCEmax Holdings Corp	$358K	0.06%	Not reported	New	Q4 2025
QCOMQualcomm Inc	$357K	0.06%	0.00%	Not reported	Q4 2021
ORCLOracle Corp	$354K	0.06%	0.00%	-6.8%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$324K	0.05%	0.00%	+72.1%	Q2 2025
LLYELI LILLY & Co	$320K	0.05%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$294K	0.05%	0.00%	-7.7%	Q4 2021
KOCoca Cola Co	$291K	0.05%	0.00%	+8.0%	Q4 2021
SILGolden Minerals Co	$262K	0.04%	Not reported	Not reported	Q4 2021

Q3 2025Reported Oct 28, 202550 positions
MLMMartin Marietta Materials Inc	$19.9M	3.48%	0.05%	0.0%	Q4 2021
AAPLApple Inc.	$3.67M	0.64%	0.00%	+22.7%	Q4 2021
DFAXGulf Resources, Inc.	$3.47M	0.61%	Not reported	-1.2%	Q4 2021
LOWLowes Companies Inc	$2.6M	0.45%	0.00%	+0.9%	Q4 2021
TFCTruist Financial Corp	$2.56M	0.45%	0.00%	+0.9%	Q4 2021
VMCVulcan Materials CO	$2.3M	0.40%	0.01%	+0.3%	Q4 2021
MSFTMicrosoft Corp	$2.3M	0.40%	0.00%	+29.4%	Q4 2021
HGVHilton Grand Vacations Inc.	$1.94M	0.34%	0.05%	0.0%	Q4 2023
NVDANvidia Corp	$1.85M	0.32%	0.00%	+49.3%	Q4 2021
FHNFirst Horizon Corp	$1.72M	0.30%	0.02%	0.0%	Q4 2021
PGRProgressive Corp	$1.39M	0.24%	0.00%	+1.3%	Q4 2021
BACBank of America Corp	$1.38M	0.24%	0.00%	+3.7%	Q4 2021
HDHome Depot, Inc.	$1.34M	0.24%	0.00%	+28.3%	Q4 2021
WMTWalmart Inc.	$1.18M	0.21%	0.00%	+6.3%	Q4 2021
CVXChevron Corp	$898K	0.16%	0.00%	+6.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$844K	0.15%	Not reported	+120.3%	Q4 2021
XOMExxonMobil Holdings Corp	$820K	0.14%	0.00%	+10.7%	Q4 2021
GOOGLAlphabet Inc.	$780K	0.14%	0.00%	+37.9%	Q4 2021
AVGOBroadcom Inc.	$760K	0.13%	0.00%	+71.5%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$714K	0.12%	Not reported	Not reported	Q4 2021
SMBKSmartfinancial Inc.	$704K	0.12%	0.12%	Not reported	Q4 2021
SOSouthern Co	$680K	0.12%	0.00%	New	Q3 2025
PMPhilip Morris International Inc.	$668K	0.12%	0.00%	+274.5%	Q4 2021
AMZNAmazon Com Inc	$653K	0.11%	0.00%	+61.8%	Q4 2021
NEENextera Energy Inc	$615K	0.11%	0.00%	-5.7%	Q4 2021
JPMJPMorgan Chase & Co	$608K	0.11%	0.00%	+30.9%	Q4 2021
UCBUnited Community Banks Inc	$588K	0.10%	0.02%	0.0%	Q4 2021
JNJJohnson & Johnson	$567K	0.10%	0.00%	+1.2%	Q4 2021
KMBKimberly Clark Corp	$553K	0.10%	0.00%	+1.7%	Q4 2021
ORCLOracle Corp	$548K	0.10%	0.00%	+15.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$528K	0.09%	Not reported	+101.5%	Q4 2021
BLKBlackRock, Inc.	$491K	0.09%	0.00%	+1.7%	Q4 2021
VZVerizon Communications Inc	$467K	0.08%	0.00%	+10.6%	Q4 2021
MCDMcdonalds Corp	$458K	0.08%	0.00%	+7.3%	Q4 2021
METAMeta Platforms, Inc.	$417K	0.07%	Not reported	Not reported	Q4 2021
MOAltria Group, Inc.	$416K	0.07%	0.00%	Not reported	Q4 2021
AEMAgnico Eagle Mines Ltd	$407K	0.07%	0.00%	+7.8%	Q4 2021
COSTCostco Wholesale Corp	$389K	0.07%	0.00%	+14.4%	Q4 2021
CSCOCisco Systems, Inc.	$326K	0.06%	0.00%	+11.3%	Q4 2021
TSLATesla, Inc.	$302K	0.05%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$302K	0.05%	Not reported	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$292K	0.05%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$255K	0.04%	0.00%	+18.4%	Q4 2021
OKTAOkta, Inc.	$255K	0.04%	Not reported	+1.7%	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$246K	0.04%	0.00%	+11.2%	Q2 2025
IBMInternational Business Machines Corp	$229K	0.04%	0.00%	+19.4%	Q4 2021
DUKDuke Energy CORP	$207K	0.04%	0.00%	Not reported	Q4 2021
LDOSLeidos Holdings, Inc.	$205K	0.04%	0.00%	Not reported	Q4 2021
GPCGenuine Parts Co	$204K	0.04%	0.00%	Not reported	Q1 2024
HUMAHumacyte, Inc.	$30.2K	0.01%	0.01%	Not reported	Q4 2024

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