Rather--Kittrell

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "BLK",
  null,
  null,
  "AVGO",
  "LOW",
  "HGV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  "QCOM",
  null,
  "MSFT",
  "FHN",
  null,
  "ORCL",
  null,
  "PGR",
  "IVV",
  "IYR",
  "AAPL",
  "SPY",
  "NVDA",
  "VZ",
  null,
  "TFC",
  null,
  null,
  "PRF",
  null,
  null,
  "SMBK",
  "HUMA",
  null,
  null,
  "RHP",
  "AMZN",
  null,
  "UCB",
  "VUG",
  "VTV",
  "WMT",
  null,
  null,
  "AEM",
  "SCHD",
  "OKTA",
  "IXUS",
  "KMB",
  "ASTE",
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  null,
  null,
  "DFAX",
  "DFAC",
  "VMC",
  "NEE",
  "XOM",
  "JNJ",
  "LLY",
  "MLM",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 85
Total Value: 461056216
Accession Number: 0001172661-25-002186
Form Type: 13F-HR
CIK: rather--kittrell
Manager Name: Rather--Kittrell

Data Enrichment

62% identified

53 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

85 positions • $461.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 5

Sort by:

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.7K

Value:$482.2K

% of Portfolio:0.1% ($482.2K/$461.1M)

MCDONALDS CORP

MCD|580135101

Shares:1.5K

Value:$453.9K

% of Portfolio:0.1% ($453.9K/$461.1M)

AMAZON COM INC

AMZN|023135106

Shares:2.3K

Value:$442.7K

% of Portfolio:0.1% ($442.7K/$461.1M)

25434V302

Shares:17.0K

Value:$440.0K

% of Portfolio:0.1% ($440.0K/$461.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.5K

Value:$432.5K

% of Portfolio:0.1% ($432.5K/$461.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:765

Value:$407.4K

% of Portfolio:0.1% ($407.4K/$461.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.6K

Value:$404.4K

% of Portfolio:0.1% ($404.4K/$461.1M)

14019W109

Shares:16.4K

Value:$402.0K

% of Portfolio:0.1% ($402.0K/$461.1M)

BlackRock, Inc.

BLK|09290D101

Shares:411

Value:$389.0K

% of Portfolio:0.1% ($389.0K/$461.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.4K

Value:$353.7K

% of Portfolio:0.1% ($353.7K/$461.1M)

14020X104

Shares:12.0K

Value:$340.3K

% of Portfolio:0.1% ($340.3K/$461.1M)

14020V108

Shares:10.0K

Value:$333.5K

% of Portfolio:0.1% ($333.5K/$461.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:348

Value:$329.1K

% of Portfolio:0.1% ($329.1K/$461.1M)

25434V773

Shares:12.2K

Value:$315.0K

% of Portfolio:0.1% ($315.0K/$461.1M)

Okta, Inc.

OKTA|679295105

Shares:2.7K

Value:$287.6K

% of Portfolio:0.1% ($287.6K/$461.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.8K

Value:$284.0K

% of Portfolio:0.1% ($284.0K/$461.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.2K

Value:$257.2K

% of Portfolio:0.1% ($257.2K/$461.1M)

14020Y508

Shares:9.5K

Value:$248.5K

% of Portfolio:0.1% ($248.5K/$461.1M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2.2K

Value:$242.5K

% of Portfolio:0.1% ($242.5K/$461.1M)

ORACLE CORP

ORCL|68389X105

Shares:1.7K

Value:$233.3K

% of Portfolio:0.1% ($233.3K/$461.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.7K	QoQ +0.35% (+6) YoY +1.79% (+30)	All Managers (Combined)	$482.2K	0.1% ($482.2K/$461.1M)	QoQ +18.53% (+$75.4K) YoY +39.29% (+$136.0K)
MCDONALDS CORP(MCDcusip580135101)	1.5K	QoQ 0.00% (+0) YoY -14.67% (-250)	All Managers (Combined)	$453.9K	0.1% ($453.9K/$461.1M)	QoQ +7.75% (+$32.7K) YoY -5.47% (-$26.3K)
AMAZON COM INC(AMZNcusip023135106)	2.3K	QoQ -1.23% (-29) YoY +48.31% (+758)	All Managers (Combined)	$442.7K	0.1% ($442.7K/$461.1M)	QoQ -14.34% (-$74.1K) YoY +56.43% (+$159.7K)
(cusip25434V302)✕	17.0K	QoQ -6.92% (-1.3K) YoY -5.78% (-1.0K)	All Managers (Combined)	$440.0K	0.1% ($440.0K/$461.1M)	QoQ -5.01% (-$23.3K) YoY -1.32% (-$5.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$432.5K	0.1% ($432.5K/$461.1M)	QoQ NEW(+$432.5K) YoY NEW(+$432.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	765	QoQ +2.27% (+17) YoY +3.09% (+23)	All Managers (Combined)	$407.4K	0.1% ($407.4K/$461.1M)	QoQ +20.16% (+$68.4K) YoY +30.57% (+$95.4K)
Alphabet Inc.(GOOGLcusip02079K305)	2.6K	QoQ +2.42% (-62) YoY NEW(+2.6K)	All Managers (Combined)	$404.4K	0.1% ($404.4K/$461.1M)	QoQ -16.32% (-$78.9K) YoY NEW(+$404.4K)
(cusip14019W109)✕	16.4K	QoQ +7.34% (+1.1K) YoY +44.36% (+5.0K)	All Managers (Combined)	$402.0K	0.1% ($402.0K/$461.1M)	QoQ +6.51% (+$24.6K) YoY +37.08% (+$108.7K)
BlackRock, Inc.(BLKcusip09290D101)	411	QoQ +0.48% (-2) YoY NEW(+411)	All Managers (Combined)	$389.0K	0.1% ($389.0K/$461.1M)	QoQ -7.21% (-$30.3K) YoY NEW(+$389.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.4K	QoQ +2.26% (+32) YoY +3.74% (+52)	All Managers (Combined)	$353.7K	0.1% ($353.7K/$461.1M)	QoQ +4.65% (+$15.7K) YoY +27.04% (+$75.3K)
(cusip14020X104)✕	12.0K	QoQ 0.00% (-0) YoY +48.85% (+3.9K)	All Managers (Combined)	$340.3K	0.1% ($340.3K/$461.1M)	QoQ -3.04% (-$10.7K) YoY +46.43% (+$107.9K)
(cusip14020V108)✕	10.0K	QoQ +10.51% (+950) YoY NEW(+10.0K)	All Managers (Combined)	$333.5K	0.1% ($333.5K/$461.1M)	QoQ +5.55% (+$17.5K) YoY NEW(+$333.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	348	QoQ -5.17% (-19) YoY -4.39% (-16)	All Managers (Combined)	$329.1K	0.1% ($329.1K/$461.1M)	QoQ -2.12% (-$7.1K) YoY +23.41% (-$62.5K)
(cusip25434V773)✕	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$315.0K	0.1% ($315.0K/$461.1M)	QoQ NEW(+$315.0K) YoY NEW(+$315.0K)
Okta, Inc.(OKTAcusip679295105)	2.7K	QoQ -31.31% (-1.2K) YoY -51.43% (-2.9K)	All Managers (Combined)	$287.6K	0.1% ($287.6K/$461.1M)	QoQ -8.28% (-$26.0K) YoY -51.16% (-$301.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.8K	QoQ +0.59% (+11) YoY +1.37% (-25)	All Managers (Combined)	$284.0K	0.1% ($284.0K/$461.1M)	QoQ +0.59% (+$1.7K) YoY -8.02% (-$24.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.2K	QoQ +0.84% (+35) YoY -63.67% (-7.3K)	All Managers (Combined)	$257.2K	0.1% ($257.2K/$461.1M)	QoQ +5.12% (+$12.5K) YoY -55.08% (-$315.3K)
(cusip14020Y508)✕	9.5K	QoQ -16.43% (-1.9K) YoY +0.39% (+37)	All Managers (Combined)	$248.5K	0.1% ($248.5K/$461.1M)	QoQ -14.84% (-$43.3K) YoY +1.49% (+$3.7K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$242.5K	0.1% ($242.5K/$461.1M)	QoQ NEW(+$242.5K) YoY NEW(+$242.5K)
ORACLE CORP(ORCLcusip68389X105)	1.7K	QoQ +1.21% (-20) YoY +2.77% (+45)	All Managers (Combined)	$233.3K	0.1% ($233.3K/$461.1M)	QoQ -15.08% (-$41.4K) YoY +14.38% (+$29.4K)