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Rather & Kittrell, Inc.

RIA/Wealth

Rather & Kittrell, Inc. is a RIA/Wealth based in Knoxville, TN led by Lytle Alexander Rather, reporting $1.9B in AUM as of Q3 2025 with 89% ETF concentration and 69% concentrated in top 10 holdings.

PresidentLytle Alexander Rather
Portfolio Value
$571.2M
Positions
98
Top Holding
DFIC at 12.26%
Last Reported
Q3 2025
Address11905 Kingston Pike, Knoxville, TN, 37934, United States

Top Holdings

Largest long holdings in Rather & Kittrell, Inc.'s portfolio (69.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$70.0M
12.26%
+$4.6M
Bought
2.1M shares
ETF
ETF
$55.8M
9.77%
+$6.1M
Bought
1.3M shares
ETF
ETF
$50.9M
8.91%
+$4.6M
Bought
1.1M shares
ETF
ETF
$45.2M
7.92%
+$665.2K
Bought
1.2M shares
ETF
ETF
$39.5M
6.92%
+$5.2M
Bought
549.2K shares
ETF
ETF
$37.0M
6.48%
-$531.4K
Sold
771.7K shares
ETF
ETF
$31.7M
5.56%
+$2.1M
Bought
989.6K shares
ETF
ETF
$23.5M
4.12%
+$3.4M
Bought
861.8K shares
ETF
ETF
$21.8M
3.82%
+$1.2M
Bought
913.8K shares
ETF
ETF
$20.6M
3.61%
+$2.1M
Bought
647.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rather & Kittrell, Inc.'s latest filing

See all changes
Market Value
$571.2M
Prior: $505.0M
Q/Q Change
+13.1%
+$66.2M
Net Flows % of MV
+6.33%
Turnover Ratio
4.62%
New Purchases
2 stocks
$972.6K
Added To
60 stocks
+$41.6M
Sold Out Of
4 stocks
$3.1M
Reduced Holdings
19 stocks
-$3.3M

Increased Positions

PositionShares Δ
New
New
+412.17%
+274.45%
+139.8%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
-31.21%

Analytics

Portfolio insights and performance metrics for Rather & Kittrell, Inc.

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Sector Allocation

ETF: 89.40%ETFBasic Materials: 4.00%Technology: 1.80%Financial Services: 1.70%Consumer Cyclical: 1.30%Consumer Defensive: 0.60%Communication Services: 0.30%Energy: 0.30%Utilities: 0.30%Healthcare: 0.10%
ETF
89.40%
Basic Materials
4.00%
Technology
1.80%
Financial Services
1.70%
Consumer Cyclical
1.30%
Consumer Defensive
0.60%
Communication Services
0.30%
Energy
0.30%
Utilities
0.30%
Healthcare
0.10%

Market Cap Distribution

Mega Cap (> $200B): 3.77%Large Cap ($10B - $200B): 6.12%Mid Cap ($2B - $10B): 0.44%Small Cap ($300M - $2B): 0.12%Micro Cap ($50M - $300M): 0.01%N/A (ETF or Unknown): 89.54%N/A (ETF or Unknown)
Mega Cap (> $200B)
3.77%
Large Cap ($10B - $200B)
6.12%
Mid Cap ($2B - $10B)
0.44%
Small Cap ($300M - $2B)
0.12%
Micro Cap ($50M - $300M)
0.01%
N/A (ETF or Unknown)
89.54%

Portfolio Concentration

Top 10 Holdings %
69.37%
Top 20 Holdings %
87.23%
Top 50 Holdings %
95.92%
Top 100 Holdings %
100.0%

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