TAM
KAT

Tucker Asset Management’s Scharf ETF KAT Stock Holding History

Tucker Asset Management’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.21K Buy
+22
New +$1.21K ﹤0.01% 921

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tucker Asset Management's KAT Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Scharf ETF (KAT) in Q4 2025: 22 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings.

39 funds tracked by Wall St. Rank hold KAT as of Q4 2025.

  • Tucker Asset Management held 22 shares of Scharf ETF worth $1.21K as of Q4 2025.
  • Scharf ETF was a new Tucker Asset Management position in Q4 2025.
  • Scharf ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #921 holding.
  • 39 funds tracked by Wall St. Rank held Scharf ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.