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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $444M AUM 232 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 109 Added 60 Reduced 11 Exited
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QUAL ISHARES TR 2,497.0 $479K 0.11% +121.0 +5.1% $191.84 +9.4%
82 BAC BANK AMERICA CORP Financial Services 9,484.0 $462K 0.10% +3K +53.1% $48.75 +3.7%
83 SCHZ SCHWAB STRATEGIC TR 19,325.0 $449K 0.10% +3K +18.9% $23.22 -1.6%
84 ANNALY CAPITAL MANAGEMENT IN 20,937.0 $443K 0.10% +2K +11.6% $21.15
85 IUS INVESCO EXCH TRD SLF IDX FD 7,339.0 $425K 0.10% +334.0 +4.8% $57.91 +11.0%
86 AMD ADVANCED MICRO DEVICES INC Technology 2,048.0 $417K 0.09% +400.0 +24.3% $203.43 +112.6%
87 HTRB HARTFORD FDS EXCHANGE TRADED 12,255.0 $413K 0.09% +1K +12.2% $33.74 -1.1%
88 NVO NOVO-NORDISK A S Healthcare 11,016.0 $405K 0.09% +2K +21.4% $36.75 +21.6%
89 VZ VERIZON COMMUNICATIONS INC Communication Services 7,800.0 $392K 0.09% +2K +47.2% $50.20 -4.5%
90 LLY ELI LILLY & CO Healthcare 392.0 $361K 0.08% +136.0 +53.1% $920.55 +12.4%
91 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,808.0 $357K 0.08% +530.0 +41.5% $197.50 +18.7%
92 IJR ISHARES TR 2,871.0 $357K 0.08% +282.0 +10.9% $124.32 +7.0%
93 IWD ISHARES TR 1,650.0 $353K 0.08% +304.0 +22.6% $213.68 +8.6%
94 PATH UIPATH INC Technology 30,350.0 $337K 0.08% +14K +81.2% $11.10 -7.8%
95 CAT CATERPILLAR INC Industrials 474.0 $336K 0.08% +7.0 +1.5% $708.76 +21.8%
96 CSCO CISCO SYS INC Technology 4,117.0 $319K 0.07% +126.0 +3.2% $77.60 +49.8%
97 DE DEERE & CO Industrials 558.0 $314K 0.07% +9.0 +1.6% $563.31 -2.2%
98 DFCA DIMENSIONAL ETF TRUST 6,260.0 $312K 0.07% +34.0 +0.6% $49.85 -0.3%
99 BA BOEING CO Industrials 1,542.0 $307K 0.07% +382.0 +32.9% $199.02 +9.5%
100 IUSB ISHARES TR 6,622.0 $306K 0.07% +1K +27.0% $46.19 -1.3%
Page 5 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 29.2%
Communication Services 6.7%
Energy 6.6%
Consumer Cyclical 5.4%
Consumer Defensive 5.1%
Real Estate 3.5%
Industrials 3.3%
Healthcare 2.5%
Basic Materials 1.8%