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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $495M AUM 275 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 122 Added 80 Reduced 4 Exited
Page 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK OF AMER CORP Financial Services 10,602.0 $604K 0.12% +1K +11.8% $56.98 +9.4%
82 GLDM WORLD GOLD TR Financial Services 7,581.0 $602K 0.12% +5K +202.3% $79.42 +15.9%
83 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,419.0 $580K 0.12% +148.0 +0.9% $33.29 +34.1%
84 EPD ENTERPRISE PRODS PARTNERS L 15,532.0 $571K 0.12% +3K +19.3% $36.76
85 CAT CATERPILLAR INC Industrials 534.0 $569K 0.12% +60.0 +12.7% $1065.34 -23.9%
86 NVO NOVO-NORDISK A S Healthcare 11,833.0 $567K 0.12% +817.0 +7.4% $47.94 -2.1%
87 GEV GE VERNOVA INC Utilities 476.0 $559K 0.11% +83.0 +21.1% $1174.92 -19.8%
88 CRWD CROWDSTRIKE HLDGS INC Technology 718.0 $548K 0.11% +41.0 +6.1% $190.79 -0.1%
89 IMCG ISHARES TR 5,524.0 $543K 0.11% +146.0 +2.7% $98.31 -0.7%
90 CSCO CISCO SYS INC Technology 4,440.0 $522K 0.10% +323.0 +7.8% $117.46 -6.2%
91 FVD FIRST TR EXCHANGE-TRADED FD 10,255.0 $494K 0.10% +2K +22.8% $48.18 +6.0%
92 IJH ISHARES TR 6,299.0 $486K 0.10% +103.0 +1.7% $77.11 -1.2%
93 IUS INVESCO EXCH TRD SLF IDX FD 7,397.0 $485K 0.10% +58.0 +0.8% $65.58 +6.7%
94 ANNALY CAPITAL MANAGEMENT IN 21,602.0 $483K 0.10% +665.0 +3.2% $22.36
95 BUFR FIRST TR EXCHNG TRADED FD VI 12,701.0 $464K 0.09% +1K +10.2% $36.53 +2.0%
96 EFG ISHARES TR 3,553.0 $442K 0.09% +210.0 +6.3% $124.41 +0.5%
97 LMND LEMONADE INC Financial Services 6,768.0 $440K 0.09% +65.0 +1.0% $65.05 -17.2%
98 IVW ISHARES TR 3,112.0 $428K 0.09% +738.0 +31.1% $137.52 +0.3%
99 HTRB HARTFORD FDS EXCHANGE TRADED 12,417.0 $419K 0.09% +162.0 +1.3% $33.73 -1.2%
100 GE GE AEROSPACE Industrials 1,086.0 $406K 0.08% +147.0 +15.7% $373.58 -8.5%
Page 5 of 7  ·  122 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 38.8%
Financial Services 29.6%
Consumer Cyclical 5.8%
Communication Services 4.8%
Consumer Defensive 4.5%
Healthcare 3.8%
Industrials 3.7%
Real Estate 3.3%
Energy 3.1%
Basic Materials 1.5%