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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BA BOEING CO Industrials 1,844.0 $399K 0.08% +302.0 +19.6% $216.46 -2.8%
102 IBM INTERNATIONAL BUSINESS MACHS Technology 1,327.0 $373K 0.07% +227.0 +20.6% $281.24 -17.8%
103 DE DEERE & CO Industrials 582.0 $369K 0.07% +24.0 +4.3% $634.81 +2.2%
104 IEMG ISHARES INC 4,234.0 $351K 0.07% +677.0 +19.0% $82.85 -2.8%
105 PEP PEPSICO INC Consumer Defensive 2,474.0 $335K 0.07% +382.0 +18.3% $135.40 +6.8%
106 DFCA DIMENSIONAL ETF TRUST 6,301.0 $316K 0.06% +41.0 +0.7% $50.18 -1.3%
107 FTCA PUTNAM ETF TRUST 42,382.0 $314K 0.06% +12K +39.5% $7.42 -2.3%
108 LOW LOWES COS INC Consumer Cyclical 1,308.0 $288K 0.06% +31.0 +2.4% $220.54 -1.6%
109 ETN EATON CORP PLC Industrials 658.0 $280K 0.06% +22.0 +3.5% $426.12 -4.1%
110 SOFI SOFI TECHNOLOGIES INC Financial Services 15,429.0 $277K 0.06% +719.0 +4.9% $17.93 +1.7%
111 AEP AMERICAN ELEC PWR CO INC Utilities 2,010.0 $275K 0.06% +30.0 +1.5% $136.84 -10.9%
112 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,189.0 $266K 0.05% +200.0 +20.2% $223.95 +26.4%
113 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,346.0 $264K 0.05% +572.0 +32.2% $112.32 +42.6%
114 EMCB WISDOMTREE TR 3,747.0 $248K 0.05% +391.0 +11.7% $66.18 -0.3%
115 NFLX NETFLIX INC. Communication Services 3,452.0 $246K 0.05% +314.0 +10.0% $71.40 +12.1%
116 LHX L3HARRIS TECHNOLOGIES INC Industrials 813.0 $236K 0.05% +190.0 +30.5% $290.56 -9.5%
117 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,024.0 $222K 0.04% +93.0 +1.3% $31.61 +13.6%
118 FNV FRANCO NEV CORP Basic Materials 1,020.0 $213K 0.04% +68.0 +7.1% $208.44 +29.6%
119 UPAR TIDAL TRUST I 11,059.0 $179K 0.04% +69.0 +0.6% $16.19 +2.1%
120 OXLC OXFORD LANE CAP CORP Financial Services 17,297.0 $152K 0.03% +760.0 +4.6% $8.76 +8.8%
Page 6 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%