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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FTCA PUTNAM ETF TRUST 30,382.0 $221K 0.05% NEW $7.28 -0.3%
22 LHX L3HARRIS TECHNOLOGIES INC Industrials 623.0 $215K 0.05% NEW $345.10 -9.8%
23 JOE ST JOE CO Real Estate 3,394.0 $213K 0.05% NEW $62.81 +2.4%
24 COWG PACER FDS TR 6,196.0 $209K 0.05% NEW $33.74 +9.6%
25 SDY SPDR SERIES TRUST 1,393.0 $203K 0.05% NEW $145.97 +1.2%
Page 2 of 2  ·  25 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%