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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAA MID-AMER APT CMNTYS INC Real Estate 1,450.0 $201K 0.04% NEW $138.94 -4.2%
42 MMM 3M CO Industrials 1,242.0 $201K 0.04% NEW $161.91 +10.6%
43 DELL DELL TECHNOLOGIES INC Technology 466.0 $201K 0.04% NEW $431.46 +0.4%
44 ONDS ONDAS INC Technology 10,775.0 $89K 0.02% NEW $8.24 +0.0%
45 SNAP SNAP INC Communication Services 16,892.0 $75K 0.01% NEW $4.44 +24.6%
46 TOI THE ONCOLOGY INSTITUTE INC Healthcare 12,800.0 $70K 0.01% NEW $5.43 +20.4%
47 DHF BNY MELLON HIGH YIELD STRATE Financial Services 17,167.0 $42K 0.01% NEW $2.42 -3.3%
Page 3 of 3  ·  47 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%