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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 11 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XMMO INVESCO EXCHANGE TRADED FD T 1,717.0 $292K 0.06% -36.0 -2.0% $170.10 -8.9%
202 IBOTTA INC 8,546.0 $292K 0.06% -2K -17.9% $34.16
203 IUSB ISHARES TR 6,308.0 $291K 0.06% -314.0 -4.7% $46.15 -1.4%
204 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,164.0 $291K 0.06% -644.0 -35.6% $249.98 -6.6%
205 LOW LOWES COS INC Consumer Cyclical 1,308.0 $288K 0.06% +31.0 +2.4% $220.54 -1.6%
206 UNH UNITEDHEALTH GROUP INC Healthcare 693.0 $288K 0.06% NEW $415.79 -4.1%
207 ESGU ISHARES TR 1,752.0 $287K 0.06% -110.0 -5.9% $163.67 +2.2%
208 HD HOME DEPOT INC Consumer Cyclical 804.0 $284K 0.06% NEW $352.71 -4.3%
209 PRF INVESCO EXCHANGE TRADED FD T 5,235.0 $283K 0.06% $54.03 +3.9%
210 ETN EATON CORP PLC Industrials 658.0 $280K 0.06% +22.0 +3.5% $426.12 -4.1%
211 FLBL FRANKLIN TEMPLETON ETF TR 12,216.0 $280K 0.06% -275.0 -2.2% $22.92 +0.9%
212 SOFI SOFI TECHNOLOGIES INC Financial Services 15,429.0 $277K 0.06% +719.0 +4.9% $17.93 +1.7%
213 AEP AMERICAN ELEC PWR CO INC Utilities 2,010.0 $275K 0.06% +30.0 +1.5% $136.84 -10.9%
214 SPOT SPOTIFY TECHNOLOGY S A Communication Services 587.0 $270K 0.05% NEW $459.13 +17.1%
215 REIT ALPS ETF TR 8,834.0 $268K 0.05% -179.0 -2.0% $30.38 +1.8%
216 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,189.0 $266K 0.05% +200.0 +20.2% $223.95 +26.4%
217 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,346.0 $264K 0.05% +572.0 +32.2% $112.32 +42.6%
218 DFAT DIMENSIONAL ETF TRUST 3,740.0 $261K 0.05% $69.89 +2.2%
219 GCC WISDOMTREE TR 11,475.0 $260K 0.05% -931.0 -7.5% $22.65 +15.8%
220 FIX COMFORT SYS USA INC Industrials 130.0 $258K 0.05% NEW $1981.95 -18.8%
Page 11 of 14  ·  275 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%