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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 12 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JOE ST JOE CO Real Estate 3,394.0 $213K 0.05% NEW $62.81 +0.5%
222 COWG PACER FDS TR 6,196.0 $209K 0.05% NEW $33.74 +11.5%
223 DIS DISNEY WALT CO Communication Services 2,151.0 $207K 0.05% $96.39 +6.1%
224 SDY SPDR SERIES TRUST 1,393.0 $203K 0.05% NEW $145.97 +1.5%
225 ADP AUTOMATIC DATA PROCESSING IN Industrials 989.0 $201K 0.04% +20.0 +2.1% $203.18 +8.6%
226 UPAR TIDAL TRUST I 10,990.0 $178K 0.04% $16.23 +0.7%
227 OXLC OXFORD LANE CAP CORP Financial Services 16,537.0 $162K 0.04% +3K +26.3% $9.78 -0.2%
228 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 12,936.0 $138K 0.03% +301.0 +2.4% $10.69 -16.7%
229 NAC NUVEEN CA DIVI ADV MUN Financial Services 11,500.0 $134K 0.03% $11.65 +0.9%
230 SBSW SIBANYE STILLWATER LTD Basic Materials 10,063.0 $124K 0.03% -2K -13.3% $12.32 -7.5%
231 ECC EAGLE POINT CREDIT COMPANY I Financial Services 15,408.0 $58K 0.01% +2K +13.5% $3.76 +8.2%
232 STIM NEURONETICS INC Healthcare 19,849.0 $29K 0.01% $1.45 -17.9%
Page 12 of 12  ·  232 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%