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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 13 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ED CONSOLIDATED EDISON INC Utilities 2,037.0 $225K 0.05% NEW $110.64 -2.7%
242 HTAB HARTFORD FDS EXCHANGE TRADED 11,631.0 $223K 0.04% $19.18 -1.6%
243 GSLC GOLDMAN SACHS ETF TR 1,570.0 $223K 0.04% -138.0 -8.1% $141.93 +2.8%
244 ABNB AIRBNB INC Consumer Cyclical 1,557.0 $223K 0.04% NEW $143.10 +32.9%
245 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,024.0 $222K 0.04% +93.0 +1.3% $31.61 +13.6%
246 PSX PHILLIPS 66 Energy 1,312.0 $222K 0.04% NEW $169.07 +43.1%
247 XYL XYLEM INC Industrials 1,868.0 $221K 0.04% NEW $118.22 -3.4%
248 AVEM AMERICAN CENTY ETF TR 2,276.0 $220K 0.04% NEW $96.48 -3.5%
249 SNOW SNOWFLAKE INC Technology 851.0 $217K 0.04% NEW $254.50 +26.8%
250 DYNF BLACKROCK ETF TRUST 3,169.0 $216K 0.04% NEW $68.01 +1.2%
251 AON AON PLC Financial Services 646.0 $214K 0.04% NEW $331.69 +8.3%
252 SDY SPDR SERIES TRUST 1,399.0 $213K 0.04% $152.21 +4.6%
253 CRS CARPENTER TECHNOLOGY CORP Industrials 345.0 $213K 0.04% NEW $616.84 -22.7%
254 FNV FRANCO NEV CORP Basic Materials 1,020.0 $213K 0.04% +68.0 +7.1% $208.44 +29.6%
255 KO COCA COLA CO Consumer Defensive 2,609.0 $212K 0.04% NEW $81.27 +13.2%
256 TCBK TRICO BANCSHARES Financial Services 3,877.0 $209K 0.04% NEW $53.85 +1.2%
257 AVDE AMERICAN CENTY ETF TR 2,337.0 $208K 0.04% NEW $89.19 +5.4%
258 KLAC KLA CORP Technology 690.0 $208K 0.04% NEW $301.71 -39.8%
259 T AT&T INC Communication Services 9,979.0 $207K 0.04% -697.0 -6.5% $20.70 +24.1%
260 JOE ST JOE CO Real Estate 3,281.0 $205K 0.04% -113.0 -3.3% $62.62 +11.9%
Page 13 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%