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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 14 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OSCR OSCAR HEALTH INC Healthcare 7,173.0 $205K 0.04% NEW $28.52 +11.5%
262 DIS DISNEY WALT CO Communication Services 2,109.0 $203K 0.04% -42.0 -1.9% $96.26 +14.9%
263 MAA MID-AMER APT CMNTYS INC Real Estate 1,450.0 $201K 0.04% NEW $138.94 -4.2%
264 MMM 3M CO Industrials 1,242.0 $201K 0.04% NEW $161.91 +10.6%
265 DELL DELL TECHNOLOGIES INC Technology 466.0 $201K 0.04% NEW $431.46 +0.4%
266 FBND FIDELITY MERRIMACK STR TR 4,403.0 $200K 0.04% -346.0 -7.3% $45.49 -1.1%
267 UPAR TIDAL TRUST I 11,059.0 $179K 0.04% +69.0 +0.6% $16.19 +2.1%
268 OXLC OXFORD LANE CAP CORP Financial Services 17,297.0 $152K 0.03% +760.0 +4.6% $8.76 +8.8%
269 NAC NUVEEN CA DIVI ADV MUN Financial Services 11,500.0 $139K 0.03% $12.12 -3.4%
270 SBSW SIBANYE STILLWATER LTD Basic Materials 11,313.0 $96K 0.02% +1K +12.4% $8.49 +46.9%
271 ONDS ONDAS INC Technology 10,775.0 $89K 0.02% NEW $8.24 +0.0%
272 SNAP SNAP INC Communication Services 16,892.0 $75K 0.01% NEW $4.44 +24.6%
273 TOI THE ONCOLOGY INSTITUTE INC Healthcare 12,800.0 $70K 0.01% NEW $5.43 -5.5%
274 ECC EAGLE POINT CR CO Financial Services 16,153.0 $60K 0.01% +745.0 +4.8% $3.72 +3.8%
275 DHF BNY MELLON HIGH YIELD STRATE Financial Services 17,167.0 $42K 0.01% NEW $2.42 -3.3%
Page 14 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%