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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 9 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BUFR FIRST TR EXCHNG TRADED FD VI 11,528.0 $389K 0.09% $33.77 +7.1%
162 EFG ISHARES TR 3,343.0 $372K 0.08% -279.0 -7.7% $111.35 +8.1%
163 LLY ELI LILLY & CO Healthcare 392.0 $361K 0.08% +136.0 +53.1% $920.55 +11.0%
164 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,808.0 $357K 0.08% +530.0 +41.5% $197.50 +20.6%
165 IJR ISHARES TR 2,871.0 $357K 0.08% +282.0 +10.9% $124.32 +9.3%
166 IWD ISHARES TR 1,650.0 $353K 0.08% +304.0 +22.6% $213.68 +9.4%
167 PAAA PGIM ETF TR 6,819.0 $349K 0.08% -592.0 -8.0% $51.18 +0.5%
168 IDEV ISHARES TR 4,147.0 $347K 0.08% $83.57 +6.9%
169 GEV GE VERNOVA INC Utilities 393.0 $343K 0.08% NEW $872.94 +15.9%
170 USMV ISHARES TR 3,658.0 $339K 0.08% $92.75 +3.4%
171 PATH UIPATH INC Technology 30,350.0 $337K 0.08% +14K +81.2% $11.10 -5.0%
172 CAT CATERPILLAR INC Industrials 474.0 $336K 0.08% +7.0 +1.5% $708.76 +23.1%
173 IWY ISHARES TR 1,338.0 $333K 0.07% $248.84 +17.7%
174 IDR IDAHO STRATEGIC RESOURCES Basic Materials 10,338.0 $332K 0.07% $32.12 +6.4%
175 INTC INTEL CORP Technology 7,376.0 $325K 0.07% NEW $44.13 +151.1%
176 PEP PEPSICO INC Consumer Defensive 2,092.0 $325K 0.07% NEW $155.29 -3.2%
177 CSCO CISCO SYS INC Technology 4,117.0 $319K 0.07% +126.0 +3.2% $77.60 +48.7%
178 VXUS VANGUARD STAR FDS 4,091.0 $315K 0.07% -5K -53.0% $77.11 +9.2%
179 DE DEERE & CO Industrials 558.0 $314K 0.07% +9.0 +1.6% $563.31 -0.9%
180 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,931.0 $314K 0.07% NEW $45.30 -31.3%
Page 9 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%