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Portfolio (Quarterly) Guide ↗

LOWERY THOMAS, LLC

· CIK 0001919701
13F Portfolio $175M AUM 55 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 28 Added 10 Reduced 2 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 6,891.0 $1.2M 0.68% +100.0 +1.5% $172.94 +24.2%
22 XLK SELECT SECTOR SPDR TR 8,610.0 $1.1M 0.65% +275.0 +3.3% $132.90 +39.4%
23 SCHM SCHWAB STRATEGIC TR 34,314.0 $1.1M 0.61% +284.0 +0.8% $30.96 +13.7%
24 SCHA SCHWAB STRATEGIC TR 23,347.0 $679K 0.39% +2K +8.5% $29.08 +16.8%
25 AIQ GLOBAL X FDS 13,617.0 $635K 0.36% +112.0 +0.8% $46.67 +39.7%
26 QLD PROSHARES TR 8,037.0 $490K 0.28% +162.0 +2.1% $60.91 +58.3%
27 VOE VANGUARD INDEX FDS 1,926.0 $355K 0.20% +11.0 +0.6% $184.27 +5.9%
28 SCHD SCHWAB STRATEGIC TR 10,488.0 $322K 0.18% +1K +11.0% $30.68 +6.5%
Page 2 of 2  ·  28 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
Financial Services 66.8%
Technology 16.0%
Communication Services 12.6%
Consumer Cyclical 4.6%