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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UYG	PROSHARES TR	—	2,687	$247K	0.14%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,310	$233K	0.13%	SOLD

Sector Allocation

Financial Services 66.8%

Technology 16.0%

Communication Services 12.6%

Consumer Cyclical 4.6%