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Portfolio (Quarterly) Guide ↗

LOWERY THOMAS, LLC

· CIK 0001919701
13F Portfolio $205M AUM 57 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 17 Added 22 Reduced 1 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QLD PROSHARES TR 7,842.0 $759K 0.37% -195.0 -2.4% $96.76 -9.1%
22 TSLA TESLA INC Consumer Cyclical 947.0 $398K 0.20% -240.0 -20.2% $420.60 -15.3%
Page 2 of 2  ·  22 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 73.2%
Technology 19.5%
Consumer Cyclical 4.5%
Communication Services 2.8%