Lowery Thomas, LLC reported 57 holdings worth US$205M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Lowery Thomas, LLC reported 57 holdings worth US$205M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Kla Corporation. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$205M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 10,667 | US$3.81M | 1.9% |
| Apple Inc | 7,226 | US$2.09M | 1.0% |
| Kla Corporation | 6,090 | US$1.84M | 0.90% |
| Nvidia Corporation | 6,896 | US$1.37M | 0.67% |
| Amazon.com, Inc. | 3,940 | US$939K | 0.46% |
| Microsoft Corp. | 1,252 | US$467K | 0.23% |
| Meta Platforms, Inc. | 761 | US$428K | 0.21% |
| Tesla, Inc. | 947 | US$398K | 0.19% |