Holdings

Fermata Advisors, LLC

As of Sep 30, 2026, Fermata Advisors, LLC reported 102 positions worth US$86.6M. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc57,818US$19.3M−4,662Sep 30, 2026
Nvidia Corporation38,550US$8.8M−2,092Sep 30, 2026
Microsoft Corp.8,276US$4.24M+750Sep 30, 2026
Alphabet Inc (google) Class C10,487US$3.59M+0Sep 30, 2026
Amazon.com, Inc.13,032US$3.25M−152Sep 30, 2026
Chevron Corporation11,306US$2.31M−1,541Sep 30, 2026
Equity Lifestyle Properties, Inc.33,926US$1.98M−115Sep 30, 2026
Advanced Micro Devices Inc3,149US$1.93M+648Sep 30, 2026
Berkshire Hathaway Inc.3,425US$1.71M+43Sep 30, 2026
Micron Technology, Inc.1,586US$1.69M−134Sep 30, 2026