Fermata Advisors, LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$374.2B

Holdings

220

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
201
DEDEERE & CO
448$227.8M0.06%
202
SPOTSPOTIFY TECHNOLOGY S A
296$227.1M0.06%
203
PRFZINVESCO EXCHANGE TRADED FD T
5,570$226.5M0.06%
204
TDWTIDEWATER INC NEW
4,835$223.0M0.06%
205
AORISHARES TR
3,615$222.6M0.06%
206
HTABHARTFORD FDS EXCHANGE TRADED
11,631$217.6M0.06%
207
FBTCFIDELITY WISE ORIGIN BITCOIN
2,283$214.6M0.06%
208
CATCATERPILLAR INC
553$214.6M0.06%
209
EMREMERSON ELEC CO
1,548$206.4M0.06%
210
KOCOCA COLA CO
2,848$201.5M0.05%
211
BRLNBLACKROCK ETF TRUST II
3,880$201.1M0.05%
212
ORCLORACLE CORP
918$200.7M0.05%
213
OXLCLOXFORD LANE CAP CORP
43,295$181.8M0.05%
214
PESIPERMA-FIX ENVIRONMENTAL SVCS
16,309$171.6M0.05%
215
NVNOENVVENO MEDICAL CORPORATION
40,049$159.8M0.04%
216
NACNUVEEN CA QUALTY MUN INCOME
10,900$121.8M0.03%
217
CCIVGBPLUCID GROUP INC
47,763$100.8M0.03%
218
SBSWSIBANYE STILLWATER LTD
12,059$87.1M0.02%
219
ECCEAGLE POINT CREDIT COMPANY I
10,839$83.0M0.02%
220
STIMNEURONETICS INC
14,765$51.5M0.01%
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