Long-term investor
Fermata Advisors, LLC @fermataadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001859259).
Record
- Tracked since 2025-06-30 (448 days), 127 trades recorded
- Returns: week n/a · month n/a · 90 days +5.2% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.7% · long · since 2025-06-30
- 25434V203 · 2.8% · long · since 2025-06-30
- 46641Q332 · 2.7% · long · since 2025-06-30
- 92189F643 · 2.6% · long · since 2025-06-30
- 14020W106 · 2.5% · long · since 2025-06-30
- 46090E103 · 2.5% · long · since 2025-06-30
- 55286W108 · 2.3% · long · since 2025-06-30
- 69374H881 · 2.3% · long · since 2025-06-30
- 922908363 · 2.1% · long · since 2025-06-30
- 518416409 · 1.7% · long · since 2025-06-30
- 72201R304 · 1.7% · long · since 2025-06-30
- NVDA · 1.6% · long · since 2025-06-30