LOWERY THOMAS, LLC

CIK

1919701

Location

PEBBLE BEACH, CA

Portfolio Value

Micro $25,291,640

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,196 / 8,232 ▲ 167

Top Industry

Consumer Electronics 29.8%

3Y Alpha vs SPY

+1.1%

Period ended 2 months ago

Filed May 13, 2026 · 31d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.5%

SPY

+76.5%

Annualised alpha

+1.1%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.0%

−0.4 pts

Top 5

85.6%

+0.4 pts

Top 10

97.7%

−0.5 pts

HHI

2,186

Moderately concentrated−3

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.1%	$18,745,527	4
Technology	17.8%	$4,512,590	4
Consumer Cyclical	5.1%	$1,282,677	2
Communication Services	3.0%	$750,846	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+100	6,891	$1,201,790
MDY	Spdr S&P Midcap 400 ETF Trust	+2	421	$259,655
MSFT	Microsoft Corp	+1	1,250	$462,712
AAPL	Apple Inc.	+1	7,689	$1,951,391
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−507	12,843	$8,352,316
KLAC	Kla Corp	−200	609	$896,697
QQQ	Invesco Qqq Trust, Series 1	−34	12,876	$7,431,769
DIA	Spdr Dow Jones Industrial Average ETF Trust	−22	5,833	$2,701,787
AMZN	Amazon Com Inc	−20	4,040	$841,410
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	1,099	$316,028
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PLTR	Palantir Technologies Inc.	1,310	$232,852
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $25,291,640 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	12,843	-507	$8,352,316	−8.3%	33.02%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,876	-34	$7,431,769	−6.3%	29.38%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	5,833	-22	$2,701,787	−4.0%	10.68%
AAPL	Apple Inc. Technology	Added	7,689	+1	$1,951,391	−6.6%	7.72%
NVDA	Nvidia Corp Technology	Added	6,891	+100	$1,201,790	−5.1%	4.75%
KLAC	Kla Corp Technology	Reduced	609	-200	$896,697	−8.8%	3.55%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,040	-20	$841,410	−10.2%	3.33%
MSFT	Microsoft Corp Technology	Added	1,250	+1	$462,712	−23.4%	1.83%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,187	0	$441,267	−17.3%	1.74%
META	Meta Platforms, Inc. Communication Services	Held	760	0	$434,818	−13.3%	1.72%
GOOGL	Alphabet Inc. Communication Services	NEW	1,099	NEW	$316,028	NEW	1.25%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	421	+2	$259,655	+2.7%	1.03%