Position in LOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$288,400
-$13,329 QoQ
Shares Held
1,308
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,036
of 2,639 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Fermata Advisors, LLC holds $571,954 across 2 Home Improvement Retail names. LOW ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
1,308 | $288,400 | |
| 2 | HD |
Home Depot, Inc.
|
804 | $283,554 |
All Filings in LOW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,400 | 1,308 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $301,729 | 1,277 | Shares | Sole | 2026-04-08 | |
| 2023-12-31 | $254,819 | 1,145 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $283,701 | 1,365 | Shares | Sole | 2023-11-07 | |
| 2022-03-31 | $233,731 | 1,156 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $331,112 | 1,281 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $264,935 | 1,306 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $269,618 | 1,390 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||