Stock Taper 
FERMATA ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 130 | $257.65K |
 Seagate Technology Holdings plc | STX | 257 | $248K |
 Applied Materials, Inc. | AMAT | 334 | $241.66K |
 Carpenter Technology Corporation | CRS | 345 | $212.81K |
 Western Digital Corporation | WDC | 382 | $243.99K |
 Dell Technologies Inc. | DELL | 466 | $201.06K |
 GE Vernova Inc. | GEV | 476 | $559.26K |
 Mastercard Incorporated | MA | 497 | $255.41K |
 Eli Lilly and Company | LLY | 524 | $628.91K |
 Caterpillar Inc. | CAT | 534 | $568.89K |
 Deere & Company | DE | 582 | $369.46K |
 Spotify Technology S.A. | SPOT | 587 | $269.51K |
 Aon plc | AON | 646 | $214.27K |
 Eaton Corporation plc | ETN | 658 | $280.39K |
 KLA Corporation | KLAC | 690 | $208.18K |
 UnitedHealth Group Incorporated | UNH | 693 | $288.14K |
 CrowdStrike Holdings, Inc. | CRWD | 718 | $547.93K |
 The Home Depot, Inc. | HD | 804 | $283.58K |
 L3Harris Technologies, Inc. | LHX | 813 | $236.22K |
 Teradyne, Inc. | TER | 816 | $394.82K |