LOWERY THOMAS, LLC
CIK 1919701 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $204.7M
- Posisi
- 57
- Per tanggal
- 30 Juni 2026
#5.899 dari 8.643 berdasarkan nilai 13F · top 68.3%
Nilai portofolio QoQ: +17.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 58,02%
- Bobot 25 kepemilikan teratas
- 85,98%
- Posisi di atas 1%
- 26
- Jumlah posisi efektif
- 21,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,79% Perkiraan pembelian $9.259.757 · penjualan $3.403.607
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 90,5% masih dipegang
- Posisi baru
- 3
- Meningkat
- 29
- Menurun
- 24
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Consumer Discretionary
5,9%
Technology
2,8%
Communication Services
2,1%
Retail
0,5%
Lainnya/Tidak terpetakan
88,7%
Portofolio lengkap 57 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $24.951.810 | 12,19% | 737.508 | $3.623.212 | Naik ×2 | ||
| VOO | $18.751.300 | 9,16% | 27.302 | $2.324.117 | Turun ×3 | ||
| QQQM Invesco NASDAQ 100 ETF | $13.028.600 | 6,36% | 43.021 | $2.491.510 | Turun ×1 | ||
| SMH SMH | $11.729.598 | 5,73% | 17.895 | $4.783.767 | Turun ×1 | ||
| FNDX | $11.463.084 | 5,60% | 368.588 | $994.084 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $9.303.319 | 4,54% | 12.634 | $1.871.831 | Turun ×3 | ||
| SPY SPY | $9.105.179 | 4,45% | 12.193 | $752.681 | Turun ×5 | ||
| SCHV | $8.070.282 | 3,94% | 231.838 | $1.092.724 | Naik ×2 | ||
| IWF | $6.293.528 | 3,07% | 50.685 | $360.582 | Naik ×1 | ||
| IWB | $6.074.254 | 2,97% | 14.833 | $795.511 | Naik ×1 | ||
| IWO | $5.307.379 | 2,59% | 13.472 | $1.037.384 | Turun ×5 | ||
| VUSB | $5.167.108 | 2,52% | 103.799 | $904.347 | Naik ×6 | ||
| XMMO | $4.596.747 | 2,25% | 27.017 | $752.536 | Naik ×4 | ||
| JEPI | $4.523.465 | 2,21% | 80.090 | $35.619 | Naik ×4 | ||
| BND Vanguard Total Bond Market ETF | $4.264.740 | 2,08% | 58.095 | $-624.427 | Turun ×1 | ||
| SCHO | $3.896.054 | 1,90% | 161.394 | $197.199 | Naik ×4 | ||
| VIOG | $3.852.407 | 1,88% | 25.110 | $759.046 | Naik ×4 | ||
| FLDR | $3.718.392 | 1,82% | 74.205 | $-57.368 | Turun ×1 | ||
| SCHZ | $3.695.958 | 1,81% | 159.791 | $-174.387 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.418.841 | 1,67% | 9.677 | $636.761 | Turun ×1 | ||
| SCHX | $3.222.275 | 1,57% | 109.537 | $620.429 | Naik ×3 | ||
| SPYG | $3.176.999 | 1,55% | 26.700 | $436.929 | Turun ×6 | ||
| IWP | $3.130.002 | 1,53% | 21.378 | $381.338 | Turun ×6 | ||
| DIA | $2.983.749 | 1,46% | 5.712 | $281.881 | Turun ×5 | ||
| VOT | $2.280.375 | 1,11% | 7.445 | $376.337 | Naik ×4 | ||
| AAPL Apple Inc. - Common Stock | $2.090.137 | 1,02% | 7.226 | $139.384 | Turun ×1 | ||
| KLAC KLA Corporation - Common Stock | $1.837.414 | 0,90% | 6.090 | $940.716 | Naik ×1 | ||
| XSVM | $1.815.441 | 0,89% | 26.088 | $249.644 | Naik ×5 | ||
| XSMO | $1.619.671 | 0,79% | 17.299 | $367.955 | Naik ×4 | ||
| XLK XLK | $1.523.705 | 0,74% | 7.998 | $379.469 | Turun ×1 | ||
| IWN | $1.474.528 | 0,72% | 6.666 | $195.903 | Turun ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.374.176 | 0,67% | 6.896 | $182.466 | Naik ×3 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.371.383 | 0,67% | 12.428 | $84.113 | Naik ×6 | ||
| VOOV | $1.324.693 | 0,65% | 6.043 | $77.958 | Turun ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.262.630 | 0,62% | 15.377 | $14.878 | Naik ×6 | ||
| SCHM | $1.255.338 | 0,61% | 34.048 | $192.975 | Turun ×1 | ||
| IWM | $1.181.696 | 0,58% | 3.933 | $193.603 | Turun ×4 | ||
| SPYV | $993.293 | 0,49% | 16.340 | $72.424 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $939.060 | 0,46% | 3.940 | $97.649 | Turun ×3 | ||
| IWD | $933.592 | 0,46% | 3.851 | $113.332 | Naik ×3 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $919.631 | 0,45% | 14.017 | $284.143 | Naik ×2 | ||
| SCHA | $816.308 | 0,40% | 22.594 | $137.391 | Turun ×1 | ||
| SOXX SOXX | $794.345 | 0,39% | 1.240 | $387.089 | Naik ×1 | ||
| QLD | $758.822 | 0,37% | 7.842 | $269.305 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $467.132 | 0,23% | 1.252 | $4.268 | Naik ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $428.418 | 0,21% | 761 | $-6.433 | Naik ×1 | ||
| SLYG | $428.365 | 0,21% | 3.596 | $81.628 | Naik ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $398.308 | 0,19% | 947 | $-42.959 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $392.670 | 0,19% | 1.099 | $76.761 | |||
| VOE | $382.326 | 0,19% | 1.935 | $27.418 | Naik ×4 | ||
| SCHD | $347.976 | 0,17% | 10.974 | $26.217 | Naik ×5 | ||
| SPMO | $310.257 | 0,15% | 1.921 | Naik ×1 | |||
| MDY | $296.469 | 0,14% | 422 | $37.020 | Naik ×2 | ||
| UYG | $277.413 | 0,14% | 3.242 | ||||
| VIOV | $239.323 | 0,12% | 2.040 | ||||
| RWL | $237.827 | 0,12% | 1.862 | $24.575 | Naik ×3 | ||
| VO | $215.696 | 0,11% | 2.677 | $-46.117 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VUSB | $5.167.108 | 2,52% | naik ×6 |
| XMMO | $4.596.747 | 2,25% | naik ×4 |
| JEPI | $4.523.465 | 2,21% | naik ×4 |
| SCHO | $3.896.054 | 1,90% | naik ×4 |
| VIOG | $3.852.407 | 1,88% | naik ×4 |
| SCHX | $3.222.275 | 1,57% | naik ×3 |
| VOT | $2.280.375 | 1,11% | naik ×4 |
| XSVM | $1.815.441 | 0,89% | naik ×5 |
| XSMO | $1.619.671 | 0,79% | naik ×4 |
| NVDA | $1.374.176 | 0,67% | naik ×3 |
| SHV | $1.371.383 | 0,67% | naik ×6 |
| SHY | $1.262.630 | 0,62% | naik ×6 |
| IWD | $933.592 | 0,46% | naik ×3 |
| MSFT | $467.132 | 0,23% | naik ×4 |
| SLYG | $428.365 | 0,21% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SPMO | $310.257 | 1.921 | 0,15% |
| UYG | $277.413 | 3.242 | 0,14% |
| VIOV | $239.323 | 2.040 | 0,12% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SMH | Dipangkas | -249 | +$4.8M |
| SCHG | Beli lebih banyak | +5K | +$3.6M |
| QQQM | Dipangkas | -1K | +$2.5M |
| VOO | Dipangkas | -189 | +$2.3M |
| QQQ | Dipangkas | -242 | +$1.9M |
| SCHV | Beli lebih banyak | +3K | +$1.1M |
| IWO | Dipangkas | -135 | +$1.0M |
| FNDX | Dipangkas | -7K | +$994K |
| KLAC | Beli lebih banyak | +5K | +$941K |
| VUSB | Beli lebih banyak | +18K | +$904K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EDV | 31 Maret 2025 | 6.389 | $432.689 | Tidak lagi dilacak |
| VIOV | 30 Juni 2025 | 5.117 | $429.367 | Tidak lagi dilacak |
| BIL | 31 Maret 2025 | 4.168 | $381.061 | Tidak lagi dilacak |
| ORCL | 30 Juni 2025 | 2.031 | $283.954 | -36,3% |
| TLT | 30 Juni 2025 | 2.807 | $255.480 | |
| UYG | 31 Maret 2026 | 2.687 | $246.591 | Tidak lagi dilacak |
| PLTR | 31 Maret 2026 | 1.310 | $232.852 | 17,0% |
| GOOG | 31 Maret 2025 | 1.143 | $217.740 | 118,5% |
| MDY | 31 Maret 2025 | 365 | $207.907 | Tidak lagi dilacak |
| RWL | 31 Maret 2025 | 2.122 | $207.830 | Tidak lagi dilacak |
| COWZ | 30 Juni 2025 | 3.768 | $206.353 | Tidak lagi dilacak |
| COWZ | 30 Juni 2026 | 3.234 | $202.318 | Tidak lagi dilacak |