Lowery Thomas, LLC reported 9 positions worth $11.35M for the quarter ended Jun 30, 2026, up 21.8% on the prior quarter. It opened 0 new positions, added to 3, trimmed 4 and exited 0. Its largest holding is Alphabet Inc. at 30.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 9,677 | $3.42M | 30.13% | -26 | -0.3% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,226 | $2.09M | 18.42% | -463 | -6.0% | Reduced | 0% |
| 3 | KLAC Kla Corp | Technology | 6,090 | $1.84M | 16.19% | 0 | 0.0% | Unchanged | 0% |
| 4 | NVDA Nvidia Corp | Technology | 6,896 | $1.37M | 12.11% | +5 | +0.1% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 3,940 | $939.06K | 8.28% | -100 | -2.5% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,252 | $467.13K | 4.12% | +2 | +0.2% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 761 | $428.42K | 3.78% | +1 | +0.1% | Added | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 947 | $398.31K | 3.51% | -240 | -20.2% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 1,099 | $392.67K | 3.46% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Lowery Thomas.
As of its Q2 2026 13F filing, Lowery Thomas, LLC’s five largest positions were Alphabet Inc. (GOOG) at 30.1%, Apple Inc. (AAPL) at 18.4%, Kla Corp (KLAC) at 16.2%, Nvidia Corp (NVDA) at 12.1%, Amazon Com Inc (AMZN) at 8.3% of the reported portfolio.
Lowery Thomas, LLC reported a 13F portfolio worth $11.35M across 9 positions for Q2 2026. That is up 21.8% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($996.36), Microsoft Corp ($746.22), Meta Platforms, Inc. ($562.97). It opened 0 new positions.
Its largest sales by value were Apple Inc. ($133.92K), Tesla, Inc. ($100.94K), Amazon Com Inc ($23.83K). It exited 0 positions entirely.
From the Form 13F-HR reports Lowery Thomas, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.