LOWERY THOMAS, LLC
Long book
$174.9M
Q1 2026
Positions
55
Top-10 weight
57%
concentration
Last quarter
+16.4%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsLOWERY THOMAS, LLC is a wealth-management firm allocating client money, specialised in technology (77% of the long book), running a $174.9M US long book across 55 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SCHWAB US LARGE-CAP GROWTH, VANGUARD S&P 500 ETF, INVESCO NASDAQ 100 ETF, SCHWAB FNDMNTL US LRG CO ETF, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.7%
Q2 2024
+4.7%
Q3 2024
+2.2%
Q4 2024
-5.3%
Q1 2025
+11.5%
Q2 2025
+8.1%
Q3 2025
+2.4%
Q4 2025
-3.2%
Q1 2026
+16.4%
Sector allocation
Technology 77%
Other 10%
Consumer discretionary 9%
Industrials 5%
Long book by quarter
What does LOWERY THOMAS, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 9.7K | $2.8M | 1.6% | +118.5% |
| AAPL APPLE INC | Technology | 7.7K | $2.0M | 1.1% | 0.0% |
| NVDA NVIDIA CORP | Technology | 6.9K | $1.2M | 0.7% | +1.5% |
| KLAC KLA CORP | Other | 609 | $897K | 0.5% | -24.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.0K | $841K | 0.5% | -0.5% |
| MSFT MICROSOFT CORP | Technology | 1.3K | $463K | 0.3% | +0.1% |
| TSLA TESLA INC | Industrials | 1.2K | $441K | 0.3% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 760 | $435K | 0.2% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.1K | $316K | 0.2% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 55 | $174.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 55 | $177.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 55 | $173.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 53 | $156.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 55 | $146.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 56 | $153.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 52 | $147.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 2, 2024 | 46 | $137.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 46 | $130.6M | canonical | SEC ↗ |