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Portfolio (Quarterly) Guide ↗

Cambria Investment Management, L.P.

· CIK 0001529389
13F Portfolio $1.8B AUM 682 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New 231 Added 266 Reduced 105 Exited
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SGOL ETFS GOLD TR Financial Services 12,597 $517K 0.03% SOLD
42 ONEQ FIDELITY COMWLTH TR 5,222 $477K 0.03% SOLD
43 VB VANGUARD INDEX FDS 1,836 $474K 0.03% SOLD
44 DEI DOUGLAS EMMETT INC Real Estate 39,814 $438K 0.03% SOLD
45 GOOD GLADSTONE COMMERCIAL CORP Real Estate 40,887 $436K 0.03% SOLD
46 TNET TRINET GROUP INC Industrials 7,394 $435K 0.03% SOLD
47 EVR EVERCORE INC Financial Services 1,222 $416K 0.02% SOLD
48 BDN BRANDYWINE RLTY TR Real Estate 133,570 $390K 0.02% SOLD
49 WWD WOODWARD INC Industrials 1,274 $385K 0.02% SOLD
50 EMXC ISHARES INC 5,290 $384K 0.02% SOLD
51 TECHNIPFMC PLC 8,527 $380K 0.02% SOLD
52 HCA HCA HEALTHCARE INC Healthcare 751 $351K 0.02% SOLD
53 EPAM EPAM SYS INC Technology 1,673 $343K 0.02% SOLD
54 AER AERCAP HOLDINGS NV Industrials 2,306 $332K 0.02% SOLD
55 VO VANGUARD INDEX FDS 1,117 $324K 0.02% SOLD
56 SCHD SCHWAB STRATEGIC TR 11,767 $323K 0.02% SOLD
57 TLN TALEN ENERGY CORP Utilities 848 $318K 0.02% SOLD
58 MGC VANGUARD WORLD FD 1,264 $317K 0.02% SOLD
59 SMH VANECK ETF TRUST 874 $315K 0.02% SOLD
60 SITE CTRS CORP 48,998 $315K 0.02% SOLD
Page 3 of 6  ·  105 positions
Sector Allocation
Financial Services 22.5%
Consumer Cyclical 19.3%
Energy 15.1%
Industrials 8.6%
Healthcare 6.7%
Consumer Defensive 6.7%
Basic Materials 6.6%
Communication Services 5.8%
Technology 5.7%
Real Estate 2.3%