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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MEDP MEDPACE HLDGS INC Healthcare 556 $312K 0.02% SOLD
62 RBLX ROBLOX CORP Technology 3,744 $303K 0.02% SOLD
63 RRC RANGE RES CORP Energy 8,588 $303K 0.02% SOLD
64 IT GARTNER INC Technology 1,182 $298K 0.02% SOLD
65 GL GLOBE LIFE INC Financial Services 2,127 $297K 0.02% SOLD
66 SPYM SPDR SERIES TRUST 3,662 $294K 0.02% SOLD
67 IYW ISHARES TR 1,454 $290K 0.02% SOLD
68 DY DYCOM INDS INC Industrials 854 $289K 0.02% SOLD
69 NTSX WISDOMTREE TR 5,179 $284K 0.02% SOLD
70 J JACOBS SOLUTIONS INC Industrials 2,078 $275K 0.02% SOLD
71 AMT AMERICAN TOWER CORP NEW Real Estate 1,567 $275K 0.02% SOLD
72 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,064 $273K 0.02% SOLD
73 IJS ISHARES TR 2,354 $268K 0.02% SOLD
74 BILL BILL HOLDINGS INC Technology 4,897 $267K 0.02% SOLD
75 DFAS DIMENSIONAL ETF TRUST 3,821 $266K 0.02% SOLD
76 APPF APPFOLIO INC Technology 1,121 $261K 0.01% SOLD
77 MUB ISHARES TR 2,380 $255K 0.01% SOLD
78 MP MP MATERIALS CORP Basic Materials 5,028 $254K 0.01% SOLD
79 FIDELITY COVINGTON TRUST 3,407 $253K 0.01% SOLD
80 LAD LITHIA MTRS INC Consumer Cyclical 761 $253K 0.01% SOLD
Page 4 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%