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Portfolio (Quarterly) Guide ↗

Cambria Investment Management, L.P.

· CIK 0001529389
13F Portfolio $1.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 605 New
Page 8 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FVAL FIDELITY COVINGTON TRUST 71,224.0 $5.1M 0.30% NEW $72.27 +8.8%
142 VGLT VANGUARD SCOTTSDALE FDS 91,437.0 $5.1M 0.30% NEW $55.80 -3.0%
143 SCHP SCHWAB STRATEGIC TR 174,816.0 $4.6M 0.27% NEW $26.49 +0.5%
144 GOOG ALPHABET INC Communication Services 14,246.0 $4.5M 0.26% NEW $313.80 +20.9%
145 ICVT ISHARES TR 44,594.0 $4.4M 0.26% NEW $98.50 +20.2%
146 VWOB VANGUARD WHITEHALL FDS 64,787.0 $4.4M 0.26% NEW $67.43 -1.7%
147 RSP INVESCO EXCHANGE TRADED FD T 22,001.0 $4.2M 0.25% NEW $191.56 +7.8%
148 SPHY SPDR SERIES TRUST 176,439.0 $4.2M 0.24% NEW $23.67 -1.1%
149 PFF ISHARES TR 134,368.0 $4.2M 0.24% NEW $30.96 +0.9%
150 WMT WALMART INC Consumer Defensive 36,665.0 $4.1M 0.24% NEW $111.41 +8.0%
151 META META PLATFORMS INC Communication Services 5,679.0 $3.7M 0.22% NEW $660.09 -7.5%
152 IWD ISHARES TR 16,536.0 $3.5M 0.20% NEW $210.34 +12.4%
153 MDYV SPDR SERIES TRUST 40,344.0 $3.4M 0.20% NEW $84.65 +7.1%
154 WIP SPDR SERIES TRUST 84,364.0 $3.3M 0.19% NEW $39.39 +2.3%
155 CAMBRIA ETF TR 122,830.0 $3.3M 0.19% NEW $26.78
156 GNR SPDR INDEX SHS FDS 50,865.0 $3.2M 0.18% NEW $62.14 +18.7%
157 IVV ISHARES TR 4,540.0 $3.1M 0.18% NEW $684.94 +9.4%
158 XLG INVESCO EXCHANGE TRADED FD T 52,112.0 $3.1M 0.18% NEW $59.28 +7.2%
159 CAMBRIA ETF TR 109,561.0 $3.0M 0.18% NEW $27.84
160 MA MASTERCARD INCORPORATED Financial Services 5,243.0 $3.0M 0.17% NEW $570.88 -12.7%
Page 8 of 31  ·  605 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.2%
Consumer Cyclical 19.0%
Energy 11.8%
Industrials 9.2%
Basic Materials 8.5%
Technology 7.3%
Healthcare 7.1%
Communication Services 5.4%
Consumer Defensive 4.4%
Real Estate 2.3%