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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 2 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HUDSON PACIFIC PROPERTIES IN 111,009.0 $656K 0.04% NEW $5.91
22 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 15,889.0 $643K 0.04% NEW $40.47 +4.5%
23 GPGI GPGI INC Industrials 37,589.0 $643K 0.04% NEW $17.10 -27.4%
24 PSTL POSTAL REALTY TRUST INC Real Estate 34,543.0 $641K 0.04% NEW $18.56 +27.6%
25 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 40,283.0 $640K 0.04% NEW $15.89 +9.4%
26 GILD GILEAD SCIENCES INC Healthcare 4,583.0 $639K 0.04% NEW $139.37 -3.6%
27 PECO PHILLIPS EDISON & CO INC Real Estate 16,887.0 $632K 0.04% NEW $37.42 +7.7%
28 INVH INVITATION HOMES INC Real Estate 25,394.0 $631K 0.04% NEW $24.85 +17.9%
29 XRN CHIRON REAL ESTATE INC Financial Services 18,933.0 $626K 0.04% NEW $33.08 +13.1%
30 TRNO TERRENO RLTY CORP Real Estate 10,196.0 $626K 0.04% NEW $61.42 +7.5%
31 STAG STAG INDUSTRIAL INC Real Estate 17,339.0 $625K 0.04% NEW $36.06 +5.8%
32 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 13,307.0 $618K 0.03% NEW $46.42 +4.2%
33 RTX RTX CORPORATION Industrials 3,201.0 $617K 0.03% NEW $192.90 -8.2%
34 GLPI GAMING & LEISURE P Real Estate 13,763.0 $611K 0.03% NEW $44.37 +7.7%
35 MPWR MONOLITHIC PWR SYS INC Technology 552.0 $604K 0.03% NEW $1093.35 +45.4%
36 SCHW SCHWAB CHARLES CORP Financial Services 6,161.0 $579K 0.03% NEW $93.98 -4.1%
37 LAND GLADSTONE LD CORP Real Estate 56,713.0 $578K 0.03% NEW $10.20 -5.6%
38 KLAC KLA CORP Technology 389.0 $573K 0.03% NEW $1472.41 +28.3%
39 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,441.0 $566K 0.03% NEW $67.07 +21.3%
40 COIN COINBASE GLOBAL INC Financial Services 3,214.0 $561K 0.03% NEW $174.61 +5.9%
Page 2 of 8  ·  143 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 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%