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Portfolio (Quarterly) Guide ↗

Factorial Partners, LLC

· CIK 0001732687
13F Portfolio $151M AUM 63 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BRID BRIDGFORD FOODS CORP Consumer Defensive 25,017.0 $195K 0.13% NEW $7.80 -0.9%
62 ANGO ANGIODYNAMICS INC Healthcare 12,400.0 $159K 0.10% NEW $12.84 -6.9%
63 BGS B & G FOODS INC NEW Consumer Defensive 21,099.0 $91K 0.06% NEW $4.30 -1.2%
Page 4 of 4  ·  63 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
Consumer Cyclical 24.7%
Financial Services 22.5%
Healthcare 19.5%
Industrials 16.2%
Technology 6.9%
Consumer Defensive 6.1%
Energy 4.0%