Stock Taper 
CAMBRIA INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Illinois Tool Works Inc. | ITW | 2.27K | $615.32K |
 AppLovin Corporation | APP | 2.28K | $1.18M |
 Snowflake Inc. | SNOW | 2.37K | $603.16K |
 Intuit Inc. | INTU | 2.37K | $619.61K |
 Honeywell International Inc. | HON | 2.38K | $532.32K |
 McKesson Corporation | MCK | 2.38K | $1.8M |
 DoorDash, Inc. | DASH | 2.38K | $439.92K |
 Stryker Corporation | SYK | 2.44K | $767.26K |
 Revolution Medicines, Inc. | RVMD | 2.44K | $457.52K |
 Yum! Brands, Inc. | YUM | 2.44K | $390.54K |
 Deckers Outdoor Corporation | DECK | 2.44K | $242.76K |
 Cintas Corporation | CTAS | 2.47K | $420.78K |
 Linde plc | LIN | 2.49K | $1.29M |
 Costco Wholesale Corporation | COST | 2.5K | $2.33M |
 Northrop Grumman Corporation | NOC | 2.5K | $1.27M |
 Micron Technology, Inc. | MU | 2.52K | $2.91M |
 Axos Financial, Inc. | AX | 2.59K | $251.95K |
 Performance Food Group Co | PFGC | 2.6K | $290.65K |
 Chubb Limited | CB | 2.61K | $888.99K |
 Zoom Communications, Inc. | ZM | 2.65K | $228.63K |