Stock Taper

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ecolab Inc.ECL3.96K$1.1M
MongoDB, Inc.MDB3.97K$1.33M
Deere & CompanyDE4K$2.54M
Welltower Inc.WELL4.03K$914.92K
EA ELECTRONIC ARTS INCEA4.04K$827.95K
American Express CompanyAXP4.09K$1.38M
Marsh & McLennan Companies, Inc.MRSH4.11K$685.18K
Arrow Electronics, Inc.ARW4.15K$886.29K
Eli Lilly and CompanyLLY4.16K$4.99M
Fastenal CompanyFAST4.17K$200.43K
TriNet Group, Inc.TNET4.21K$206.98K
GXO Logistics, Inc.GXO4.21K$213.6K
EastGroup Properties, Inc.EGP4.24K$858.52K
Airbnb, Inc.ABNB4.24K$607.32K
UnitedHealth Group IncorporatedUNH4.25K$1.77M
The Boeing CompanyBA4.27K$924.98K
Lam Research CorporationLRCX4.3K$1.86M
JFrog Ltd.FROG4.3K$390.78K
Strategy IncMSTR4.32K$375.88K
Cathay General BancorpCATY4.34K$269.35K