Factorial Partners, LLC

CIK: 0001732687SEC EDGAR →

Portfolio Value

$151.4M

Holdings

63

As of

Q4 2025

New Positions

7

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TEVA PHARMACEUTICAL INDS

290,000$9.1M
5.98%
2

FEDERATED HERMES INC

153,239$8.0M
5.27%
3

SYNCHRONY FINANCIAL

90,000$7.5M
4.96%
4

UNITED RENTALS INC

8,500$6.9M
4.54%
5

TRAVEL PLUS LEISURE CO

87,500$6.2M
4.07%
6

VANGUARD INDEX FDS

18,250$6.1M
4.04%
7

AIR LEASE CORP

91,000$5.8M
3.86%
8

SEABOARD CORP DEL

1,204$5.4M
3.53%
9

GENWORTH FINL INC

588,000$5.3M
3.51%
10

ISHARES TR

71,300$4.7M
3.11%

Quarterly Changes

Top Buys

VBILNEW
$3.6M
RSP↑ Increased
$3.5M
IJH↑ Increased
$2.3M
VTI↑ Increased
$2.2M
0J7Q↑ Increased
$718K

Top Sells

VCSH↓ Decreased
$3.2M
TEVA↓ Decreased
$2.1M
URI↓ Decreased
$2.0M
SEB↓ Decreased
$1.3M
EP3CLOSED
$897K

New Positions (4)

$3.6M · 47K shares
$340K · 4K shares
$315K · 15K shares
$234K · 12K shares

Closed Positions (7)

$897K · 280K shares
$888K · 9K shares
$516K · 12K shares
$510K · 73K shares
$507K · 14K shares
$424K · 151K shares
$116K · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services17$56.6M37.4%
Consumer Cyclical17$25.7M16.9%
Industrials6$24.2M16.0%
Healthcare10$22.2M14.7%
Consumer Defensive5$6.9M4.5%
Technology3$6.7M4.4%
Energy1$4.5M3.0%
Unknown3$4.2M2.8%
Real Estate1$552K0.4%