FACTORIAL PARTNERS, LLC

PrivateCIK: 1732687
Location

MT. KISCO, NY

60
Positions
$137.81M
Total AUM (reported)
3M
Total Shares

Allocation by class

TOTAL AUM$137.81M60 positions
COM$67.68M49.1%
CL B$8.69M6.3%
COM NEW$8.48M6.2%
CORE S&P MCP ETF$7.22M5.2%
SPONSORED ADS$6.99M5.1%
COM SHS$6.90M5.0%
0-3 MO TREAS BIL$6.88M5.0%

Portfolio Concentration

Top 316.6%4–1030.1%11–2531.9%Rest21.4%TOP 1046.7%0%100%
Top 3$22.90M16.6%
4–10$41.47M30.1%
11–25$43.89M31.9%
Rest$29.55M21.4%

Top 3 weight

16.6%

Top 10 weight

46.7%

Voting Authority Distribution

Total shares with voting rights: 3M

Sole

Full voting authority

3M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:

FEDERATED HERMES INC

SOLE
CL B
Shares153.24K
TypeSH
Market value$8.69M
6.31%
Sole
153.24K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares106.90K
TypeSH
Market value$7.22M
5.24%
Sole
106.90K
Shared
0.00
None
0.00

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares232K
TypeSH
Market value$6.99M
5.07%
Sole
232K
Shared
0.00
None
0.00

VANGUARD INSTL INDEX FD

SOLE
0-3 MO TREAS BIL
Shares91K
TypeSH
Market value$6.88M
5.00%
Sole
91K
Shared
0.00
None
0.00

CHORD ENERGY CORPORATION

SOLE
COM NEW
Shares44K
TypeSH
Market value$6.26M
4.54%
Sole
44K
Shared
0.00
None
0.00

SYNCHRONY FINANCIAL

SOLE
COM
Shares90K
TypeSH
Market value$6.12M
4.44%
Sole
90K
Shared
0.00
None
0.00

TRAVEL PLUS LEISURE CO

SOLE
COM
Shares87K
TypeSH
Market value$6.02M
4.37%
Sole
87K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares18K
TypeSH
Market value$5.77M
4.19%
Sole
18K
Shared
0.00
None
0.00

UNITED RENTALS INC

SOLE
COM
Shares7.30K
TypeSH
Market value$5.32M
3.86%
Sole
7.30K
Shared
0.00
None
0.00

GENWORTH FINL INC

SOLE
COM SHS
Shares627K
TypeSH
Market value$5.09M
3.69%
Sole
627K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares7.20K
TypeSH
Market value$4.68M
3.40%
Sole
7.20K
Shared
0.00
None
0.00

CITIZENS FINL GROUP INC

SOLE
COM
Shares62K
TypeSH
Market value$3.72M
2.70%
Sole
62K
Shared
0.00
None
0.00

TRI POINTE HOMES INC

SOLE
COM
Shares78.50K
TypeSH
Market value$3.67M
2.66%
Sole
78.50K
Shared
0.00
None
0.00

THE CIGNA GROUP

SOLE
COM
Shares12.40K
TypeSH
Market value$3.31M
2.40%
Sole
12.40K
Shared
0.00
None
0.00

VIATRIS INC

SOLE
COM
Shares238K
TypeSH
Market value$3.22M
2.33%
Sole
238K
Shared
0.00
None
0.00

AIR LEASE CORP

SOLE
CL A
Shares47K
TypeSH
Market value$3.05M
2.21%
Sole
47K
Shared
0.00
None
0.00

WEX INC

SOLE
COM
Shares19K
TypeSH
Market value$2.91M
2.11%
Sole
19K
Shared
0.00
None
0.00

SEABOARD CORP DEL

SOLE
COM
Shares489.00
TypeSH
Market value$2.76M
2.01%
Sole
489.00
Shared
0.00
None
0.00

BREAD FINANCIAL HOLDINGS INC

SOLE
COM
Shares35K
TypeSH
Market value$2.62M
1.90%
Sole
35K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P MC 400VL ETF
Shares18.90K
TypeSH
Market value$2.50M
1.82%
Sole
18.90K
Shared
0.00
None
0.00

MGM RESORTS INTERNATIONAL

SOLE
COM
Shares65K
TypeSH
Market value$2.41M
1.75%
Sole
65K
Shared
0.00
None
0.00

STRATTEC SEC CORP

SOLE
COM
Shares30.25K
TypeSH
Market value$2.37M
1.72%
Sole
30.25K
Shared
0.00
None
0.00

INGLES MKTS INC

SOLE
CL A
Shares25K
TypeSH
Market value$2.25M
1.63%
Sole
25K
Shared
0.00
None
0.00

IAC INC

SOLE
COM NEW
Shares55.50K
TypeSH
Market value$2.22M
1.61%
Sole
55.50K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares11.50K
TypeSH
Market value$2.21M
1.60%
Sole
11.50K
Shared
0.00
None
0.00
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