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Asset Manager ← All Institutions

3EDGE Asset Management, LP

Q1 2026 · Filed 2026-05-15
Market Value
$2.1B
+10.2%
Holdings
104
+1
New Purchases
12
Added To
38
Closed
16
Reduced
33
Top 10 Concentration
72.2%
Turnover
26.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIL 34.71% 11.99% +22.72% $714M
CLIP 5.33% 1.41% +3.92% $110M
GBIL 4.34% 0.79% +3.55% $89M
SDCI 2.95% 0.00% +2.95% $61M
SGOV 4.96% 2.28% +2.68% $102M
PDBC 2.33% 0.00% +2.33% $48M
AVUV 1.68% 0.00% +1.68% $35M
TBUX 0.63% 0.07% +0.56% $13M
XLE 0.33% 0.07% +0.27% $7M
EDGF 0.34% 0.12% +0.22% $7M
IBUF 0.22% 0.00% +0.22% $5M
EJUL 0.13% 0.00% +0.13% $3M
OOSP 0.22% 0.16% +0.06% $5M
PDBA 0.15% 0.11% +0.04% $3M
XLI 0.21% 0.18% +0.03% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPEM 0.00% 8.16% -8.16% $0
BBJP 0.19% 7.84% -7.65% $4M
STIP 2.66% 6.12% -3.47% $55M
INDA 0.00% 2.32% -2.32% $0
VXUS 2.90% 5.08% -2.18% $60M
CWI 0.15% 1.99% -1.84% $3M
GLDM 2.97% 4.68% -1.71% $61M
FLIN 0.00% 1.59% -1.59% $0
VTIP 0.28% 1.47% -1.19% $6M
TIP 1.60% 2.77% -1.17% $33M
HGER 5.05% 6.18% -1.13% $104M
VGIT 1.47% 2.36% -0.89% $30M
EWG 0.10% 0.90% -0.80% $2M
CEF 0.63% 1.41% -0.78% $13M
SPTI 1.01% 1.65% -0.64% $21M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $166M 8.1%
Large Cap 36 $1.3B 64.0%
Mid Cap 18 $166M 8.1%
Small Cap 22 $366M 17.8%
Micro Cap 22 $42M 2.0%

Portfolio Analytics

Avg Market Cap
$111.2B
Median Market Cap
$6.4B
Avg P/E
12.6
Median P/E
2.9
Avg Dividend Yield
0.00%
Avg Beta
0.82
# Stocks
1
# ETFs / Funds
103

Top Holdings (104 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BIL 34.71% 7,790,161 $714M $91.64 $490M +5,342,129 +218.2%
2 CLIP 5.33% 1,092,311 $110M $100.35 $83M +829,159 +315.1%
3 HGER 5.05% 3,349,886 $104M $31.00 -$11M -1,290,422 -27.8%
4 SGOV 4.96% 1,012,944 $102M $100.66 $59M +588,843 +138.8%
5 IVV 4.87% 153,415 $100M $653.21 -$1M +5,631 +3.8%
6 GBIL 4.34% 890,986 $89M $100.18 $75M +744,572 +508.5%
7 IEF 4.15% 894,281 $85M $95.44 $7M +79,030 +9.7%
8 GLDM 2.97% 658,621 $61M $92.69 -$26M -364,371 -35.6%
9 SDCI 2.95% 2,225,246 $61M $27.28 +2,225,246 NEW
10 VXUS 2.90% 774,479 $60M $77.11 -$35M -482,489 -38.4%
11 STIP 2.66% 528,613 $55M $103.42 -$60M -587,089 -52.6%
12 VT 2.51% 373,335 $52M $138.32 -$562K +3,270 +0.9%
13 PDBC 2.33% 2,757,165 $48M $17.37 +2,757,165 NEW
14 AVUV 1.68% 314,694 $35M $109.89 +314,694 NEW
15 GOVT 1.67% 1,502,677 $34M $22.91 -$1M -37,831 -2.5%
16 XHLF 1.60% 655,121 $33M $50.33 $40K -248 -0.0%
17 TIP 1.60% 298,592 $33M $110.35 -$19M -171,586 -36.5%
18 VGIT 1.47% 508,854 $30M $59.43 -$14M -223,998 -30.6%
19 PHYS 1.43% 863,368 $29M $34.14 -$2M -89,732 -9.4%
20 SPIP 1.12% 888,426 $23M $26.02 -$8M -297,244 -25.1%
21 SPTI 1.01% 728,240 $21M $28.61 -$10M -338,225 -31.7%
22 CEF 0.63% 287,664 $13M $45.20 -$13M -268,623 -48.3%
23 TBUX 0.63% 258,852 $13M $49.75 $12M +232,378 +877.8%
24 XLK 0.59% 95,195 $12M $128.02 $1M +19,739 +26.2%
25 FLXR 0.35% 184,897 $7M $39.27 $252K +7,907 +4.5%
26 EDGF 0.34% 283,316 $7M $24.73 $5M +192,009 +210.3%
27 XLE 0.33% 110,837 $7M $61.90 $6M +83,785 +309.7%
28 XLF 0.30% 127,594 $6M $48.44 $442K +23,508 +22.6%
29 VTIP 0.28% 116,949 $6M $49.94 -$22M -437,418 -78.9%
30 XLC 0.27% 50,892 $6M $108.19 $627K +9,623 +23.3%
31 QQQ 0.23% 8,406 $5M $565.74 -$685K -404 -4.6%
32 XLV 0.23% 32,299 $5M $144.03 -$1M -5,756 -15.1%
33 XLY 0.22% 42,946 $5M $105.92 $144K +6,320 +17.3%
34 OOSP 0.22% 448,656 $5M $10.08 $2M +154,382 +52.5%
35 IBUF 0.22% 153,944 $5M $29.24 +153,944 NEW
36 XLI 0.21% 27,007 $4M $157.04 $894K +5,587 +26.1%
37 BBJP 0.19% 59,248 $4M $67.30 -$142M -2,159,041 -97.3%
38 FEZ 0.18% 61,958 $4M $60.59 -$227K +361 +0.6%
39 XSVN 0.18% 75,874 $4M $47.72 $238K +5,462 +7.8%
40 IGLD 0.18% 141,245 $4M $25.53 -$222K -11,808 -7.7%
41 JEPI 0.15% 56,181 $3M $56.68 $175K +3,607 +6.9%
42 PDBA 0.15% 85,589 $3M $36.47 $1M +25,765 +43.1%
43 CWI 0.15% 86,230 $3M $35.45 -$34M -940,333 -91.6%
44 RISR 0.14% 76,733 $3M $36.22 $94K +2,360 +3.2%
45 PWRD 0.13% 28,223 $3M $97.77 $538K +5,122 +22.2%
46 EJUL 0.13% 92,677 $3M $29.39 +92,677 NEW
47 SPYI 0.13% 53,643 $3M $49.37 $20K +3,600 +7.2%
48 XLP 0.13% 32,028 $3M $81.89 $688K +7,258 +29.3%
49 EDGH 0.13% 75,671 $3M $34.21 -$205K -16,156 -17.6%
50 NUDM 0.12% 65,997 $2M $36.11 -$4M -106,110 -61.6%
51 EDGU 0.11% 79,585 $2M $27.78 $286K +11,963 +17.7%
52 CAIE 0.11% 86,195 $2M $25.14 $45K +6,831 +8.6%
53 EWG 0.10% 50,996 $2M $38.46 -$15M -340,991 -87.0%
54 SUSA 0.09% 13,922 $2M $132.10 -$115K -103 -0.7%
55 VBR 0.08% 7,609 $2M $217.25 $150K +514 +7.2%
56 FGDL 0.07% 24,379 $2M $62.17 -$536K -11,235 -31.6%
57 CEFS 0.07% 59,835 $1M $22.55 $36K +2,826 +5.0%
58 SPTB 0.06% 42,915 $1M $30.27 -$7K
59 XLU 0.06% 27,888 $1M $45.92 $313K +5,342 +23.7%
60 EDGI 0.05% 38,429 $1M $28.33 -$4M -148,997 -79.5%
61 XLB 0.05% 22,068 $1M $49.16 $431K +7,777 +54.4%
62 XLRE 0.05% 24,461 $985K $40.26 $212K +5,465 +28.8%
63 MDY 0.04% 1,487 $917K $616.90 $112K +153 +11.5%
64 IJR 0.04% 7,255 $902K $124.31 $544K +4,273 +143.3%
65 SCJ 0.04% 9,369 $887K $94.71 -$4M -44,787 -82.7%
66 BITB 0.04% 23,738 $874K $36.81 -$19K +4,976 +26.5%
67 RING 0.04% 10,775 $815K $75.60 -$4M -55,761 -83.8%
68 IEUS 0.03% 10,544 $679K $64.40 -$6M -90,437 -89.6%
69 SPY 0.03% 997 $648K $650.34 -$31K
70 EWZ 0.03% 14,885 $571K $38.39 $99K
71 VOO 0.03% 923 $552K $597.53 -$27K
72 DFE 0.03% 7,571 $526K $69.45 -$2M -31,221 -80.5%
73 EBUF 0.02% 17,219 $508K $29.50 +17,219 NEW
74 DFJ 0.02% 4,914 $502K $102.06 $52K +243 +5.2%
75 CEW 0.02% 25,844 $490K $18.98 +25,844 NEW
76 FXF 0.02% 4,386 $484K $110.41 +4,386 NEW
77 FXC 0.02% 6,874 $483K $70.24 +6,874 NEW
78 FXA 0.02% 7,008 $479K $68.37 +7,008 NEW
79 BTC 0.02% 13,023 $391K $29.99 -$192K -2,016 -13.4%
80 SPLG 0.02% 5,096 $390K $76.54 -$11K +94 +1.9%
81 IAU 0.02% 4,046 $357K $88.16 -$12K -496 -10.9%
82 REMX 0.02% 3,837 $338K $88.00 -$288K -4,624 -54.6%
83 TPLC 0.02% 6,745 $313K $46.44 $57K +1,099 +19.5%
84 GDLC 0.01% 9,671 $302K $31.19 +9,671 NEW
85 IEMG 0.01% 3,418 $238K $69.75 -$1M -18,363 -84.3%
86 GLD 0.01% 550 $237K $430.59 -$54K -183 -25.0%
87 AGG 0.01% 2,213 $220K $99.26 -$1K
88 NVDA 0.01% 1,172 $204K $174.37 +1,172 NEW
89 PBDC —% -$1M -37,887 -100.0% SOLD
90 FBTC —% -$1M -14,105 -100.0% SOLD
91 SPEM —% -$152M -3,253,661 -100.0% SOLD
92 EWX —% -$5M -72,835 -100.0% SOLD
93 BKGI —% -$3M -66,271 -100.0% SOLD
94 CMDT —% -$10M -354,628 -100.0% SOLD
95 EWJ —% -$547K -6,772 -100.0% SOLD
96 MCHI —% -$4M -60,035 -100.0% SOLD
97 TPIF —% -$1M -29,595 -100.0% SOLD
98 FLIN —% -$30M -768,126 -100.0% SOLD
99 INDA —% -$43M -801,706 -100.0% SOLD
100 KWEB —% -$413K -12,128 -100.0% SOLD

New Positions

SymbolValue% Port
SDCI $61M 2.95%
PDBC $48M 2.33%
AVUV $35M 1.68%
IBUF $5M 0.22%
EJUL $3M 0.13%
EBUF $508K 0.02%
CEW $490K 0.02%
FXF $484K 0.02%
FXC $483K 0.02%
FXA $479K 0.02%
GDLC $302K 0.01%
NVDA $204K 0.01%

Sold Out Positions

SymbolValue% Port
ESGE —%
MCHI —%
DVYE —%
EFAS —%
FBTC —%
SPEM —%
INDA —%
PBDC —%
KWEB —%
EWJ —%
FLIN —%
IWF —%
BKGI —%
CMDT —%
TPIF —%
View SEC EDGAR Filings for 3EDGE Asset Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms