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Asset Manager ← All Institutions

3EDGE Asset Management, LP

Q2 2025 · Filed 2025-07-31
Market Value
$1.6B
+9.4%
Holdings
96
-9
New Purchases
11
Added To
39
Closed
8
Reduced
34
Top 10 Concentration
67.4%
Turnover
19.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPEM 8.46% 2.08% +6.37% $136M
BBJP 2.74% 0.16% +2.58% $44M
GLDM 9.01% 6.51% +2.50% $145M
INDA 2.34% 0.04% +2.30% $38M
BIL 14.46% 12.16% +2.29% $233M
GBIL 2.34% 0.87% +1.47% $38M
RBIL 1.41% 0.00% +1.41% $23M
MCHI 1.02% 0.20% +0.82% $16M
VXUS 6.74% 5.97% +0.77% $108M
CWI 0.92% 0.29% +0.63% $15M
BJUN 0.60% 0.00% +0.60% $10M
PDBA 1.10% 0.60% +0.50% $18M
CEF 1.09% 0.77% +0.32% $18M
CLIP 0.28% 0.00% +0.28% $5M
ESGE 0.34% 0.09% +0.25% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TIP 2.52% 11.80% -9.28% $40M
IVV 6.16% 11.71% -5.55% $99M
CMDT 0.00% 2.11% -2.11% $0
HGER 1.08% 2.26% -1.18% $17M
BND 0.00% 1.10% -1.10% $0
XHLF 2.67% 3.32% -0.65% $43M
STIP 7.14% 7.69% -0.55% $115M
IEF 4.32% 4.76% -0.44% $69M
SPIP 2.07% 2.46% -0.40% $33M
GOVT 2.32% 2.67% -0.35% $37M
VGIT 1.23% 1.53% -0.31% $20M
SPYI 0.00% 0.27% -0.27% $0
XLK 0.58% 0.84% -0.26% $9M
IVVB 5.71% 5.91% -0.20% $92M
XLV 0.15% 0.34% -0.20% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $210M 13.1%
Large Cap 34 $935M 58.1%
Mid Cap 15 $141M 8.7%
Small Cap 22 $142M 8.8%
Micro Cap 18 $181M 11.2%

Portfolio Analytics

Avg Market Cap
$74.5B
Median Market Cap
$6.8B
Avg P/E
2.6
Median P/E
2.6
Avg Dividend Yield
—%
Avg Beta
0.67
# Stocks
0
# ETFs / Funds
96

Top Holdings (96 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BIL 14.46% 2,535,005 $233M $91.73 $54M +585,201 +30.0%
2 GLDM 9.01% 2,211,620 $145M $65.52 $49M +664,523 +43.0%
3 SPEM 8.46% 3,182,524 $136M $42.73 $105M +2,405,474 +309.6%
4 STIP 7.14% 1,116,519 $115M $102.90 $2M +23,082 +2.1%
5 VXUS 6.74% 1,569,678 $108M $69.06 $21M +157,061 +11.1%
6 IVV 6.16% 159,455 $99M $620.90 -$73M -146,908 -48.0%
7 IVVB 5.71% 2,960,255 $92M $31.01 $5M -3,832 -0.1%
8 IEF 4.32% 724,722 $69M $95.77 -$540K -8,701 -1.2%
9 BBJP 2.74% 711,704 $44M $61.84 $42M +671,216 +1657.8%
10 XHLF 2.67% 852,643 $43M $50.34 -$6M -115,398 -11.9%
11 TIP 2.52% 368,064 $40M $109.92 -$133M -1,193,760 -76.4%
12 GBIL 2.34% 376,112 $38M $100.14 $25M +247,902 +193.4%
13 INDA 2.34% 675,673 $38M $55.68 $37M +663,786 +5584.1%
14 GOVT 2.32% 1,623,246 $37M $22.98 -$2M -85,272 -5.0%
15 SPIP 2.07% 1,278,493 $33M $26.01 -$3M -100,557 -7.3%
16 SGOV 1.77% 282,901 $28M $100.68 $5M +51,633 +22.3%
17 RBIL 1.41% 454,054 $23M $50.08 +454,054 NEW
18 VGIT 1.23% 330,589 $20M $59.66 -$3M -49,625 -13.1%
19 PDBA 1.10% 505,883 $18M $35.05 $9M +256,679 +103.0%
20 CEF 1.09% 589,317 $18M $29.81 $6M +186,745 +46.4%
21 HGER 1.08% 718,699 $17M $24.10 -$16M -668,748 -48.2%
22 PHYS 1.07% 688,425 $17M $25.00 $1M +15,674 +2.3%
23 MCHI 1.02% 298,718 $16M $55.13 $13M +243,553 +441.5%
24 SPTI 0.97% 544,043 $16M $28.70 -$2M -57,736 -9.6%
25 CWI 0.92% 456,426 $15M $32.58 $11M +311,736 +215.4%
26 BJUN 0.60% 222,264 $10M $43.61 +222,264 NEW
27 EALT 0.58% 286,270 $9M $32.60 -$1M -52,200 -15.4%
28 XLK 0.58% 37,108 $9M $251.15 -$3M -22,423 -37.7%
29 FLXR 0.34% 139,441 $6M $39.45 $116K +1,969 +1.4%
30 ESGE 0.34% 138,106 $5M $39.17 $4M +102,278 +285.5%
31 DVYE 0.31% 174,088 $5M $28.65 $271K +1,260 +0.7%
32 EWG 0.29% 111,847 $5M $42.27 $2M +25,969 +30.2%
33 CLIP 0.28% 44,919 $5M $100.39 +44,919 NEW
34 IGLD 0.28% 204,429 $4M $21.71 $1M +47,701 +30.4%
35 TBUX 0.27% 86,564 $4M $49.74 $122K +2,289 +2.7%
36 EDGI 0.25% 154,455 $4M $26.05 $2M +85,025 +122.5%
37 XLF 0.25% 76,663 $4M $52.00 -$2M -38,176 -33.2%
38 FGDL 0.21% 76,275 $3M $43.97 $746K +13,933 +22.4%
39 EFAS 0.20% 179,985 $3M $18.20 +179,985 NEW
40 NUDM 0.20% 90,072 $3M $35.49 $1M +23,076 +34.4%
41 RISR 0.19% 84,300 $3M $36.57 $84K +1,761 +2.1%
42 XSVN 0.19% 64,349 $3M $47.88 $59K +1,059 +1.7%
43 SUSA 0.18% 23,077 $3M $126.75 -$2M -24,010 -51.0%
44 XLY 0.18% 13,345 $3M $218.36 $297K +69 +0.5%
45 OOSP 0.17% 270,845 $3M $10.16 +270,845 NEW
46 JEPI 0.17% 48,061 $3M $56.85 $136K +2,616 +5.8%
47 XLC 0.17% 25,265 $3M $107.84 -$957K -13,157 -34.2%
48 EDGF 0.16% 106,009 $3M $24.74 -$1M -57,039 -35.0%
49 HEQT 0.16% 87,080 $3M $30.05 $2M +62,477 +253.9%
50 EDGH 0.15% 93,657 $2M $26.31 $23K +30 +0.0%
51 EDGU 0.15% 91,011 $2M $26.02 -$1M -60,408 -39.9%
52 XLV 0.15% 17,416 $2M $134.11 -$3M -17,608 -50.3%
53 XLI 0.13% 14,759 $2M $146.89 -$676K -7,076 -32.4%
54 PWRD 0.13% 23,970 $2M $90.17 $258K -3,324 -12.2%
55 KWEB 0.13% 60,103 $2M $34.33 -$35K
56 EUAD 0.12% 46,671 $2M $42.69 +46,671 NEW
57 RING 0.10% 39,048 $2M $42.81 $551K +9,748 +33.3%
58 XLP 0.10% 20,485 $2M $80.61 -$2M -18,749 -47.8%
59 SCJ 0.10% 18,503 $2M $85.06 $1M +11,728 +173.1%
60 EWX 0.10% 25,425 $2M $61.69 $803K +11,962 +88.8%
61 QQQ 0.10% 2,784 $2M $551.74 $417K +398 +16.7%
62 SPTB 0.09% 46,035 $1M $30.50 -$407K -13,217 -22.3%
63 FEZ 0.09% 23,226 $1M $59.58 -$355K -8,530 -26.9%
64 FBTC 0.08% 14,306 $1M $93.99 $756K +6,126 +74.9%
65 VBR 0.08% 6,665 $1M $195.01 +6,665 NEW
66 FXY 0.08% 19,293 $1M $63.94 $624K +9,377 +94.6%
67 CEFS 0.07% 53,068 $1M $22.24 $87K +1,805 +3.5%
68 OGSP 0.07% 114,866 $1M $10.07 +114,866 NEW
69 JBBB 0.07% 23,956 $1M $48.21 -$3M -53,066 -68.9%
70 IEMG 0.07% 19,186 $1M $60.03 -$196K -5,783 -23.2%
71 PBDC 0.07% 33,435 $1M $33.84 $26K +1,531 +4.8%
72 BITB 0.07% 18,353 $1M $58.59 -$133K -8,578 -31.9%
73 PJAN 0.05% 19,113 $842K $44.05 +19,113 NEW
74 MDY 0.05% 1,369 $776K $566.60 $279K +437 +46.9%
75 XLU 0.05% 9,509 $774K $81.40 -$234K -3,404 -26.4%
76 BTC 0.05% 15,642 $747K $47.75 $176K -15 -0.1%
77 XLRE 0.04% 14,502 $597K $41.18 -$196K -4,630 -24.2%
78 TPIF 0.03% 16,301 $526K $32.29 +16,301 NEW
79 SPY 0.03% 848 $524K $617.85 -$86K -243 -22.3%
80 VOO 0.03% 888 $504K $567.74 -$36K -164 -15.6%
81 XLB 0.03% 5,492 $483K $87.86 -$178K -2,265 -29.2%
82 SPLG 0.02% 5,025 $365K $72.69 -$100K -2,046 -28.9%
83 IJR 0.02% 3,302 $361K $109.30 +3,302 NEW
84 TPLC 0.02% 7,296 $328K $44.90 -$69K -2,049 -21.9%
85 IAU 0.02% 4,875 $304K $62.36 $17K +4 +0.1%
86 GLD 0.02% 799 $244K $304.97 $13K
87 REMX 0.01% 5,516 $224K $40.58 $6K
88 AGG 0.01% 2,213 $220K $99.19 $619
89 BND —% -$16M -220,697 -100.0% SOLD
90 SPYI —% -$4M -81,613 -100.0% SOLD
91 VTI —% -$837K -3,046 -100.0% SOLD
92 CMDT —% -$31M -1,161,677 -100.0% SOLD
93 GDX —% -$405K -8,819 -100.0% SOLD
94 JAAA —% -$1M -21,956 -100.0% SOLD
95 EFA —% -$860K -10,449 -100.0% SOLD
96 XLE —% -$1M -15,336 -100.0% SOLD

New Positions

SymbolValue% Port
RBIL $23M 1.41%
BJUN $10M 0.60%
CLIP $5M 0.28%
EFAS $3M 0.20%
OOSP $3M 0.17%
EUAD $2M 0.12%
VBR $1M 0.08%
OGSP $1M 0.07%
PJAN $842K 0.05%
TPIF $526K 0.03%
IJR $361K 0.02%

Sold Out Positions

SymbolValue% Port
BND —%
VTI —%
EFA —%
JAAA —%
GDX —%
SPYI —%
XLE —%
CMDT —%
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