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Portfolio (Quarterly) Guide ↗

3 FACTOR INDEXING, LLC

· CIK 0002135169
13F Portfolio $118M AUM 438 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 21 Added 47 Reduced 42 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFCA DIMENSIONAL ETF TRUST 3,380.0 $170K 0.14% NEW $50.18 -1.6%
2 DFSD DIMENSIONAL ETF TRUST 307.0 $15K 0.01% NEW $47.75 -0.8%
3 LRCX LAM RESEARCH CORP Technology 2.0 $867.0 0.00% NEW $433.50 -26.5%
4 LIN LINDE PLC Basic Materials 1.0 $519.0 NEW $519.00 -6.5%
5 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2.0 $357.0 NEW $178.50 +13.5%
6 DDOG DATADOG INC Technology 1.0 $261.0 NEW $261.00 -6.9%
7 POOL POOL CORP Industrials 1.0 $215.0 NEW $215.00 -13.5%
8 RKLB ROCKET LAB CORP Industrials 2.0 $204.0 NEW $102.00 -33.8%
9 RMD RESMED INC Healthcare 1.0 $195.0 NEW $195.00 +20.9%
10 ON ON SEMICONDUCTOR CORP Technology 2.0 $190.0 NEW $95.00 -21.2%
11 CARNIVAL CORP LTD 6.0 $172.0 NEW $28.67
12 TEAM ATLASSIAN CORPORATION Technology 2.0 $156.0 NEW $78.00 +138.0%
13 NRG NRG ENERGY INC Utilities 1.0 $147.0 NEW $147.00 -22.2%
14 ZS ZSCALER INC Technology 1.0 $142.0 NEW $142.00 +31.9%
15 DUPONT DE NEMOURS INC 1.0 $136.0 NEW $136.00
16 ACN ACCENTURE PLC IRELAND Technology 1.0 $125.0 NEW $125.00 +49.9%
17 WDAY WORKDAY INC Technology 1.0 $123.0 NEW $123.00 +57.4%
18 EXLS EXLSERVICE HLDGS INC Technology 4.0 $104.0 NEW $26.00 +46.8%
19 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3.0 $95.0 NEW $31.67 +9.6%
20 FIG FIGMA INC Technology 5.0 $91.0 NEW $18.20 +68.2%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.7%
Technology 28.6%
Healthcare 11.0%
Industrials 10.5%
Consumer Defensive 3.4%
Communication Services 2.3%
Consumer Cyclical 1.8%
Energy 1.6%
Real Estate 0.1%
Basic Materials 0.0%