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Portfolio (Quarterly) Guide ↗

3 FACTOR INDEXING, LLC

· CIK 0002135169
13F Portfolio $106M AUM 453 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 453 New
Page 13 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CEG CONSTELLATION ENERGY CORP Utilities 1.0 $280.0 NEW $280.00 +0.9%
242 FAST FASTENAL CO Industrials 6.0 $279.0 NEW $46.50 +10.0%
243 FITB FIFTH THIRD BANCORP Financial Services 6.0 $279.0 NEW $46.50 +18.0%
244 CDNS CADENCE DESIGN SYSTEM INC Technology 1.0 $278.0 NEW $278.00 +25.0%
245 PR PERMIAN RESOURCES CORP Energy 13.0 $278.0 NEW $21.38 +8.4%
246 GLW CORNING INC Technology 2.0 $272.0 NEW $136.00 +12.3%
247 HIG HARTFORD INSURANCE GROUP INC Financial Services 2.0 $271.0 NEW $135.50 +1.7%
248 UNH UNITEDHEALTH GROUP INC Healthcare 1.0 $271.0 NEW $271.00 +45.8%
249 ECL ECOLAB INC Basic Materials 1.0 $267.0 NEW $267.00 +7.1%
250 NDSN NORDSON CORP Industrials 1.0 $267.0 NEW $267.00 +23.9%
251 MO ALTRIA GROUP INC Consumer Defensive 4.0 $264.0 NEW $66.00 +2.5%
252 JCI JOHNSON CONTROLS INTERNATION Industrials 2.0 $262.0 NEW $131.00 +8.6%
253 MDT MEDTRONIC PLC Healthcare 3.0 $260.0 NEW $86.67 +3.8%
254 QCOM QUALCOMM INC Technology 2.0 $258.0 NEW $129.00 +27.7%
255 ROIV ROIVANT SCIENCES LTD Healthcare 9.0 $250.0 NEW $27.78 +35.3%
256 VRSN VERISIGN INC Technology 1.0 $249.0 NEW $249.00 +18.4%
257 ILMN ILLUMINA INC Healthcare 2.0 $247.0 NEW $123.50 +84.4%
258 MPC MARATHON PETE CORP Energy 1.0 $245.0 NEW $245.00 +48.4%
259 O REALTY INCOME CORP Real Estate 4.0 $245.0 NEW $61.25 +0.9%
260 ADBE ADOBE INC Technology 1.0 $244.0 NEW $244.00 +18.5%
Page 13 of 23  ·  453 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 38.6%
Technology 29.4%
Healthcare 10.8%
Industrials 10.0%
Consumer Defensive 4.2%
Communication Services 2.6%
Energy 2.3%
Consumer Cyclical 1.9%
Real Estate 0.1%
Utilities 0.1%