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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 14 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3.0 $242.0 NEW $80.67 -21.8%
262 INGERSOLL RAND INC 3.0 $241.0 NEW $80.33
263 ADSK AUTODESK INC Technology 1.0 $240.0 NEW $240.00 +12.7%
264 XYL XYLEM INC Industrials 2.0 $239.0 NEW $119.50 -5.7%
265 BK BANK NEW YORK MELLON CORP Financial Services 2.0 $238.0 NEW $119.00 +19.3%
266 ENTG ENTEGRIS INC Technology 2.0 $235.0 NEW $117.50 +23.7%
267 HWM HOWMET AEROSPACE INC Industrials 1.0 $231.0 NEW $231.00 +15.9%
268 BX BLACKSTONE INC Financial Services 2.0 $230.0 NEW $115.00 +24.9%
269 MKSI MKS INC. Technology 1.0 $230.0 NEW $230.00 +17.8%
270 GM GENERAL MTRS CO Consumer Cyclical 3.0 $224.0 NEW $74.67 +15.4%
271 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1.0 $223.0 NEW $223.00 +24.3%
272 AFL AFLAC INC Financial Services 2.0 $220.0 NEW $110.00 +6.0%
273 DLTR DOLLAR TREE INC Consumer Defensive 2.0 $220.0 NEW $110.00 +15.5%
274 EIX EDISON INTL Utilities 3.0 $220.0 NEW $73.33 +0.5%
275 RSG REPUBLIC SVCS INC Industrials 1.0 $220.0 NEW $220.00 -0.3%
276 EXPAND ENERGY CORPORATION 2.0 $220.0 NEW $110.00
277 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3.0 $219.0 NEW $73.00 +8.4%
278 ARES ARES MANAGEMENT CORPORATION Financial Services 2.0 $219.0 NEW $109.50 +30.1%
279 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3.0 $218.0 NEW $72.67 +19.5%
280 AJG GALLAGHER ARTHUR J & CO Financial Services 1.0 $217.0 NEW $217.00 +19.9%
Page 14 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%