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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CELH CELSIUS HLDGS INC Consumer Defensive 3.0 $88.0 NEW $29.33 +12.5%
22 CPRT COPART INC Industrials 3.0 $85.0 NEW $28.33 +15.6%
23 SFM SPROUTS FMRS MKT INC Consumer Defensive 1.0 $85.0 NEW $85.00 -4.7%
24 NKE NIKE INC Consumer Cyclical 2.0 $83.0 NEW $41.50 -7.4%
25 OWL BLUE OWL CAPITAL INC Financial Services 9.0 $79.0 NEW $8.78 +36.9%
26 ZTS ZOETIS INC Healthcare 1.0 $72.0 NEW $72.00 +4.2%
27 TTAN SERVICETITAN INC Technology 1.0 $71.0 NEW $71.00 +41.7%
Page 2 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%