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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ULTA ULTA BEAUTY INC Consumer Cyclical 17.0 $8K 0.01% -6.0 -26.1% $451.00 +18.8%
22 FNDF SCHWAB STRATEGIC TR 55.0 $3K 0.00% -142.0 -72.1% $52.84 +5.1%
23 FNDA SCHWAB STRATEGIC TR 55.0 $2K 0.00% -225.0 -80.4% $37.95 -0.7%
24 NFLX NETFLIX INC. Communication Services 10.0 $714.0 0.00% -2.0 -16.7% $71.40 +11.6%
25 PFE PFIZER INC Healthcare 21.0 $506.0 -328.0 -94.0% $24.10 +16.8%
26 NET CLOUDFLARE INC Technology 2.0 $491.0 -3.0 -60.0% $245.50 +23.2%
27 EEMV ISHARES INC 4.0 $304.0 -7.0 -63.6% $76.00 -0.3%
28 WBD WARNER BROS DISCOVERY INC Communication Services 8.0 $214.0 -16.0 -66.7% $26.75 +8.2%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 5.0 $212.0 -1.0 -16.7% $42.40 +17.4%
30 CVS CVS HEALTH CORP Healthcare 2.0 $207.0 -70.0 -97.2% $103.50 -9.5%
31 CMCSA COMCAST CORP NEW Communication Services 7.0 $172.0 -3.0 -30.0% $24.57 +9.0%
32 TECH BIO-TECHNE CORP Healthcare 2.0 $142.0 -1.0 -33.3% $71.00 +2.1%
33 STZ CONSTELLATION BRANDS INC Consumer Defensive 1.0 $140.0 -1.0 -50.0% $140.00 -4.8%
34 XYL XYLEM INC Industrials 1.0 $119.0 -1.0 -50.0% $119.00 -5.4%
35 BX BLACKSTONE INC Financial Services 1.0 $118.0 -1.0 -50.0% $118.00 +23.2%
36 MDLZ MONDELEZ INTL INC Consumer Defensive 2.0 $116.0 -1.0 -33.3% $58.00 +8.5%
37 CDE COEUR MNG INC Basic Materials 6.0 $98.0 -1.0 -14.3% $16.33 +35.2%
38 CLX CLOROX CO DEL Consumer Defensive 1.0 $96.0 -1.0 -50.0% $96.00 +9.0%
39 ACHR ARCHER AVIATION INC Industrials 20.0 $95.0 -6.0 -23.1% $4.75 +25.3%
40 LOAR LOAR HOLDINGS INC Industrials 1.0 $81.0 -2.0 -66.7% $81.00 -9.7%
Page 2 of 3  ·  47 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%