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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 10 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LIN LINDE PLC Basic Materials 1.0 $519.0 NEW $519.00 -6.5%
182 APP APPLOVIN CORP Technology 1.0 $516.0 $516.00 -39.4%
183 GLW CORNING INC Technology 2.0 $511.0 $255.50 -40.2%
184 SNOW SNOWFLAKE INC Technology 2.0 $509.0 $254.50 +29.3%
185 DUK DUKE ENERGY CORP NEW Utilities 4.0 $507.0 $126.75 -4.7%
186 PFE PFIZER INC Healthcare 21.0 $506.0 -328.0 -94.0% $24.10 +16.3%
187 TMUS T-MOBILE US INC Communication Services 3.0 $504.0 $168.00 +5.8%
188 NOW SERVICENOW INC Technology 5.0 $497.0 +1.0 +25.0% $99.40 +39.3%
189 ROK ROCKWELL AUTOMATION INC Industrials 1.0 $496.0 $496.00 -12.7%
190 PNC PNC FINL SVCS GROUP INC Financial Services 2.0 $493.0 $246.50 -1.2%
191 TT TRANE TECHNOLOGIES PLC Industrials 1.0 $492.0 $492.00 -7.7%
192 NET CLOUDFLARE INC Technology 2.0 $491.0 -3.0 -60.0% $245.50 +25.6%
193 FLEX FLEX LTD Technology 3.0 $487.0 $162.33 -29.0%
194 SO SOUTHERN CO Utilities 5.0 $479.0 $95.80 -7.0%
195 CAH CARDINAL HEALTH INC Healthcare 2.0 $476.0 $238.00 -1.2%
196 LFUS LITTELFUSE INC Technology 1.0 $456.0 $456.00 -7.6%
197 WELL WELLTOWER INC Real Estate 2.0 $454.0 $227.00 +5.6%
198 MCO MOODYS CORP Financial Services 1.0 $453.0 $453.00 +12.4%
199 ADP AUTOMATIC DATA PROCESSING IN Industrials 2.0 $448.0 $224.00 +27.1%
200 SPG SIMON PPTY GROUP INC NEW Real Estate 2.0 $448.0 $224.00 -4.1%
Page 10 of 22  ·  438 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%