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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 11 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EBAY EBAY INC. Consumer Cyclical 4.0 $447.0 $111.75 -8.5%
202 MKSI MKS INC. Technology 1.0 $445.0 $445.00 -39.1%
203 FCX FREEPORT MCMORAN INC Basic Materials 7.0 $441.0 $63.00 +24.5%
204 NEE NEXTERA ENERGY INC Utilities 5.0 $439.0 $87.80 -4.9%
205 PGR PROGRESSIVE CORP Financial Services 2.0 $437.0 +1.0 +100.0% $218.50 -0.4%
206 T AT&T INC Communication Services 21.0 $435.0 $20.71 +22.8%
207 BIIB BIOGEN INC Healthcare 2.0 $433.0 $216.50 +2.3%
208 BA BOEING CO Industrials 2.0 $433.0 $216.50 -3.1%
209 UBER UBER TECHNOLOGIES INC Technology 6.0 $433.0 $72.17 +6.6%
210 PHM PULTE GROUP INC Consumer Cyclical 3.0 $412.0 $137.33 -7.7%
211 SBUX STARBUCKS CORP Consumer Cyclical 4.0 $409.0 $102.25 +4.9%
212 SPGI S&P GLOBAL INC Financial Services 1.0 $408.0 $408.00 +6.7%
213 PLD PROLOGIS INC. Real Estate 3.0 $407.0 $135.67 +4.6%
214 TEL TE CONNECTIVITY PLC Technology 2.0 $404.0 $202.00 +0.5%
215 COF CAPITAL ONE FINL CORP Financial Services 2.0 $402.0 $201.00 +7.8%
216 HUM HUMANA INC Healthcare 1.0 $398.0 $398.00 -1.3%
217 ISRG INTUITIVE SURGICAL INC Healthcare 1.0 $398.0 $398.00 -7.8%
218 MDT MEDTRONIC PLC Healthcare 5.0 $392.0 +2.0 +66.7% $78.40 +14.8%
219 BWXT BWX TECHNOLOGIES INC Industrials 2.0 $390.0 $195.00 -20.1%
220 HCA HCA HEALTHCARE INC Healthcare 1.0 $390.0 $390.00 +7.5%
Page 11 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%