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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 13 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACGL ARCH CAP GROUP LTD Financial Services 3.0 $292.0 $97.33 +1.5%
242 LHX L3HARRIS TECHNOLOGIES INC Industrials 1.0 $291.0 $291.00 -10.0%
243 TKR TIMKEN CO Industrials 2.0 $291.0 $145.50 -14.4%
244 BK BANK OF NY MELLON CORP Financial Services 2.0 $290.0 $145.00 -0.8%
245 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5.0 $289.0 $57.80 +15.8%
246 FAST FASTENAL CO Industrials 6.0 $289.0 $48.17 +6.2%
247 MO ALTRIA GROUP INC Consumer Defensive 4.0 $288.0 $72.00 -6.0%
248 NEM NEWMONT CORP Basic Materials 3.0 $281.0 $93.67 +41.2%
249 ECL ECOLAB INC Basic Materials 1.0 $279.0 $279.00 +2.5%
250 HWM HOWMET AEROSPACE INC Industrials 1.0 $269.0 $269.00 -0.5%
251 HIG HARTFORD INSURANCE GROUP INC Financial Services 2.0 $266.0 $133.00 +3.6%
252 DDOG DATADOG INC Technology 1.0 $261.0 NEW $261.00 -6.9%
253 EOG EOG RES INC Energy 2.0 $260.0 $130.00 +11.2%
254 MPC MARATHON PETE CORP Energy 1.0 $256.0 $256.00 +42.0%
255 VRSN VERISIGN INC Technology 1.0 $252.0 $252.00 +17.0%
256 CEG CONSTELLATION ENERGY CORP Utilities 1.0 $249.0 $249.00 +13.4%
257 O REALTY INCOME CORP Real Estate 4.0 $248.0 $62.00 -0.3%
258 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2.0 $247.0 $123.50 +30.6%
259 AME AMETEK INC Industrials 1.0 $242.0 $242.00 +0.7%
260 DLTR DOLLAR TREE INC Consumer Defensive 2.0 $242.0 $121.00 +5.0%
Page 13 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%