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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 14 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PR PERMIAN RESOURCES CORP Energy 13.0 $240.0 $18.46 +25.6%
262 MTB M & T BK CORP Financial Services 1.0 $239.0 $239.00 -0.1%
263 ALL ALLSTATE CORP Financial Services 1.0 $238.0 $238.00 +8.2%
264 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3.0 $238.0 $79.33 +9.5%
265 AFL AFLAC INC Financial Services 2.0 $235.0 $117.50 -0.8%
266 GM GENERAL MTRS CO Consumer Cyclical 3.0 $232.0 $77.33 +11.4%
267 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3.0 $230.0 $76.67 +3.2%
268 CRL CHARLES RIV LABS INTL INC Healthcare 1.0 $227.0 $227.00 +30.6%
269 HPE HEWLETT PACKARD ENTERPRISE C Technology 5.0 $226.0 $45.20 +20.4%
270 DOV DOVER CORP Industrials 1.0 $225.0 $225.00 -10.3%
271 EXP EAGLE MATLS INC Basic Materials 1.0 $225.0 $225.00 -12.1%
272 EIX EDISON INTL Utilities 3.0 $224.0 $74.67 -1.3%
273 ARES ARES MANAGEMENT CORPORATION Financial Services 2.0 $223.0 $111.50 +27.7%
274 CME CME GROUP INC Financial Services 1.0 $221.0 $221.00 +27.1%
275 CGNX COGNEX CORP Technology 3.0 $218.0 $72.67 -13.3%
276 POOL POOL CORP Industrials 1.0 $215.0 NEW $215.00 -13.5%
277 HST HOST HOTELS & RESORTS INC Real Estate 9.0 $214.0 $23.78 -6.0%
278 RSG REPUBLIC SVCS INC Industrials 1.0 $214.0 $214.00 +2.5%
279 WBD WARNER BROS DISCOVERY INC Communication Services 8.0 $214.0 -16.0 -66.7% $26.75 +8.0%
280 ROST ROSS STORES INC Consumer Cyclical 1.0 $213.0 $213.00 +7.9%
Page 14 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%