BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MCHP MICROCHIP TECHNOLOGY INC. Technology 2.0 $183.0 $91.50 -17.5%
302 EXPAND ENERGY CORPORATION 2.0 $183.0 $91.50
303 EW EDWARDS LIFESCIENCES CORP Healthcare 2.0 $181.0 $90.50 -0.6%
304 DLR DIGITAL RLTY TR INC Real Estate 1.0 $180.0 $180.00 +6.7%
305 FHN FIRST HORIZON CORPORATION Financial Services 7.0 $180.0 $25.71 -5.0%
306 GL GLOBE LIFE INC Financial Services 1.0 $179.0 $179.00 -1.8%
307 VTR VENTAS INC Real Estate 2.0 $178.0 $89.00 +4.4%
308 BYD BOYD GAMING CORP Consumer Cyclical 2.0 $177.0 $88.50 -10.0%
309 SBAC SBA COMMUNICATIONS CORP Real Estate 1.0 $177.0 $177.00 +5.6%
310 FANG DIAMONDBACK ENERGY INC Energy 1.0 $176.0 $176.00 +13.9%
311 HSY HERSHEY CO Consumer Defensive 1.0 $176.0 $176.00 +3.0%
312 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2.0 $175.0 $87.50 +3.4%
313 CMCSA COMCAST CORP NEW Communication Services 7.0 $172.0 -3.0 -30.0% $24.57 +7.5%
314 CARNIVAL CORP LTD 6.0 $172.0 NEW $28.67
315 CTVA CORTEVA INC Basic Materials 2.0 $170.0 $85.00 -3.1%
316 PCG PG&E CORP Utilities 10.0 $169.0 $16.90 +6.2%
317 BKR BAKER HUGHES COMPANY Energy 3.0 $167.0 $55.67 +11.6%
318 AMT AMERICAN TOWER CORP Real Estate 1.0 $164.0 $164.00 +6.2%
319 Q QNITY ELECTRONICS INC Technology 1.0 $164.0 $164.00 -23.0%
320 APA APA CORPORATION Energy 5.0 $163.0 $32.60 +30.0%
Page 16 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%