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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 18 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SYF SYNCHRONY FINANCIAL Financial Services 2.0 $153.0 $76.50 +4.5%
342 RF REGIONS FINANCIAL CORP NEW Financial Services 5.0 $151.0 $30.20 +0.7%
343 NRG NRG ENERGY INC Utilities 1.0 $147.0 NEW $147.00 -22.2%
344 AAL AMERICAN AIRLINES GROUP INC Industrials 8.0 $145.0 $18.12 -24.3%
345 ES EVERSOURCE ENERGY Utilities 2.0 $145.0 $72.50 -2.2%
346 VENTURE GLOBAL INC 13.0 $145.0 $11.15
347 ABNB AIRBNB INC Consumer Cyclical 1.0 $144.0 $144.00 +28.1%
348 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3.0 $144.0 $48.00 -10.5%
349 TECH BIO-TECHNE CORP Healthcare 2.0 $142.0 -1.0 -33.3% $71.00 +2.1%
350 ZS ZSCALER INC Technology 1.0 $142.0 NEW $142.00 +31.9%
351 MTG MGIC INVT CORP WIS Financial Services 5.0 $141.0 $28.20 +10.2%
352 STZ CONSTELLATION BRANDS INC Consumer Defensive 1.0 $140.0 -1.0 -50.0% $140.00 -6.1%
353 KEY KEYCORP Financial Services 6.0 $139.0 $23.17 -4.9%
354 ROKU ROKU INC Communication Services 1.0 $139.0 $139.00 +12.4%
355 AEP AMERICAN ELEC PWR CO INC Utilities 1.0 $137.0 $137.00 -10.4%
356 OGN ORGANON & CO Healthcare 10.0 $136.0 $13.60 +1.2%
357 DUPONT DE NEMOURS INC 1.0 $136.0 NEW $136.00
358 DXCM DEXCOM INC Healthcare 2.0 $135.0 $67.50 +32.3%
359 LEA LEAR CORP Consumer Cyclical 1.0 $135.0 $135.00 -8.5%
360 BEN FRANKLIN RESOURCES INC Financial Services 4.0 $134.0 $33.50 +3.9%
Page 18 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%