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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 19 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CNP CENTERPOINT ENERGY INC Utilities 3.0 $133.0 $44.33 -11.4%
362 IVZ INVESCO LTD Financial Services 5.0 $132.0 $26.40 +26.2%
363 PYPL PAYPAL HLDGS INC Financial Services 3.0 $130.0 $43.33 +41.9%
364 BAX BAXTER INTL INC Healthcare 6.0 $128.0 $21.33 +21.5%
365 IRM IRON MTN INC DEL Real Estate 1.0 $127.0 $127.00 -3.4%
366 ACN ACCENTURE PLC IRELAND Technology 1.0 $125.0 NEW $125.00 +49.9%
367 FR FIRST INDL RLTY TR INC Real Estate 2.0 $123.0 $61.50 +1.4%
368 WDAY WORKDAY INC Technology 1.0 $123.0 NEW $123.00 +57.4%
369 OMF ONEMAIN HLDGS INC Financial Services 2.0 $122.0 $61.00 +4.7%
370 APOS APOLLO GLOBAL MGMT INC 1.0 $119.0 $119.00
371 XYL XYLEM INC Industrials 1.0 $119.0 -1.0 -50.0% $119.00 -5.3%
372 BX BLACKSTONE INC Financial Services 1.0 $118.0 -1.0 -50.0% $118.00 +21.7%
373 WEC WEC ENERGY GROUP INC Utilities 1.0 $117.0 $117.00 -9.2%
374 DG DOLLAR GEN CORP Consumer Defensive 1.0 $116.0 $116.00 +8.5%
375 MDLZ MONDELEZ INTL INC Consumer Defensive 2.0 $116.0 -1.0 -33.3% $58.00 +7.6%
376 AEE AMEREN CORP Utilities 1.0 $114.0 $114.00 -6.4%
377 L LOEWS CORP Financial Services 1.0 $114.0 $114.00 -3.7%
378 CCK CROWN HLDGS INC Consumer Cyclical 1.0 $112.0 $112.00 +4.8%
379 RRC RANGE RES CORP Energy 3.0 $112.0 $37.33 +11.5%
380 KMB KIMBERLY-CLARK CORP Consumer Defensive 1.0 $110.0 $110.00 -0.0%
Page 19 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%