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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 20 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RBLX ROBLOX CORP Technology 2.0 $109.0 $54.50 -30.0%
382 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1.0 $108.0 $108.00 +3.9%
383 PNW PINNACLE WEST CAP CORP Utilities 1.0 $107.0 $107.00 -8.5%
384 AMRIZE LTD 2.0 $107.0 $53.50
385 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2.0 $106.0 $53.00 -1.4%
386 GIS GENERAL MILLS INC Consumer Defensive 3.0 $105.0 +1.0 +50.0% $35.00 +15.5%
387 EXLS EXLSERVICE HLDGS INC Technology 4.0 $104.0 NEW $26.00 +46.8%
388 HXL HEXCEL CORP NEW Industrials 1.0 $101.0 $101.00 -6.2%
389 CDE COEUR MNG INC Basic Materials 6.0 $98.0 -1.0 -14.3% $16.33 +36.0%
390 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1.0 $97.0 $97.00 +5.5%
391 CLX CLOROX CO DEL Consumer Defensive 1.0 $96.0 -1.0 -50.0% $96.00 +7.9%
392 ACHR ARCHER AVIATION INC Industrials 20.0 $95.0 -6.0 -23.1% $4.75 +24.8%
393 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3.0 $95.0 NEW $31.67 +9.6%
394 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1.0 $93.0 $93.00 -5.6%
395 ALLY ALLY FINL INC Financial Services 2.0 $92.0 $46.00 -7.1%
396 FIG FIGMA INC Technology 5.0 $91.0 NEW $18.20 +68.2%
397 TTD THE TRADE DESK INC Technology 5.0 $91.0 +1.0 +25.0% $18.20 -26.3%
398 DOCU DOCUSIGN INC Technology 2.0 $89.0 $44.50 +43.4%
399 CELH CELSIUS HLDGS INC Consumer Defensive 3.0 $88.0 NEW $29.33 +12.5%
400 SEIC SEI INVTS CO Financial Services 1.0 $88.0 $88.00 +26.5%
Page 20 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%