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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 21 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MSTR STRATEGY INC Technology 1.0 $87.0 $87.00 +56.2%
402 OKE ONEOK INC NEW Energy 1.0 $87.0 $87.00 +9.2%
403 CG CARLYLE GROUP INC Financial Services 2.0 $85.0 $42.50 +16.1%
404 CPRT COPART INC Industrials 3.0 $85.0 NEW $28.33 +15.2%
405 CSGP COSTAR GROUP INC Real Estate 3.0 $85.0 +1.0 +50.0% $28.33 +11.2%
406 SFM SPROUTS FMRS MKT INC Consumer Defensive 1.0 $85.0 NEW $85.00 -3.1%
407 LAZ LAZARD INC Financial Services 2.0 $84.0 $42.00 +2.6%
408 NKE NIKE INC Consumer Cyclical 2.0 $83.0 NEW $41.50 -8.0%
409 LOAR LOAR HOLDINGS INC Industrials 1.0 $81.0 -2.0 -66.7% $81.00 -9.8%
410 AVTR AVANTOR INC Healthcare 8.0 $80.0 -4.0 -33.3% $10.00 +45.6%
411 SNAP SNAP INC Communication Services 18.0 $80.0 $4.44 +22.5%
412 OWL BLUE OWL CAPITAL INC Financial Services 9.0 $79.0 NEW $8.78 +37.4%
413 NDAQ NASDAQ INC Financial Services 1.0 $79.0 $79.00 +26.3%
414 WTRG ESSENTIAL UTILS INC Utilities 2.0 $77.0 $38.50 +5.8%
415 KIM KIMCO REALTY CORP Real Estate 3.0 $77.0 $25.67 -6.9%
416 BBY BEST BUY INC Consumer Cyclical 1.0 $76.0 $76.00 +10.7%
417 CCI CROWN CASTLE INC Real Estate 1.0 $76.0 $76.00 -1.2%
418 BLOCK INC 1.0 $76.0 $76.00
419 BBIO BRIDGEBIO PHARMA INC Healthcare 1.0 $75.0 $75.00 +4.8%
420 WLK WESTLAKE CORPORATION Basic Materials 1.0 $73.0 $73.00 +1.7%
Page 21 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%