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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 22 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ZTS ZOETIS INC Healthcare 1.0 $72.0 NEW $72.00 +4.5%
422 AR ANTERO RESOURCES CORP Energy 2.0 $71.0 $35.50 +7.1%
423 WRB BERKLEY W R CORP Financial Services 1.0 $71.0 $71.00 -4.2%
424 LNC LINCOLN NATL CORP IND Financial Services 2.0 $71.0 $35.50 +22.6%
425 TTAN SERVICETITAN INC Technology 1.0 $71.0 NEW $71.00 +39.6%
426 D DOMINION ENERGY INC Utilities 1.0 $69.0 $69.00 -4.1%
427 KDP KEURIG DR PEPPER INC Consumer Defensive 2.0 $66.0 $33.00 -2.7%
428 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1.0 $65.0 $65.00 +12.7%
429 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1.0 $61.0 $61.00 +21.4%
430 OLN OLIN CORP Basic Materials 3.0 $60.0 $20.00 -13.4%
431 KR KROGER CO Consumer Defensive 1.0 $56.0 $56.00 +3.0%
432 DBX DROPBOX INC Technology 2.0 $55.0 -2.0 -50.0% $27.50 +29.5%
433 FISV FISERV INC Technology 1.0 $50.0 -1.0 -50.0% $50.00 +5.2%
434 FOUR SHIFT4 PMTS INC Technology 1.0 $49.0 -1.0 -50.0% $49.00 -9.4%
435 CART MAPLEBEAR INC Consumer Cyclical 1.0 $48.0 $48.00 +4.8%
436 CPB THE CAMPBELLS COMPANY Consumer Defensive 2.0 $45.0 -2.0 -50.0% $22.50 +3.6%
437 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 4.0 $43.0 -5.0 -55.6% $10.75 +7.2%
438 G GENPACT LIMITED Technology 1.0 $28.0 -1.0 -50.0% $28.00 +34.5%
Page 22 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%