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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 4 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EZU ISHARES INC 2,190.0 $152K 0.13% $69.50 +1.9%
62 UNP UNION PAC CORP Industrials 500.0 $136K 0.12% $272.00 +12.8%
63 DFGR DIMENSIONAL ETF TRUST 4,662.0 $135K 0.11% $28.97 +1.2%
64 INTC INTEL CORP Technology 812.0 $113K 0.10% $139.63 -35.1%
65 JNJ JOHNSON & JOHNSON Healthcare 420.0 $107K 0.09% $253.97 +4.1%
66 V VISA INC Financial Services 304.0 $104K 0.09% $343.09 +10.9%
67 AVES AMERICAN CENTY ETF TR 1,570.0 $103K 0.09% $65.60 +0.8%
68 ABBV ABBVIE INC Healthcare 406.0 $102K 0.09% $251.64 +2.6%
69 GXC SPDR INDEX SHS FDS 1,110.0 $96K 0.08% $86.51 +5.2%
70 KKR KKR & CO INC 1,000.0 $92K 0.08% $91.78
71 GWW WW GRAINGER INC Industrials 66.0 $90K 0.08% $1360.41 -3.5%
72 WM WASTE MGMT INC DEL Industrials 401.0 $89K 0.08% $222.88 -2.3%
73 DIS DISNEY WALT CO Communication Services 916.0 $88K 0.07% -32.0 -3.4% $96.25 +12.1%
74 PG PROCTER & GAMBLE CO Consumer Defensive 592.0 $87K 0.07% $146.64 -2.6%
75 META META PLATFORMS INC Communication Services 151.0 $85K 0.07% $563.29 +3.6%
76 PCAR PACCAR INC Industrials 699.0 $84K 0.07% $120.12 +5.7%
77 INCY INCYTE CORP Healthcare 736.0 $83K 0.07% $113.36 +11.3%
78 CVX CHEVRON CORPORATION Energy 502.0 $83K 0.07% $165.76 +19.5%
79 GOOGL ALPHABET INC Communication Services 222.0 $79K 0.07% $357.37 -4.8%
80 RSP INVESCO EXCHANGE TRADED FD T 366.0 $78K 0.07% $212.77 +4.0%
Page 4 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%