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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 5 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EWU ISHARES TR 1,623.0 $75K 0.06% $46.14 +5.1%
82 STT STATE STR CORP Financial Services 435.0 $74K 0.06% $169.60 +14.1%
83 AMGN AMGEN INC Healthcare 201.0 $73K 0.06% $362.12 +20.8%
84 CSCO CISCO SYS INC Technology 614.0 $72K 0.06% $117.46 -4.4%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 256.0 $72K 0.06% $281.21 -15.8%
86 EPP ISHARES INC 1,325.0 $71K 0.06% $53.26 +8.1%
87 EWJ ISHARES INC 643.0 $60K 0.05% $93.27 +2.4%
88 WFC WELLS FARGO & CO Financial Services 710.0 $59K 0.05% $82.64 +2.0%
89 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 325.0 $58K 0.05% $178.95 +21.7%
90 BAC BANK OF AMER CORP Financial Services 1,006.0 $57K 0.05% $56.98 +7.6%
91 OEF ISHARES TR 118.0 $43K 0.04% $365.87 +3.7%
92 NXPI NXP SEMICONDUCTORS N V Technology 147.0 $41K 0.04% $281.03 -19.9%
93 TSLA TESLA INC Consumer Cyclical 98.0 $41K 0.04% $420.60 -16.4%
94 MRK MERCK & CO INC Healthcare 312.0 $40K 0.03% $128.50 +17.4%
95 MAR MARRIOTT INTL INC NEW Consumer Cyclical 102.0 $38K 0.03% $370.60 -4.1%
96 DLS WISDOMTREE TR 448.0 $38K 0.03% $83.79 +6.7%
97 ABT ABBOTT LABORATORIES Healthcare 406.0 $37K 0.03% $90.74 +23.4%
98 PEP PEPSICO INC Consumer Defensive 270.0 $37K 0.03% $135.40 +3.3%
99 BIL SPDR SERIES TRUST 397.0 $36K 0.03% $91.64 -0.0%
100 ICSH ISHARES TR 691.0 $35K 0.03% +7.0 +1.0% $50.61 -0.1%
Page 5 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%