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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 7 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FTSM FIRST TR EXCHANGE-TRADED FD 233.0 $14K 0.01% $59.73 +0.3%
122 NVDA NVIDIA CORPORATION Technology 63.0 $13K 0.01% $200.10 +13.0%
123 DHR DANAHER CORP DEL Healthcare 60.0 $11K 0.01% $190.48 +14.1%
124 SCHV SCHWAB STRATEGIC TR 279.0 $10K 0.01% -582.0 -67.6% $34.82 -0.1%
125 IJJ ISHARES TR 63.0 $9K 0.01% -117.0 -65.0% $146.59 +1.3%
126 IBHF ISHARES TR 398.0 $9K 0.01% $22.65 -0.5%
127 ULTA ULTA BEAUTY INC Consumer Cyclical 17.0 $8K 0.01% -6.0 -26.1% $451.00 +18.8%
128 LW LAMB WESTON HLDGS INC Consumer Defensive 150.0 $6K 0.01% $43.18 +28.3%
129 WY WEYERHAEUSER CO Real Estate 266.0 $6K 0.01% $23.94 +0.1%
130 VEU VANGUARD INTL EQUITY INDEX F 76.0 $6K 0.01% $83.75 +2.4%
131 AVGO BROADCOM INC Technology 14.0 $5K 0.00% $377.79 -2.4%
132 BNDW VANGUARD SCOTTSDALE FDS 64.0 $4K 0.00% $68.53 -1.3%
133 MU MICRON TECHNOLOGY INC Technology 3.0 $3K 0.00% $1154.33 -20.8%
134 KLAC KLA CORP Technology 10.0 $3K 0.00% +9.0 +900.0% $301.80 -39.2%
135 WAB WABTEC Industrials 11.0 $3K 0.00% $269.64 +10.4%
136 FNDF SCHWAB STRATEGIC TR 55.0 $3K 0.00% -142.0 -72.1% $52.84 +5.1%
137 SCHX SCHWAB STRATEGIC TR 90.0 $3K 0.00% $29.57 +2.8%
138 AMD ADVANCED MICRO DEVICES INC Technology 4.0 $2K 0.00% $581.00 -18.4%
139 AMAT APPLIED MATLS INC Technology 3.0 $2K 0.00% $723.00 -34.2%
140 FNDA SCHWAB STRATEGIC TR 55.0 $2K 0.00% -225.0 -80.4% $37.95 -0.7%
Page 7 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%