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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 8 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IAU ISHARES GOLD TR Financial Services 25.0 $2K 0.00% $75.52 +14.7%
142 WMT WALMART INC Consumer Defensive 15.0 $2K 0.00% $113.27 -9.4%
143 MA MASTERCARD INCORPORATED Financial Services 3.0 $2K 0.00% $513.67 +15.2%
144 GE GE AEROSPACE Industrials 4.0 $1K 0.00% $373.75 -8.4%
145 ALC ALCON AG Healthcare 20.0 $1K 0.00% $67.10 +7.8%
146 UNH UNITEDHEALTH GROUP INC Healthcare 3.0 $1K 0.00% +2.0 +200.0% $415.67 -5.0%
147 SCHC SCHWAB STRATEGIC TR 25.0 $1K 0.00% $47.32 +9.6%
148 GEV GE VERNOVA INC Utilities 1.0 $1K 0.00% $1175.00 -19.0%
149 C CITIGROUP INC Financial Services 7.0 $980.0 0.00% $140.00 -5.3%
150 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1.0 $965.0 0.00% $965.00 -13.2%
151 BLK BLACKROCK INC Financial Services 1.0 $962.0 0.00% $962.00 +21.6%
152 RTX RTX CORPORATION Industrials 5.0 $949.0 0.00% $189.80 +11.5%
153 KMI KINDER MORGAN INC DEL Energy 29.0 $928.0 0.00% $32.00 -1.0%
154 MRVL MARVELL TECHNOLOGY INC Technology 3.0 $894.0 0.00% $298.00 -19.2%
155 WMB WILLIAMS COS INC Energy 12.0 $893.0 0.00% $74.42 +0.1%
156 LRCX LAM RESEARCH CORP Technology 2.0 $867.0 0.00% NEW $433.50 -27.3%
157 DELL DELL TECHNOLOGIES INC Technology 2.0 $863.0 0.00% $431.50 +8.2%
158 ETN EATON CORP PLC Industrials 2.0 $853.0 0.00% $426.50 -2.6%
159 MS MORGAN STANLEY Financial Services 4.0 $837.0 0.00% $209.25 +2.5%
160 MTZ MASTEC INC Industrials 2.0 $833.0 0.00% $416.50 -40.0%
Page 8 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%