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Portfolio (Quarterly) Guide ↗

T3 Companies, LLC

· CIK 0002052441
13F Portfolio $94M AUM 182 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 180 New
Page 1 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CHURCHILL CAP CORP XI 947,652.0 $16.5M 17.66% NEW $17.45
2 LQDA LIQUIDIA CORPORATION Healthcare 87,800.0 $7.0M 7.47% NEW $79.73 -3.1%
3 FUTURECREST ACQUISITION CORP 578,200.0 $6.0M 6.36% NEW $10.30
4 WBD WARNER BROS DISCOVERY INC Communication Services 218,139.0 $5.8M 6.21% NEW $26.66 +4.1%
5 NUAI NEW ERA ENERGY & DIGITAL INC Energy 631,301.0 $4.0M 4.30% NEW $6.38 -15.9%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,250.0 $3.9M 4.19% NEW $746.77 +3.9%
7 RSP INVESCO EXCHANGE TRADED FD T 9,900.0 $2.1M 2.25% NEW $212.77 +4.0%
8 A2Z CUST2MATE SOLUTIONS CORP 333,927.0 $1.9M 2.08% NEW $5.82
9 EA ELECTRONIC ARTS INC Communication Services 7,402.0 $1.5M 1.62% NEW $205.04 +2.3%
10 NEW AMER ACQUISITION I CORP 117,339.0 $1.2M 1.31% NEW $10.42
11 RDDT REDDIT INC Communication Services 6,886.0 $1.2M 1.28% NEW $173.58 -0.7%
12 GBANK FINL HLDGS INC 39,200.0 $1.2M 1.27% NEW $30.31
13 USO UNITED STS OIL FD LP Financial Services 10,209.0 $1.1M 1.16% NEW $106.44 +19.4%
14 DXYZ DESTINY TECH100 INC 40,621.0 $1.0M 1.12% NEW $25.76 +28.8%
15 ABVX ABIVAX SA Healthcare 7,815.0 $1.0M 1.11% NEW $133.26 -8.5%
16 NN NEXTNAV INC Communication Services 57,000.0 $1.0M 1.08% NEW $17.83 +7.9%
17 IBIT ISHARES BITCOIN TRUST ETF Financial Services 29,856.0 $994K 1.06% NEW $33.29 +8.9%
18 MSFT MICROSOFT CORP Technology 2,599.0 $969K 1.03% NEW $373.02 +29.9%
19 NEW ERA ENERGY & DIGITAL INC 313,400.0 $899K 0.96% NEW $2.87
20 CALL SPACE EXPLORATION TECHN CORP 190,700.0 $854K 0.91% NEW $4.48
Page 1 of 9  ·  180 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
Communication Services 24.1%
Healthcare 23.5%
Financial Services 17.2%
Technology 17.1%
Energy 8.6%
Consumer Cyclical 3.3%
Industrials 3.1%
Consumer Defensive 1.2%
Basic Materials 0.8%
Real Estate 0.6%