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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 4 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 2,115.0 $310K 0.33% NEW $146.55 +1.0%
62 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 26,054.0 $308K 0.33% NEW $11.82 -2.0%
63 KEEL KEEL INFRASTRUCTURE CORP Technology 53,626.0 $308K 0.33% NEW $5.74 -33.3%
64 MU MICRON TECHNOLOGY INC Technology 266.0 $307K 0.33% NEW $1154.29 -11.9%
65 PRIM PRIMORIS SVCS CORP Industrials 3,000.0 $297K 0.32% NEW $99.12 -15.9%
66 QXO QXO INC Industrials 16,920.0 $292K 0.31% NEW $17.28 -19.6%
67 HOOD ROBINHOOD MKTS INC Financial Services 2,868.0 $288K 0.31% NEW $100.28 -4.0%
68 DUKE ROBOTICS CORP 48,900.0 $282K 0.30% NEW $5.76
69 CGNX COGNEX CORP Technology 3,800.0 $275K 0.29% NEW $72.42 -7.8%
70 INTC CALL INTEL CORP Technology 276,600.0 $262K 0.28% NEW $0.95 +10854.7%
71 ESPR ESPERION THERAPEUTICS INC NE Healthcare 82,500.0 $261K 0.28% NEW $3.16 +0.6%
72 MSTR PUT STRATEGY INC Technology 753,600.0 $259K 0.28% NEW $0.34 +28285.2%
73 RKLX TIDAL TRUST II 5,799.0 $258K 0.28% NEW $44.56 -42.8%
74 TRIP TRIPADVISOR INC Consumer Cyclical 18,700.0 $256K 0.27% NEW $13.71 -26.2%
75 META META PLATFORMS INC Communication Services 455.0 $256K 0.27% NEW $563.29 +0.7%
76 FCRS FUTURECREST ACQUISITION CORP Financial Services 24,300.0 $254K 0.27% NEW $10.45 -2.2%
77 EMPD EMPERY DIGITAL INC Consumer Cyclical 70,601.0 $251K 0.27% NEW $3.56 -21.5%
78 WBD PUT WARNER BROS DISCOVERY INC Communication Services 208,300.0 $250K 0.27% NEW $1.20 +2227.1%
79 HE HAWAIIAN ELEC INDS INC MTN B Utilities 18,450.0 $250K 0.27% NEW $13.53 -13.1%
80 HORIZON QUANTUM HOLDINGS LTD 8,876.0 $246K 0.26% NEW $27.76
Page 4 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%