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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 8 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AREC AMERICAN RES CORP Energy 15,000.0 $32K 0.03% NEW $2.15 +37.2%
142 SNDK PUT SANDISK CORP Technology 31,700.0 $31K 0.03% NEW $0.99 +179810.9%
143 NKE CALL NIKE INC Consumer Cyclical 16,400.0 $30K 0.03% NEW $1.82 +2046.6%
144 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 2,808,200.0 $30K 0.03% NEW $0.01 +343807.5%
145 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 20,000.0 $30K 0.03% NEW $1.48 +52149.1%
146 GAME GAMESQUARE HLDGS INC Technology 67,530.0 $27K 0.03% NEW $0.40 +11.6%
147 SMCI PUT SUPER MICRO COMPUTER INC Technology 336,000.0 $22K 0.02% NEW $0.06 +59482.5%
148 PUT SPACE EXPLORATION TECHN CORP 116,400.0 $21K 0.02% NEW $0.18
149 AMD PUT ADVANCED MICRO DEVICES INC Technology 296,300.0 $20K 0.02% NEW $0.07 +741346.0%
150 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 22,800.0 $16K 0.02% NEW $0.70 +3531.6%
151 TGE GENERATION ESSENTIALS GROUP Technology 15,000.0 $15K 0.02% NEW $1.02 -11.7%
152 QCOM PUT QUALCOMM INC Technology 250,000.0 $15K 0.02% NEW $0.06 +266205.4%
153 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 528,200.0 $15K 0.02% NEW $0.03 +618391.5%
154 EINRIDE AB 24,501.0 $15K 0.02% NEW $0.60
155 DFTX PUT DEFINIUM THERAPEUTICS INC Healthcare 11,500.0 $13K 0.01% NEW $1.10 +4015.5%
156 LAUNCH TWO ACQUISITION CORP. 35,042.0 $12K 0.01% NEW $0.35
157 AXIOM INTELLIGENCE AC CORP 1 30,618.0 $12K 0.01% NEW $0.38
158 M3BRIGADE ACQUISITION V CORP 26,530.0 $10K 0.01% NEW $0.37
159 PURR CALL HYPERLIQUID STRATEGIES INC Basic Materials 22,500.0 $9K 0.01% NEW $0.41 +1658.8%
160 NN CALL NEXTNAV INC Communication Services 11,000.0 $9K 0.01% NEW $0.79 +2342.7%
Page 8 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%