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Portfolio (Quarterly) Guide ↗

3 FACTOR INDEXING, LLC

· CIK 0002135169
13F Portfolio $106M AUM 453 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 453 New
Page 12 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DELL DELL TECHNOLOGIES INC Technology 2.0 $329.0 NEW $164.50 +53.7%
222 SYK STRYKER CORPORATION Healthcare 1.0 $329.0 NEW $329.00 -2.3%
223 NEM NEWMONT CORP Basic Materials 3.0 $325.0 NEW $108.33 -0.0%
224 AON AON PLC Financial Services 1.0 $323.0 NEW $323.00 +0.4%
225 PANW PALO ALTO NETWORKS INC Technology 2.0 $321.0 NEW $160.50 +57.6%
226 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2.0 $315.0 NEW $157.50 -3.8%
227 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1.0 $305.0 NEW $305.00 +5.8%
228 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5.0 $304.0 NEW $60.80 -2.1%
229 SNOW SNOWFLAKE INC Technology 2.0 $302.0 NEW $151.00 +10.6%
230 VZ VERIZON COMMUNICATIONS INC Communication Services 6.0 $302.0 NEW $50.33 -5.0%
231 STZ CONSTELLATION BRANDS INC Consumer Defensive 2.0 $300.0 NEW $150.00 +0.8%
232 MRVL MARVELL TECHNOLOGY INC Technology 3.0 $298.0 NEW $99.33 +92.0%
233 CME CME GROUP INC Financial Services 1.0 $296.0 NEW $296.00 -2.3%
234 BC BRUNSWICK CORP Consumer Cyclical 4.0 $292.0 NEW $73.00 +7.9%
235 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1.0 $291.0 NEW $291.00 -0.3%
236 MMM 3M CO Industrials 2.0 $291.0 NEW $145.50 +4.2%
237 EOG EOG RES INC Energy 2.0 $290.0 NEW $145.00 -3.5%
238 CMCSA COMCAST CORP NEW Communication Services 10.0 $288.0 NEW $28.80 -12.9%
239 ACGL ARCH CAP GROUP LTD Financial Services 3.0 $288.0 NEW $96.00 +0.1%
240 TPR TAPESTRY INC Consumer Cyclical 2.0 $283.0 NEW $141.50 -4.0%
Page 12 of 23  ·  453 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 38.2%
Technology 28.4%
Healthcare 10.5%
Industrials 9.7%
Communication Services 5.0%
Consumer Defensive 4.0%
Energy 2.2%
Consumer Cyclical 1.8%
Real Estate 0.1%
Basic Materials 0.0%