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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 16 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VRSK VERISK ANALYTICS INC Industrials 1.0 $190.0 NEW $190.00 -10.2%
302 WFRD WEATHERFORD INTL PLC Energy 2.0 $190.0 NEW $95.00 +17.2%
303 DINO HF SINCLAIR CORP Energy 3.0 $188.0 NEW $62.67 +9.1%
304 BKR BAKER HUGHES COMPANY Energy 3.0 $184.0 NEW $61.33 +7.3%
305 DLR DIGITAL RLTY TR INC Real Estate 1.0 $181.0 NEW $181.00 +7.3%
306 STAG STAG INDUSTRIAL INC Real Estate 5.0 $181.0 NEW $36.20 +5.8%
307 CFG CITIZENS FINL GROUP INC Financial Services 3.0 $180.0 NEW $60.00 +4.6%
308 BALL BALL CORP Consumer Cyclical 3.0 $178.0 NEW $59.33 -5.0%
309 PCG PG&E CORP Utilities 10.0 $176.0 NEW $17.60 -6.6%
310 TXT TEXTRON INC Industrials 2.0 $176.0 NEW $88.00 +1.7%
311 COIN COINBASE GLOBAL INC Financial Services 1.0 $175.0 NEW $175.00 +10.6%
312 HUM HUMANA INC Healthcare 1.0 $174.0 NEW $174.00 +74.5%
313 MRSH MARSH & MCLENNAN COS INC Financial Services 1.0 $174.0 NEW $174.00 -5.1%
314 AMT AMERICAN TOWER CORP Real Estate 1.0 $173.0 NEW $173.00 +6.2%
315 CRL CHARLES RIV LABS INTL INC Healthcare 1.0 $173.0 NEW $173.00 -8.2%
316 HST HOST HOTELS & RESORTS INC Real Estate 9.0 $173.0 NEW $19.22 +16.6%
317 KVUE KENVUE INC Consumer Defensive 10.0 $173.0 NEW $17.30 +0.9%
318 MDLZ MONDELEZ INTL INC Consumer Defensive 3.0 $173.0 NEW $57.67 +6.6%
319 SBAC SBA COMMUNICATIONS CORP Real Estate 1.0 $173.0 NEW $173.00 +20.1%
320 LOAR LOAR HOLDINGS INC Industrials 3.0 $172.0 NEW $57.33 +9.1%
Page 16 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%