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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 17 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CTAS CINTAS CORP Industrials 1.0 $170.0 NEW $170.00 +1.2%
322 CTVA CORTEVA INC Basic Materials 2.0 $168.0 NEW $84.00 -6.3%
323 BYD BOYD GAMING CORP Consumer Cyclical 2.0 $165.0 NEW $82.50 -4.3%
324 VTR VENTAS INC Real Estate 2.0 $164.0 NEW $82.00 +7.0%
325 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2.0 $162.0 NEW $81.00 -3.2%
326 EW EDWARDS LIFESCIENCES CORP Healthcare 2.0 $161.0 NEW $80.50 +2.6%
327 FHN FIRST HORIZON CORPORATION Financial Services 7.0 $160.0 NEW $22.86 +4.5%
328 IOT SAMSARA INC Technology 5.0 $159.0 NEW $31.80 -6.2%
329 XEL XCEL ENERGY INC Utilities 2.0 $159.0 NEW $79.50 +0.7%
330 CINF CINCINNATI FINL CORP Financial Services 1.0 $158.0 NEW $158.00 +5.9%
331 TECH BIO-TECHNE CORP Healthcare 3.0 $157.0 NEW $52.33 -11.0%
332 CCL CARNIVAL CORP Consumer Cyclical 6.0 $156.0 NEW $26.00 -2.7%
333 DASH DOORDASH INC Communication Services 1.0 $151.0 NEW $151.00 +5.2%
334 IONS IONIS PHARMACEUTICALS INC Healthcare 2.0 $151.0 NEW $75.50 -0.2%
335 VST VISTRA CORP Utilities 1.0 $151.0 NEW $151.00 -1.9%
336 OSK OSHKOSH CORP Industrials 1.0 $148.0 NEW $148.00 -15.6%
337 CGNX COGNEX CORP Technology 3.0 $147.0 NEW $49.00 +28.2%
338 LPX LOUISIANA PAC CORP Basic Materials 2.0 $146.0 NEW $73.00 -6.5%
339 EL LAUDER ESTEE COS INC Consumer Defensive 2.0 $144.0 NEW $72.00 +8.1%
340 IP INTERNATIONAL PAPER CO Consumer Cyclical 4.0 $143.0 NEW $35.75 -13.1%
Page 17 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%