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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 19 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MCHP MICROCHIP TECHNOLOGY INC. Technology 2.0 $130.0 NEW $65.00 +41.8%
362 ABNB AIRBNB INC Consumer Cyclical 1.0 $127.0 NEW $127.00 +4.2%
363 F FORD MTR CO Consumer Cyclical 11.0 $127.0 NEW $11.55 +14.1%
364 BSX BOSTON SCIENTIFIC CORP Healthcare 2.0 $126.0 NEW $63.00 -11.2%
365 DXCM DEXCOM INC Healthcare 2.0 $126.0 NEW $63.00 +12.8%
366 MSTR STRATEGY INC Technology 1.0 $125.0 NEW $125.00 +32.6%
367 LEA LEAR CORP Consumer Cyclical 1.0 $122.0 NEW $122.00 +8.2%
368 IVZ INVESCO LTD Financial Services 5.0 $122.0 NEW $24.40 +9.9%
369 KEY KEYCORP Financial Services 6.0 $121.0 NEW $20.17 +5.4%
370 HPE HEWLETT PACKARD ENTERPRISE C Technology 5.0 $120.0 NEW $24.00 +39.8%
371 DG DOLLAR GEN CORP Consumer Defensive 1.0 $119.0 NEW $119.00 -15.3%
372 WLK WESTLAKE CORPORATION Basic Materials 1.0 $117.0 NEW $117.00 -25.0%
373 FR FIRST INDL RLTY TR INC Real Estate 2.0 $116.0 NEW $58.00 +6.0%
374 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2.0 $116.0 NEW $58.00 +19.9%
375 Q QNITY ELECTRONICS INC Technology 1.0 $116.0 NEW $116.00 +31.4%
376 WEC WEC ENERGY GROUP INC Utilities 1.0 $116.0 NEW $116.00 -4.6%
377 DXC DXC TECHNOLOGY CO Technology 9.0 $114.0 NEW $12.67 -30.1%
378 RBLX ROBLOX CORP Technology 2.0 $114.0 NEW $57.00 -18.9%
379 AMRIZE LTD 2.0 $113.0 NEW $56.50
380 APOS APOLLO GLOBAL MGMT INC Financial Services 1.0 $112.0 NEW $112.00 -76.8%
Page 19 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%