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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 21 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BEN FRANKLIN RESOURCES INC Financial Services 4.0 $95.0 NEW $23.75 +30.6%
402 ROKU ROKU INC Communication Services 1.0 $95.0 NEW $95.00 +29.4%
403 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1.0 $94.0 NEW $94.00 +0.8%
404 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2.0 $93.0 NEW $46.50 +1.9%
405 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1.0 $93.0 NEW $93.00 -1.6%
406 PAYX PAYCHEX INC Industrials 1.0 $93.0 NEW $93.00 +0.1%
407 DBX DROPBOX INC Technology 4.0 $91.0 NEW $22.75 +18.6%
408 OKE ONEOK INC NEW Energy 1.0 $91.0 NEW $91.00 +2.2%
409 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1.0 $91.0 NEW $91.00 +12.3%
410 TTD THE TRADE DESK INC Technology 4.0 $91.0 NEW $22.75 -8.6%
411 CPB THE CAMPBELLS COMPANY Consumer Defensive 4.0 $90.0 NEW $22.50 -12.5%
412 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 9.0 $90.0 NEW $10.00 -3.9%
413 OLN OLIN CORP Basic Materials 3.0 $90.0 NEW $30.00 -14.1%
414 FOUR SHIFT4 PMTS INC Technology 2.0 $88.0 NEW $44.00 -6.6%
415 GTLB GITLAB INC Technology 4.0 $87.0 NEW $21.75 +18.4%
416 AAL AMERICAN AIRLINES GROUP INC Industrials 8.0 $86.0 NEW $10.75 +17.9%
417 AR ANTERO RESOURCES CORP Energy 2.0 $85.0 NEW $42.50 -10.3%
418 LAZ LAZARD INC Financial Services 2.0 $85.0 NEW $42.50 +7.1%
419 NDAQ NASDAQ INC Financial Services 1.0 $85.0 NEW $85.00 +5.1%
420 BLDR BUILDERS FIRSTSOURCE INC Industrials 1.0 $83.0 NEW $83.00 -17.0%
Page 21 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%