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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 7 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHY ISHARES TR 172.0 $14K 0.01% NEW $82.58 -0.6%
122 FTSM FIRST TR EXCHANGE-TRADED FD 233.0 $14K 0.01% NEW $59.78 +0.2%
123 ULTA ULTA BEAUTY INC Consumer Cyclical 23.0 $12K 0.01% NEW $522.74 -5.2%
124 DHR DANAHER CORP DEL Healthcare 60.0 $11K 0.01% NEW $189.60 -9.6%
125 NVDA NVIDIA CORPORATION Technology 63.0 $11K 0.01% NEW $174.41 +26.3%
126 DAL DELTA AIR LINES INC Industrials 165.0 $11K 0.01% NEW $66.48 +10.3%
127 PFE PFIZER INC Healthcare 349.0 $10K 0.01% NEW $28.08 -8.1%
128 FNDF SCHWAB STRATEGIC TR 197.0 $10K 0.01% NEW $48.93 +8.8%
129 IBHF ISHARES TR 398.0 $9K 0.01% NEW $22.95 -0.7%
130 FNDA SCHWAB STRATEGIC TR 280.0 $9K 0.01% NEW $32.43 +8.1%
131 COUR COURSERA INC Consumer Defensive 1,500.0 $9K 0.01% NEW $5.82 -9.2%
132 WY WEYERHAEUSER CO Real Estate 266.0 $6K 0.01% NEW $24.43 -5.1%
133 LW LAMB WESTON HLDGS INC Consumer Defensive 150.0 $6K 0.01% NEW $42.26 -0.8%
134 VEU VANGUARD INTL EQUITY INDEX F 76.0 $6K 0.01% NEW $75.11 +9.1%
135 CVS CVS HEALTH CORP Healthcare 72.0 $5K 0.01% NEW $71.83 +30.4%
136 BNDW VANGUARD SCOTTSDALE FDS 64.0 $4K 0.00% NEW $68.36 -0.8%
137 AVGO BROADCOM INC Technology 14.0 $4K 0.00% NEW $309.57 +33.2%
138 WAB WABTEC Industrials 11.0 $3K 0.00% NEW $250.00 +1.5%
139 SCHX SCHWAB STRATEGIC TR 90.0 $2K 0.00% NEW $25.76 +12.8%
140 IAU ISHARES GOLD TR Financial Services 25.0 $2K 0.00% NEW $88.16 -3.6%
Page 7 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%