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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $190M AUM 509 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 249 New 119 Added 136 Reduced 217 Exited
Page 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GM GENERAL MTRS CO Consumer Cyclical 11,189.0 $862K 0.45% +6K +122.5% $77.08 +8.6%
22 DAR DARLING INGREDIENTS INC Consumer Defensive 15,735.0 $859K 0.45% +7K +75.7% $54.62 +25.1%
23 NWN NORTHWEST NAT HLDG CO Utilities 17,429.0 $855K 0.45% +3K +19.9% $49.06 +4.0%
24 NVS NOVARTIS AG Healthcare 5,411.0 $848K 0.45% +1K +32.1% $156.72 -1.4%
25 ORCL ORACLE CORP Technology 5,684.0 $833K 0.44% +3K +109.6% $146.55 -2.6%
26 EFX EQUIFAX INC Industrials 4,741.0 $752K 0.40% +730.0 +18.2% $158.72 +14.6%
27 SSNC SS&C TECH HLDGS Technology 12,106.0 $751K 0.39% +6K +102.6% $62.05 +29.8%
28 CRH PLC 6,903.0 $739K 0.39% +5K +233.3% $107.00
29 NVT NVENT ELEC PLC Industrials 3,999.0 $678K 0.36% +713.0 +21.7% $169.61 -2.9%
30 EXPD EXPEDITORS INTL WASH INC Industrials 4,117.0 $671K 0.35% +2K +64.8% $162.98 +14.1%
31 AMAL AMALGAMATED FINANCIAL CORP Financial Services 14,334.0 $658K 0.34% +1K +7.8% $45.90 +9.3%
32 SYY SYSCO CORP Consumer Defensive 7,795.0 $652K 0.34% +2K +32.1% $83.58 -1.9%
33 AFYA AFYA LTD Consumer Defensive 43,864.0 $651K 0.34% +5K +12.2% $14.84 -8.7%
34 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 18,497.0 $629K 0.33% +6K +52.5% $34.00 -1.9%
35 AIG AMERICAN INTL GROUP INC Financial Services 8,436.0 $629K 0.33% +3K +58.0% $74.53 +2.1%
36 TRST TRUSTCO BK CORP N Y Financial Services 11,337.0 $623K 0.33% +400.0 +3.7% $54.91 +4.4%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 5,205.0 $607K 0.32% +1K +23.8% $116.67 +47.0%
38 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 54,129.0 $606K 0.32% +4K +7.7% $11.20 +3.1%
39 FIS FIDELITY NATL INFORMATION SV Technology 15,470.0 $601K 0.32% +9K +137.4% $38.88 +5.3%
40 PPL PPL CORP Utilities 16,531.0 $601K 0.32% +2K +14.5% $36.35 -2.0%
Page 2 of 6  ·  119 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 19.2%
Technology 18.5%
Industrials 16.4%
Healthcare 12.1%
Consumer Cyclical 10.3%
Communication Services 6.8%
Consumer Defensive 5.6%
Energy 4.1%
Utilities 4.0%
Basic Materials 2.0%