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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ENSG ENSIGN GROUP INC Healthcare 3,390.0 $543K 0.28% +2K +85.2% $160.30 +13.2%
42 UFCS UNITED FIRE GROUP INC Financial Services 10,178.0 $534K 0.28% +621.0 +6.5% $52.44 +1.8%
43 BALL BALL CORP Consumer Cyclical 8,180.0 $510K 0.27% +3K +63.9% $62.40 -2.0%
44 SAP SAP SE Technology 3,256.0 $502K 0.26% +2K +102.2% $154.11 +34.9%
45 WDFC WD 40 CO Basic Materials 2,002.0 $488K 0.26% +123.0 +6.5% $243.64 -6.0%
46 CBRE CBRE GROUP INC Real Estate 3,584.0 $483K 0.25% +2K +79.7% $134.69 +9.9%
47 HLN HALEON PLC Healthcare 50,307.0 $469K 0.25% +38K +303.3% $9.33 +2.7%
48 BBD BANCO BRADESCO S A Financial Services 123,099.0 $427K 0.22% +55K +79.5% $3.47 -11.0%
49 AER AERCAP HOLDINGS NV Industrials 2,915.0 $425K 0.22% +1K +59.9% $145.78 +3.2%
50 IONS IONIS PHARMACEUTICALS INC Healthcare 5,313.0 $421K 0.22% +954.0 +21.9% $79.29 -26.1%
51 BSVN BANK7 CORP Financial Services 8,556.0 $419K 0.22% +1K +19.2% $48.95 +6.4%
52 EVEREST GROUP LTD 1,135.0 $405K 0.21% +77.0 +7.3% $357.23
53 KARO KAROOOOO LTD Technology 8,171.0 $403K 0.21% +2K +37.8% $49.36 +26.0%
54 SHOP SHOPIFY INC Technology 3,499.0 $400K 0.21% +537.0 +18.1% $114.18 +30.2%
55 HLIO HELIOS TECHNOLOGIES INC Industrials 4,419.0 $394K 0.21% +83.0 +1.9% $89.25 -8.1%
56 CF CF INDUSTRIES HOLD Basic Materials 3,593.0 $389K 0.20% +2K +85.9% $108.26 +8.8%
57 BCC BOISE CASCADE CO DEL Basic Materials 4,652.0 $361K 0.19% +2K +61.1% $77.63 +5.6%
58 RS RELIANCE INC Basic Materials 952.0 $356K 0.19% +132.0 +16.1% $373.60 +14.6%
59 VESTA REAL ESTATE CORP 9,799.0 $336K 0.18% +4K +57.3% $34.31
60 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 26,239.0 $331K 0.17% +861.0 +3.4% $12.61 -3.3%
Page 3 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%