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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESNT ESSENT GROUP LTD Financial Services 4,913.0 $316K 0.17% +1K +39.2% $64.28 +8.2%
62 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 12,579.0 $312K 0.16% +2K +15.9% $24.83 -11.4%
63 PCTY PAYLOCITY HLDG CORP Technology 2,934.0 $307K 0.16% +501.0 +20.6% $104.53 +40.9%
64 RL RALPH LAUREN CORP Consumer Cyclical 756.0 $303K 0.16% +19.0 +2.6% $401.41 -5.8%
65 ASCENT INDUSTRIES CO 19,562.0 $294K 0.15% +6K +44.0% $15.03
66 CLSK CLEANSPARK INC Technology 19,475.0 $283K 0.15% +5K +35.7% $14.55 -19.4%
67 GSK GSK PLC Healthcare 5,244.0 $275K 0.14% +1K +26.2% $52.42 -2.4%
68 LMAT LEMAITRE VASCULAR INC Healthcare 2,817.0 $270K 0.14% +246.0 +9.6% $95.96 -15.0%
69 KIDS ORTHOPEDIATRICS CORP Healthcare 13,800.0 $264K 0.14% +448.0 +3.4% $19.13 +33.3%
70 SMR NUSCALE PWR CORP Utilities 26,019.0 $261K 0.14% +12K +82.1% $10.03 -13.9%
71 BMNR BITMINE IMMERSION TECHS INC Financial Services 19,582.0 $261K 0.14% +4K +28.0% $13.31 +37.3%
72 CRESUD S A C I F Y A 22,658.0 $254K 0.13% +5K +29.2% $11.21
73 OTLY OATLY GROUP AB Consumer Defensive 25,770.0 $241K 0.13% +161.0 +0.6% $9.35 +47.7%
74 AMC ENTMT HLDGS INC 103,516.0 $197K 0.10% +3K +3.3% $1.90
75 PSKY PARAMOUNT SKYDANCE CORP Communication Services 18,519.0 $183K 0.10% +5K +34.1% $9.86 +5.8%
76 IMPERIAL PETE INC 38,054.0 $175K 0.09% +20K +111.4% $4.61
77 POWW OUTDOOR HOLDING CO Industrials 74,909.0 $171K 0.09% +35K +89.7% $2.28 -0.9%
78 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 16,341.0 $165K 0.09% +97.0 +0.6% $10.11 +2.7%
79 WEN WENDYS CO Consumer Cyclical 18,412.0 $153K 0.08% +6K +45.9% $8.29 +1.8%
80 CRNT CERAGON NETWORKS LTD Technology 57,209.0 $148K 0.08% +1K +2.5% $2.59 -18.5%
Page 4 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%