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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 5 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 APOG APOGEE ENTERPRISES INC Industrials 8,649 $290K 0.16% SOLD
82 BCO BRINKS CO Industrials 2,789 $289K 0.16% SOLD
83 AMERICA MOVIL SAB DE CV 11,228 $286K 0.16% SOLD
84 ED CONSOLIDATED EDISON INC Utilities 2,522 $285K 0.16% SOLD
85 AR ANTERO RESOURCES CORP Energy 6,698 $284K 0.16% SOLD
86 VIST VISTA ENERGY S.A.B. DE C.V. Energy 3,752 $283K 0.15% SOLD
87 JHG JANUS HENDERSON GROUP PLC Financial Services 5,499 $282K 0.15% SOLD
88 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,799 $281K 0.15% SOLD
89 ACM AECOM Industrials 3,285 $279K 0.15% SOLD
90 SF STIFEL FINL CORP Financial Services 3,753 $277K 0.15% SOLD
91 SYK STRYKER CORPORATION Healthcare 839 $276K 0.15% SOLD
92 IHS IHS HOLDING LIMITED Communication Services 33,448 $275K 0.15% SOLD
93 EHC ENCOMPASS HEALTH CORP Healthcare 2,821 $273K 0.15% SOLD
94 PNW PINNACLE WEST CAP CORP Utilities 2,703 $272K 0.15% SOLD
95 CTRA COTERRA ENERGY INC Energy 7,682 $270K 0.15% SOLD
96 RELX RELX PLC Communication Services 8,140 $270K 0.15% SOLD
97 MHO M/I HOMES INC Consumer Cyclical 2,200 $269K 0.15% SOLD
98 EXPAND ENERGY CORPORATION 2,436 $267K 0.15% SOLD
99 FSS FEDERAL SIGNAL CORP Industrials 2,438 $264K 0.14% SOLD
100 MKTX MARKETAXESS HLDGS INC Financial Services 1,590 $262K 0.14% SOLD
Page 5 of 11  ·  217 positions
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%