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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $182M AUM 477 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 133 Added 155 Reduced 220 Exited
Page 6 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 GREAT LAKES DREDGE & DOCK CO 19,819 $260K 0.12% SOLD
102 BK BANK NEW YORK MELLON CORP Financial Services 2,232 $259K 0.12% SOLD
103 AEM AGNICO EAGLE MINES LTD Basic Materials 1,528 $259K 0.12% SOLD
104 NDAQ NASDAQ INC Financial Services 2,642 $257K 0.12% SOLD
105 CHCO CITY HLDG CO Financial Services 2,135 $254K 0.12% SOLD
106 SIRIUSPOINT LTD 11,587 $254K 0.12% SOLD
107 FLGT FULGENT GENETICS INC Healthcare 9,504 $250K 0.12% SOLD
108 GRMN GARMIN LTD Technology 1,227 $249K 0.12% SOLD
109 CPRT COPART INC Industrials 6,347 $248K 0.12% SOLD
110 HUT 8 CORP 5,407 $248K 0.12% SOLD
111 ON24 INC 31,015 $247K 0.12% SOLD
112 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,426 $246K 0.12% SOLD
113 SKM SK TELECOM CO LTD Communication Services 11,965 $246K 0.12% SOLD
114 NGG NATIONAL GRID PLC Utilities 3,137 $243K 0.11% SOLD
115 BLSH BULLISH Technology 6,344 $240K 0.11% SOLD
116 WD WALKER & DUNLOP INC Financial Services 3,978 $239K 0.11% SOLD
117 BSAC BANCO SANTANDER CHILE NEW Financial Services 7,638 $238K 0.11% SOLD
118 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 8,674 $238K 0.11% SOLD
119 FEDERATED HERMES INC 4,553 $237K 0.11% SOLD
120 OSIS OSI SYSTEMS INC Technology 926 $236K 0.11% SOLD
Page 6 of 11  ·  220 positions
Sector Allocation
Industrials 18.6%
Financial Services 18.2%
Technology 16.3%
Healthcare 10.9%
Consumer Cyclical 9.1%
Communication Services 7.5%
Consumer Defensive 6.3%
Energy 5.0%
Utilities 4.1%
Basic Materials 3.6%