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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 7 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 HLNE HAMILTON LANE INC Financial Services 1,755 $236K 0.11% SOLD
122 GAP GAP INC Consumer Cyclical 9,199 $235K 0.11% SOLD
123 KWR QUAKER HOUGHTON Basic Materials 1,715 $235K 0.11% SOLD
124 MDB MONGODB INC Technology 560 $235K 0.11% SOLD
125 RSG REPUBLIC SVCS INC Industrials 1,106 $234K 0.11% SOLD
126 UGI UGI CORP NEW Utilities 6,226 $233K 0.11% SOLD
127 KN KNOWLES CORP Technology 10,755 $230K 0.11% SOLD
128 SM SM ENERGY CO Energy 12,260 $229K 0.11% SOLD
129 LMND LEMONADE INC Financial Services 3,196 $227K 0.11% SOLD
130 MSTR STRATEGY INC Technology 1,480 $225K 0.10% SOLD
131 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 9,407 $224K 0.10% SOLD
132 SU SUNCOR ENERGY INC NEW Energy 5,050 $224K 0.10% SOLD
133 GFF GRIFFON CORP Industrials 3,035 $224K 0.10% SOLD
134 WDC WESTERN DIGITAL CORP Technology 1,285 $221K 0.10% SOLD
135 ATEC ALPHATEC HLDGS INC Healthcare 10,482 $221K 0.10% SOLD
136 UMC UNITED MICROELECTRONICS CORP Technology 27,926 $219K 0.10% SOLD
137 CRAI CRA INTL INC Industrials 1,086 $218K 0.10% SOLD
138 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,125 $215K 0.10% SOLD
139 EVTC EVERTEC INC Technology 7,372 $214K 0.10% SOLD
140 MDLZ MONDELEZ INTL INC Consumer Defensive 3,926 $211K 0.10% SOLD
Page 7 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%