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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 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SWBI SMITH & WESSON BRANDS INC Industrials 12,298.0 $185K 0.10% NEW $15.04 -5.9%
182 SOUNDTHINKING INC 19,440.0 $176K 0.09% NEW $9.05
183 AES AES CORP Utilities 11,257.0 $165K 0.09% NEW $14.66 +0.7%
184 TLK TELEKOMUNIKASI IND Communication Services 11,869.0 $159K 0.08% NEW $13.43 +10.4%
185 CTKB CYTEK BIOSCIENCES INC Healthcare 35,412.0 $157K 0.08% NEW $4.43 +7.0%
186 HGTY HAGERTY INC Financial Services 12,635.0 $151K 0.08% NEW $11.92 +7.9%
187 IMMUNITYBIO INC 16,737.0 $147K 0.08% NEW $8.76
188 SUZ SUZANO S A Basic Materials 18,857.0 $146K 0.08% NEW $7.76 +1.3%
189 RDW REDWIRE CORPORATION Industrials 11,650.0 $142K 0.07% NEW $12.23 +9.6%
190 VIV TELEFONICA BRASIL SA Communication Services 10,576.0 $139K 0.07% NEW $13.16 -13.4%
191 ONEW ONEWATER MARINE INC Consumer Cyclical 12,162.0 $137K 0.07% NEW $11.27 +1.8%
192 BSBR BANCO SANTANDER BRASIL S A Financial Services 25,468.0 $134K 0.07% NEW $5.25 +8.8%
193 LYG LLOYDS BANKING GROUP PLC Financial Services 22,156.0 $129K 0.07% NEW $5.83 +5.5%
194 LIFECORE BIOMEDICAL INC 24,580.0 $129K 0.07% NEW $5.25
195 GPRK GEOPARK LTD Energy 12,852.0 $117K 0.06% NEW $9.10 +5.4%
196 IVA INVENTIVA SA Healthcare 29,918.0 $113K 0.06% NEW $3.78 +24.3%
197 LFST LIFESTANCE HEALTH GROUP INC Healthcare 10,331.0 $111K 0.06% NEW $10.71 +17.2%
198 RAIL FREIGHTCAR AMER INC Industrials 10,563.0 $103K 0.05% NEW $9.74 -23.8%
199 PTEN PATTERSON-UTI ENERGY INC Energy 11,136.0 $102K 0.05% NEW $9.18 +33.1%
200 ULCC FRONTIER GROUP HLDGS INC Industrials 12,365.0 $98K 0.05% NEW $7.91 -19.7%
Page 10 of 13  ·  249 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%