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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 13 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TCRX TSCAN THERAPEUTICS INC Healthcare 18,360.0 $18K 0.01% NEW $0.98 -20.1%
242 OCGN OCUGEN INC Healthcare 10,521.0 $16K 0.01% NEW $1.53 -10.1%
243 REKR REKOR SYSTEMS INC Technology 18,969.0 $13K 0.01% NEW $0.69 -6.8%
244 NFE NEW FORTRESS ENERGY INC Utilities 35,884.0 $13K 0.01% NEW $0.36 -15.9%
245 BRCC BRC INC Consumer Defensive 11,504.0 $13K 0.01% NEW $1.11 -26.5%
246 DCGO DOCGO INC Healthcare 19,786.0 $10K 0.01% NEW $0.52 +37.6%
247 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 12,568.0 $10K 0.01% NEW $0.76 -51.7%
248 CITIUS PHARMACEUTICALS INC 11,033.0 $7K 0.00% NEW $0.60
249 VISTAGEN THERAPEUTICS INC 27,745.0 $6K 0.00% NEW $0.23
Page 13 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%