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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 2 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO & CO Financial Services 7,230.0 $597K 0.31% NEW $82.64 +5.9%
22 MCK MCKESSON CORP Healthcare 771.0 $583K 0.31% NEW $755.60 +13.8%
23 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 600.0 $579K 0.30% NEW $965.00 +3.1%
24 REGN REGENERON PHARMACEUTICALS Healthcare 902.0 $562K 0.29% NEW $623.54 +29.3%
25 BLK BLACKROCK INC Financial Services 580.0 $558K 0.29% NEW $961.56 +19.3%
26 AMZN AMAZON COM INC Consumer Cyclical 2,320.0 $553K 0.29% NEW $238.34 +9.6%
27 FIG FIGMA INC Technology 28,497.0 $516K 0.27% NEW $18.09 +38.1%
28 MNSB MAINSTREET BANCSHARES INC Financial Services 20,799.0 $514K 0.27% NEW $24.69 -0.3%
29 ATO ATMOS ENERGY CORP Utilities 2,954.0 $509K 0.27% NEW $172.27 -1.4%
30 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,006.0 $496K 0.26% NEW $45.11 +27.7%
31 TEAM ATLASSIAN CORPORATION Technology 6,294.0 $490K 0.26% NEW $77.79 +103.5%
32 SHEL SHELL PLC Energy 6,266.0 $486K 0.26% NEW $77.54 +18.2%
33 R RYDER SYS INC Industrials 1,808.0 $477K 0.25% NEW $263.77 +0.4%
34 ABNB AIRBNB INC Consumer Cyclical 3,298.0 $472K 0.25% NEW $143.10 +25.3%
35 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,170.0 $470K 0.25% NEW $401.84 +2.5%
36 NYT NEW YORK TIMES CO MTN BE Communication Services 6,717.0 $470K 0.25% NEW $69.98 -6.7%
37 CPB THE CAMPBELLS COMPANY Consumer Defensive 20,794.0 $463K 0.24% NEW $22.27 +1.8%
38 GILD GILEAD SCIENCES INC Healthcare 3,544.0 $448K 0.23% NEW $126.34 +10.0%
39 FSBC FIVE STAR BANCORP Financial Services 9,032.0 $440K 0.23% NEW $48.69 -3.8%
40 HAL HALLIBURTON CO Energy 12,869.0 $437K 0.23% NEW $33.95 +2.3%
Page 2 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%