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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $214M AUM 513 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 513 New
Page 4 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 1,289.0 $735K 0.34% NEW $570.21 -3.2%
62 AEP AMERICAN ELEC PWR CO INC Utilities 6,363.0 $734K 0.34% NEW $115.31 +13.2%
63 PGR PROGRESSIVE CORP Financial Services 3,218.0 $733K 0.34% NEW $227.72 -12.6%
64 WCN WASTE CONNECTIONS INC Industrials 4,144.0 $727K 0.34% NEW $175.36 -12.8%
65 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 11,213.0 $721K 0.34% NEW $64.31 +24.7%
66 EZPW EZCORP INC Financial Services 37,055.0 $720K 0.34% NEW $19.42 +77.5%
67 VALE VALE S A Basic Materials 54,967.0 $716K 0.34% NEW $13.03 +26.2%
68 AFYA AFYA LTD Consumer Defensive 46,207.0 $712K 0.33% NEW $15.41 -11.2%
69 NFLX NETFLIX INC Communication Services 7,579.0 $711K 0.33% NEW $93.76 -5.8%
70 NMIH NMI HLDGS INC Financial Services 17,343.0 $707K 0.33% NEW $40.79 -9.3%
71 MORN MORNINGSTAR INC Financial Services 3,241.0 $704K 0.33% NEW $217.31 -18.4%
72 A AGILENT TECHNOLOGIES INC Healthcare 5,108.0 $695K 0.33% NEW $136.07 -14.8%
73 CRBG COREBRIDGE FINL INC Financial Services 22,996.0 $694K 0.32% NEW $30.17 -9.9%
74 CSV CARRIAGE SVCS INC Consumer Cyclical 16,373.0 $693K 0.32% NEW $42.30 +3.7%
75 BE BLOOM ENERGY CORP Industrials 7,888.0 $685K 0.32% NEW $86.89 +243.2%
76 AMD ADVANCED MICRO DEVICES INC Technology 3,163.0 $677K 0.32% NEW $214.16 +129.1%
77 EQNR EQUINOR ASA Energy 28,612.0 $676K 0.32% NEW $23.63 +55.9%
78 B BARRICK MNG CORP Basic Materials 15,510.0 $675K 0.32% NEW $43.55 -4.4%
79 NET CLOUDFLARE INC Technology 3,379.0 $666K 0.31% NEW $197.15 +7.4%
80 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,417.0 $665K 0.31% NEW $275.14 +13.5%
Page 4 of 26  ·  513 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 19.6%
Technology 19.4%
Industrials 15.3%
Healthcare 10.7%
Consumer Cyclical 7.6%
Communication Services 6.4%
Consumer Defensive 5.7%
Basic Materials 5.4%
Energy 5.0%
Utilities 4.5%