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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 4 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FFIV F5 INC Technology 871.0 $362K 0.19% NEW $415.96 -4.9%
62 MARA MARA HOLDINGS INC Financial Services 25,515.0 $354K 0.19% NEW $13.89 -30.1%
63 PSX PHILLIPS 66 Energy 2,076.0 $351K 0.18% NEW $169.05 +42.3%
64 AVT AVNET INC Technology 3,871.0 $344K 0.18% NEW $88.82 +11.0%
65 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 11,330.0 $342K 0.18% NEW $30.18 -1.7%
66 CSCO CISCO SYS INC Technology 2,906.0 $341K 0.18% NEW $117.46 -3.9%
67 SOUTHSTATE BK CORP 3,412.0 $341K 0.18% NEW $99.90
68 BMRC BANK OF MARIN BANCORP Financial Services 12,207.0 $338K 0.18% NEW $27.70 +1.7%
69 ITW ILLINOIS TOOL WKS INC Industrials 1,242.0 $336K 0.18% NEW $270.47 +6.2%
70 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 2,349.0 $335K 0.18% NEW $142.41 -8.2%
71 ALCO ALICO INC Consumer Defensive 8,053.0 $333K 0.17% NEW $41.37 -5.6%
72 HUT 8 CORP 2,879.0 $332K 0.17% NEW $115.44
73 MKL MARKEL GROUP INC Financial Services 170.0 $332K 0.17% NEW $1953.01 -7.9%
74 NATWEST GROUP PLC 18,727.0 $330K 0.17% NEW $17.63
75 PGR PROGRESSIVE CORP Financial Services 1,510.0 $330K 0.17% NEW $218.45 -6.7%
76 AEIS ADVANCED ENERGY INDS Industrials 883.0 $329K 0.17% NEW $372.87 -6.5%
77 SWX SOUTHWEST GAS HLDGS INC Utilities 3,699.0 $328K 0.17% NEW $88.68 +2.9%
78 NGG NATIONAL GRID PLC Utilities 3,921.0 $325K 0.17% NEW $82.87 -1.9%
79 LQDT LIQUIDITY SVCS INC Consumer Cyclical 8,268.0 $323K 0.17% NEW $39.12 +9.2%
80 ARCB ARCBEST CORP Industrials 2,247.0 $323K 0.17% NEW $143.54 +1.6%
Page 4 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%