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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $182M AUM 477 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 133 Added 155 Reduced 220 Exited
Page 5 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MKTX MARKETAXESS HLDGS INC Financial Services 1,590.0 $262K 0.14% NEW $164.98 -21.1%
82 MCB METROPOLITAN BK HLDG CORP Financial Services 3,134.0 $261K 0.14% NEW $83.29 +10.1%
83 PPC PILGRIMS PRIDE CORP Consumer Defensive 6,875.0 $260K 0.14% NEW $37.76 -25.0%
84 RTX RTX CORPORATION Industrials 1,329.0 $256K 0.14% NEW $192.90 -7.6%
85 RL RALPH LAUREN CORP Consumer Cyclical 737.0 $254K 0.14% NEW $343.99 +11.0%
86 HIPPO HLDGS INC 9,720.0 $253K 0.14% NEW $26.06
87 MKC MCCORMICK & CO INC Consumer Defensive 4,981.0 $251K 0.14% NEW $50.44 -6.3%
88 AER AERCAP HOLDINGS NV Industrials 1,823.0 $250K 0.14% NEW $137.18 +2.2%
89 RS RELIANCE INC Basic Materials 820.0 $249K 0.14% NEW $303.92 +23.8%
90 GCI LIBERTY INC 6,505.0 $240K 0.13% NEW $36.85
91 OMF ONEMAIN HLDGS INC Financial Services 4,438.0 $237K 0.13% NEW $53.49 +1.5%
92 VSNT VERSANT MEDIA GROUP INC Industrials 6,327.0 $234K 0.13% NEW $37.02 +15.2%
93 RBLX ROBLOX CORP Technology 4,129.0 $234K 0.13% NEW $56.56 -18.8%
94 VEL VELOCITY FINL INC Financial Services 12,804.0 $232K 0.13% NEW $18.09 -3.7%
95 TSAKOS ENERGY NAVIGATION LTD 5,852.0 $231K 0.13% NEW $39.46
96 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 6,302.0 $229K 0.13% NEW $36.39 +4.2%
97 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,114.0 $229K 0.13% NEW $44.84 +9.4%
98 MASI MASIMO CORP Healthcare 1,289.0 $229K 0.13% NEW $177.87 +0.4%
99 CWAN CLEARWATER ANALYTICS HLDGS I Technology 9,626.0 $228K 0.12% NEW $23.65 +3.0%
100 HAMILTON INSURANCE GROUP LTD 7,576.0 $226K 0.12% NEW $29.83
Page 5 of 10  ·  184 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
Industrials 18.6%
Financial Services 18.2%
Technology 16.3%
Healthcare 10.9%
Consumer Cyclical 9.1%
Communication Services 7.5%
Consumer Defensive 6.3%
Energy 5.0%
Utilities 4.1%
Basic Materials 3.6%