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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 5 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRI PRIMERICA INC Financial Services 1,122.0 $319K 0.17% NEW $284.20 +9.0%
82 SNPS SYNOPSYS INC Technology 711.0 $317K 0.17% NEW $446.07 -9.0%
83 ELMD ELECTROMED INC Healthcare 7,481.0 $316K 0.17% NEW $42.30 -2.8%
84 KNSL KINSALE CAP GROUP INC Financial Services 955.0 $315K 0.17% NEW $329.81 +14.9%
85 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 6,294.0 $315K 0.17% NEW $50.03 -15.0%
86 HII HUNTINGTON INGALLS INDS INC Industrials 1,124.0 $315K 0.17% NEW $279.89 +14.9%
87 PAM PAMPA ENERGIA SA Utilities 3,793.0 $312K 0.16% NEW $82.13 -3.7%
88 VEON LTD 5,957.0 $311K 0.16% NEW $52.21
89 OBNK ORIGIN BANCORP INC Financial Services 6,073.0 $311K 0.16% NEW $51.15 -97.9%
90 OSCR OSCAR HEALTH INC Healthcare 10,856.0 $310K 0.16% NEW $28.52 +11.3%
91 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,417.0 $309K 0.16% NEW $127.90 -8.8%
92 SCHL SCHOLASTIC CORP Communication Services 6,670.0 $307K 0.16% NEW $46.00 -9.6%
93 CNP CENTERPOINT ENERGY INC Utilities 6,954.0 $306K 0.16% NEW $44.04 -7.1%
94 CRAI CRA INTL INC Industrials 2,121.0 $302K 0.16% NEW $142.30 +19.4%
95 DHI D R HORTON INC Consumer Cyclical 1,852.0 $302K 0.16% NEW $162.88 -9.6%
96 TT TRANE TECHNOLOGIES PLC Industrials 613.0 $301K 0.16% NEW $491.16 -5.9%
97 MLR MILLER INDS INC TENN Consumer Cyclical 5,878.0 $301K 0.16% NEW $51.15 +10.7%
98 AEHR AEHR TEST SYS Technology 3,115.0 $299K 0.16% NEW $96.06 +29.4%
99 SMBC SOUTHERN MO BANCORP INC Financial Services 3,892.0 $297K 0.16% NEW $76.21 -0.8%
100 CACC CREDIT ACCEP CORP MICH Financial Services 464.0 $295K 0.15% NEW $636.74 -9.0%
Page 5 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%