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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 6 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,578.0 $225K 0.12% NEW $142.85 -9.4%
102 ONB OLD NATL BANCORP IND Financial Services 9,940.0 $220K 0.12% NEW $22.10 +9.6%
103 BCC BOISE CASCADE CO DEL Basic Materials 2,888.0 $219K 0.12% NEW $75.85 -7.4%
104 CRH PLC 2,071.0 $218K 0.12% NEW $105.12
105 WAB WABTEC Industrials 863.0 $216K 0.12% NEW $249.91 +3.7%
106 UI UBIQUITI INC Technology 270.0 $213K 0.12% NEW $790.29 -22.8%
107 RM REGIONAL MGMT CORP Financial Services 6,572.0 $212K 0.12% NEW $32.25 +14.0%
108 KIDS ORTHOPEDIATRICS CORP Healthcare 13,352.0 $212K 0.12% NEW $15.87 +9.8%
109 TRU TRANSUNION Industrials 3,026.0 $209K 0.12% NEW $69.19 +1.5%
110 VESTA REAL ESTATE CORP 6,230.0 $208K 0.11% NEW $33.34
111 DDOG DATADOG INC Technology 1,747.0 $206K 0.11% NEW $118.05 +88.6%
112 EVR EVERCORE INC Financial Services 690.0 $206K 0.11% NEW $298.51 +15.3%
113 NEBIUS GROUP N.V. 1,969.0 $204K 0.11% NEW $103.76
114 FPS FORGENT POWER SOLUTIONS INC Industrials 6,958.0 $204K 0.11% NEW $29.27 +64.9%
115 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 10,849.0 $201K 0.11% NEW $18.49 +28.9%
116 ASCENT INDUSTRIES CO 13,581.0 $181K 0.10% NEW $13.31
117 PCG PG&E CORP Utilities 10,135.0 $178K 0.10% NEW $17.57 -5.2%
118 NMRK NEWMARK GROUP INC Real Estate 11,271.0 $169K 0.09% NEW $14.99 -4.3%
119 GRUPO AEROMEXICO SAB DE CV 11,609.0 $163K 0.09% NEW $14.01
120 BKD BROOKDALE SR LIVING INC Healthcare 11,501.0 $157K 0.09% NEW $13.68 -2.2%
Page 6 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%