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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 6 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,611.0 $295K 0.15% NEW $113.09 -10.7%
102 KRT KARAT PACKAGING INC Consumer Cyclical 8,819.0 $295K 0.15% NEW $33.46 +42.0%
103 HUBB HUBBELL INC Industrials 563.0 $295K 0.15% NEW $523.20 -7.4%
104 PHM PULTE GROUP INC Consumer Cyclical 2,130.0 $292K 0.15% NEW $137.21 -6.9%
105 HNGE HINGE HEALTH INC Healthcare 3,501.0 $291K 0.15% NEW $83.00 +7.4%
106 EVRG EVERGY INC Utilities 3,314.0 $286K 0.15% NEW $86.43 -3.0%
107 ACT ENACT HLDGS INC Financial Services 6,229.0 $285K 0.15% NEW $45.71 +9.8%
108 EIG EMPLOYERS HLDGS INC Financial Services 5,558.0 $281K 0.15% NEW $50.48 -3.6%
109 CASY CASEYS GEN STORES INC Consumer Cyclical 352.0 $280K 0.15% NEW $794.79 +9.6%
110 FBP FIRST BANCORP CORPORATION Financial Services 10,712.0 $279K 0.15% NEW $26.07 +12.6%
111 HUBS HUBSPOT INC Technology 1,519.0 $277K 0.15% NEW $182.51 +23.6%
112 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,559.0 $277K 0.15% NEW $77.87 -8.5%
113 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,012.0 $276K 0.14% NEW $136.95 +25.9%
114 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,276.0 $273K 0.14% NEW $83.48 +9.6%
115 AKAM AKAMAI TECHNOLOGIES INC Technology 2,309.0 $273K 0.14% NEW $118.21 -0.4%
116 CSGP COSTAR GROUP INC Real Estate 9,562.0 $271K 0.14% NEW $28.32 +13.3%
117 AMRN AMARIN CORP PLC Healthcare 16,938.0 $270K 0.14% NEW $15.94 -12.4%
118 BOKF BOK FINL CORP Financial Services 1,927.0 $268K 0.14% NEW $138.88 +4.4%
119 CNOB CONNECTONE BANCORP INC Financial Services 7,976.0 $267K 0.14% NEW $33.44 -2.4%
120 VVX V2X INC Industrials 3,568.0 $266K 0.14% NEW $74.56 +11.0%
Page 6 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%