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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 8 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,625.0 $241K 0.13% NEW $52.09 -2.2%
142 TEM TEMPUS AI INC Healthcare 4,158.0 $241K 0.13% NEW $57.93 -13.9%
143 WAL WESTERN ALLIANCE BANCORP Financial Services 2,917.0 $240K 0.13% NEW $82.20 -1.5%
144 CPRT COPART INC Industrials 8,497.0 $240K 0.13% NEW $28.19 +15.0%
145 KMX CARMAX INC Consumer Cyclical 4,496.0 $238K 0.12% NEW $52.89 +9.9%
146 JBLU JETBLUE AIRWAYS CORP Industrials 41,344.0 $237K 0.12% NEW $5.73 -10.6%
147 CAAP CORPORACION AMER ARPTS S A Industrials 9,384.0 $236K 0.12% NEW $25.18 -9.8%
148 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,294.0 $235K 0.12% NEW $71.49 -6.2%
149 IVZ INVESCO LTD Financial Services 8,811.0 $233K 0.12% NEW $26.39 +22.3%
150 TFII TFI INTERNATIONAL INC Industrials 1,613.0 $232K 0.12% NEW $143.57 -0.5%
151 SAFT SAFETY INS GROUP INC Financial Services 3,058.0 $229K 0.12% NEW $74.86 +38.1%
152 NWPX NWPX INFRASTRUCTURE INC Industrials 1,526.0 $229K 0.12% NEW $149.94 -24.6%
153 PURSUIT ATTRACTIONS AND HOSP 4,082.0 $228K 0.12% NEW $55.97
154 USAR USA RARE EARTH INC Basic Materials 10,439.0 $225K 0.12% NEW $21.58 -13.9%
155 SJM SMUCKER J M CO Consumer Defensive 1,984.0 $223K 0.12% NEW $112.50 +6.6%
156 LMNR LIMONEIRA CO Consumer Defensive 16,903.0 $222K 0.12% NEW $13.13 +6.6%
157 BLKB BLACKBAUD INC Technology 7,462.0 $221K 0.12% NEW $29.62 +51.7%
158 FCEL FUELCELL ENERGY INC Industrials 6,118.0 $220K 0.12% NEW $36.01 -41.9%
159 JXN JACKSON FINANCIAL INC Financial Services 2,134.0 $219K 0.12% NEW $102.39 +31.5%
160 MXL MAXLINEAR INC Technology 1,697.0 $217K 0.11% NEW $128.03 -42.4%
Page 8 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%