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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 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EQH EQUITABLE HLDGS INC Financial Services 8,777.0 $385K 0.20% -193.0 -2.1% $43.88 +16.5%
42 AZN ASTRAZENECA PLC Healthcare 1,987.0 $377K 0.20% -736.0 -27.0% $189.62 -17.3%
43 SEANERGY MARITIME HLDGS CORP 27,976.0 $376K 0.20% -1K -3.7% $13.43
44 AEP AMERICAN ELEC PWR CO INC Utilities 2,681.0 $367K 0.19% -4K -60.0% $136.81 -7.5%
45 CSL CARLISLE COS INC Industrials 996.0 $361K 0.19% -39.0 -3.8% $362.75 -0.6%
46 NVO NOVO-NORDISK A S Healthcare 7,495.0 $359K 0.19% -3K -30.3% $47.94 -6.4%
47 WT WISDOMTREE INC Financial Services 21,174.0 $359K 0.19% -10K -31.5% $16.94 +36.3%
48 SNX TD SYNNEX CORPORATION Technology 1,333.0 $356K 0.19% -3K -70.1% $267.34 -1.3%
49 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,334.0 $354K 0.19% -625.0 -15.8% $106.25 +2.3%
50 AVGO BROADCOM INC Technology 906.0 $342K 0.18% -4K -82.3% $377.75 +3.9%
51 NMIH NMI HLDGS INC Financial Services 8,160.0 $335K 0.18% -5K -37.0% $41.09 +10.9%
52 DDOG DATADOG INC Technology 1,276.0 $332K 0.17% -471.0 -27.0% $260.36 -5.0%
53 CPA COPA HOLDINGS SA Industrials 2,122.0 $330K 0.17% -761.0 -26.4% $155.57 -14.0%
54 STRA STRATEGIC ED INC Consumer Defensive 4,186.0 $321K 0.17% -2K -31.0% $76.62 +5.3%
55 FE FIRSTENERGY CORP Utilities 6,739.0 $320K 0.17% -7K -50.7% $47.54 -0.3%
56 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 14,322.0 $312K 0.16% -1K -6.6% $21.80 -32.6%
57 NPO ENPRO INC Industrials 809.0 $305K 0.16% -280.0 -25.7% $376.93 -8.1%
58 GASS STEALTHGAS INC Industrials 37,847.0 $299K 0.16% -328.0 -0.9% $7.90 +21.5%
59 TGLS TECNOGLASS INC Basic Materials 6,321.0 $296K 0.15% -90.0 -1.4% $46.81 -13.0%
60 NWSA NEWS CORP NEW Communication Services 11,710.0 $291K 0.15% -5K -31.1% $24.83 +15.6%
Page 3 of 7  ·  136 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%