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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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHDN CHURCHILL DOWNS INC Consumer Cyclical 3,231.0 $290K 0.15% -1K -26.4% $89.64 -1.1%
62 WULF TERAWULF INC Financial Services 11,677.0 $288K 0.15% -4K -26.0% $24.70 -36.8%
63 NEBIUS GROUP N.V. 1,041.0 $287K 0.15% -928.0 -47.1% $276.17
64 ITRN ITURAN LOCATION AND CONTROL Technology 4,702.0 $287K 0.15% -2K -28.3% $61.01 -14.8%
65 NOMD NOMAD FOODS LTD Consumer Defensive 25,929.0 $284K 0.15% -7K -22.4% $10.95 +4.3%
66 HDB HDFC BANK LTD Financial Services 10,886.0 $281K 0.15% -68.0 -0.6% $25.83 -10.3%
67 EQNR EQUINOR ASA Energy 8,922.0 $280K 0.15% -808.0 -8.3% $31.40 +33.2%
68 TEL TE CONNECTIVITY PLC Technology 1,382.0 $279K 0.15% -3K -66.5% $201.61 +1.7%
69 PXED PHOENIX ED PARTNERS INC Consumer Defensive 8,315.0 $273K 0.14% -1K -12.8% $32.85 -17.3%
70 FIX COMFORT SYS USA INC Industrials 137.0 $272K 0.14% -228.0 -62.5% $1981.95 -12.3%
71 PLUG PLUG PWR INC Industrials 97,960.0 $265K 0.14% -20K -17.1% $2.71 -20.3%
72 MCB METROPOLITAN BK HLDG CORP Financial Services 2,674.0 $264K 0.14% -460.0 -14.7% $98.76 -6.2%
73 CX CEMEX SA EURO MTN BE 144A Basic Materials 21,734.0 $261K 0.14% -4K -14.0% $12.00 -11.2%
74 ICICI BANK LIMITED 8,954.0 $260K 0.14% -8K -46.8% $29.03
75 DEO DIAGEO PLC Consumer Defensive 3,164.0 $254K 0.13% -951.0 -23.1% $80.38 +13.2%
76 JPM JPMORGAN CHASE & CO Financial Services 750.0 $245K 0.13% -1K -65.3% $327.33 +11.0%
77 DOCU DOCUSIGN INC Technology 5,525.0 $245K 0.13% -75.0 -1.3% $44.42 +35.1%
78 KVUE KENVUE INC Consumer Defensive 12,583.0 $240K 0.13% -53K -80.8% $19.11 -1.6%
79 CVCO CAVCO INDS INC DEL Consumer Cyclical 385.0 $237K 0.12% -40.0 -9.4% $614.38 -4.8%
80 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,857.0 $235K 0.12% -3K -49.4% $82.40 -6.0%
Page 4 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%