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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAC CAMDEN NATL CORP Financial Services 4,242.0 $230K 0.12% -10K -70.6% $54.22 +7.7%
82 HAMILTON INSURANCE GROUP LTD 6,762.0 $230K 0.12% -814.0 -10.7% $33.94
83 TITN TITAN MACHY INC Industrials 10,852.0 $229K 0.12% -8K -41.4% $21.12 -14.3%
84 DASH DOORDASH INC Communication Services 1,230.0 $227K 0.12% -1K -45.9% $184.53 +15.3%
85 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 4,196.0 $226K 0.12% -5K -55.9% $53.95 -22.2%
86 GVA GRANITE CONSTR INC Industrials 1,428.0 $226K 0.12% -3K -66.9% $158.08 -19.0%
87 ELPC COMPANHIA PARANAENSE DE ENER Utilities 19,167.0 $223K 0.12% -159.0 -0.8% $11.65 -9.0%
88 HEICO CORP NEW 842.0 $217K 0.11% -540.0 -39.1% $257.91
89 BLZE BACKBLAZE INC Technology 13,666.0 $217K 0.11% -11K -44.1% $15.86 +22.3%
90 AA ALCOA CORP Basic Materials 4,067.0 $212K 0.11% -3K -45.7% $52.14 -0.8%
91 TRIN TRINITY CAP INC Financial Services 11,707.0 $209K 0.11% -16K -57.2% $17.89 +0.2%
92 B BARRICK MNG CORP Basic Materials 5,607.0 $206K 0.11% -3K -38.0% $36.73 +15.8%
93 ITT ITT INC Industrials 1,035.0 $205K 0.11% -4K -78.4% $197.76 +11.1%
94 CNO CNO FINL GROUP INC Financial Services 3,955.0 $202K 0.11% -7K -64.0% $50.98 +7.5%
95 INFY INFOSYS LTD Technology 18,322.0 $192K 0.10% -11K -38.5% $10.49 +10.8%
96 CGNT COGNYTE SOFTWARE LTD Technology 20,670.0 $181K 0.10% -24K -54.2% $8.78 +1.9%
97 MTW MANITOWOC CO INC Industrials 12,686.0 $176K 0.09% -2K -15.0% $13.89 +45.4%
98 BRIGHTSTAR LOTTERY PLC 16,326.0 $175K 0.09% -2K -13.2% $10.72
99 GCMG GCM GROSVENOR INC Financial Services 11,697.0 $144K 0.08% -14K -55.3% $12.30 +11.4%
100 BAYTEX ENERGY CORP 33,200.0 $133K 0.07% -9K -21.7% $4.00
Page 5 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%