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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 10 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WKS INC Industrials 1,242.0 $336K 0.18% NEW $270.47 +5.5%
182 NMIH NMI HLDGS INC Financial Services 8,160.0 $335K 0.18% -5K -37.0% $41.09 +10.8%
183 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 2,349.0 $335K 0.18% NEW $142.41 -10.8%
184 ALCO ALICO INC Consumer Defensive 8,053.0 $333K 0.17% NEW $41.37 -4.9%
185 HUT 8 CORP 2,879.0 $332K 0.17% NEW $115.44
186 DDOG DATADOG INC Technology 1,276.0 $332K 0.17% -471.0 -27.0% $260.36 -3.9%
187 MKL MARKEL GROUP INC Financial Services 170.0 $332K 0.17% NEW $1953.01 -6.7%
188 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 26,239.0 $331K 0.17% +861.0 +3.4% $12.61 -4.3%
189 NATWEST GROUP PLC 18,727.0 $330K 0.17% NEW $17.63
190 CPA COPA HOLDINGS SA Industrials 2,122.0 $330K 0.17% -761.0 -26.4% $155.57 -16.4%
191 PGR PROGRESSIVE CORP Financial Services 1,510.0 $330K 0.17% NEW $218.45 -5.2%
192 AEIS ADVANCED ENERGY INDS Industrials 883.0 $329K 0.17% NEW $372.87 -15.9%
193 SWX SOUTHWEST GAS HLDGS INC Utilities 3,699.0 $328K 0.17% NEW $88.68 +4.1%
194 NGG NATIONAL GRID PLC Utilities 3,921.0 $325K 0.17% NEW $82.87 -1.1%
195 LQDT LIQUIDITY SVCS INC Consumer Cyclical 8,268.0 $323K 0.17% NEW $39.12 +9.1%
196 ARCB ARCBEST CORP Industrials 2,247.0 $323K 0.17% NEW $143.54 -2.4%
197 STRA STRATEGIC ED INC Consumer Defensive 4,186.0 $321K 0.17% -2K -31.0% $76.62 +7.6%
198 FE FIRSTENERGY CORP Utilities 6,739.0 $320K 0.17% -7K -50.7% $47.54 +0.6%
199 PRI PRIMERICA INC Financial Services 1,122.0 $319K 0.17% NEW $284.20 +8.3%
200 SNPS SYNOPSYS INC Technology 711.0 $317K 0.17% NEW $446.07 -8.9%
Page 10 of 26  ·  509 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%