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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 11 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ELMD ELECTROMED INC Healthcare 7,481.0 $316K 0.17% NEW $42.30 -3.2%
202 ESNT ESSENT GROUP LTD Financial Services 4,913.0 $316K 0.17% +1K +39.2% $64.28 +8.1%
203 KNSL KINSALE CAP GROUP INC Financial Services 955.0 $315K 0.17% NEW $329.81 +14.5%
204 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 6,294.0 $315K 0.17% NEW $50.03 -15.3%
205 HII HUNTINGTON INGALLS INDS INC Industrials 1,124.0 $315K 0.17% NEW $279.89 +14.6%
206 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 12,579.0 $312K 0.16% +2K +15.9% $24.83 -9.4%
207 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 14,322.0 $312K 0.16% -1K -6.6% $21.80 -31.9%
208 PAM PAMPA ENERGIA SA Utilities 3,793.0 $312K 0.16% NEW $82.13 -4.3%
209 VEON LTD 5,957.0 $311K 0.16% NEW $52.21
210 OBNK ORIGIN BANCORP INC Financial Services 6,073.0 $311K 0.16% NEW $51.15 -97.9%
211 OSCR OSCAR HEALTH INC Healthcare 10,856.0 $310K 0.16% NEW $28.52 +11.6%
212 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,417.0 $309K 0.16% NEW $127.90 -8.6%
213 SCHL SCHOLASTIC CORP Communication Services 6,670.0 $307K 0.16% NEW $46.00 -9.6%
214 PCTY PAYLOCITY HLDG CORP Technology 2,934.0 $307K 0.16% +501.0 +20.6% $104.53 +42.4%
215 CNP CENTERPOINT ENERGY INC Utilities 6,954.0 $306K 0.16% NEW $44.04 -7.3%
216 NPO ENPRO INC Industrials 809.0 $305K 0.16% -280.0 -25.7% $376.93 -12.7%
217 RL RALPH LAUREN CORP Consumer Cyclical 756.0 $303K 0.16% +19.0 +2.6% $401.41 -4.6%
218 CRAI CRA INTL INC Industrials 2,121.0 $302K 0.16% NEW $142.30 +19.0%
219 DHI D R HORTON INC Consumer Cyclical 1,852.0 $302K 0.16% NEW $162.88 -9.9%
220 TT TRANE TECHNOLOGIES PLC Industrials 613.0 $301K 0.16% NEW $491.16 -5.9%
Page 11 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%