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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 13 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CLSK CLEANSPARK INC Technology 19,475.0 $283K 0.15% +5K +35.7% $14.55 -20.6%
242 HDB HDFC BANK LTD Financial Services 10,886.0 $281K 0.15% -68.0 -0.6% $25.83 -10.3%
243 EIG EMPLOYERS HLDGS INC Financial Services 5,558.0 $281K 0.15% NEW $50.48 -3.6%
244 EQNR EQUINOR ASA Energy 8,922.0 $280K 0.15% -808.0 -8.3% $31.40 +33.5%
245 CASY CASEYS GEN STORES INC Consumer Cyclical 352.0 $280K 0.15% NEW $794.79 +7.4%
246 FBP FIRST BANCORP CORPORATION Financial Services 10,712.0 $279K 0.15% NEW $26.07 +12.8%
247 TEL TE CONNECTIVITY PLC Technology 1,382.0 $279K 0.15% -3K -66.5% $201.61 +2.8%
248 HUBS HUBSPOT INC Technology 1,519.0 $277K 0.15% NEW $182.51 +25.4%
249 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3,559.0 $277K 0.15% NEW $77.87 -8.9%
250 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,012.0 $276K 0.14% NEW $136.95 +24.7%
251 GSK GSK PLC Healthcare 5,244.0 $275K 0.14% +1K +26.2% $52.42 -2.2%
252 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,276.0 $273K 0.14% NEW $83.48 +9.6%
253 PXED PHOENIX ED PARTNERS INC Consumer Defensive 8,315.0 $273K 0.14% -1K -12.8% $32.85 -17.4%
254 AKAM AKAMAI TECHNOLOGIES INC Technology 2,309.0 $273K 0.14% NEW $118.21 -1.1%
255 FIX COMFORT SYS USA INC Industrials 137.0 $272K 0.14% -228.0 -62.5% $1981.95 -12.5%
256 CSGP COSTAR GROUP INC Real Estate 9,562.0 $271K 0.14% NEW $28.32 +12.8%
257 LMAT LEMAITRE VASCULAR INC Healthcare 2,817.0 $270K 0.14% +246.0 +9.6% $95.96 -14.4%
258 AMRN AMARIN CORP PLC Healthcare 16,938.0 $270K 0.14% NEW $15.94 -11.6%
259 BOKF BOK FINL CORP Financial Services 1,927.0 $268K 0.14% NEW $138.88 +4.5%
260 CNOB CONNECTONE BANCORP INC Financial Services 7,976.0 $267K 0.14% NEW $33.44 -1.9%
Page 13 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%