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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 14 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VVX V2X INC Industrials 3,568.0 $266K 0.14% NEW $74.56 +9.3%
262 PLUG PLUG PWR INC Industrials 97,960.0 $265K 0.14% -20K -17.1% $2.71 -20.3%
263 NRC NRC HEALTH Healthcare 12,288.0 $265K 0.14% NEW $21.57 +2.0%
264 WCC WESCO INTL INC Industrials 767.0 $265K 0.14% NEW $345.43 +1.1%
265 MCB METROPOLITAN BK HLDG CORP Financial Services 2,674.0 $264K 0.14% -460.0 -14.7% $98.76 -6.2%
266 KIDS ORTHOPEDIATRICS CORP Healthcare 13,800.0 $264K 0.14% +448.0 +3.4% $19.13 +33.3%
267 SMR NUSCALE PWR CORP Utilities 26,019.0 $261K 0.14% +12K +82.1% $10.03 -14.0%
268 PFS PROVIDENT FINL SVCS INC Financial Services 11,037.0 $261K 0.14% NEW $23.64 +3.5%
269 CX CEMEX SA EURO MTN BE 144A Basic Materials 21,734.0 $261K 0.14% -4K -14.0% $12.00 -11.2%
270 BMNR BITMINE IMMERSION TECHS INC Financial Services 19,582.0 $261K 0.14% +4K +28.0% $13.31 +37.3%
271 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,593.0 $261K 0.14% NEW $72.51 +5.6%
272 GFI GOLD FIELDS LTD Basic Materials 7,755.0 $260K 0.14% NEW $33.59 +21.8%
273 ICICI BANK LIMITED 8,954.0 $260K 0.14% -8K -46.8% $29.03
274 NTLA INTELLIA THERAPEUTICS INC Healthcare 15,246.0 $258K 0.14% NEW $16.92 -31.4%
275 EME EMCOR GROUP INC Industrials 310.0 $257K 0.14% NEW $829.88 -0.6%
276 SPOT SPOTIFY TECHNOLOGY S A Communication Services 560.0 $257K 0.14% NEW $459.13 +12.4%
277 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 9,379.0 $256K 0.14% NEW $27.32 +13.3%
278 CHE CHEMED CORP NEW Healthcare 550.0 $256K 0.14% NEW $465.74 +13.6%
279 AGO ASSURED GUARANTY LTD Financial Services 3,187.0 $255K 0.13% NEW $80.16 -5.8%
280 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 14,200.0 $255K 0.13% NEW $17.99 -10.0%
Page 14 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%