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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 15 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COMMUNITY WEST BANCSHARES NE 9,469.0 $254K 0.13% NEW $26.86
282 DEO DIAGEO PLC Consumer Defensive 3,164.0 $254K 0.13% -951.0 -23.1% $80.38 +13.2%
283 CRESUD S A C I F Y A 22,658.0 $254K 0.13% +5K +29.2% $11.21
284 BROS DUTCH BROS INC Consumer Cyclical 3,514.0 $252K 0.13% NEW $71.81 -32.5%
285 KEYS KEYSIGHT TECHNOLOGIES INC Technology 717.0 $251K 0.13% NEW $350.07 -2.6%
286 JPM JPMORGAN CHASE & CO Financial Services 750.0 $245K 0.13% -1K -65.3% $327.33 +11.0%
287 DOCU DOCUSIGN INC Technology 5,525.0 $245K 0.13% -75.0 -1.3% $44.42 +35.1%
288 OC OWENS CORNING NEW Industrials 1,536.0 $244K 0.13% NEW $158.96 -5.3%
289 AMP AMERIPRISE FINL INC Financial Services 531.0 $244K 0.13% NEW $458.76 +22.5%
290 ZM ZOOM COMMUNICATIONS INC Technology 2,812.0 $243K 0.13% NEW $86.31 +21.3%
291 GRUPO CIBEST SA 3,041.0 $242K 0.13% NEW $79.43
292 AXTI AXT INC Technology 3,350.0 $241K 0.13% NEW $72.08 +14.2%
293 OTLY OATLY GROUP AB Consumer Defensive 25,770.0 $241K 0.13% +161.0 +0.6% $9.35 +47.7%
294 OZK BANK OZK LITTLE ROCK ARK Financial Services 4,625.0 $241K 0.13% NEW $52.09 -2.6%
295 TEM TEMPUS AI INC Healthcare 4,158.0 $241K 0.13% NEW $57.93 -14.8%
296 KVUE KENVUE INC Consumer Defensive 12,583.0 $240K 0.13% -53K -80.8% $19.11 -1.6%
297 WAL WESTERN ALLIANCE BANCORP Financial Services 2,917.0 $240K 0.13% NEW $82.20 -1.8%
298 CPRT COPART INC Industrials 8,497.0 $240K 0.13% NEW $28.19 +11.8%
299 KMX CARMAX INC Consumer Cyclical 4,496.0 $238K 0.12% NEW $52.89 +8.5%
300 JBLU JETBLUE AIRWAYS CORP Industrials 41,344.0 $237K 0.12% NEW $5.73 -12.0%
Page 15 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%