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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 16 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CVCO CAVCO INDS INC DEL Consumer Cyclical 385.0 $237K 0.12% -40.0 -9.4% $614.38 -4.8%
302 CAAP CORPORACION AMER ARPTS S A Industrials 9,384.0 $236K 0.12% NEW $25.18 -8.7%
303 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,294.0 $235K 0.12% NEW $71.49 -8.0%
304 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,857.0 $235K 0.12% -3K -49.4% $82.40 -6.0%
305 IVZ INVESCO LTD Financial Services 8,811.0 $233K 0.12% NEW $26.39 +22.7%
306 TFII TFI INTERNATIONAL INC Industrials 1,613.0 $232K 0.12% NEW $143.57 -1.9%
307 CAC CAMDEN NATL CORP Financial Services 4,242.0 $230K 0.12% -10K -70.6% $54.22 +7.4%
308 HAMILTON INSURANCE GROUP LTD 6,762.0 $230K 0.12% -814.0 -10.7% $33.94
309 TITN TITAN MACHY INC Industrials 10,852.0 $229K 0.12% -8K -41.4% $21.12 -16.2%
310 SAFT SAFETY INS GROUP INC Financial Services 3,058.0 $229K 0.12% NEW $74.86 +38.0%
311 NWPX NWPX INFRASTRUCTURE INC Industrials 1,526.0 $229K 0.12% NEW $149.94 -24.1%
312 PURSUIT ATTRACTIONS AND HOSP 4,082.0 $228K 0.12% NEW $55.97
313 DASH DOORDASH INC Communication Services 1,230.0 $227K 0.12% -1K -45.9% $184.53 +17.2%
314 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 4,196.0 $226K 0.12% -5K -55.9% $53.95 -23.1%
315 GVA GRANITE CONSTR INC Industrials 1,428.0 $226K 0.12% -3K -66.9% $158.08 -21.3%
316 USAR USA RARE EARTH INC Basic Materials 10,439.0 $225K 0.12% NEW $21.58 -14.2%
317 ELPC COMPANHIA PARANAENSE DE ENER Utilities 19,167.0 $223K 0.12% -159.0 -0.8% $11.65 -9.8%
318 SJM SMUCKER J M CO Consumer Defensive 1,984.0 $223K 0.12% NEW $112.50 +5.3%
319 LMNR LIMONEIRA CO Consumer Defensive 16,903.0 $222K 0.12% NEW $13.13 +6.9%
320 BLKB BLACKBAUD INC Technology 7,462.0 $221K 0.12% NEW $29.62 +49.8%
Page 16 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%