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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $214M AUM 513 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 513 New
Page 17 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 9,407.0 $224K 0.10% NEW $23.84 +2.9%
322 SU SUNCOR ENERGY INC NEW Energy 5,050.0 $224K 0.10% NEW $44.36 +44.3%
323 GFF GRIFFON CORP Industrials 3,035.0 $224K 0.10% NEW $73.65 +19.1%
324 WDC WESTERN DIGITAL CORP Technology 1,285.0 $221K 0.10% NEW $172.27 +208.0%
325 PAX PATRIA INVESTMENTS LIMITED Financial Services 13,917.0 $221K 0.10% NEW $15.89 -27.8%
326 ATEC ALPHATEC HLDGS INC Healthcare 10,482.0 $221K 0.10% NEW $21.04 -62.8%
327 CNC CENTENE CORP DEL Healthcare 5,349.0 $220K 0.10% NEW $41.15 +42.9%
328 UMC UNITED MICROELECTRONICS CORP Technology 27,926.0 $219K 0.10% NEW $7.86 +182.7%
329 GRFS GRIFOLS S A Healthcare 23,455.0 $219K 0.10% NEW $9.35 -13.9%
330 AA ALCOA CORP Basic Materials 4,113.0 $219K 0.10% NEW $53.14 +37.7%
331 ARMK ARAMARK Industrials 5,928.0 $219K 0.10% NEW $36.86 +44.8%
332 MWA MUELLER WTR PRODS INC Industrials 9,151.0 $218K 0.10% NEW $23.82 +7.8%
333 CRAI CRA INTL INC Industrials 1,086.0 $218K 0.10% NEW $200.70 -27.6%
334 RNW RENEW ENERGY GLOBAL PLC Utilities 38,232.0 $216K 0.10% NEW $5.65 +9.2%
335 MDT MEDTRONIC PLC Healthcare 2,247.0 $216K 0.10% NEW $96.06 -20.9%
336 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,125.0 $215K 0.10% NEW $191.10 -16.4%
337 EVTC EVERTEC INC Technology 7,372.0 $214K 0.10% NEW $29.09 -17.9%
338 BSVN BANK7 CORP Financial Services 5,231.0 $214K 0.10% NEW $40.98 +7.3%
339 LMAT LEMAITRE VASCULAR INC Healthcare 2,630.0 $213K 0.10% NEW $81.10 +18.0%
340 CRY ARTIVION INC 4,672.0 $213K 0.10% NEW $45.61 -60.8%
Page 17 of 26  ·  513 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 19.6%
Technology 19.4%
Industrials 15.3%
Healthcare 10.7%
Consumer Cyclical 7.6%
Communication Services 6.4%
Consumer Defensive 5.7%
Basic Materials 5.4%
Energy 5.0%
Utilities 4.5%