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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 17 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FCEL FUELCELL ENERGY INC Industrials 6,118.0 $220K 0.12% NEW $36.01 -39.7%
322 JXN JACKSON FINANCIAL INC Financial Services 2,134.0 $219K 0.12% NEW $102.39 +31.7%
323 MXL MAXLINEAR INC Technology 1,697.0 $217K 0.11% NEW $128.03 -43.3%
324 SDHC SMITH DOUGLAS HOMES CORP Real Estate 13,978.0 $217K 0.11% NEW $15.54 -13.4%
325 HEICO CORP NEW 842.0 $217K 0.11% -540.0 -39.1% $257.91
326 BLZE BACKBLAZE INC Technology 13,666.0 $217K 0.11% -11K -44.1% $15.86 +21.1%
327 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,801.0 $215K 0.11% NEW $31.61 +9.8%
328 SEADRILL LTD 5,655.0 $214K 0.11% NEW $37.82
329 LMND LEMONADE INC Financial Services 3,280.0 $213K 0.11% NEW $65.05 -23.0%
330 HCI HCI GROUP INC Financial Services 1,211.0 $212K 0.11% NEW $175.25 +5.6%
331 AA ALCOA CORP Basic Materials 4,067.0 $212K 0.11% -3K -45.7% $52.14 -4.1%
332 TRIN TRINITY CAP INC Financial Services 11,707.0 $209K 0.11% -16K -57.2% $17.89 +1.5%
333 PETROLEO BRASILEIRO S A 14,291.0 $209K 0.11% NEW $14.64
334 BC BRUNSWICK CORP Consumer Cyclical 2,471.0 $208K 0.11% NEW $84.24 -3.8%
335 PLXS PLEXUS CORP Technology 690.0 $207K 0.11% NEW $300.67 -15.8%
336 MAIR MADISON AIR SOLUTIONS CORP Industrials 5,317.0 $207K 0.11% NEW $39.00 -29.6%
337 BLTE BELITE BIO INC Healthcare 1,338.0 $206K 0.11% NEW $153.99 +5.6%
338 B BARRICK MNG CORP Basic Materials 5,607.0 $206K 0.11% -3K -38.0% $36.73 +14.6%
339 WD WALKER & DUNLOP INC Financial Services 3,763.0 $206K 0.11% NEW $54.70 -27.4%
340 CAG CONAGRA BRANDS INC Consumer Defensive 15,260.0 $205K 0.11% NEW $13.46 +15.3%
Page 17 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%