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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 18 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ITT ITT INC Industrials 1,035.0 $205K 0.11% -4K -78.4% $197.76 +9.3%
342 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 20,263.0 $203K 0.11% NEW $10.00 -3.2%
343 CNO CNO FINL GROUP INC Financial Services 3,955.0 $202K 0.11% -7K -64.0% $50.98 +7.4%
344 CIEN CIENA CORP Technology 410.0 $201K 0.11% NEW $490.56 -18.7%
345 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 3,833.0 $201K 0.10% NEW $52.37 -15.6%
346 VIAV VIAVI SOLUTIONS INC Technology 4,196.0 $200K 0.10% NEW $47.75 -14.5%
347 CYTK CYTOKINETICS INC Healthcare 2,350.0 $200K 0.10% NEW $85.19 -11.4%
348 BLCO BAUSCH PLUS LOMB CORP Healthcare 11,950.0 $198K 0.10% NEW $16.56 +5.4%
349 FRMI FERMI INC Utilities 21,510.0 $197K 0.10% NEW $9.16 -34.6%
350 AMC ENTMT HLDGS INC 103,516.0 $197K 0.10% +3K +3.3% $1.90
351 MESOBLAST LTD 14,492.0 $196K 0.10% NEW $13.53
352 INFY INFOSYS LTD Technology 18,322.0 $192K 0.10% -11K -38.5% $10.49 +13.4%
353 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,640.0 $191K 0.10% $17.92 -25.7%
354 SWBI SMITH & WESSON BRANDS INC Industrials 12,298.0 $185K 0.10% NEW $15.04 -6.4%
355 PSKY PARAMOUNT SKYDANCE CORP Communication Services 18,519.0 $183K 0.10% +5K +34.1% $9.86 +4.9%
356 CGNT COGNYTE SOFTWARE LTD Technology 20,670.0 $181K 0.10% -24K -54.2% $8.78 +3.0%
357 MTW MANITOWOC CO INC Industrials 12,686.0 $176K 0.09% -2K -15.0% $13.89 +39.8%
358 SOUNDTHINKING INC 19,440.0 $176K 0.09% NEW $9.05
359 IMPERIAL PETE INC 38,054.0 $175K 0.09% +20K +111.4% $4.61
360 BRIGHTSTAR LOTTERY PLC 16,326.0 $175K 0.09% -2K -13.2% $10.72
Page 18 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%