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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 3 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IDA IDACORP INC Utilities 5,675.0 $859K 0.45% NEW $151.30 -6.5%
42 NWN NORTHWEST NAT HLDG CO Utilities 17,429.0 $855K 0.45% +3K +19.9% $49.06 +2.8%
43 NVS NOVARTIS AG Healthcare 5,411.0 $848K 0.45% +1K +32.1% $156.72 -3.0%
44 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,662.0 $841K 0.44% NEW $87.04 +8.4%
45 XOM EXXON MOBIL CORP Energy 6,143.0 $840K 0.44% NEW $136.72 +18.1%
46 UNP UNION PAC CORP Industrials 3,075.0 $836K 0.44% NEW $272.00 +10.3%
47 ORCL ORACLE CORP Technology 5,684.0 $833K 0.44% +3K +109.6% $146.55 +0.1%
48 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,489.0 $822K 0.43% NEW $183.11 +0.7%
49 FTV FORTIVE CORP Technology 13,034.0 $796K 0.42% NEW $61.09 -0.7%
50 CLH CLEAN HARBORS INC Industrials 2,587.0 $773K 0.41% NEW $298.75 +9.1%
51 EFX EQUIFAX INC Industrials 4,741.0 $752K 0.40% +730.0 +18.2% $158.72 +11.4%
52 SSNC SS&C TECH HLDGS Technology 12,106.0 $751K 0.39% +6K +102.6% $62.05 +28.6%
53 SCHW SCHWAB CHARLES CORP Financial Services 8,099.0 $747K 0.39% NEW $92.27 +19.8%
54 SNY SANOFI SA Healthcare 17,447.0 $744K 0.39% -9K -33.0% $42.66 +4.1%
55 CRH PLC 6,903.0 $739K 0.39% +5K +233.3% $107.00
56 FIVE FIVE BELOW INC Consumer Cyclical 3,876.0 $697K 0.37% -434.0 -10.1% $179.79 +32.7%
57 EBAY EBAY INC. Consumer Cyclical 6,110.0 $683K 0.36% -1K -19.2% $111.75 -9.7%
58 NVT NVENT ELEC PLC Industrials 3,999.0 $678K 0.36% +713.0 +21.7% $169.61 +4.5%
59 LLY ELI LILLY & CO Healthcare 560.0 $672K 0.35% -2K -78.8% $1199.43 -1.2%
60 EXPD EXPEDITORS INTL WASH INC Industrials 4,117.0 $671K 0.35% +2K +64.8% $162.98 +15.5%
Page 3 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%