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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $182M AUM 477 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 133 Added 155 Reduced 220 Exited
Page 4 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAC CAMDEN NATL CORP Financial Services 14,432.0 $685K 0.38% -3K -15.4% $47.45 +5.9%
62 CCK CROWN HLDGS INC Consumer Cyclical 6,755.0 $677K 0.37% +3K +66.5% $100.25 -2.2%
63 BE BLOOM ENERGY CORP Industrials 4,841.0 $656K 0.36% -3K -38.6% $135.49 +123.2%
64 FLNG FLEX LNG LTD Energy 21,897.0 $651K 0.36% +5K +32.6% $29.71 +6.7%
65 JCI JOHNSON CONTROLS INTERNATION Industrials 4,968.0 $651K 0.36% +215.0 +4.5% $130.95 +7.1%
66 JPM JPMORGAN CHASE & CO Financial Services 2,160.0 $635K 0.35% +761.0 +54.4% $294.16 +4.3%
67 HWM HOWMET AEROSPACE INC Industrials 2,744.0 $632K 0.35% +600.0 +28.0% $230.46 +13.6%
68 GRAB GRAB HOLDINGS LIMITED Technology 171,976.0 $629K 0.35% +158K +1090.2% $3.66 -1.9%
69 NVS NOVARTIS AG Healthcare 4,097.0 $626K 0.34% +2K +75.6% $152.75 -1.3%
70 BSX BOSTON SCIENTIFIC CORP Healthcare 9,963.0 $625K 0.34% -21K -67.6% $62.75 -8.1%
71 ECPG ENCORE CAP GROUP INC Financial Services 8,854.0 $621K 0.34% +732.0 +9.0% $70.12 +16.3%
72 DHR DANAHER CORP DEL Healthcare 3,252.0 $617K 0.34% NEW $189.60 -8.9%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 4,204.0 $615K 0.34% -6K -59.3% $146.28 -6.6%
74 TDG TRANSDIGM GROUP INC Industrials 526.0 $610K 0.34% +26.0 +5.2% $1158.96 +5.8%
75 CSGS CSG SYS INTL INC Technology 7,505.0 $600K 0.33% NEW $79.94 +0.9%
76 ECL ECOLAB INC Basic Materials 2,248.0 $598K 0.33% NEW $266.02 -4.4%
77 TGT TARGET CORP Consumer Defensive 4,806.0 $582K 0.32% NEW $121.20 +3.5%
78 AFYA AFYA LTD Consumer Defensive 39,081.0 $581K 0.32% -7K -15.4% $14.87 -5.4%
79 SBLK STAR BULK CARRIERS CORP. Industrials 25,293.0 $581K 0.32% NEW $22.97 +19.9%
80 VALE VALE S A Basic Materials 36,382.0 $579K 0.32% -19K -33.8% $15.91 +3.7%
Page 4 of 24  ·  477 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
Industrials 18.6%
Financial Services 18.2%
Technology 16.3%
Healthcare 10.9%
Consumer Cyclical 9.1%
Communication Services 7.5%
Consumer Defensive 6.3%
Energy 5.0%
Utilities 4.1%
Basic Materials 3.6%