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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 4 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU MICRON TECHNOLOGY INC Technology 579.0 $668K 0.35% -3K -85.5% $1154.29 -12.3%
62 BP BP PLC Energy 17,993.0 $665K 0.35% -121.0 -0.7% $36.95 +16.0%
63 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,337.0 $664K 0.35% NEW $496.73 +3.8%
64 AMAL AMALGAMATED FINANCIAL CORP Financial Services 14,334.0 $658K 0.34% +1K +7.8% $45.90 +10.7%
65 SYY SYSCO CORP Consumer Defensive 7,795.0 $652K 0.34% +2K +32.1% $83.58 -2.1%
66 AFYA AFYA LTD Consumer Defensive 43,864.0 $651K 0.34% +5K +12.2% $14.84 -7.1%
67 AMSF AMERISAFE INC Financial Services 19,189.0 $649K 0.34% -11K -35.7% $33.83 -21.9%
68 JCI JOHNSON CONTROLS INTERNATION Industrials 4,395.0 $642K 0.34% -573.0 -11.5% $146.11 +5.3%
69 GOOG ALPHABET INC Communication Services 1,812.0 $640K 0.34% -3K -65.8% $353.33 -3.4%
70 VOYA VOYA FINANCIAL INC Financial Services 7,021.0 $636K 0.33% NEW $90.53 +10.6%
71 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 18,497.0 $629K 0.33% +6K +52.5% $34.00 -0.7%
72 AIG AMERICAN INTL GROUP INC Financial Services 8,436.0 $629K 0.33% +3K +58.0% $74.53 +1.7%
73 SNDK SANDISK CORP Technology 276.0 $628K 0.33% -1K -82.2% $2273.73 -21.4%
74 TRST TRUSTCO BK CORP N Y Financial Services 11,337.0 $623K 0.33% +400.0 +3.7% $54.91 +3.4%
75 SRE SEMPRA Utilities 6,672.0 $619K 0.33% NEW $92.71 -7.3%
76 WBD WARNER BROS DISCOVERY INC Communication Services 22,969.0 $612K 0.32% -13K -36.0% $26.66 +4.8%
77 VLO VALERO ENERGY CORP Energy 2,334.0 $608K 0.32% NEW $260.44 +33.3%
78 PLTR PALANTIR TECHNOLOGIES INC Technology 5,205.0 $607K 0.32% +1K +23.8% $116.67 +47.9%
79 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 54,129.0 $606K 0.32% +4K +7.7% $11.20 +4.1%
80 FIS FIDELITY NATL INFORMATION SV Technology 15,470.0 $601K 0.32% +9K +137.4% $38.88 +5.9%
Page 4 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%