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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 5 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PPL PPL CORP Utilities 16,531.0 $601K 0.32% +2K +14.5% $36.35 -1.1%
82 WFC WELLS FARGO & CO Financial Services 7,230.0 $597K 0.31% NEW $82.64 +5.9%
83 MCK MCKESSON CORP Healthcare 771.0 $583K 0.31% NEW $755.60 +13.8%
84 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 600.0 $579K 0.30% NEW $965.00 +3.1%
85 REGN REGENERON PHARMACEUTICALS Healthcare 902.0 $562K 0.29% NEW $623.54 +29.3%
86 HWM HOWMET AEROSPACE INC Industrials 2,080.0 $559K 0.29% -664.0 -24.2% $268.86 +7.5%
87 BLK BLACKROCK INC Financial Services 580.0 $558K 0.29% NEW $961.56 +19.3%
88 AMZN AMAZON COM INC Consumer Cyclical 2,320.0 $553K 0.29% NEW $238.34 +9.6%
89 ENSG ENSIGN GROUP INC Healthcare 3,390.0 $543K 0.28% +2K +85.2% $160.30 +13.2%
90 NI NISOURCE INC Utilities 11,396.0 $542K 0.28% -3K -23.4% $47.55 -10.9%
91 UFCS UNITED FIRE GROUP INC Financial Services 10,178.0 $534K 0.28% +621.0 +6.5% $52.44 +1.8%
92 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,817.0 $529K 0.28% -460.0 -20.2% $291.17 -10.8%
93 FIG FIGMA INC Technology 28,497.0 $516K 0.27% NEW $18.09 +38.1%
94 MNSB MAINSTREET BANCSHARES INC Financial Services 20,799.0 $514K 0.27% NEW $24.69 -0.3%
95 BALL BALL CORP Consumer Cyclical 8,180.0 $510K 0.27% +3K +63.9% $62.40 -2.0%
96 ATO ATMOS ENERGY CORP Utilities 2,954.0 $509K 0.27% NEW $172.27 -1.4%
97 SAP SAP SE Technology 3,256.0 $502K 0.26% +2K +102.2% $154.11 +34.9%
98 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,006.0 $496K 0.26% NEW $45.11 +27.7%
99 ECPG ENCORE CAP GROUP INC Financial Services 5,305.0 $495K 0.26% -4K -40.1% $93.29 +11.1%
100 TEAM ATLASSIAN CORPORATION Technology 6,294.0 $490K 0.26% NEW $77.79 +103.5%
Page 5 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%