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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 7 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MSCI MSCI INC Financial Services 792.0 $444K 0.23% -637.0 -44.6% $560.04 -1.7%
122 FSBC FIVE STAR BANCORP Financial Services 9,032.0 $440K 0.23% NEW $48.69 -3.8%
123 HAL HALLIBURTON CO Energy 12,869.0 $437K 0.23% NEW $33.95 +2.3%
124 VMI VALMONT INDS INC Industrials 755.0 $436K 0.23% -190.0 -20.1% $577.60 -12.3%
125 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,128.0 $435K 0.23% NEW $139.09 -6.1%
126 SBLK STAR BULK CARRIERS CORP. Industrials 17,290.0 $432K 0.23% -8K -31.6% $24.97 +20.5%
127 BBD BANCO BRADESCO S A Financial Services 123,099.0 $427K 0.22% +55K +79.5% $3.47 -11.0%
128 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 8,997.0 $426K 0.22% NEW $47.33 -1.3%
129 AER AERCAP HOLDINGS NV Industrials 2,915.0 $425K 0.22% +1K +59.9% $145.78 +3.2%
130 INTU INTUIT Technology 1,618.0 $422K 0.22% NEW $261.00 +28.6%
131 AII AMERICAN INTEGRITY INS GROUP Financial Services 22,388.0 $422K 0.22% NEW $18.83 +32.8%
132 IONS IONIS PHARMACEUTICALS INC Healthcare 5,313.0 $421K 0.22% +954.0 +21.9% $79.29 -26.1%
133 NGS NATURAL GAS SVCS GROUP INC Energy 9,711.0 $419K 0.22% -883.0 -8.3% $43.14 -11.3%
134 BSVN BANK7 CORP Financial Services 8,556.0 $419K 0.22% +1K +19.2% $48.95 +6.4%
135 XPO XPO INC Industrials 2,039.0 $419K 0.22% -221.0 -9.8% $205.29 +2.8%
136 TJX TJX COS INC NEW Consumer Cyclical 2,762.0 $418K 0.22% NEW $151.50 -0.4%
137 CPRX CATALYST PHARMACEUTICALS INC Healthcare 13,228.0 $416K 0.22% NEW $31.43 +0.2%
138 NBHC NATIONAL BK HLDGS CORP Financial Services 9,314.0 $414K 0.22% NEW $44.43 -2.7%
139 PATH UIPATH INC Technology 37,881.0 $412K 0.22% NEW $10.87 +47.1%
140 MSM MSC INDL DIRECT INC Industrials 3,429.0 $408K 0.21% NEW $118.95 +4.7%
Page 7 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%