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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 8 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EVEREST GROUP LTD 1,135.0 $405K 0.21% +77.0 +7.3% $357.23
142 ARW ARROW ELECTRS INC Technology 1,894.0 $404K 0.21% NEW $213.41 -2.7%
143 KARO KAROOOOO LTD Technology 8,171.0 $403K 0.21% +2K +37.8% $49.36 +27.3%
144 TSN TYSON FOODS INC Consumer Defensive 7,041.0 $403K 0.21% -676.0 -8.8% $57.25 +1.9%
145 SHOP SHOPIFY INC Technology 3,499.0 $400K 0.21% +537.0 +18.1% $114.18 +29.6%
146 ANIK ANIKA THERAPEUTICS INC Healthcare 27,065.0 $396K 0.21% -23K -46.1% $14.63 +47.2%
147 MRNA MODERNA INC Healthcare 5,647.0 $395K 0.21% NEW $70.03 -10.1%
148 HLIO HELIOS TECHNOLOGIES INC Industrials 4,419.0 $394K 0.21% +83.0 +1.9% $89.25 -10.8%
149 IEX IDEX CORP Industrials 1,732.0 $393K 0.21% NEW $226.95 +3.2%
150 CF CF INDUSTRIES HOLD Basic Materials 3,593.0 $389K 0.20% +2K +85.9% $108.26 +11.4%
151 LAD LITHIA MTRS INC Consumer Cyclical 1,338.0 $389K 0.20% -311.0 -18.9% $290.49 +26.1%
152 EQH EQUITABLE HLDGS INC Financial Services 8,777.0 $385K 0.20% -193.0 -2.1% $43.88 +17.0%
153 WMT WALMART INC Consumer Defensive 3,392.0 $384K 0.20% NEW $113.26 +2.1%
154 RBC RBC BEARINGS INC Industrials 590.0 $380K 0.20% NEW $644.06 -15.2%
155 SU SUNCOR ENERGY INC NEW Energy 7,053.0 $379K 0.20% NEW $53.68 +24.6%
156 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 14,458.0 $378K 0.20% NEW $26.17 +1.4%
157 AZN ASTRAZENECA PLC Healthcare 1,987.0 $377K 0.20% -736.0 -27.0% $189.62 -15.6%
158 SEANERGY MARITIME HLDGS CORP 27,976.0 $376K 0.20% -1K -3.7% $13.43
159 PWR QUANTA SVCS INC Industrials 520.0 $374K 0.20% NEW $720.04 -2.9%
160 FOR FORESTAR GROUP INC Real Estate 11,663.0 $369K 0.19% NEW $31.65 -7.9%
Page 8 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%