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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 9 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELEC PWR CO INC Utilities 2,681.0 $367K 0.19% -4K -60.0% $136.81 -7.3%
162 SLAB SILICON LABORATORIES INC Technology 1,675.0 $366K 0.19% NEW $218.56 +0.2%
163 ROL ROLLINS INC Consumer Cyclical 8,723.0 $364K 0.19% NEW $41.74 -13.0%
164 FFIV F5 INC Technology 871.0 $362K 0.19% NEW $415.96 -5.5%
165 CSL CARLISLE COS INC Industrials 996.0 $361K 0.19% -39.0 -3.8% $362.75 -2.1%
166 BCC BOISE CASCADE CO DEL Basic Materials 4,652.0 $361K 0.19% +2K +61.1% $77.63 +5.1%
167 NVO NOVO-NORDISK A S Healthcare 7,495.0 $359K 0.19% -3K -30.3% $47.94 -4.4%
168 WT WISDOMTREE INC Financial Services 21,174.0 $359K 0.19% -10K -31.5% $16.94 +35.5%
169 SNX TD SYNNEX CORPORATION Technology 1,333.0 $356K 0.19% -3K -70.1% $267.34 -3.7%
170 RS RELIANCE INC Basic Materials 952.0 $356K 0.19% +132.0 +16.1% $373.60 +12.0%
171 MARA MARA HOLDINGS INC Financial Services 25,515.0 $354K 0.19% NEW $13.89 -33.5%
172 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,334.0 $354K 0.19% -625.0 -15.8% $106.25 +2.8%
173 PSX PHILLIPS 66 Energy 2,076.0 $351K 0.18% NEW $169.05 +42.4%
174 AVT AVNET INC Technology 3,871.0 $344K 0.18% NEW $88.82 +3.2%
175 AVGO BROADCOM INC Technology 906.0 $342K 0.18% -4K -82.3% $377.75 +0.7%
176 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 11,330.0 $342K 0.18% NEW $30.18 -1.9%
177 CSCO CISCO SYS INC Technology 2,906.0 $341K 0.18% NEW $117.46 -5.5%
178 SOUTHSTATE BK CORP 3,412.0 $341K 0.18% NEW $99.90
179 BMRC BANK OF MARIN BANCORP Financial Services 12,207.0 $338K 0.18% NEW $27.70 +0.9%
180 VESTA REAL ESTATE CORP 9,799.0 $336K 0.18% +4K +57.3% $34.31
Page 9 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%