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Portfolio (Quarterly) Guide ↗

V-Square Quantitative Management LLC

· CIK 0001943239
13F Portfolio $946M AUM 721 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 388 Added 163 Reduced 29 Exited
Page 15 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DDOG Datadog Inc Technology 2,754.0 $325K 0.03% +230.0 +9.1% $118.05 +95.1%
282 J Jacobs Solutions Inc Industrials 2,535.0 $323K 0.03% +275.0 +12.2% $127.28 -6.8%
283 FFIV F5 Inc Technology 1,096.0 $317K 0.03% +72.0 +7.0% $289.33 +31.9%
284 Everest Group Ltd 968.0 $316K 0.03% +37.0 +4.0% $326.85
285 RMD ResMed Inc Healthcare 1,403.0 $315K 0.03% +100.0 +7.7% $224.48 -8.7%
286 FRT Federal Realty Investment Trus Real Estate 2,965.0 $315K 0.03% +117.0 +4.1% $106.21 +13.8%
287 EFX Equifax Inc Industrials 1,730.0 $312K 0.03% +64.0 +3.8% $180.07 -8.4%
288 NVT nVent Electric PLC Industrials 2,622.0 $310K 0.03% +454.0 +20.9% $118.28 +40.4%
289 VRSK Verisk Analytics Inc Industrials 1,626.0 $309K 0.03% +173.0 +11.9% $189.75 -8.8%
290 FDS FactSet Research Systems Inc Financial Services 1,416.0 $307K 0.03% +172.0 +13.8% $216.99 +11.0%
291 LVS Las Vegas Sands Corp Consumer Cyclical 5,633.0 $304K 0.03% +744.0 +15.2% $53.88 -5.3%
292 BURL Burlington Stores Inc Consumer Cyclical 932.0 $303K 0.03% +19.0 +2.1% $325.38 -9.3%
293 BX Blackstone Inc Financial Services 2,587.0 $297K 0.03% +593.0 +29.7% $114.99 +1.0%
294 COHR Coherent Corp Technology 1,224.0 $292K 0.03% +1K +679.6% $238.21 +58.6%
295 EPAM EPAM Systems Inc Technology 2,144.0 $290K 0.03% +662.0 +44.7% $135.40 -25.0%
296 AES AES Corp/The Utilities 20,409.0 $288K 0.03% +654.0 +3.3% $14.09 +4.2%
297 AOS A O Smith Corp Industrials 4,353.0 $287K 0.03% +244.0 +5.9% $65.94 -12.7%
298 MAA Mid-America Apartment Communit Real Estate 2,313.0 $282K 0.03% +15.0 +0.7% $122.12 +7.0%
299 RVTY Revvity Inc Healthcare 3,163.0 $277K 0.03% +531.0 +20.2% $87.61 +16.5%
300 SWKS Skyworks Solutions Inc Technology 5,135.0 $275K 0.03% +1K +34.0% $53.55 +52.6%
Page 15 of 20  ·  388 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
Technology 30.9%
Financial Services 11.9%
Communication Services 11.1%
Healthcare 11.0%
Industrials 9.9%
Consumer Cyclical 8.3%
Consumer Defensive 5.6%
Energy 3.1%
Real Estate 3.0%
Utilities 2.9%