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Portfolio (Quarterly) Guide ↗

V-Square Quantitative Management LLC

· CIK 0001943239
13F Portfolio $962M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 696 New
Page 15 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NVR NVR Inc Consumer Cyclical 78.0 $569K 0.06% NEW $7292.77 -15.8%
282 IFF IFF Basic Materials 8,397.0 $566K 0.06% NEW $67.39 +17.1%
283 CHRW CH Robinson Worldwide Inc Industrials 3,514.0 $565K 0.06% NEW $160.76 +9.6%
284 AJG Arthur J Gallagher & Co Financial Services 2,181.0 $564K 0.06% NEW $258.79 -21.9%
285 CCL Carnival Corp Consumer Cyclical 18,344.0 $560K 0.06% NEW $30.54 -7.1%
286 Bunge Global SA 6,282.0 $560K 0.06% NEW $89.08
287 CHTR Charter Communications Inc Communication Services 2,664.0 $556K 0.06% NEW $208.75 -32.1%
288 ROST Ross Stores Inc Consumer Cyclical 3,086.0 $556K 0.06% NEW $180.14 +28.6%
289 Aptiv PLC 7,285.0 $554K 0.06% NEW $76.09
290 PTC PTC Inc Technology 3,178.0 $554K 0.06% NEW $174.21 -21.5%
291 DECK Deckers Outdoor Corp Consumer Cyclical 5,313.0 $551K 0.06% NEW $103.67 +10.4%
292 WIT Wipro Ltd Technology 193,886.0 $551K 0.06% NEW $2.84 -21.3%
293 NI NiSource Inc Utilities 13,130.0 $548K 0.06% NEW $41.76 +11.2%
294 CPRT Copart Inc Industrials 13,927.0 $545K 0.06% NEW $39.15 -14.8%
295 WFC Wells Fargo & Co Financial Services 5,826.0 $543K 0.06% NEW $93.20 -17.0%
296 PNR Pentair PLC Industrials 5,205.0 $542K 0.06% NEW $104.14 -30.8%
297 CPNG Coupang Inc Consumer Cyclical 22,977.0 $542K 0.06% NEW $23.59 -29.6%
298 NOC Northrop Grumman Corp Industrials 934.0 $533K 0.06% NEW $570.21 -2.4%
299 KEY KeyCorp Financial Services 25,691.0 $530K 0.06% NEW $20.64 +3.4%
300 Smurfit WestRock PLC 13,712.0 $530K 0.06% NEW $38.67
Page 15 of 35  ·  696 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 33.0%
Financial Services 12.2%
Communication Services 11.8%
Healthcare 10.7%
Industrials 9.0%
Consumer Cyclical 8.7%
Consumer Defensive 5.0%
Real Estate 2.8%
Utilities 2.4%
Energy 2.3%