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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 16 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 C Citigroup Inc Financial Services 4,515.0 $527K 0.06% NEW $116.69 +7.6%
302 SJM J M Smucker Co/The Consumer Defensive 5,383.0 $527K 0.06% NEW $97.81 +6.7%
303 ALLE Allegion plc Industrials 3,297.0 $525K 0.06% NEW $159.22 -17.5%
304 HWM Howmet Aerospace Inc Industrials 2,549.0 $523K 0.05% NEW $205.02 +24.7%
305 LII Lennox International Inc Industrials 1,068.0 $519K 0.05% NEW $485.58 +4.2%
306 MPWR Monolithic Power Systems Inc Technology 572.0 $518K 0.05% NEW $906.36 +76.2%
307 EMR Emerson Electric Co Industrials 3,881.0 $515K 0.05% NEW $132.72 +8.0%
308 MDLZ Mondelez International Inc Consumer Defensive 9,544.0 $514K 0.05% NEW $53.83 +15.1%
309 KMI Kinder Morgan Inc Energy 18,672.0 $513K 0.05% NEW $27.49 +13.8%
310 D Dominion Energy Inc Utilities 8,733.0 $512K 0.05% NEW $58.59 +13.5%
311 DASH DoorDash Inc Communication Services 2,253.0 $510K 0.05% NEW $226.48 -30.2%
312 OMC Omnicom Group Inc Communication Services 6,315.0 $510K 0.05% NEW $80.75 -9.1%
313 IEX IDEX Corp Industrials 2,865.0 $510K 0.05% NEW $177.94 +19.2%
314 CVS CVS Health Corp Healthcare 6,403.0 $508K 0.05% NEW $79.36 +15.2%
315 Cooper Cos Inc/The 6,187.0 $507K 0.05% NEW $81.96
316 HSY Hershey Co/The Consumer Defensive 2,769.0 $504K 0.05% NEW $181.98 +6.9%
317 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 1,798.0 $501K 0.05% NEW $278.92 +1.6%
318 VMC Vulcan Materials Co Basic Materials 1,735.0 $495K 0.05% NEW $285.17 +0.6%
319 TSN Tyson Foods Inc Consumer Defensive 8,398.0 $492K 0.05% NEW $58.62 +4.7%
320 ZBH Zimmer Biomet Holdings Inc Healthcare 5,456.0 $491K 0.05% NEW $89.92 -8.3%
Page 16 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%