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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 8 of 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PYPL PayPal Holdings Inc Financial Services 28,352.0 $1.3M 0.14% +1K +5.4% $45.23 -2.1%
142 MNST Monster Beverage Corp Consumer Defensive 17,596.0 $1.3M 0.14% +175.0 +1.0% $72.46 +21.7%
143 STT State Street Corp Financial Services 10,044.0 $1.3M 0.13% +455.0 +4.8% $126.56 +25.1%
144 O Realty Income Corp Real Estate 20,596.0 $1.3M 0.13% -181.0 -0.9% $61.18 +1.1%
145 EBAY eBay Inc Consumer Cyclical 13,830.0 $1.3M 0.13% -410.0 -2.9% $91.02 +22.2%
146 VIV Telefonica Brasil SA Communication Services 74,455.0 $1.2M 0.12% $15.91 -15.7%
147 TFC Truist Financial Corp Financial Services 25,322.0 $1.2M 0.12% +444.0 +1.8% $45.97 +4.1%
148 TMO Thermo Fisher Scientific Inc Healthcare 2,355.0 $1.2M 0.12% -124.0 -5.0% $491.53 -0.8%
149 NOK Nokia Oyj Technology 143,796.0 $1.2M 0.12% +6K +4.4% $8.04 +89.9%
150 EW Edwards Lifesciences Corp Healthcare 14,405.0 $1.2M 0.12% $80.08 +8.0%
151 Cencora Inc 3,660.0 $1.1M 0.12% +118.0 +3.3% $314.14
152 CEG Constellation Energy Corp Utilities 4,117.0 $1.1M 0.12% +84.0 +2.1% $279.25 +2.3%
153 HIG Hartford Insurance Group Inc/T Financial Services 8,479.0 $1.1M 0.12% +531.0 +6.7% $135.23 -4.7%
154 AMP Ameriprise Financial Inc Financial Services 2,529.0 $1.1M 0.12% -18.0 -0.7% $444.40 -1.2%
155 IDXX IDEXX Laboratories Inc Healthcare 1,950.0 $1.1M 0.12% +13.0 +0.7% $561.89 +1.1%
156 EA Electronic Arts Inc Communication Services 5,351.0 $1.1M 0.12% $203.87 -1.4%
157 TRGP Targa Resources Corp Energy 4,345.0 $1.1M 0.12% -255.0 -5.5% $250.73 +5.3%
158 EIX Edison International Utilities 14,704.0 $1.1M 0.11% +1K +10.6% $73.18 -4.0%
159 PM Philip Morris International In Consumer Defensive 6,449.0 $1.1M 0.11% +861.0 +15.4% $165.34 +8.5%
160 NUE Nucor Corp Basic Materials 6,271.0 $1.1M 0.11% +225.0 +3.7% $169.10 +47.6%
Page 8 of 37  ·  721 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%