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Portfolio (Quarterly) Guide ↗

Objectivity Squared, LLC

· CIK 0002011113
13F Portfolio $168M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 53 New
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCSH VANGUARD SCOTTSDALE FDS 4,975.0 $398K 0.24% NEW $79.93 -1.3%
42 NSC NORFOLK SOUTHN CORP Industrials 1,193.0 $358K 0.21% NEW $300.47 +3.7%
43 IWM ISHARES TR 1,339.0 $324K 0.19% NEW $241.95 +16.8%
44 IWR ISHARES TR 3,304.0 $319K 0.19% NEW $96.54 +8.8%
45 PYPL PAYPAL HLDGS INC Financial Services 4,455.0 $299K 0.18% NEW $67.06 -33.8%
46 T AT&T INC Communication Services 10,455.0 $295K 0.18% NEW $28.24 -11.7%
47 PEP PEPSICO INC Consumer Defensive 2,069.0 $291K 0.17% NEW $140.45 +6.0%
48 GOOGL ALPHABET INC Communication Services 966.0 $235K 0.14% NEW $243.22 +59.4%
49 APH AMPHENOL CORP NEW Technology 1,815.0 $225K 0.13% NEW $123.76 +0.9%
50 BERKSHIRE HATHAWAY INC DEL 438.0 $220K 0.13% NEW $502.74
51 EFA ISHARES TR 2,226.0 $208K 0.12% NEW $93.35 +11.6%
52 WMT WALMART INC Consumer Defensive 1,978.0 $204K 0.12% NEW $103.06 +27.0%
53 GNW GENWORTH FINL INC Financial Services 19,907.0 $177K 0.11% NEW $8.90 +3.9%
Page 3 of 3  ·  53 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
Energy 29.0%
Technology 26.6%
Communication Services 16.4%
Industrials 8.1%
Consumer Cyclical 7.9%
Utilities 5.9%
Financial Services 4.0%
Consumer Defensive 1.1%
Healthcare 1.0%