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Portfolio (Quarterly) Guide ↗

Objectivity Squared, LLC

· CIK 0002011113
13F Portfolio $179M AUM 57 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 32 Added 6 Reduced 2 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 639.0 $422K 0.24% +14.0 +2.2% $660.17 -8.0%
42 AFL AFLAC INC Financial Services 3,516.0 $388K 0.22% -55.0 -1.5% $110.27 +6.8%
43 NSC NORFOLK SOUTHN CORP Industrials 1,199.0 $346K 0.19% +6.0 +0.5% $288.71 +7.9%
44 GOOGL ALPHABET INC Communication Services 1,101.0 $345K 0.19% +135.0 +14.0% $313.07 +23.8%
45 IWM ISHARES TR 1,343.0 $331K 0.18% $246.25 +14.7%
46 IWR ISHARES TR 3,317.0 $319K 0.18% $96.27 +9.1%
47 ANIK ANIKA THERAPEUTICS INC Healthcare 31,575.0 $303K 0.17% NEW $9.61 +56.3%
48 PEP PEPSICO INC Consumer Defensive 2,089.0 $300K 0.17% +20.0 +1.0% $143.53 +3.7%
49 LLY ELI LILLY & CO Healthcare 249.0 $268K 0.15% NEW $1076.00 -3.2%
50 T AT&T INC Communication Services 10,455.0 $260K 0.14% $24.84 +0.4%
51 APH AMPHENOL CORP NEW Technology 1,839.0 $248K 0.14% +24.0 +1.3% $135.11 -7.6%
52 WMT WALMART INC Consumer Defensive 2,014.0 $224K 0.13% +36.0 +1.8% $111.41 +17.4%
53 BERKSHIRE HATHAWAY INC DEL 438.0 $220K 0.12% $502.65
54 EFA ISHARES TR 2,266.0 $218K 0.12% +40.0 +1.8% $96.04 +8.5%
55 RTX RTX CORPORATION Industrials 1,126.0 $207K 0.12% NEW $183.40 -4.7%
56 GNW GENWORTH FINL INC Financial Services 19,182.0 $173K 0.10% -725.0 -3.6% $9.03 +2.4%
57 DARE BIOSCIENCE INC 10,915.0 $21K 0.01% NEW $1.93
Page 3 of 3  ·  57 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 27.1%
Technology 26.6%
Communication Services 20.9%
Industrials 7.8%
Consumer Cyclical 5.6%
Utilities 4.8%
Financial Services 4.0%
Healthcare 2.2%
Consumer Defensive 1.0%