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Portfolio (Quarterly) Guide ↗

Element Squared LLC

· CIK 0002086643
13F Portfolio $177M AUM 42 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 5 Added 13 Reduced 30 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 58,027.0 $10.1M 5.71% -13K -18.6% $174.40 +22.6%
2 NOCT INNOVATOR ETFS TRUST 122,309.0 $6.9M 3.89% -513K -80.7% $56.37 +10.3%
3 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,240.0 $2.5M 1.42% -787.0 -15.7% $592.98 -3.0%
4 INNOVATOR ETFS TRUST 82,929.0 $2.3M 1.30% -266K -76.2% $27.86
5 AAPL APPLE INC Technology 9,085.0 $2.3M 1.30% -4K -31.2% $253.79 +22.1%
6 AMD ADVANCED MICRO DEVICES INC Technology 11,048.0 $2.2M 1.27% -2K -12.5% $203.43 +145.2%
7 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,443.0 $2.2M 1.23% -2K -20.4% $337.93 +22.1%
8 MOAT VANECK ETF TRUST 22,361.0 $2.2M 1.22% -251.0 -1.1% $96.70 +5.6%
9 APH AMPHENOL CORP Technology 16,976.0 $2.1M 1.21% -5K -21.2% $126.35 +11.8%
10 META META PLATFORMS INC Communication Services 3,585.0 $2.1M 1.16% -97.0 -2.6% $572.21 +6.6%
11 PJAN INNOVATOR ETFS TRUST 37,821.0 $1.7M 0.98% -31K -44.8% $46.13 +6.9%
12 LRCX LAM RESEARCH CORP Technology 1,104.0 $236K 0.13% -336.0 -23.3% $213.69 +50.3%
13 NJAN INNOVATOR ETFS TRUST 4,131.0 $220K 0.12% -6K -59.4% $53.37 +10.0%

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
Financial Services 41.2%
Technology 31.0%
Healthcare 9.4%
Energy 4.9%
Basic Materials 4.6%
Communication Services 4.3%
Consumer Cyclical 2.3%
Real Estate 2.3%