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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
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INNOVATOR ETFS TRUST 1,323,926.0 $38.9M 21.94% NEW $29.38
2 RSP INVESCO EXCHANGE TRADED FD T 96,856.0 $18.6M 10.48% +22K +29.5% $191.92 +8.2%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 24,687.0 $16.1M 9.06% +2K +9.8% $650.35 +15.3%
4 QQQ INVESCO QQQ TR Financial Services 22,136.0 $12.8M 7.21% +11K +99.3% $577.19 +26.4%
5 NVDA NVIDIA CORPORATION Technology 58,027.0 $10.1M 5.71% -13K -18.6% $174.40 +22.4%
6 NOCT INNOVATOR ETFS TRUST 122,309.0 $6.9M 3.89% -513K -80.7% $56.37 +10.3%
7 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,240.0 $2.5M 1.42% -787.0 -15.7% $592.98 -2.6%
8 PBR PETROLEO BRASILEIRO S A Energy 120,245.0 $2.5M 1.41% NEW $20.75 -6.5%
9 AMERICA MOVIL SAB DE CV 93,198.0 $2.4M 1.34% NEW $25.48
10 EVR EVERCORE INC Financial Services 7,894.0 $2.4M 1.33% NEW $298.49 +15.6%
11 INNOVATOR ETFS TRUST 82,929.0 $2.3M 1.30% -266K -76.2% $27.86
12 AAPL APPLE INC Technology 9,085.0 $2.3M 1.30% -4K -31.2% $253.79 +21.5%
13 EXPE EXPEDIA GROUP INC Consumer Cyclical 9,847.0 $2.3M 1.28% NEW $230.88 -4.0%
14 REGN REGENERON PHARMACEUTICALS Healthcare 2,936.0 $2.3M 1.28% NEW $772.74 -17.7%
15 TEL TE CONNECTIVITY PLC Technology 10,791.0 $2.3M 1.27% NEW $209.02 +0.1%
16 INCY INCYTE CORP Healthcare 23,957.0 $2.3M 1.27% NEW $94.12 +3.6%
17 CLS CELESTICA INC Technology 7,999.0 $2.3M 1.27% NEW $281.68 +32.0%
18 AMD ADVANCED MICRO DEVICES INC Technology 11,048.0 $2.2M 1.27% -2K -12.5% $203.43 +147.4%
19 FSLR FIRST SOLAR INC Energy 11,361.0 $2.2M 1.26% NEW $197.26 +36.7%
20 AXP AMERICAN EXPRESS CO Financial Services 7,388.0 $2.2M 1.26% NEW $302.48 +2.8%
Page 1 of 3  ·  42 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
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%