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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $214M AUM 513 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 513 New
Page 2 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OTIS OTIS WORLDWIDE CORP Industrials 17,464.0 $1.5M 0.71% NEW $87.35 -17.4%
22 SYK STRYKER CORPORATION Healthcare 4,314.0 $1.5M 0.71% NEW $351.47 -13.1%
23 SNX TD SYNNEX CORPORATION Technology 10,030.0 $1.5M 0.70% NEW $150.23 +64.4%
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 276.0 $1.5M 0.69% NEW $5355.33 -96.9%
25 MU MICRON TECHNOLOGY INC Technology 4,830.0 $1.4M 0.64% NEW $285.41 +218.6%
26 PNW PINNACLE WEST CAP CORP Utilities 15,222.0 $1.4M 0.63% NEW $88.70 +15.9%
27 BAP CREDICORP LTD Financial Services 4,553.0 $1.3M 0.61% NEW $287.00 +20.1%
28 DAYFORCE INC 17,936.0 $1.2M 0.58% NEW $69.16
29 LMT LOCKHEED MARTIN CORP Industrials 2,514.0 $1.2M 0.57% NEW $483.67 +10.1%
30 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,745.0 $1.2M 0.55% NEW $53.94 +7.5%
31 CHT CHUNGHWA TELECOM CO LTD Communication Services 27,964.0 $1.2M 0.55% NEW $41.71 +4.2%
32 AXS AXIS CAP HLDGS LTD Financial Services 10,836.0 $1.2M 0.54% NEW $107.09 -9.9%
33 HOLOGIC INC 15,524.0 $1.2M 0.54% NEW $74.49
34 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2,908.0 $1.1M 0.53% NEW $393.30 -15.8%
35 SYY SYSCO CORP Consumer Defensive 15,238.0 $1.1M 0.53% NEW $73.69 +2.3%
36 TT TRANE TECHNOLOGIES PLC Industrials 2,641.0 $1.0M 0.48% NEW $389.20 +18.6%
37 ICICI BANK LIMITED 33,679.0 $1.0M 0.47% NEW $29.80
38 PPL PPL CORP Utilities 26,920.0 $943K 0.44% NEW $35.02 +2.5%
39 EHC ENCOMPASS HEALTH CORP Healthcare 8,814.0 $936K 0.44% NEW $106.14 -1.5%
40 DT DYNATRACE INC Technology 21,261.0 $921K 0.43% NEW $43.34 -10.0%
Page 2 of 26  ·  513 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 19.6%
Technology 19.4%
Industrials 15.3%
Healthcare 10.7%
Consumer Cyclical 7.6%
Communication Services 6.4%
Consumer Defensive 5.7%
Basic Materials 5.4%
Energy 5.0%
Utilities 4.5%