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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $182M AUM 477 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 133 Added 155 Reduced 220 Exited
Page 3 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,642.0 $391K 0.21% NEW $69.37 +21.0%
42 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,130.0 $388K 0.21% NEW $32.01 +2.2%
43 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,959.0 $386K 0.21% NEW $97.55 +12.7%
44 TCBX THIRD COAST BANCSHARES INC Financial Services 10,052.0 $380K 0.21% NEW $37.83 +1.5%
45 GM GENERAL MTRS CO Consumer Cyclical 5,030.0 $375K 0.21% NEW $74.50 +12.9%
46 AME AMETEK INC Industrials 1,748.0 $375K 0.21% NEW $214.36 +5.6%
47 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,390.0 $369K 0.20% NEW $265.32 +17.8%
48 EWBC EAST WEST BANCORP INC Financial Services 3,380.0 $361K 0.20% NEW $106.76 +15.7%
49 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 13,528.0 $356K 0.20% NEW $26.35 -4.6%
50 UFCS UNITED FIRE GROUP INC Financial Services 9,557.0 $354K 0.19% NEW $37.06 +21.5%
51 AIZ ASSURANT INC Financial Services 1,589.0 $346K 0.19% NEW $217.81 +15.7%
52 CSL CARLISLE COS INC Industrials 1,035.0 $345K 0.19% NEW $333.62 +3.3%
53 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,182.0 $344K 0.19% NEW $290.70 -12.6%
54 AZO AUTOZONE INC Consumer Cyclical 97.0 $328K 0.18% NEW $3377.78 -10.4%
55 CPA COPA HOLDINGS SA Industrials 2,883.0 $328K 0.18% NEW $113.61 +25.8%
56 IONS IONIS PHARMACEUTICALS INC Healthcare 4,359.0 $327K 0.18% NEW $75.09 +1.9%
57 FRME FIRST MERCHANTS CORP Financial Services 8,102.0 $314K 0.17% NEW $38.73 +3.9%
58 HD HOME DEPOT INC Consumer Cyclical 951.0 $313K 0.17% NEW $328.89 -3.4%
59 HSY HERSHEY CO Consumer Defensive 1,465.0 $305K 0.17% NEW $207.89 -4.8%
60 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 15,303.0 $303K 0.17% NEW $19.78 -4.9%
Page 3 of 10  ·  184 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
Industrials 18.6%
Financial Services 18.2%
Technology 16.3%
Healthcare 10.9%
Consumer Cyclical 9.1%
Communication Services 7.5%
Consumer Defensive 6.3%
Energy 5.0%
Utilities 4.1%
Basic Materials 3.6%