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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 2 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMB WILLIAMS COS INC Energy 7,340.0 $534K 0.29% -407.0 -5.2% $72.78 +3.8%
22 GVA GRANITE CONSTR INC Industrials 4,313.0 $517K 0.28% -561.0 -11.5% $119.88 +13.7%
23 AMAL AMALGAMATED FINANCIAL CORP Financial Services 13,293.0 $517K 0.28% -2K -12.2% $38.87 +7.2%
24 STRA STRATEGIC ED INC Consumer Defensive 6,068.0 $503K 0.28% -327.0 -5.1% $82.96 -7.2%
25 FIX COMFORT SYS USA INC Industrials 365.0 $503K 0.28% -430.0 -54.1% $1378.99 +37.8%
26 TSN TYSON FOODS INC Consumer Defensive 7,717.0 $494K 0.27% -5K -38.7% $64.07 +3.8%
27 NMIH NMI HLDGS INC Financial Services 12,943.0 $485K 0.27% -4K -25.4% $37.51 -1.9%
28 TRST TRUSTCO BK CORP N Y Financial Services 10,937.0 $479K 0.26% -7K -39.8% $43.78 +16.7%
29 CME CME GROUP INC Financial Services 1,541.0 $455K 0.25% -4K -73.9% $295.35 -6.1%
30 IIIN INSTEEL INDS INC Industrials 13,490.0 $453K 0.25% -305.0 -2.2% $33.61 -17.6%
31 WT WISDOMTREE INC Financial Services 30,895.0 $450K 0.25% -17K -35.4% $14.56 +31.0%
32 ICICI BANK LIMITED 16,832.0 $436K 0.24% -17K -50.0% $25.90
33 MOOG INC 1,488.0 $435K 0.24% -320.0 -17.7% $292.64
34 REX REX AMERICAN RES CORP Basic Materials 9,529.0 $434K 0.24% -1K -10.4% $45.57 +6.6%
35 MORN MORNINGSTAR INC Financial Services 2,551.0 $431K 0.24% -690.0 -21.3% $169.05 +4.4%
36 NWSA NEWS CORP NEW Communication Services 16,983.0 $423K 0.23% -4K -20.4% $24.93 +7.7%
37 SYY SYSCO CORP Consumer Defensive 5,902.0 $421K 0.23% -9K -61.3% $71.33 +6.0%
38 A AGILENT TECHNOLOGIES INC Healthcare 3,652.0 $416K 0.23% -1K -28.5% $113.98 +1.1%
39 NVGS NAVIGATOR HLDGS LTD Energy 21,476.0 $415K 0.23% -3K -12.2% $19.33 +17.8%
40 EQNR EQUINOR ASA Energy 9,730.0 $411K 0.23% -19K -66.0% $42.20 -12.4%
Page 2 of 8  ·  155 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%