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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 12 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASPEN INSURANCE HOLDINGS LTD 8,308.0 $308K 0.14% NEW $37.10
222 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 14,248.0 $307K 0.14% NEW $21.58 +1.4%
223 IMCR IMMUNOCORE HLDGS PLC Healthcare 8,849.0 $307K 0.14% NEW $34.71 -15.3%
224 SHW SHERWIN WILLIAMS CO Basic Materials 943.0 $306K 0.14% NEW $324.03 -3.9%
225 ESAB ESAB CORPORATION Industrials 2,725.0 $304K 0.14% NEW $111.72 -15.4%
226 AXTA AXALTA COATING SYS LTD Basic Materials 9,266.0 $299K 0.14% NEW $32.31 -7.1%
227 TITN TITAN MACHY INC Industrials 19,894.0 $299K 0.14% NEW $15.04 +32.8%
228 JBS N.V. 20,704.0 $299K 0.14% NEW $14.42
229 CPNG COUPANG INC Consumer Cyclical 12,633.0 $298K 0.14% NEW $23.59 -34.4%
230 ANGO ANGIODYNAMICS INC Healthcare 23,206.0 $298K 0.14% NEW $12.84 -8.1%
231 DASH DOORDASH INC Communication Services 1,313.0 $297K 0.14% NEW $226.48 -32.0%
232 IVZ INVESCO LTD Financial Services 11,300.0 $297K 0.14% NEW $26.27 +5.4%
233 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 2,907.0 $295K 0.14% NEW $101.40 -35.8%
234 LEU CENTRUS ENERGY CORP Energy 1,213.0 $294K 0.14% NEW $242.76 -24.5%
235 TBPH THERAVANCE BIOPHARMA INC Healthcare 15,737.0 $294K 0.14% NEW $18.71 -12.3%
236 HNGE HINGE HEALTH INC Healthcare 6,270.0 $291K 0.14% NEW $46.45 +14.1%
237 HOMB HOME BANCSHARES INC Financial Services 10,417.0 $289K 0.14% NEW $27.78 -3.6%
238 WMG WARNER MUSIC GROUP CORP Communication Services 9,425.0 $289K 0.14% NEW $30.67 +13.2%
239 FERG FERGUSON ENTERPRISES INC Industrials 1,297.0 $289K 0.14% NEW $222.63 +2.1%
240 CARR CARRIER GLOBAL CORPORATION Industrials 5,462.0 $289K 0.14% NEW $52.84 +22.8%
Page 12 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%