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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 12 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LMAT LEMAITRE VASCULAR INC Healthcare 2,571.0 $281K 0.15% -59.0 -2.2% $109.17 -9.6%
222 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,799.0 $281K 0.15% +1K +25.3% $41.27 +25.9%
223 HLIO HELIOS TECHNOLOGIES INC Industrials 4,336.0 $281K 0.15% NEW $64.71 +27.0%
224 ACM AECOM Industrials 3,285.0 $279K 0.15% NEW $84.82 -14.6%
225 SF STIFEL FINL CORP Financial Services 3,753.0 $277K 0.15% -202.0 -5.1% $73.92 -1.8%
226 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 25,378.0 $277K 0.15% -5K -15.7% $10.91 +8.1%
227 SYK STRYKER CORPORATION Healthcare 839.0 $276K 0.15% -3K -80.5% $328.59 -4.7%
228 SAP SAP SE Technology 1,610.0 $276K 0.15% +113.0 +7.5% $171.21 +2.3%
229 IHS IHS HOLDING LIMITED Communication Services 33,448.0 $275K 0.15% NEW $8.23 +1.7%
230 NPO ENPRO INC Industrials 1,089.0 $273K 0.15% -111.0 -9.2% $250.65 +26.9%
231 EHC ENCOMPASS HEALTH CORP Healthcare 2,821.0 $273K 0.15% -6K -68.0% $96.73 +8.5%
232 HDB HDFC BANK LTD Financial Services 10,954.0 $273K 0.15% NEW $24.88 -0.3%
233 PNW PINNACLE WEST CAP CORP Utilities 2,703.0 $272K 0.15% -13K -82.2% $100.75 +2.1%
234 CBRE CBRE GROUP INC Real Estate 1,994.0 $270K 0.15% -2K -45.7% $135.46 -4.2%
235 CTRA COTERRA ENERGY INC Energy 7,682.0 $270K 0.15% NEW $35.14 -7.3%
236 RELX RELX PLC Communication Services 8,140.0 $270K 0.15% +3K +58.1% $33.15 -0.8%
237 MHO M/I HOMES INC Consumer Cyclical 2,200.0 $269K 0.15% NEW $122.45 +7.9%
238 EXPAND ENERGY CORPORATION 2,436.0 $267K 0.15% NEW $109.78
239 ISRG INTUITIVE SURGICAL INC Healthcare 580.0 $267K 0.15% -190.0 -24.7% $460.99 -5.3%
240 PLUG PLUG PWR INC Industrials 118,099.0 $267K 0.15% +94K +380.3% $2.26 +69.9%
Page 12 of 24  ·  477 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%