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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 16 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HLNE HAMILTON LANE INC Financial Services 1,755.0 $236K 0.11% NEW $134.31 -32.7%
302 GAP GAP INC Consumer Cyclical 9,199.0 $235K 0.11% NEW $25.60 -8.2%
303 KWR QUAKER HOUGHTON Basic Materials 1,715.0 $235K 0.11% NEW $137.31 +6.4%
304 MDB MONGODB INC Technology 560.0 $235K 0.11% NEW $419.69 -26.8%
305 AMG AFFILIATED MANAGERS GROUP IN Financial Services 814.0 $235K 0.11% NEW $288.28 +7.1%
306 LAD LITHIA MTRS INC Consumer Cyclical 706.0 $235K 0.11% NEW $332.33 -14.8%
307 RSG REPUBLIC SVCS INC Industrials 1,106.0 $234K 0.11% NEW $211.93 -2.3%
308 PEP PEPSICO INC Consumer Defensive 1,632.0 $234K 0.11% NEW $143.52 +1.5%
309 UGI UGI CORP NEW Utilities 6,226.0 $233K 0.11% NEW $37.43 -4.2%
310 HMN HORACE MANN EDUCATORS CORP N Financial Services 5,046.0 $233K 0.11% NEW $46.18 +2.6%
311 JHG JANUS HENDERSON GROUP PLC Financial Services 4,892.0 $233K 0.11% NEW $47.57 +9.0%
312 ONDS ONDAS HLDGS INC Technology 23,799.0 $232K 0.11% NEW $9.76 +0.1%
313 KN KNOWLES CORP Technology 10,755.0 $230K 0.11% NEW $21.43 +78.4%
314 HEICO CORP NEW 912.0 $230K 0.11% NEW $252.43
315 SM SM ENERGY CO Energy 12,260.0 $229K 0.11% NEW $18.70 +70.0%
316 ESNT ESSENT GROUP LTD Financial Services 3,509.0 $228K 0.11% NEW $65.01 -7.1%
317 LMND LEMONADE INC Financial Services 3,196.0 $227K 0.11% NEW $71.18 -19.4%
318 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,392.0 $227K 0.11% NEW $95.08 -25.8%
319 SHOP SHOPIFY INC Technology 1,406.0 $226K 0.11% NEW $160.97 -34.8%
320 MSTR STRATEGY INC Technology 1,480.0 $225K 0.10% NEW $151.95 +5.3%
Page 16 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%