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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 18 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SOUN SOUNDHOUND AI INC Technology 18,860.0 $130K 0.07% -22K -54.4% $6.87 +18.3%
342 LAKE LAKELAND INDS INC Consumer Cyclical 15,268.0 $125K 0.07% NEW $8.19 +30.0%
343 HLN HALEON PLC Healthcare 12,473.0 $125K 0.07% -27K -68.5% $10.01 -7.7%
344 PSKY PARAMOUNT SKYDANCE CORP Communication Services 13,808.0 $125K 0.07% NEW $9.02 +15.0%
345 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 18,894.0 $124K 0.07% +2K +14.2% $6.57 +47.3%
346 ASUR ASURE SOFTWARE INC Technology 14,392.0 $124K 0.07% -12K -46.1% $8.60 +2.2%
347 CLSK CLEANSPARK INC Technology 14,356.0 $122K 0.07% NEW $8.51 +101.3%
348 SNDL INC 92,503.0 $122K 0.07% +18K +24.5% $1.32
349 TBLA TABOOLA.COM LTD Communication Services 39,327.0 $122K 0.07% -16K -29.3% $3.10 +55.5%
350 CRNT CERAGON NETWORKS LTD Technology 55,838.0 $121K 0.07% +23K +71.3% $2.16 +29.2%
351 PEW GRABAGUN DIGITAL HLDGS INC Industrials 39,926.0 $120K 0.07% -5K -11.8% $3.01 -9.6%
352 ARDT ARDENT HEALTH INC Healthcare 13,971.0 $120K 0.07% NEW $8.56 +8.5%
353 DNN DENISON MINES CORP Energy 33,460.0 $118K 0.07% +18K +111.8% $3.53 -5.1%
354 SMRT SMARTRENT INC Technology 78,481.0 $118K 0.07% +32K +67.1% $1.50 -15.3%
355 LCID LUCID GROUP INC Consumer Cyclical 12,177.0 $116K 0.06% -11K -48.1% $9.53 -37.4%
356 DNUT KRISPY KREME INC Consumer Defensive 34,012.0 $115K 0.06% +11K +48.0% $3.39 -0.6%
357 ALLO ALLOGENE THERAPEUTICS INC Healthcare 45,245.0 $110K 0.06% -41K -47.5% $2.44 -13.1%
358 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 13,117.0 $108K 0.06% -1K -7.7% $8.25 +5.9%
359 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 18,661.0 $108K 0.06% -12K -38.8% $5.78 +0.7%
360 STLA STELLANTIS N.V Consumer Cyclical 15,001.0 $106K 0.06% NEW $7.09 +10.2%
Page 18 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%