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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 21 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CI&T INC 27,814.0 $113K 0.05% NEW $4.07
402 XGN EXAGEN INC Healthcare 18,192.0 $111K 0.05% NEW $6.08 -29.9%
403 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 30,486.0 $110K 0.05% NEW $3.60 +61.7%
404 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 15,280.0 $109K 0.05% NEW $7.16 -11.3%
405 LTRX LANTRONIX INC Technology 18,107.0 $106K 0.05% NEW $5.86 +24.2%
406 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 14,212.0 $104K 0.05% NEW $7.34 +19.1%
407 LFST LIFESTANCE HEALTH GROUP INC Healthcare 14,703.0 $104K 0.05% NEW $7.04 +7.5%
408 ZVIA ZEVIA PBC Consumer Defensive 44,012.0 $102K 0.05% NEW $2.32 -27.2%
409 VMD VIEMED HEALTHCARE INC Healthcare 13,714.0 $102K 0.05% NEW $7.43 +29.5%
410 VLRS CONTROLADORA VUELA COMP DE A Industrials 11,314.0 $100K 0.05% NEW $8.88 -18.0%
411 JAMES RIV GROUP HOLDINGS INC 15,713.0 $100K 0.05% NEW $6.36
412 REAX THE REAL BROKERAGE INC Real Estate 26,908.0 $98K 0.05% NEW $3.65 -51.0%
413 CRGY CRESCENT ENERGY COMPANY Energy 11,430.0 $96K 0.04% NEW $8.39 +48.2%
414 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 16,545.0 $95K 0.04% NEW $5.76 +68.1%
415 SMRT SMARTRENT INC Technology 46,978.0 $95K 0.04% NEW $2.02 -37.1%
416 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 34,533.0 $94K 0.04% NEW $2.73 +50.2%
417 SGHT SIGHT SCIENCES INC Healthcare 11,832.0 $94K 0.04% NEW $7.93 -37.1%
418 NMR NOMURA HLDGS INC Financial Services 11,020.0 $92K 0.04% NEW $8.39 -3.8%
419 DNUT KRISPY KREME INC Consumer Defensive 22,983.0 $92K 0.04% NEW $4.02 -16.2%
420 BORR DRILLING LTD 22,760.0 $92K 0.04% NEW $4.03
Page 21 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%