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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 5 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 50,284.0 $571K 0.31% $11.35 +3.9%
82 VINP VINCI COMPASS INVESTMENTS LT Financial Services 52,686.0 $556K 0.30% +3K +6.4% $10.55 -4.9%
83 DAR DARLING INGREDIENTS INC Consumer Defensive 8,954.0 $554K 0.30% NEW $61.85 -4.0%
84 OGE OGE ENERGY CORP Utilities 11,529.0 $553K 0.30% +4K +49.6% $47.96 +0.9%
85 PPL PPL CORP Utilities 14,439.0 $552K 0.30% -12K -46.4% $38.20 -5.4%
86 AMAT APPLIED MATLS INC Technology 1,611.0 $551K 0.30% NEW $341.79 +33.1%
87 AZN ASTRAZENECA PLC Healthcare 2,723.0 $537K 0.29% NEW $197.22 -5.1%
88 WMB WILLIAMS COS INC Energy 7,340.0 $534K 0.29% -407.0 -5.2% $72.78 +7.8%
89 GVA GRANITE CONSTR INC Industrials 4,313.0 $517K 0.28% -561.0 -11.5% $119.88 +11.4%
90 AMAL AMALGAMATED FINANCIAL CORP Financial Services 13,293.0 $517K 0.28% -2K -12.2% $38.87 +8.0%
91 PEP PEPSICO INC Consumer Defensive 3,264.0 $507K 0.28% +2K +100.0% $155.29 -6.2%
92 OWL BLUE OWL CAPITAL INC Financial Services 55,401.0 $506K 0.28% NEW $9.13 +10.6%
93 BERKSHIRE HATHAWAY INC DEL 1,053.0 $505K 0.28% NEW $479.20
94 STRA STRATEGIC ED INC Consumer Defensive 6,068.0 $503K 0.28% -327.0 -5.1% $82.96 -6.2%
95 FIX COMFORT SYS USA INC Industrials 365.0 $503K 0.28% -430.0 -54.1% $1378.99 +36.6%
96 AFG AMERICAN FINANCIAL GROUP INC Financial Services 3,932.0 $502K 0.28% NEW $127.71 +6.3%
97 AA ALCOA CORP Basic Materials 7,488.0 $497K 0.27% +3K +82.1% $66.33 +12.4%
98 TSN TYSON FOODS INC Consumer Defensive 7,717.0 $494K 0.27% -5K -38.7% $64.07 +1.7%
99 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,410.0 $487K 0.27% $345.15 -9.2%
100 NMIH NMI HLDGS INC Financial Services 12,943.0 $485K 0.27% -4K -25.4% $37.51 -1.0%
Page 5 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%