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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 7 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CW CURTISS WRIGHT CORP Industrials 890.0 $491K 0.23% NEW $551.27 +36.2%
122 SCHW SCHWAB CHARLES CORP Financial Services 4,884.0 $488K 0.23% NEW $99.91 -10.5%
123 AMAL AMALGAMATED FINANCIAL CORP Financial Services 15,133.0 $485K 0.23% NEW $32.03 +31.1%
124 ADSK AUTODESK INC Technology 1,629.0 $482K 0.23% NEW $296.01 -19.5%
125 MPC MARATHON PETE CORP Energy 2,950.0 $480K 0.22% NEW $162.63 +52.5%
126 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 8,064.0 $479K 0.22% NEW $59.43 -11.0%
127 KVUE KENVUE INC Consumer Defensive 27,730.0 $478K 0.22% NEW $17.25 +1.4%
128 DGX QUEST DIAGNOSTICS INC Healthcare 2,713.0 $471K 0.22% NEW $173.53 +11.2%
129 RDN RADIAN GROUP INC Financial Services 12,948.0 $466K 0.22% NEW $35.99 -0.8%
130 WMB WILLIAMS COS INC Energy 7,747.0 $466K 0.22% NEW $60.11 +30.5%
131 SPGI S&P GLOBAL INC Financial Services 891.0 $466K 0.22% NEW $522.59 -21.1%
132 EVRG EVERGY INC Utilities 6,376.0 $462K 0.22% NEW $72.49 +16.0%
133 E ENI S P A Energy 12,114.0 $460K 0.21% NEW $37.94 +41.2%
134 SOFI SOFI TECHNOLOGIES INC Financial Services 17,402.0 $456K 0.21% NEW $26.18 -39.0%
135 CGNT COGNYTE SOFTWARE LTD Technology 48,409.0 $455K 0.21% NEW $9.40 +10.6%
136 JPM JPMORGAN CHASE & CO. Financial Services 1,399.0 $451K 0.21% NEW $322.22 -4.8%
137 IOSP INNOSPEC INC Basic Materials 5,883.0 $450K 0.21% NEW $76.54 +7.1%
138 NI NISOURCE INC Utilities 10,664.0 $445K 0.21% NEW $41.76 +14.5%
139 ECPG ENCORE CAP GROUP INC Financial Services 8,122.0 $441K 0.21% NEW $54.35 +50.0%
140 VLO VALERO ENERGY CORP Energy 2,705.0 $440K 0.21% NEW $162.79 +48.3%
Page 7 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%