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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 8 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MOOG INC 1,808.0 $440K 0.21% NEW $243.55
142 HWM HOWMET AEROSPACE INC Industrials 2,144.0 $440K 0.20% NEW $205.02 +27.7%
143 IIIN INSTEEL INDS INC Industrials 13,795.0 $437K 0.20% NEW $31.67 -13.4%
144 ISRG INTUITIVE SURGICAL INC Healthcare 770.0 $436K 0.20% NEW $566.36 -22.9%
145 SNY SANOFI SA Healthcare 8,980.0 $435K 0.20% NEW $48.46 -8.9%
146 MSCI MSCI INC Financial Services 750.0 $430K 0.20% NEW $573.73 +2.6%
147 RDWR RADWARE LTD Technology 17,855.0 $430K 0.20% NEW $24.09 +24.1%
148 CMI CUMMINS INC Industrials 840.0 $429K 0.20% NEW $510.45 +31.0%
149 VMI VALMONT INDS INC Industrials 1,059.0 $426K 0.20% NEW $402.32 +31.5%
150 ELPC COMPANHIA PARANAENSE DE ENER Utilities 44,755.0 $426K 0.20% NEW $9.51 +24.1%
151 FFIC FLUSHING FINL CORP Financial Services 28,021.0 $425K 0.20% NEW $15.17 +6.5%
152 NVGS NAVIGATOR HLDGS LTD Energy 24,455.0 $424K 0.20% NEW $17.32 +34.6%
153 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,113.0 $423K 0.20% NEW $102.89 -27.7%
154 RBC RBC BEARINGS INC Industrials 940.0 $422K 0.20% NEW $448.43 +30.3%
155 WWD WOODWARD INC Industrials 1,386.0 $419K 0.20% NEW $302.32 +16.2%
156 CCK CROWN HLDGS INC Consumer Cyclical 4,058.0 $418K 0.20% NEW $102.97 -4.7%
157 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,417.0 $416K 0.19% NEW $293.57 +6.8%
158 ALCO ALICO INC Consumer Defensive 11,329.0 $412K 0.19% NEW $36.38 +13.3%
159 FLNG FLEX LNG LTD Energy 16,510.0 $412K 0.19% NEW $24.95 +27.1%
160 SOUN SOUNDHOUND AI INC Technology 41,316.0 $412K 0.19% NEW $9.97 -18.5%
Page 8 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%