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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 8 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,959.0 $386K 0.21% NEW $97.55 +11.3%
142 WDFC WD 40 CO Basic Materials 1,879.0 $383K 0.21% +287.0 +18.0% $203.94 +1.6%
143 RNR RENAISSANCERE HLDGS LTD Financial Services 1,280.0 $380K 0.21% -95.0 -6.9% $297.23 -0.8%
144 TCBX THIRD COAST BANCSHARES INC Financial Services 10,052.0 $380K 0.21% NEW $37.83 +1.8%
145 VMI VALMONT INDS INC Industrials 945.0 $378K 0.21% -114.0 -10.8% $399.57 +32.5%
146 SEANERGY MARITIME HLDGS CORP 29,062.0 $375K 0.21% +11K +59.3% $12.91
147 GM GENERAL MTRS CO Consumer Cyclical 5,030.0 $375K 0.21% NEW $74.50 +7.1%
148 AME AMETEK INC Industrials 1,748.0 $375K 0.21% NEW $214.36 +7.0%
149 GWRE GUIDEWIRE SOFTWARE INC Technology 2,496.0 $373K 0.20% -435.0 -14.8% $149.56 -8.2%
150 OGS ONE GAS INC Utilities 4,323.0 $372K 0.20% -282.0 -6.1% $86.13 -5.1%
151 SOFI SOFI TECHNOLOGIES INC Financial Services 23,274.0 $370K 0.20% +6K +33.7% $15.88 +0.6%
152 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,390.0 $369K 0.20% NEW $265.32 +17.3%
153 ENSG ENSIGN GROUP INC Healthcare 1,830.0 $369K 0.20% -305.0 -14.3% $201.50 -14.4%
154 B BARRICK MNG CORP Basic Materials 9,036.0 $369K 0.20% -6K -41.7% $40.79 +3.2%
155 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 15,340.0 $368K 0.20% +1K +7.7% $23.99 -8.8%
156 NDSN NORDSON CORP Industrials 1,379.0 $367K 0.20% -60.0 -4.2% $266.06 +8.2%
157 CGNT COGNYTE SOFTWARE LTD Technology 45,146.0 $366K 0.20% -3K -6.7% $8.10 +28.4%
158 TS TENARIS S A Energy 6,246.0 $363K 0.20% -7K -51.9% $58.18 +7.8%
159 EWBC EAST WEST BANCORP INC Financial Services 3,380.0 $361K 0.20% NEW $106.76 +16.8%
160 EXPD EXPEDITORS INTL WASH INC Industrials 2,498.0 $358K 0.20% +1K +79.6% $143.23 +12.2%
Page 8 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%