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Portfolio (Quarterly) Guide ↗

V-Square Quantitative Management LLC

· CIK 0001943239
13F Portfolio $1.1B AUM 725 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 307 Added 252 Reduced 78 Exited
Page 10 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BRO Brown & Brown Inc Financial Services 7,219.0 $463K 0.04% +2K +28.2% $64.15 +13.7%
182 MRNA Moderna Inc Healthcare 6,532.0 $457K 0.04% +2K +30.5% $70.03 +107.2%
183 NDSN Nordson Corp Industrials 1,510.0 $456K 0.04% +123.0 +8.9% $301.69 +10.1%
184 HOOD Robinhood Markets Inc Financial Services 4,423.0 $444K 0.04% +791.0 +21.8% $100.28 +7.8%
185 Entergy Corp 3,852.0 $442K 0.04% +92.0 +2.5% $114.86
186 PTC PTC Inc Technology 3,866.0 $439K 0.04% +418.0 +12.1% $113.61 +36.2%
187 TECH Bio-Techne Corp Healthcare 6,197.0 $438K 0.04% +941.0 +17.9% $70.65 +2.4%
188 PODD Insulet Corp Healthcare 2,862.0 $436K 0.04% +556.0 +24.1% $152.25 -2.7%
189 GEHC GE HealthCare Technologies Inc Healthcare 6,786.0 $434K 0.04% +2K +45.9% $64.01 +16.9%
190 KKR KKR & Co Inc 4,698.0 $431K 0.04% +490.0 +11.6% $91.78
191 CNP CenterPoint Energy Inc Utilities 9,572.0 $422K 0.04% +121.0 +1.3% $44.04 -12.0%
192 FANG Diamondback Energy Inc Energy 2,384.0 $419K 0.04% +296.0 +14.2% $175.78 +19.9%
193 CPRT Copart Inc Industrials 14,773.0 $416K 0.04% +2K +19.4% $28.19 +19.9%
194 UMC United Microelectronics Corp Technology 15,195.0 $413K 0.04% +2K +13.4% $27.21 -32.6%
195 PCAR PACCAR Inc Industrials 3,436.0 $413K 0.04% +72.0 +2.1% $120.12 +9.1%
196 ESS Essex Property Trust Inc Real Estate 1,386.0 $404K 0.04% +270.0 +24.2% $291.59 -0.9%
197 LPLA LPL Financial Holdings Inc Financial Services 1,423.0 $401K 0.04% +130.0 +10.1% $281.68 +28.3%
198 LEN Lennar Corp Consumer Cyclical 4,327.0 $392K 0.04% +573.0 +15.3% $90.49 -3.8%
199 LHX L3Harris Technologies Inc Industrials 1,342.0 $390K 0.04% +104.0 +8.4% $290.59 -8.2%
200 RMD ResMed Inc Healthcare 1,995.0 $389K 0.04% +592.0 +42.2% $194.88 +18.8%
Page 10 of 16  ·  307 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
Technology 34.0%
Financial Services 11.7%
Industrials 11.1%
Healthcare 10.7%
Consumer Cyclical 8.5%
Communication Services 7.5%
Consumer Defensive 5.7%
Utilities 3.0%
Real Estate 3.0%
Basic Materials 2.4%