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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 13 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Expand Energy Corp 3,159.0 $288K 0.03% +925.0 +41.4% $91.19
242 LVS Las Vegas Sands Corp Consumer Cyclical 6,010.0 $278K 0.03% +377.0 +6.7% $46.19 +1.8%
243 VRSN VeriSign Inc Technology 1,096.0 $276K 0.03% +20.0 +1.9% $251.56 +12.0%
244 OXY Occidental Petroleum Corp Energy 5,648.0 $274K 0.03% +353.0 +6.7% $48.57 +26.2%
245 TTD Trade Desk Inc/The Technology 14,410.0 $261K 0.03% +3K +25.7% $18.08 -27.1%
246 Leidos Holdings Inc 2,492.0 $257K 0.02% +1K +70.2% $102.97
247 SATS EchoStar Corp Technology 2,410.0 $245K 0.02% +20.0 +0.8% $101.50 -14.3%
248 CSGP CoStar Group Inc Real Estate 8,267.0 $234K 0.02% +2K +33.2% $28.32 +13.9%
249 BBVA BBVA Financial Services 8,969.0 $225K 0.02% +649.0 +7.8% $25.06 +15.9%
250 SMFG Sumitomo Mitsui Financial Grou Financial Services 8,709.0 $205K 0.02% +1K +13.1% $23.58 +6.2%
251 ING ING Groep NV Financial Services 6,023.0 $189K 0.02% +77.0 +1.3% $31.38 +11.0%
252 RPM RPM International Inc Basic Materials 1,697.0 $189K 0.02% +173.0 +11.3% $111.15 -2.3%
253 IONQ IonQ Inc Technology 3,448.0 $184K 0.02% +86.0 +2.6% $53.26 -15.8%
254 WCN Waste Connections Inc Industrials 1,058.0 $176K 0.02% +121.0 +12.9% $166.69 +1.6%
255 CNH Industrial NV 14,363.0 $161K 0.01% +2K +18.7% $11.23
256 LYG Lloyds Banking Group PLC Financial Services 25,152.0 $147K 0.01% +3K +11.7% $5.83 +3.3%
257 MFG Mizuho Financial Group Inc Financial Services 14,953.0 $143K 0.01% +11K +246.5% $9.58 +7.3%
258 WDS Woodside Energy Group Ltd Energy 6,720.0 $130K 0.01% +3K +96.8% $19.32 +25.9%
259 SNOW Snowflake Inc Technology 453.0 $115K 0.01% +28.0 +6.6% $254.50 +30.8%
260 USFD US Foods Holding Corp Consumer Defensive 1,104.0 $113K 0.01% +168.0 +17.9% $102.25 +7.2%
Page 13 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%