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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 14 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTRA Natera Inc Healthcare 413.0 $112K 0.01% +3.0 +0.7% $271.45 +22.3%
262 JLL Jones Lang LaSalle Inc Real Estate 345.0 $107K 0.01% +18.0 +5.5% $309.95 +25.0%
263 SONY Sony Group Corp Technology 4,726.0 $95K 0.01% +917.0 +24.1% $20.06 +19.2%
264 SPOT Spotify Technology SA Communication Services 194.0 $89K 0.01% +1.0 +0.5% $459.13 +16.2%
265 EWBC East West Bancorp Inc Financial Services 679.0 $88K 0.01% +72.0 +11.9% $129.09 +0.7%
266 BABA Alibaba Group Holding Ltd Consumer Cyclical 904.0 $87K 0.01% +31.0 +3.5% $95.98 +24.3%
267 WCC WESCO International Inc Industrials 239.0 $83K 0.01% +26.0 +12.2% $345.43 +1.1%
268 INFY Infosys Ltd Technology 7,406.0 $78K 0.01% +223.0 +3.1% $10.49 +13.8%
269 RKLB Rocket Lab Corp Industrials 757.0 $77K 0.01% +228.0 +43.1% $101.65 -28.6%
270 UTHR United Therapeutics Corp Healthcare 141.0 $76K 0.01% +8.0 +6.0% $541.83 -5.3%
271 LAMR Lamar Advertising Co Real Estate 489.0 $76K 0.01% +44.0 +9.9% $155.98 -3.3%
272 LECO Lincoln Electric Holdings Inc Industrials 283.0 $75K 0.01% +12.0 +4.4% $265.51 +6.1%
273 EQNR Equinor ASA Energy 2,301.0 $72K 0.01% +419.0 +22.3% $31.40 +36.5%
274 RKT Rocket Cos Inc Financial Services 4,515.0 $71K 0.01% +709.0 +18.6% $15.75 -11.6%
275 RBLX ROBLOX Corp Technology 1,229.0 $67K 0.01% +66.0 +5.7% $54.38 -29.4%
276 OSK Oshkosh Corp Industrials 410.0 $63K 0.01% +81.0 +24.6% $153.48 +2.4%
277 RELX RELX PLC Communication Services 1,910.0 $60K 0.01% +572.0 +42.8% $31.67 +13.4%
278 ORA Ormat Technologies Inc Utilities 551.0 $60K 0.01% +117.0 +27.0% $108.90 -0.5%
279 ITUB Itau Unibanco Holding SA Financial Services 7,341.0 $60K 0.01% +250.0 +3.5% $8.17 -8.4%
280 OHI Omega Healthcare Investors Inc Real Estate 1,153.0 $55K 0.01% +60.0 +5.5% $47.68 -2.2%
Page 14 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%