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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 2 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMY Bristol-Myers Squibb Co Healthcare 52,713.0 $3.0M 0.29% +4K +9.3% $57.62 +16.3%
22 KLAC KLA Corp Technology 10,055.0 $3.0M 0.29% +10K +1783.0% $301.71 -39.0%
23 Ingersoll Rand Inc 36,856.0 $3.0M 0.29% +26K +230.7% $81.99
24 SLF Sun Life Financial Inc Financial Services 26,405.0 $2.9M 0.28% +983.0 +3.9% $110.93 -28.8%
25 BKNG Booking Holdings Inc Consumer Cyclical 16,319.0 $2.9M 0.28% +16K +2357.7% $178.24 +17.6%
26 PLD Prologis Inc Real Estate 21,348.0 $2.9M 0.28% +2K +11.1% $135.47 +4.7%
27 GS Goldman Sachs Group Inc/The Financial Services 2,809.0 $2.8M 0.27% +21.0 +0.8% $1011.37 +2.8%
28 ABBV AbbVie Inc Healthcare 11,211.0 $2.8M 0.27% +3K +44.8% $251.64 +5.3%
29 LOW Lowe's Cos Inc Consumer Cyclical 12,345.0 $2.7M 0.26% +170.0 +1.4% $220.49 -2.0%
30 UAL United Airlines Holdings Inc Industrials 19,614.0 $2.7M 0.25% +2K +8.8% $135.99 -16.8%
31 UPS United Parcel Service Inc Industrials 23,976.0 $2.6M 0.24% +5K +28.9% $107.50 -5.1%
32 Fortinet Inc 16,721.0 $2.6M 0.24% +892.0 +5.6% $153.62
33 SYK Stryker Corp Healthcare 8,135.0 $2.6M 0.24% +5K +162.6% $314.84 +4.6%
34 TGT Target Corp Consumer Defensive 19,577.0 $2.6M 0.24% +5K +36.6% $130.61 +26.7%
35 SRE Sempra Utilities 27,556.0 $2.6M 0.24% +12K +83.0% $92.71 -10.6%
36 NOW ServiceNow Inc Technology 25,199.0 $2.5M 0.24% +2K +10.6% $99.28 +29.4%
37 EXPE Expedia Group Inc Consumer Cyclical 9,646.0 $2.5M 0.23% +2K +30.6% $255.88 +25.7%
38 ACN Accenture PLC Technology 19,556.0 $2.4M 0.23% +903.0 +4.8% $124.44 +48.9%
39 T AT&T Inc Communication Services 115,064.0 $2.4M 0.23% +96K +503.6% $20.70 +22.2%
40 TEL TE Connectivity PLC Technology 11,813.0 $2.4M 0.23% +2K +14.5% $201.61 +0.9%
Page 2 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%