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Portfolio (Quarterly) Guide ↗

V-Square Quantitative Management LLC

· CIK 0001943239
13F Portfolio $946M AUM 721 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 388 Added 163 Reduced 29 Exited
Page 5 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UBER Uber Technologies Inc Technology 21,251.0 $1.5M 0.16% +111.0 +0.5% $71.93 -1.6%
82 CSCO Cisco Systems Inc Technology 19,014.0 $1.5M 0.16% +1K +6.2% $77.59 +53.6%
83 SRE Sempra Utilities 15,060.0 $1.5M 0.15% +1K +10.1% $97.17 -7.1%
84 SBUX Starbucks Corp Consumer Cyclical 16,187.0 $1.5M 0.15% +751.0 +4.9% $89.59 +13.2%
85 DLR Digital Realty Trust Inc Real Estate 8,035.0 $1.4M 0.15% +256.0 +3.3% $180.21 +7.2%
86 BKR Baker Hughes Co Energy 23,045.0 $1.4M 0.15% +623.0 +2.8% $61.05 +5.1%
87 NXPI NXP Semiconductors NV Technology 6,979.0 $1.4M 0.14% +413.0 +6.3% $196.86 +69.9%
88 NEE NextEra Energy Inc Utilities 14,764.0 $1.4M 0.14% +119.0 +0.8% $92.88 -5.2%
89 MRVL Marvell Technology Inc Technology 13,833.0 $1.4M 0.14% +413.0 +3.1% $99.05 +106.7%
90 DAL Delta Air Lines Inc Industrials 19,872.0 $1.3M 0.14% +182.0 +0.9% $66.48 +23.1%
91 MO Altria Group Inc Consumer Defensive 19,731.0 $1.3M 0.14% +3K +20.9% $65.99 +9.2%
92 KR Kroger Co/The Consumer Defensive 17,987.0 $1.3M 0.14% +2K +13.9% $72.36 -12.0%
93 OKE ONEOK Inc Energy 14,378.0 $1.3M 0.14% +470.0 +3.4% $90.39 -2.8%
94 QCOM QUALCOMM Inc Technology 9,972.0 $1.3M 0.14% +668.0 +7.2% $128.78 +91.7%
95 PYPL PayPal Holdings Inc Financial Services 28,352.0 $1.3M 0.14% +1K +5.4% $45.23 -1.5%
96 MNST Monster Beverage Corp Consumer Defensive 17,596.0 $1.3M 0.14% +175.0 +1.0% $72.46 +21.8%
97 STT State Street Corp Financial Services 10,044.0 $1.3M 0.13% +455.0 +4.8% $126.56 +24.7%
98 TFC Truist Financial Corp Financial Services 25,322.0 $1.2M 0.12% +444.0 +1.8% $45.97 +3.7%
99 NOK Nokia Oyj Technology 143,796.0 $1.2M 0.12% +6K +4.4% $8.04 +90.4%
100 Cencora Inc 3,660.0 $1.1M 0.12% +118.0 +3.3% $314.14
Page 5 of 20  ·  388 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 30.9%
Financial Services 11.9%
Communication Services 11.1%
Healthcare 11.0%
Industrials 9.9%
Consumer Cyclical 8.3%
Consumer Defensive 5.6%
Energy 3.1%
Real Estate 3.0%
Utilities 2.9%