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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 7 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XOM Exxon Mobil Corp Energy 5,351.0 $908K 0.10% +602.0 +12.7% $169.66 -13.9%
122 ACGL Arch Capital Group Ltd Financial Services 9,453.0 $907K 0.10% +123.0 +1.3% $95.99 -5.6%
123 UNH UnitedHealth Group Inc Healthcare 3,346.0 $905K 0.10% +361.0 +12.1% $270.59 +40.2%
124 HUBB Hubbell Inc Industrials 1,834.0 $900K 0.10% +162.0 +9.7% $490.74 -3.7%
125 PRU Prudential Financial Inc Financial Services 9,203.0 $899K 0.10% +208.0 +2.3% $97.69 +3.3%
126 DUK Duke Energy Corp Utilities 6,843.0 $896K 0.10% +1K +18.9% $130.94 -6.2%
127 Ingersoll Rand Inc 11,145.0 $893K 0.09% +213.0 +1.9% $80.12
128 XYL Xylem Inc/NY Industrials 7,420.0 $887K 0.09% +433.0 +6.2% $119.50 -7.8%
129 MLM Martin Marietta Materials Inc Basic Materials 1,503.0 $885K 0.09% +16.0 +1.1% $588.68 -0.3%
130 TSCO Tractor Supply Co Consumer Cyclical 19,507.0 $884K 0.09% +458.0 +2.4% $45.30 -31.8%
131 CMS CMS Energy Corp Utilities 11,209.0 $870K 0.09% +380.0 +3.5% $77.58 -6.3%
132 HON Honeywell International Inc Industrials 3,830.0 $866K 0.09% +137.0 +3.7% $226.03 +3.5%
133 PPG PPG Industries Inc Basic Materials 8,083.0 $864K 0.09% +418.0 +5.5% $106.88 +6.0%
134 WMT Walmart Inc Consumer Defensive 6,932.0 $862K 0.09% +241.0 +3.6% $124.28 -5.9%
135 ODFL Old Dominion Freight Line Inc Industrials 4,399.0 $860K 0.09% +85.0 +2.0% $195.40 +14.3%
136 HPE Hewlett Packard Enterprise Co Technology 35,949.0 $856K 0.09% +960.0 +2.7% $23.81 +84.2%
137 GRMN Garmin Ltd Technology 3,644.0 $845K 0.09% +225.0 +6.6% $232.01 +3.1%
138 DGX Quest Diagnostics Inc Healthcare 4,276.0 $838K 0.09% +742.0 +21.0% $195.98 +0.3%
139 STLD Steel Dynamics Inc Basic Materials 4,647.0 $836K 0.09% +263.0 +6.0% $180.00 +44.4%
140 CME CME Group Inc Financial Services 2,770.0 $818K 0.09% +34.0 +1.2% $295.35 -6.4%
Page 7 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%