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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 9 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CIEN Ciena Corp Technology 1,101.0 $540K 0.05% +149.0 +15.7% $490.56 -19.3%
162 XEL Xcel Energy Inc Utilities 6,704.0 $538K 0.05% +69.0 +1.0% $80.30 -5.0%
163 KGC Kinross Gold Corp Basic Materials 15,935.0 $538K 0.05% +15K +1637.7% $33.74 -2.9%
164 PNR Pentair PLC Industrials 6,924.0 $531K 0.05% +1K +25.3% $76.66 -16.0%
165 ZBH Zimmer Biomet Holdings Inc Healthcare 6,132.0 $528K 0.05% +290.0 +5.0% $86.09 +17.3%
166 Cooper Cos Inc/The 7,321.0 $525K 0.05% +1K +17.1% $71.71
167 LULU Lululemon Athletica Inc Consumer Cyclical 4,529.0 $517K 0.05% +647.0 +16.7% $114.18 +6.0%
168 NVT nVent Electric PLC Industrials 3,043.0 $516K 0.05% +421.0 +16.1% $169.61 -10.4%
169 ERIE Erie Indemnity Co Financial Services 2,137.0 $512K 0.05% +502.0 +30.7% $239.75 +10.5%
170 DASH DoorDash Inc Communication Services 2,702.0 $499K 0.05% +375.0 +16.1% $184.53 +21.1%
171 Aptiv PLC 8,043.0 $494K 0.05% +688.0 +9.3% $61.38
172 CTVA Corteva Inc Basic Materials 5,824.0 $493K 0.05% +2K +46.1% $84.69 -3.4%
173 SPG Simon Property Group Inc Real Estate 2,194.0 $491K 0.05% +175.0 +8.7% $223.65 -2.4%
174 WAB Westinghouse Air Brake Technol Industrials 1,815.0 $489K 0.05% +16.0 +0.9% $269.60 +10.4%
175 TPL Texas Pacific Land Corp Energy 1,112.0 $487K 0.05% +233.0 +26.5% $437.64 -12.3%
176 DLTR Dollar Tree Inc Consumer Defensive 3,994.0 $483K 0.05% +864.0 +27.6% $120.95 +8.7%
177 BSX Boston Scientific Corp Healthcare 11,208.0 $478K 0.04% +2K +19.5% $42.68 +18.0%
178 TRMB Trimble Inc Technology 9,291.0 $476K 0.04% +935.0 +11.2% $51.18 +17.7%
179 CTSH Cognizant Technology Solutions Technology 12,276.0 $475K 0.04% +421.0 +3.5% $38.73 +59.7%
180 NSC Norfolk Southern Corp Industrials 1,494.0 $470K 0.04% +47.0 +3.2% $314.59 +11.5%
Page 9 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%