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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MGY Magnolia Oil & Gas Corp Energy 775 $24K 0.00% SOLD
62 Viking Holdings Ltd 328 $24K 0.00% SOLD
63 XPEV XPeng Inc Consumer Cyclical 1,381 $24K 0.00% SOLD
64 HALO Halozyme Therapeutics Inc Healthcare 362 $23K 0.00% SOLD
65 INSM Insmed Inc Healthcare 143 $23K 0.00% SOLD
66 W Wayfair Inc Consumer Cyclical 304 $23K 0.00% SOLD
67 MMSI Merit Medical Systems Inc Healthcare 322 $22K 0.00% SOLD
68 EMN Eastman Chemical Co Basic Materials 290 $22K 0.00% SOLD
69 PJT PJT Partners Inc Financial Services 158 $22K 0.00% SOLD
70 CNM Core & Main Inc Industrials 446 $22K 0.00% SOLD
71 MUR Murphy Oil Corp Energy 521 $21K 0.00% SOLD
72 PUK Prudential PLC Financial Services 751 $21K 0.00% SOLD
73 AN AutoNation Inc Consumer Cyclical 108 $21K 0.00% SOLD
74 TCOM Trip.com Group Ltd Consumer Cyclical 423 $21K 0.00% SOLD
75 VOD Vodafone Group PLC Communication Services 1,395 $21K 0.00% SOLD
76 NYT New York Times Co/The Communication Services 248 $21K 0.00% SOLD
77 SFM Sprouts Farmers Market Inc Consumer Defensive 269 $21K 0.00% SOLD
78 TM Toyota Motor Corp Consumer Cyclical 98 $20K 0.00% SOLD
Page 4 of 4  ·  78 positions
Sector Allocation
Technology 32.6%
Financial Services 11.4%
Communication Services 11.0%
Industrials 10.7%
Healthcare 10.3%
Consumer Cyclical 8.1%
Consumer Defensive 5.5%
Utilities 2.9%
Real Estate 2.9%
Basic Materials 2.3%