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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Hut 8 Corp 406.0 $47K 0.00% NEW $115.45
22 AGL agilon health Inc Healthcare 428.0 $46K 0.00% NEW $107.18 -12.2%
23 Somnigroup International Inc 572.0 $45K 0.00% NEW $78.40
24 FHN First Horizon Corp Financial Services 1,690.0 $43K 0.00% NEW $25.64 -4.4%
25 MOH Molina Healthcare Inc Healthcare 187.0 $43K 0.00% NEW $228.70 -11.3%
26 TTC Toro Co/The Industrials 423.0 $41K 0.00% NEW $97.42 +0.7%
27 BPOP Popular Inc Financial Services 241.0 $40K 0.00% NEW $164.18 +2.4%
28 JAZZ Jazz Pharmaceuticals PLC Healthcare 162.0 $39K 0.00% NEW $240.97 +4.7%
29 VAL Valaris Ltd Energy 525.0 $38K 0.00% NEW $72.60 +21.6%
30 G Genpact Ltd Technology 1,385.0 $38K 0.00% NEW $27.50 +37.1%
31 ASTS AST SpaceMobile Inc Technology 427.0 $38K 0.00% NEW $88.86 -24.5%
32 NVTS Navitas Semiconductor Corp Technology 2,080.0 $37K 0.00% NEW $17.92 -27.5%
33 UBS UBS Group AG Financial Services 730.0 $36K 0.00% NEW $49.56 +7.1%
34 SNX TD SYNNEX Corp Technology 132.0 $35K 0.00% NEW $267.34 -6.6%
35 BYD Boyd Gaming Corp Consumer Cyclical 396.0 $35K 0.00% NEW $88.33 -8.2%
36 SANM Sanmina Corp Technology 138.0 $35K 0.00% NEW $253.08 -26.9%
37 CNO CNO Financial Group Inc Financial Services 677.0 $35K 0.00% NEW $50.98 +4.3%
38 MLI Mueller Industries Inc Industrials 268.0 $33K 0.00% NEW $122.93 -48.4%
39 SKM SK Telecom Co Ltd Communication Services 998.0 $32K 0.00% NEW $32.16 +25.6%
40 XLF State Street Financial Select 585.0 $31K 0.00% NEW $53.61 +7.3%
Page 2 of 5  ·  82 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 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%