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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSM MSC Industrial Direct Co Inc Industrials 263.0 $31K 0.00% NEW $118.95 -1.1%
42 CRS Carpenter Technology Corp Industrials 50.0 $31K 0.00% NEW $616.84 -20.7%
43 SAN Banco Santander SA Financial Services 2,053.0 $28K 0.00% NEW $13.80 +3.0%
44 ELAN Elanco Animal Health Inc Healthcare 1,148.0 $28K 0.00% NEW $24.61 -4.3%
45 TW Tradeweb Markets Inc Financial Services 276.0 $28K 0.00% NEW $99.66 +6.5%
46 QBTS D-Wave Quantum Inc Technology 1,099.0 $26K 0.00% NEW $23.99 -21.5%
47 TLN Talen Energy Corp Utilities 67.0 $26K 0.00% NEW $384.25 -17.5%
48 TIMB TIM SA/Brazil Communication Services 1,201.0 $26K 0.00% NEW $21.42 -18.4%
49 NXT Nextpower Inc Technology 212.0 $25K 0.00% NEW $119.14 -26.3%
50 ATI ATI Inc Industrials 128.0 $25K 0.00% NEW $197.10 +6.1%
51 WTS Watts Water Technologies Inc Industrials 64.0 $25K 0.00% NEW $391.45 -5.5%
52 CROX Crocs Inc Consumer Cyclical 205.0 $25K 0.00% NEW $120.64 +2.0%
53 IHG InterContinental Hotels Group Consumer Cyclical 142.0 $25K 0.00% NEW $173.12 -7.7%
54 AAOI Applied Optoelectronics Inc Technology 165.0 $24K 0.00% NEW $148.16 -12.9%
55 NU NU Holdings Ltd/Cayman Islands Financial Services 1,809.0 $24K 0.00% NEW $13.36 +6.4%
56 IOT Samsara Inc Technology 745.0 $24K 0.00% NEW $32.43 +20.2%
57 TEX Terex Corp Industrials 333.0 $24K 0.00% NEW $72.39 -11.3%
58 RRX Regal Rexnord Corp Industrials 101.0 $24K 0.00% NEW $238.19 -30.4%
59 ROIV Roivant Sciences Ltd Healthcare 679.0 $24K 0.00% NEW $35.39 +4.1%
60 WERN Werner Enterprises Inc Industrials 551.0 $24K 0.00% NEW $43.61 -12.8%
Page 3 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%