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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Etsy Inc 314.0 $24K 0.00% NEW $75.33
62 FR First Industrial Realty Trust Real Estate 384.0 $24K 0.00% NEW $61.31 +2.5%
63 UFPI UFP Industries Inc Basic Materials 258.0 $23K 0.00% NEW $90.74 -2.9%
64 NPO Enpro Inc Industrials 62.0 $23K 0.00% NEW $376.94 -16.8%
65 DCI Donaldson Co Inc Industrials 259.0 $23K 0.00% NEW $89.77 +4.0%
66 CYTK Cytokinetics Inc Healthcare 267.0 $23K 0.00% NEW $85.19 -9.1%
67 HIW Highwoods Properties Inc Real Estate 735.0 $22K 0.00% NEW $30.16 +4.2%
68 CVLT Commvault Systems Inc Technology 155.0 $22K 0.00% NEW $141.73 -6.7%
69 KN Knowles Corp Technology 525.0 $22K 0.00% NEW $41.48 -17.8%
70 ENS EnerSys Industrials 93.0 $22K 0.00% NEW $233.82 -18.7%
71 MTSI MACOM Technology Solutions Hol Technology 57.0 $22K 0.00% NEW $380.37 -29.1%
72 CUBE CubeSmart Real Estate 537.0 $21K 0.00% NEW $39.77 +3.4%
73 ALGM Allegro MicroSystems Inc Technology 305.0 $21K 0.00% NEW $69.62 -46.1%
74 KNX Knight-Swift Transportation Ho Industrials 272.0 $21K 0.00% NEW $77.87 -9.3%
75 OMF OneMain Holdings Inc Financial Services 347.0 $21K 0.00% NEW $60.97 +3.4%
76 FORM FormFactor Inc Technology 129.0 $21K 0.00% NEW $159.93 -29.7%
77 QLYS Qualys Inc Technology 149.0 $20K 0.00% NEW $137.49 +29.7%
78 AGO Assured Guaranty Ltd Financial Services 255.0 $20K 0.00% NEW $80.16 -6.9%
79 WTFC Wintrust Financial Corp Financial Services 127.0 $20K 0.00% NEW $160.72 -4.4%
80 ENVA Enova International Inc Financial Services 84.0 $20K 0.00% NEW $240.73 +0.3%
Page 4 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%