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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 10 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXR Extra Space Storage Inc Real Estate 2,244.0 $326K 0.03% -518.0 -18.8% $145.30 +1.0%
182 VTRS Viatris Inc Healthcare 20,406.0 $324K 0.03% -848.0 -4.0% $15.88 +2.8%
183 AKAM Akamai Technologies Inc Technology 2,734.0 $323K 0.03% -483.0 -15.0% $118.21 -6.6%
184 BEN Franklin Resources Inc Financial Services 9,374.0 $312K 0.03% -2K -16.7% $33.27 +3.1%
185 DVA DaVita Inc Healthcare 1,382.0 $307K 0.03% -364.0 -20.9% $222.48 -21.9%
186 TPR Tapestry Inc Consumer Cyclical 2,090.0 $306K 0.03% -366.0 -14.9% $146.38 -11.1%
187 GEN Gen Digital Inc Technology 12,231.0 $304K 0.03% -397.0 -3.1% $24.89 +16.2%
188 Brown-Forman Corp 11,403.0 $304K 0.03% -219.0 -1.9% $26.65
189 FCX Freeport-McMoRan Inc Basic Materials 4,800.0 $302K 0.03% -372.0 -7.2% $62.89 +21.9%
190 HRL Hormel Foods Corp Consumer Defensive 12,058.0 $299K 0.03% -14K -54.6% $24.82 -3.8%
191 TYL Tyler Technologies Inc Technology 1,022.0 $299K 0.03% -116.0 -10.2% $292.46 +19.9%
192 STZ Constellation Brands Inc Consumer Defensive 2,148.0 $299K 0.03% -221.0 -9.3% $139.09 -2.5%
193 ZS Zscaler Inc Technology 2,097.0 $296K 0.03% -75.0 -3.5% $141.15 +28.8%
194 SWKS Skyworks Solutions Inc Technology 4,351.0 $295K 0.03% -784.0 -15.3% $67.80 -1.0%
195 DOC Healthpeak Properties Inc Real Estate 13,656.0 $292K 0.03% -12K -45.9% $21.40 +0.0%
196 BXP BXP Inc Real Estate 4,380.0 $290K 0.03% -690.0 -13.6% $66.31 +2.1%
197 EQT EQT Corp Energy 5,412.0 $288K 0.03% -1K -18.8% $53.17 +1.0%
198 MGM MGM Resorts International Consumer Cyclical 5,964.0 $285K 0.03% -944.0 -13.7% $47.81 -8.5%
199 FDS FactSet Research Systems Inc Financial Services 1,212.0 $279K 0.03% -204.0 -14.4% $230.08 +30.4%
200 SOLV Solventum Corp Healthcare 3,602.0 $278K 0.03% -2K -39.7% $77.15 +16.1%
Page 10 of 13  ·  252 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%