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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 11 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KIM Kimco Realty Corp Real Estate 10,914.0 $277K 0.03% -2K -14.3% $25.35 -5.2%
202 DXCM Dexcom Inc Healthcare 3,962.0 $267K 0.03% -6K -58.8% $67.35 +37.1%
203 PSKY Paramount Skydance Corp Communication Services 27,018.0 $266K 0.03% -2K -7.5% $9.86 +5.0%
204 WYNN Wynn Resorts Ltd Consumer Cyclical 2,641.0 $256K 0.02% -30.0 -1.1% $97.09 +3.3%
205 IT Gartner Inc Technology 1,949.0 $253K 0.02% -1K -38.3% $129.62 +51.1%
206 APA APA Corp Energy 7,588.0 $247K 0.02% -3K -26.3% $32.57 +33.2%
207 NVS Novartis AG Healthcare 1,573.0 $247K 0.02% -12K -88.4% $156.72 +1.4%
208 TRU TransUnion Industrials 3,295.0 $238K 0.02% -483.0 -12.8% $72.14 +17.3%
209 OMC Omnicom Group Inc Communication Services 3,253.0 $237K 0.02% -4K -52.0% $72.83 +20.2%
210 Unilever PLC 3,886.0 $234K 0.02% -8K -66.5% $60.12
211 DOW Dow Inc Basic Materials 7,793.0 $213K 0.02% -1K -11.8% $27.36 +18.2%
212 Grupo Cibest SA 2,462.0 $196K 0.02% -30.0 -1.2% $79.43
213 FOX Fox Corp 3,672.0 $172K 0.02% -35.0 -0.9% $46.84
214 CHT Chunghwa Telecom Co Ltd Communication Services 3,800.0 $168K 0.02% -4K -50.9% $44.26 -2.0%
215 RIVN Rivian Automotive Inc Consumer Cyclical 9,655.0 $168K 0.02% -408.0 -4.0% $17.35 -2.2%
216 NGG National Grid PLC Utilities 1,459.0 $121K 0.01% -13.0 -0.9% $82.87 -3.8%
217 AZN AstraZeneca PLC Healthcare 631.0 $120K 0.01% -159.0 -20.1% $189.62 -12.5%
218 NET Cloudflare Inc Technology 394.0 $97K 0.01% -84.0 -17.6% $245.28 +19.5%
219 DEO Diageo PLC Consumer Defensive 911.0 $73K 0.01% -9K -91.1% $80.38 +17.7%
220 UNM Unum Group Financial Services 816.0 $73K 0.01% -116.0 -12.4% $89.40 -1.8%
Page 11 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%