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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 13 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LSCC Lattice Semiconductor Corp Technology 176.0 $27K 0.00% -337.0 -65.7% $152.96 -22.7%
242 HUBS HubSpot Inc Technology 142.0 $26K 0.00% -818.0 -85.2% $182.51 +31.3%
243 PCOR Procore Technologies Inc Technology 633.0 $26K 0.00% -31.0 -4.7% $40.62 +55.4%
244 CRWV CoreWeave Inc Technology 244.0 $24K 0.00% -46.0 -15.9% $99.54 -11.3%
245 CBSH Commerce Bancshares Inc/MO Financial Services 406.0 $23K 0.00% -413.0 -50.4% $57.75 +1.7%
246 VSNT Versant Media Group Inc Industrials 641.0 $23K 0.00% -422.0 -39.7% $36.01 +8.2%
247 BMRN BioMarin Pharmaceutical Inc Healthcare 394.0 $23K 0.00% -403.0 -50.6% $57.22 +16.4%
248 JHG Janus Henderson Group LTD Financial Services 424.0 $22K 0.00% -55.0 -11.5% $51.95 -0.0%
249 PFGC Performance Food Group Co Consumer Defensive 185.0 $21K 0.00% -465.0 -71.5% $111.79 -6.3%
250 RTO Rentokil Initial PLC Industrials 721.0 $21K 0.00% -674.0 -48.3% $28.61 -17.4%
251 SOFI SoFi Technologies Inc Financial Services 1,145.0 $21K 0.00% -308.0 -21.2% $17.93 +5.5%
252 MTG MGIC Investment Corp Financial Services 713.0 $20K 0.00% -556.0 -43.8% $28.20 +9.6%
Page 13 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%