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Portfolio (Quarterly) Guide ↗

V-Square Quantitative Management LLC

· CIK 0001943239
13F Portfolio $946M AUM 721 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 388 Added 163 Reduced 29 Exited
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FISV Fiserv Inc Technology 13,461.0 $751K 0.08% -170.0 -1.2% $55.80 -0.3%
42 DG Dollar General Corp Consumer Defensive 6,229.0 $740K 0.08% -188.0 -2.9% $118.73 -12.1%
43 GM General Motors Co Consumer Cyclical 9,780.0 $729K 0.08% -2K -13.4% $74.50 +12.9%
44 Bunge Global SA 5,600.0 $712K 0.07% -682.0 -10.9% $127.20
45 ULTA Ulta Beauty Inc Consumer Cyclical 1,298.0 $678K 0.07% -45.0 -3.4% $522.71 -2.9%
46 CNI Canadian National Railway Co Industrials 4,734.0 $678K 0.07% -75.0 -1.6% $143.18 -17.2%
47 PHM PulteGroup Inc Consumer Cyclical 5,652.0 $665K 0.07% -117.0 -2.0% $117.61 +1.3%
48 AXON Axon Enterprise Inc Industrials 1,521.0 $646K 0.07% -35.0 -2.2% $424.69 -7.9%
49 MCK McKesson Corp Healthcare 701.0 $607K 0.06% -10.0 -1.4% $865.36 -12.6%
50 IFF IFF Basic Materials 8,320.0 $604K 0.06% -77.0 -0.9% $72.55 +6.1%
51 ROST Ross Stores Inc Consumer Cyclical 2,752.0 $596K 0.06% -334.0 -10.8% $216.63 +7.8%
52 KMI Kinder Morgan Inc Energy 17,545.0 $588K 0.06% -1K -6.0% $33.53 -3.9%
53 NOC Northrop Grumman Corp Industrials 846.0 $577K 0.06% -88.0 -9.4% $682.24 -19.2%
54 GLW Corning Inc Technology 4,104.0 $558K 0.06% -735.0 -15.2% $135.97 +40.4%
55 PH Parker-Hannifin Corp Industrials 608.0 $544K 0.06% -59.0 -8.8% $895.24 -4.3%
56 DVN Devon Energy Corp Energy 10,772.0 $542K 0.06% -1K -9.0% $50.32 -12.0%
57 FDX FedEx Corp Industrials 1,489.0 $530K 0.06% -84.0 -5.3% $356.18 +15.6%
58 IP International Paper Co Consumer Cyclical 14,678.0 $524K 0.06% -115.0 -0.8% $35.70 -9.2%
59 D Dominion Energy Inc Utilities 8,183.0 $506K 0.05% -550.0 -6.3% $61.82 +8.7%
60 C Citigroup Inc Financial Services 4,350.0 $493K 0.05% -165.0 -3.6% $113.41 +10.5%
Page 3 of 9  ·  163 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 30.9%
Financial Services 11.9%
Communication Services 11.1%
Healthcare 11.0%
Industrials 9.9%
Consumer Cyclical 8.3%
Consumer Defensive 5.6%
Energy 3.1%
Real Estate 3.0%
Utilities 2.9%