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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 3 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRV Travelers Cos Inc/The Financial Services 5,606.0 $1.9M 0.18% -56.0 -1.0% $330.12 +10.1%
42 DAL Delta Air Lines Inc Industrials 19,703.0 $1.8M 0.17% -169.0 -0.8% $93.66 -12.0%
43 CBRE CBRE Group Inc Real Estate 13,601.0 $1.8M 0.17% -536.0 -3.8% $134.69 +12.9%
44 CSX CSX Corp Industrials 38,293.0 $1.8M 0.17% -2K -5.7% $47.53 +8.5%
45 MELI MercadoLibre Inc Consumer Cyclical 1,063.0 $1.8M 0.17% -30.0 -2.7% $1697.39 +13.3%
46 YUM Yum! Brands Inc Consumer Cyclical 11,239.0 $1.8M 0.17% -58.0 -0.5% $159.86 -4.3%
47 ECL Ecolab Inc Basic Materials 6,368.0 $1.8M 0.17% -38.0 -0.6% $278.61 +1.1%
48 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 5,271.0 $1.7M 0.17% -109.0 -2.0% $330.46 -1.2%
49 CL Colgate-Palmolive Co Consumer Defensive 18,623.0 $1.7M 0.16% -277.0 -1.5% $91.68 -0.7%
50 SNPS Synopsys Inc Technology 3,792.0 $1.7M 0.16% -67.0 -1.7% $446.07 -10.8%
51 QCOM QUALCOMM Inc Technology 8,921.0 $1.6M 0.16% -1K -10.5% $184.79 -13.0%
52 SBUX Starbucks Corp Consumer Cyclical 16,060.0 $1.6M 0.16% -127.0 -0.8% $102.19 +4.8%
53 CI Cigna Group/The Healthcare 5,796.0 $1.6M 0.15% -205.0 -3.4% $275.68 +0.7%
54 GWW WW Grainger Inc Industrials 1,173.0 $1.6M 0.15% -1K -49.0% $1360.40 -3.5%
55 AMT American Tower Corp Real Estate 9,536.0 $1.6M 0.15% -117.0 -1.2% $163.57 +7.5%
56 ORLY O'Reilly Automotive Inc Consumer Cyclical 16,819.0 $1.5M 0.15% -272.0 -1.6% $92.09 -3.2%
57 STT State Street Corp Financial Services 9,083.0 $1.5M 0.15% -961.0 -9.6% $169.60 +10.3%
58 HPE Hewlett Packard Enterprise Co Technology 32,267.0 $1.5M 0.14% -4K -10.2% $45.11 +18.5%
59 KEYS Keysight Technologies Inc Technology 4,154.0 $1.5M 0.14% -11K -73.2% $350.07 -9.7%
60 CRH PLC 13,562.0 $1.5M 0.14% -651.0 -4.6% $107.00
Page 3 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%