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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 4 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ICE Intercontinental Exchange Inc Financial Services 11,645.0 $1.4M 0.14% -1K -10.9% $123.11 +31.0%
62 MNST Monster Beverage Corp Consumer Defensive 14,659.0 $1.4M 0.13% -3K -16.7% $96.12 -50.3%
63 MO Altria Group Inc Consumer Defensive 19,357.0 $1.4M 0.13% -374.0 -1.9% $71.95 -8.1%
64 MPC Marathon Petroleum Corp Energy 5,322.0 $1.4M 0.13% -519.0 -8.9% $255.67 +41.1%
65 UNH UnitedHealth Group Inc Healthcare 3,243.0 $1.3M 0.13% -103.0 -3.1% $415.63 -6.1%
66 NUE Nucor Corp Basic Materials 6,022.0 $1.3M 0.13% -249.0 -4.0% $222.75 +9.4%
67 EBAY eBay Inc Consumer Cyclical 11,839.0 $1.3M 0.13% -2K -14.4% $111.75 -6.8%
68 SLB SLB Ltd Energy 28,120.0 $1.3M 0.12% -1K -3.8% $46.49 +15.9%
69 ISRG Intuitive Surgical Inc Healthcare 3,285.0 $1.3M 0.12% -1K -23.6% $397.68 -4.7%
70 EW Edwards Lifesciences Corp Healthcare 14,020.0 $1.3M 0.12% -385.0 -2.7% $90.46 -0.7%
71 TFC Truist Financial Corp Financial Services 24,954.0 $1.2M 0.12% -368.0 -1.4% $49.82 +1.2%
72 SNDK Sandisk Corp Technology 543.0 $1.2M 0.12% -56.0 -9.3% $2273.73 -29.8%
73 OKE ONEOK Inc Energy 13,789.0 $1.2M 0.11% -589.0 -4.1% $86.94 +7.3%
74 TROW T Rowe Price Group Inc Financial Services 10,495.0 $1.2M 0.11% -912.0 -8.0% $113.69 -1.9%
75 DHI DR Horton Inc Consumer Cyclical 7,284.0 $1.2M 0.11% -289.0 -3.8% $162.88 -8.9%
76 ED Consolidated Edison Inc Utilities 10,666.0 $1.2M 0.11% -10K -48.7% $110.63 -3.9%
77 CVX Chevron Corp Energy 7,084.0 $1.2M 0.11% -488.0 -6.4% $165.76 +23.8%
78 BKR Baker Hughes Co Energy 20,937.0 $1.2M 0.11% -2K -9.2% $55.50 +12.3%
79 PM Philip Morris International In Consumer Defensive 6,229.0 $1.1M 0.11% -220.0 -3.4% $180.91 +4.0%
80 TRGP Targa Resources Corp Energy 4,108.0 $1.1M 0.10% -237.0 -5.5% $268.14 +11.5%
Page 4 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%