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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 5 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EA Electronic Arts Inc Communication Services 5,222.0 $1.1M 0.10% -129.0 -2.4% $205.04 +2.3%
82 EIX Edison International Utilities 14,225.0 $1.1M 0.10% -479.0 -3.3% $74.45 -3.8%
83 IRM Iron Mountain Inc Real Estate 8,194.0 $1.0M 0.10% -363.0 -4.2% $126.31 -3.4%
84 NFLX Netflix Inc Communication Services 14,478.0 $1.0M 0.10% -3K -15.7% $71.40 +11.5%
85 DELL Dell Technologies Inc Technology 2,394.0 $1.0M 0.10% -192.0 -7.4% $431.46 +2.4%
86 TXN Texas Instruments Inc Technology 3,376.0 $1.0M 0.10% -17K -83.1% $298.07 -11.3%
87 GLW Corning Inc Technology 3,932.0 $1.0M 0.10% -172.0 -4.2% $255.43 -41.4%
88 HUM Humana Inc Healthcare 2,526.0 $1.0M 0.10% -1K -30.8% $397.22 -4.6%
89 PRU Prudential Financial Inc Financial Services 9,104.0 $983K 0.09% -99.0 -1.1% $107.93 +12.2%
90 WDAY Workday Inc Technology 7,978.0 $977K 0.09% -44.0 -0.6% $122.42 +63.4%
91 STLD Steel Dynamics Inc Basic Materials 4,183.0 $960K 0.09% -464.0 -10.0% $229.46 -0.3%
92 HPQ HP Inc Technology 43,495.0 $954K 0.09% -7K -14.4% $21.94 +35.4%
93 HUBB Hubbell Inc Industrials 1,767.0 $924K 0.09% -67.0 -3.6% $523.20 -10.2%
94 KR Kroger Co/The Consumer Defensive 16,449.0 $913K 0.09% -2K -8.6% $55.53 +4.3%
95 PFE Pfizer Inc Healthcare 37,806.0 $910K 0.09% -22K -36.6% $24.08 +16.6%
96 ORCL Oracle Corp Technology 6,128.0 $898K 0.09% -128.0 -2.0% $146.55 -0.1%
97 EME EMCOR Group Inc Industrials 1,079.0 $895K 0.09% -11.0 -1.0% $829.88 -6.4%
98 DOV Dover Corp Industrials 3,969.0 $890K 0.09% -387.0 -8.9% $224.28 -10.0%
99 WST West Pharmaceutical Services I Healthcare 2,442.0 $877K 0.08% -246.0 -9.2% $359.00 -1.6%
100 DGX Quest Diagnostics Inc Healthcare 4,098.0 $869K 0.08% -178.0 -4.2% $211.95 +15.3%
Page 5 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%