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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 8 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR Palantir Technologies Inc Technology 4,221.0 $492K 0.05% -650.0 -13.3% $116.67 +54.2%
142 MAS Masco Corp Industrials 6,000.0 $488K 0.05% -743.0 -11.0% $81.37 -9.9%
143 PSA Public Storage Real Estate 1,525.0 $485K 0.05% -21.0 -1.4% $318.31 +1.3%
144 CRWD Crowdstrike Holdings Inc Technology 635.0 $485K 0.05% -65.0 -9.3% $190.79 +0.6%
145 GD General Dynamics Corp Industrials 1,334.0 $473K 0.04% -9.0 -0.7% $354.24 +8.5%
146 MSI Motorola Solutions Inc Technology 1,128.0 $468K 0.04% -445.0 -28.3% $415.29 +15.7%
147 NOK Nokia Oyj Technology 35,233.0 $468K 0.04% -109K -75.5% $13.28 -23.2%
148 JBL Jabil Inc Technology 1,213.0 $468K 0.04% -190.0 -13.5% $385.48 -18.7%
149 MAR Marriott International Inc/MD Consumer Cyclical 1,247.0 $462K 0.04% -8K -86.1% $370.59 -3.8%
150 Q Qnity Electronics Inc Technology 2,764.0 $451K 0.04% -242.0 -8.1% $163.31 -21.1%
151 VRT Vertiv Holdings Co Industrials 1,340.0 $449K 0.04% -71.0 -5.0% $334.82 -21.8%
152 CNC Centene Corp Healthcare 6,984.0 $448K 0.04% -1K -17.6% $64.19 +1.3%
153 CDW CDW Corp/DE Technology 3,163.0 $445K 0.04% -212.0 -6.3% $140.64 -2.4%
154 KMI Kinder Morgan Inc Energy 13,364.0 $427K 0.04% -4K -23.8% $31.97 -3.1%
155 HCA HCA Healthcare Inc Healthcare 1,093.0 $426K 0.04% -3K -69.9% $389.89 +10.1%
156 MTB M&T Bank Corp Financial Services 1,784.0 $425K 0.04% -107.0 -5.7% $238.01 +1.0%
157 Block Inc 5,582.0 $424K 0.04% -482.0 -8.0% $76.00
158 NOC Northrop Grumman Corp Industrials 828.0 $422K 0.04% -18.0 -2.1% $509.31 +8.2%
159 IBKR Interactive Brokers Group Inc Financial Services 4,827.0 $420K 0.04% -977.0 -16.8% $87.04 +7.8%
160 TTWO Take-Two Interactive Software Communication Services 1,619.0 $405K 0.04% -2K -58.2% $249.98 -4.1%
Page 8 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%