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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 11 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CFG Citizens Financial Group Inc Financial Services 13,066.0 $916K 0.09% +492.0 +3.9% $70.07 -0.3%
202 KR Kroger Co/The Consumer Defensive 16,449.0 $913K 0.09% -2K -8.6% $55.53 +4.3%
203 PFE Pfizer Inc Healthcare 37,806.0 $910K 0.09% -22K -36.6% $24.08 +16.6%
204 DUK Duke Energy Corp Utilities 7,160.0 $906K 0.09% +317.0 +4.6% $126.58 -5.3%
205 ORCL Oracle Corp Technology 6,128.0 $898K 0.09% -128.0 -2.0% $146.55 -0.1%
206 MLM Martin Marietta Materials Inc Basic Materials 1,556.0 $897K 0.09% +53.0 +3.5% $576.70 -7.2%
207 EME EMCOR Group Inc Industrials 1,079.0 $895K 0.09% -11.0 -1.0% $829.88 -6.4%
208 GPC Genuine Parts Co Consumer Cyclical 7,589.0 $895K 0.09% +914.0 +13.7% $117.98 +13.5%
209 DOV Dover Corp Industrials 3,969.0 $890K 0.09% -387.0 -8.9% $224.28 -10.0%
210 Carnival Corp Ltd 31,009.0 $886K 0.08% NEW $28.57
211 CMS CMS Energy Corp Utilities 11,560.0 $884K 0.08% +351.0 +3.1% $76.50 -10.8%
212 TSCO Tractor Supply Co Consumer Cyclical 27,943.0 $883K 0.08% +8K +43.2% $31.61 +10.7%
213 WST West Pharmaceutical Services I Healthcare 2,442.0 $877K 0.08% -246.0 -9.2% $359.00 -1.6%
214 RTX RTX Corp Industrials 4,614.0 $875K 0.08% +559.0 +13.8% $189.73 +10.6%
215 DGX Quest Diagnostics Inc Healthcare 4,098.0 $869K 0.08% -178.0 -4.2% $211.95 +15.3%
216 ODFL Old Dominion Freight Line Inc Industrials 3,990.0 $864K 0.08% -409.0 -9.3% $216.60 -4.7%
217 NTAP NetApp Inc Technology 5,544.0 $858K 0.08% -1K -15.7% $154.76 +24.2%
218 GRMN Garmin Ltd Technology 3,606.0 $857K 0.08% -38.0 -1.0% $237.54 +24.1%
219 EMR Emerson Electric Co Industrials 5,970.0 $855K 0.08% +2K +50.3% $143.15 +9.8%
220 NTRS Northern Trust Corp Financial Services 4,901.0 $852K 0.08% +108.0 +2.2% $173.84 +5.8%
Page 11 of 37  ·  725 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%