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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 14 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EVRG Evergy Inc Utilities 7,875.0 $681K 0.07% +69.0 +0.9% $86.43 -6.4%
262 NKE NIKE Inc Consumer Cyclical 16,540.0 $679K 0.07% +2K +12.1% $41.05 -0.7%
263 CBOE Cboe Global Markets Inc Financial Services 2,786.0 $676K 0.06% -3K -51.4% $242.67 +23.9%
264 CHRW CH Robinson Worldwide Inc Industrials 3,547.0 $668K 0.06% $188.34 -24.8%
265 NVR NVR Inc Consumer Cyclical 98.0 $668K 0.06% +15.0 +18.1% $6813.40 -6.7%
266 ALNY Alnylam Pharmaceuticals Inc Healthcare 2,211.0 $666K 0.06% +242.0 +12.3% $301.03 -21.5%
267 ES Eversource Energy Utilities 9,185.0 $664K 0.06% -87.0 -0.9% $72.27 -2.9%
268 PCG PG&E Corp Utilities 39,418.0 $663K 0.06% +18K +86.8% $16.82 +4.6%
269 DTE DTE Energy Co Utilities 4,337.0 $661K 0.06% +236.0 +5.8% $152.37 -11.3%
270 GIS General Mills Inc Consumer Defensive 18,820.0 $655K 0.06% +5K +32.2% $34.80 +14.9%
271 WEC WEC Energy Group Inc Utilities 5,597.0 $654K 0.06% +367.0 +7.0% $116.77 -9.2%
272 NI NiSource Inc Utilities 13,606.0 $647K 0.06% $47.55 -14.6%
273 FSLR First Solar Inc Energy 2,739.0 $646K 0.06% -444.0 -13.9% $235.96 -9.2%
274 ITW Illinois Tool Works Inc Industrials 2,380.0 $644K 0.06% -4K -62.9% $270.47 +4.4%
275 Smurfit Westrock PLC 13,843.0 $640K 0.06% -87.0 -0.6% $46.26
276 REGN Regeneron Pharmaceuticals Inc Healthcare 1,025.0 $639K 0.06% +77.0 +8.1% $623.54 +33.8%
277 SNY Sanofi SA Healthcare 14,908.0 $636K 0.06% +448.0 +3.1% $42.66 +7.5%
278 Bunge Global SA 5,953.0 $635K 0.06% +353.0 +6.3% $106.73
279 ALLE Allegion plc Industrials 4,521.0 $635K 0.06% +866.0 +23.7% $140.49 +15.5%
280 LH Labcorp Holdings Inc Healthcare 2,263.0 $634K 0.06% -155.0 -6.4% $280.00 +20.1%
Page 14 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%