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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 15 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CVS CVS Health Corp Healthcare 6,110.0 $632K 0.06% +294.0 +5.1% $103.45 -10.1%
282 VRSK Verisk Analytics Inc Industrials 3,486.0 $626K 0.06% +2K +114.4% $179.53 +4.4%
283 IFF IFF Basic Materials 7,835.0 $621K 0.06% -485.0 -5.8% $79.22 +6.4%
284 GM General Motors Co Consumer Cyclical 8,042.0 $620K 0.06% -2K -17.8% $77.08 +14.1%
285 VMC Vulcan Materials Co Basic Materials 2,097.0 $619K 0.06% +439.0 +26.5% $295.01 -6.4%
286 MDT Medtronic PLC Healthcare 7,901.0 $618K 0.06% -3K -27.9% $78.23 +19.3%
287 INCY Incyte Corp Healthcare 5,417.0 $614K 0.06% -710.0 -11.6% $113.36 +12.7%
288 PH Parker-Hannifin Corp Industrials 624.0 $610K 0.06% +16.0 +2.6% $978.12 +2.4%
289 ARES Ares Management Corp Financial Services 5,476.0 $610K 0.06% +2K +78.2% $111.31 +26.9%
290 FIS Fidelity National Information Technology 15,651.0 $609K 0.06% +1K +8.4% $38.88 +6.3%
291 MDLZ Mondelez International Inc Consumer Defensive 10,483.0 $606K 0.06% -830.0 -7.3% $57.84 +11.4%
292 DDOG Datadog Inc Technology 2,289.0 $596K 0.06% -465.0 -16.9% $260.36 -9.5%
293 APP AppLovin Corp Technology 1,151.0 $593K 0.06% +103.0 +9.8% $515.23 -40.7%
294 KEY KeyCorp Financial Services 25,655.0 $591K 0.06% -603.0 -2.3% $23.05 -5.1%
295 WY Weyerhaeuser Co Real Estate 24,301.0 $582K 0.06% -581.0 -2.3% $23.94 +2.0%
296 CINF Cincinnati Financial Corp Financial Services 3,139.0 $581K 0.06% +50.0 +1.6% $185.14 -9.1%
297 AJG Arthur J Gallagher & Co Financial Services 2,515.0 $577K 0.06% -124.0 -4.7% $229.57 +14.9%
298 SBAC SBA Communications Corp Real Estate 3,265.0 $576K 0.06% -113.0 -3.4% $176.46 +3.5%
299 MCK McKesson Corp Healthcare 752.0 $568K 0.05% +51.0 +7.3% $755.60 +13.7%
300 DPZ Domino's Pizza Inc Consumer Cyclical 1,909.0 $565K 0.05% +736.0 +62.8% $296.04 +15.5%
Page 15 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%