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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 18 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DLTR Dollar Tree Inc Consumer Defensive 3,994.0 $483K 0.05% +864.0 +27.6% $120.95 +8.7%
342 BSX Boston Scientific Corp Healthcare 11,208.0 $478K 0.04% +2K +19.5% $42.68 +18.0%
343 TRMB Trimble Inc Technology 9,291.0 $476K 0.04% +935.0 +11.2% $51.18 +17.7%
344 CTSH Cognizant Technology Solutions Technology 12,276.0 $475K 0.04% +421.0 +3.5% $38.73 +59.7%
345 GD General Dynamics Corp Industrials 1,334.0 $473K 0.04% -9.0 -0.7% $354.24 +8.5%
346 Honeywell International Inc 2,105.0 $471K 0.04% NEW $223.90
347 NSC Norfolk Southern Corp Industrials 1,494.0 $470K 0.04% +47.0 +3.2% $314.59 +11.5%
348 MSI Motorola Solutions Inc Technology 1,128.0 $468K 0.04% -445.0 -28.3% $415.29 +15.7%
349 NOK Nokia Oyj Technology 35,233.0 $468K 0.04% -109K -75.5% $13.28 -23.2%
350 JBL Jabil Inc Technology 1,213.0 $468K 0.04% -190.0 -13.5% $385.48 -18.7%
351 BRO Brown & Brown Inc Financial Services 7,219.0 $463K 0.04% +2K +28.2% $64.15 +13.7%
352 MAR Marriott International Inc/MD Consumer Cyclical 1,247.0 $462K 0.04% -8K -86.1% $370.59 -3.8%
353 MRNA Moderna Inc Healthcare 6,532.0 $457K 0.04% +2K +30.5% $70.03 +107.2%
354 NDSN Nordson Corp Industrials 1,510.0 $456K 0.04% +123.0 +8.9% $301.69 +10.1%
355 Q Qnity Electronics Inc Technology 2,764.0 $451K 0.04% -242.0 -8.1% $163.31 -21.1%
356 VRT Vertiv Holdings Co Industrials 1,340.0 $449K 0.04% -71.0 -5.0% $334.82 -21.8%
357 CNC Centene Corp Healthcare 6,984.0 $448K 0.04% -1K -17.6% $64.19 +1.3%
358 DVN Devon Energy Corp Energy 10,768.0 $445K 0.04% $41.32 +18.8%
359 CDW CDW Corp/DE Technology 3,163.0 $445K 0.04% -212.0 -6.3% $140.64 -2.4%
360 HOOD Robinhood Markets Inc Financial Services 4,423.0 $444K 0.04% +791.0 +21.8% $100.28 +7.8%
Page 18 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%