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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 19 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 Entergy Corp 3,852.0 $442K 0.04% +92.0 +2.5% $114.86
362 PTC PTC Inc Technology 3,866.0 $439K 0.04% +418.0 +12.1% $113.61 +36.2%
363 TECH Bio-Techne Corp Healthcare 6,197.0 $438K 0.04% +941.0 +17.9% $70.65 +2.4%
364 PODD Insulet Corp Healthcare 2,862.0 $436K 0.04% +556.0 +24.1% $152.25 -2.7%
365 GEHC GE HealthCare Technologies Inc Healthcare 6,786.0 $434K 0.04% +2K +45.9% $64.01 +16.9%
366 KKR KKR & Co Inc 4,698.0 $431K 0.04% +490.0 +11.6% $91.78
367 KMI Kinder Morgan Inc Energy 13,364.0 $427K 0.04% -4K -23.8% $31.97 -3.1%
368 HCA HCA Healthcare Inc Healthcare 1,093.0 $426K 0.04% -3K -69.9% $389.89 +10.1%
369 MTB M&T Bank Corp Financial Services 1,784.0 $425K 0.04% -107.0 -5.7% $238.01 +1.0%
370 Block Inc 5,582.0 $424K 0.04% -482.0 -8.0% $76.00
371 NOC Northrop Grumman Corp Industrials 828.0 $422K 0.04% -18.0 -2.1% $509.31 +8.2%
372 CNP CenterPoint Energy Inc Utilities 9,572.0 $422K 0.04% +121.0 +1.3% $44.04 -12.0%
373 IBKR Interactive Brokers Group Inc Financial Services 4,827.0 $420K 0.04% -977.0 -16.8% $87.04 +7.8%
374 FANG Diamondback Energy Inc Energy 2,384.0 $419K 0.04% +296.0 +14.2% $175.78 +19.9%
375 CPRT Copart Inc Industrials 14,773.0 $416K 0.04% +2K +19.4% $28.19 +19.9%
376 UMC United Microelectronics Corp Technology 15,195.0 $413K 0.04% +2K +13.4% $27.21 -32.6%
377 PCAR PACCAR Inc Industrials 3,436.0 $413K 0.04% +72.0 +2.1% $120.12 +9.1%
378 Honeywell Aerospace Inc 1,843.0 $407K 0.04% NEW $221.08
379 TTWO Take-Two Interactive Software Communication Services 1,619.0 $405K 0.04% -2K -58.2% $249.98 -4.1%
380 ESS Essex Property Trust Inc Real Estate 1,386.0 $404K 0.04% +270.0 +24.2% $291.59 -0.9%
Page 19 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%