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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 22 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AIZ Assurant Inc Financial Services 1,286.0 $345K 0.03% $268.53 +5.8%
422 INVH Invitation Homes Inc Real Estate 11,425.0 $345K 0.03% -3K -20.7% $30.21 -0.3%
423 TEVA Teva Pharmaceutical Industries Healthcare 10,179.0 $345K 0.03% -13K -56.3% $33.88 +10.2%
424 PNW Pinnacle West Capital Corp Utilities 3,221.0 $345K 0.03% -171.0 -5.0% $107.00 -9.0%
425 FOXA Fox Corp Communication Services 6,550.0 $342K 0.03% +634.0 +10.7% $52.16 +31.4%
426 NCLH Norwegian Cruise Line Holdings Consumer Cyclical 16,142.0 $341K 0.03% +2K +14.4% $21.11 -18.3%
427 TMUS T-Mobile US Inc Communication Services 2,027.0 $340K 0.03% -452.0 -18.2% $167.73 +9.1%
428 FRT Federal Realty Investment Trus Real Estate 2,734.0 $337K 0.03% -231.0 -7.8% $123.44 -5.4%
429 SMCI Super Micro Computer Inc Technology 11,489.0 $337K 0.03% +4K +45.9% $29.33 +27.0%
430 L Loews Corp Financial Services 2,970.0 $336K 0.03% +330.0 +12.5% $113.21 -3.0%
431 TDY Teledyne Technologies Inc Technology 504.0 $336K 0.03% +12.0 +2.4% $666.90 -4.6%
432 OTIS Otis Worldwide Corp Industrials 4,673.0 $335K 0.03% +779.0 +20.0% $71.60 -0.2%
433 XOM Exxon Mobil Corp Energy 2,429.0 $332K 0.03% -3K -54.6% $136.72 +20.8%
434 FLEX Flex Ltd Technology 2,044.0 $331K 0.03% NEW $162.07 -31.9%
435 ZBRA Zebra Technologies Corp Technology 1,257.0 $331K 0.03% +24.0 +1.9% $263.26 +40.0%
436 REGCO Regency Centers Corp 4,122.0 $329K 0.03% -336.0 -7.5% $79.74
437 COIN Coinbase Global Inc Financial Services 2,248.0 $329K 0.03% +210.0 +10.3% $146.19 +27.6%
438 CPT Camden Property Trust Real Estate 2,858.0 $327K 0.03% $114.49 -6.0%
439 EXR Extra Space Storage Inc Real Estate 2,244.0 $326K 0.03% -518.0 -18.8% $145.30 +1.0%
440 SJM J M Smucker Co/The Consumer Defensive 2,886.0 $325K 0.03% $112.50 +10.5%
Page 22 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%