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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 24 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TAP Molson Coors Beverage Co Consumer Defensive 7,753.0 $302K 0.03% +1K +21.6% $38.96 +10.2%
462 HII Huntington Ingalls Industries Industrials 1,079.0 $302K 0.03% +395.0 +57.8% $279.89 +6.5%
463 FCX Freeport-McMoRan Inc Basic Materials 4,800.0 $302K 0.03% -372.0 -7.2% $62.89 +21.9%
464 GDDY GoDaddy Inc Technology 3,542.0 $301K 0.03% +340.0 +10.6% $84.88 +14.4%
465 AES AES Corp/The Utilities 20,506.0 $301K 0.03% $14.66 +0.8%
466 HRL Hormel Foods Corp Consumer Defensive 12,058.0 $299K 0.03% -14K -54.6% $24.82 -3.7%
467 TYL Tyler Technologies Inc Technology 1,022.0 $299K 0.03% -116.0 -10.2% $292.46 +19.9%
468 STZ Constellation Brands Inc Consumer Defensive 2,148.0 $299K 0.03% -221.0 -9.3% $139.09 -2.5%
469 FNF Fidelity National Financial In Financial Services 6,299.0 $297K 0.03% +1K +31.1% $47.16 +0.3%
470 UHS Universal Health Services Inc Healthcare 1,996.0 $297K 0.03% +718.0 +56.2% $148.69 +19.2%
471 PPL PPL Corp Utilities 8,151.0 $296K 0.03% +143.0 +1.8% $36.35 -5.4%
472 ZS Zscaler Inc Technology 2,097.0 $296K 0.03% -75.0 -3.5% $141.15 +28.8%
473 SWKS Skyworks Solutions Inc Technology 4,351.0 $295K 0.03% -784.0 -15.3% $67.80 -1.0%
474 BURL Burlington Stores Inc Consumer Cyclical 931.0 $295K 0.03% $316.80 +3.1%
475 DOC Healthpeak Properties Inc Real Estate 13,656.0 $292K 0.03% -12K -45.9% $21.40 +0.0%
476 BXP BXP Inc Real Estate 4,380.0 $290K 0.03% -690.0 -13.6% $66.31 +2.1%
477 UDR UDR Inc Real Estate 7,267.0 $290K 0.03% $39.92 -5.4%
478 Expand Energy Corp 3,159.0 $288K 0.03% +925.0 +41.4% $91.19
479 EQT EQT Corp Energy 5,412.0 $288K 0.03% -1K -18.8% $53.17 +1.0%
480 MGM MGM Resorts International Consumer Cyclical 5,964.0 $285K 0.03% -944.0 -13.7% $47.81 -8.5%
Page 24 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%