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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 25 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HSIC Henry Schein Inc Healthcare 3,412.0 $285K 0.03% $83.52 +6.0%
482 Corpay Inc 844.0 $281K 0.03% $333.27
483 TKO TKO Group Holdings Inc Communication Services 1,392.0 $280K 0.03% $201.31 -4.1%
484 FDS FactSet Research Systems Inc Financial Services 1,212.0 $279K 0.03% -204.0 -14.4% $230.08 +30.4%
485 SOLV Solventum Corp Healthcare 3,602.0 $278K 0.03% -2K -39.7% $77.15 +16.1%
486 LVS Las Vegas Sands Corp Consumer Cyclical 6,010.0 $278K 0.03% +377.0 +6.7% $46.19 +1.8%
487 KIM Kimco Realty Corp Real Estate 10,914.0 $277K 0.03% -2K -14.3% $25.35 -5.2%
488 VRSN VeriSign Inc Technology 1,096.0 $276K 0.03% +20.0 +1.9% $251.56 +12.0%
489 OXY Occidental Petroleum Corp Energy 5,648.0 $274K 0.03% +353.0 +6.7% $48.57 +26.2%
490 UAE iShares MSCI UAE ETF 14,396.0 $274K 0.03% $19.01 +2.5%
491 DXCM Dexcom Inc Healthcare 3,962.0 $267K 0.03% -6K -58.8% $67.35 +37.1%
492 PSKY Paramount Skydance Corp Communication Services 27,018.0 $266K 0.03% -2K -7.5% $9.86 +5.0%
493 TTD Trade Desk Inc/The Technology 14,410.0 $261K 0.03% +3K +25.7% $18.08 -27.1%
494 HAS Hasbro Inc Consumer Cyclical 3,138.0 $259K 0.03% $82.59 +13.3%
495 HL Hecla Mining Co Basic Materials 16,795.0 $259K 0.03% $15.43 +34.3%
496 Leidos Holdings Inc 2,492.0 $257K 0.02% +1K +70.2% $102.97
497 WYNN Wynn Resorts Ltd Consumer Cyclical 2,641.0 $256K 0.02% -30.0 -1.1% $97.09 +3.3%
498 IT Gartner Inc Technology 1,949.0 $253K 0.02% -1K -38.3% $129.62 +51.1%
499 APA APA Corp Energy 7,588.0 $247K 0.02% -3K -26.3% $32.57 +33.2%
500 NVS Novartis AG Healthcare 1,573.0 $247K 0.02% -12K -88.4% $156.72 +1.4%
Page 25 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%