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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 27 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RIVN Rivian Automotive Inc Consumer Cyclical 9,655.0 $168K 0.02% -408.0 -4.0% $17.35 -2.2%
522 CNH Industrial NV 14,363.0 $161K 0.01% +2K +18.7% $11.23
523 BCE BCE Inc Communication Services 5,066.0 $160K 0.01% $31.64 -25.1%
524 STRL Sterling Infrastructure Inc Industrials 178.0 $149K 0.01% NEW $839.36 -38.4%
525 INSW International Seaways Inc Energy 1,919.0 $147K 0.01% $76.59 +29.9%
526 LYG Lloyds Banking Group PLC Financial Services 25,152.0 $147K 0.01% +3K +11.7% $5.83 +3.3%
527 CCEP Coca-Cola Europacific Partners Consumer Defensive 1,458.0 $146K 0.01% NEW $100.07 +7.9%
528 MFG Mizuho Financial Group Inc Financial Services 14,953.0 $143K 0.01% +11K +246.5% $9.58 +7.3%
529 RRC Range Resources Corp Energy 3,537.0 $132K 0.01% $37.19 +10.4%
530 WDS Woodside Energy Group Ltd Energy 6,720.0 $130K 0.01% +3K +96.8% $19.32 +25.9%
531 NGG National Grid PLC Utilities 1,459.0 $121K 0.01% -13.0 -0.9% $82.87 -3.8%
532 AZN AstraZeneca PLC Healthcare 631.0 $120K 0.01% -159.0 -20.1% $189.62 -12.5%
533 SNOW Snowflake Inc Technology 453.0 $115K 0.01% +28.0 +6.6% $254.50 +30.8%
534 USFD US Foods Holding Corp Consumer Defensive 1,104.0 $113K 0.01% +168.0 +17.9% $102.25 +7.2%
535 NTRA Natera Inc Healthcare 413.0 $112K 0.01% +3.0 +0.7% $271.45 +22.3%
536 JLL Jones Lang LaSalle Inc Real Estate 345.0 $107K 0.01% +18.0 +5.5% $309.95 +25.0%
537 H Hyatt Hotels Corp Consumer Cyclical 551.0 $107K 0.01% NEW $193.84 -6.8%
538 PBR PETROBRAS Energy 6,489.0 $105K 0.01% $16.16 +18.5%
539 ASX ASE Technology Holding Co Ltd Technology 2,275.0 $103K 0.01% NEW $45.12 -19.1%
540 NET Cloudflare Inc Technology 394.0 $97K 0.01% -84.0 -17.6% $245.28 +19.5%
Page 27 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%