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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 29 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RBLX ROBLOX Corp Technology 1,229.0 $67K 0.01% +66.0 +5.7% $54.38 -29.4%
562 VIV Telefonica Brasil SA Communication Services 5,032.0 $66K 0.01% -69K -93.2% $13.16 -13.1%
563 NWS News Corp 2,266.0 $64K 0.01% $28.06
564 SOLS Solstice Advanced Materials In Basic Materials 717.0 $64K 0.01% -19.0 -2.6% $88.60 -36.6%
565 MDB MongoDB Inc Technology 188.0 $63K 0.01% -219.0 -53.8% $335.90 +28.3%
566 OSK Oshkosh Corp Industrials 410.0 $63K 0.01% +81.0 +24.6% $153.48 +2.4%
567 RELX RELX PLC Communication Services 1,910.0 $60K 0.01% +572.0 +42.8% $31.67 +13.4%
568 ORA Ormat Technologies Inc Utilities 551.0 $60K 0.01% +117.0 +27.0% $108.90 -0.5%
569 ITUB Itau Unibanco Holding SA Financial Services 7,341.0 $60K 0.01% +250.0 +3.5% $8.17 -8.4%
570 RNR RenaissanceRe Holdings Ltd Financial Services 188.0 $60K 0.01% NEW $316.90 +2.1%
571 NIO NIO Inc Consumer Cyclical 11,680.0 $59K 0.01% -2K -14.8% $5.06 -8.5%
572 UMBF UMB Financial Corp Financial Services 409.0 $58K 0.01% NEW $142.76 +1.7%
573 U Unity Software Inc Technology 2,032.0 $58K 0.01% -849.0 -29.5% $28.58 +64.2%
574 AYI Acuity Inc Industrials 154.0 $58K 0.01% -26.0 -14.4% $376.66 -8.9%
575 ONTO Onto Innovation Inc Technology 152.0 $58K 0.01% NEW $378.45 -22.5%
576 TotalEnergies SE 730.0 $57K 0.01% -2K -70.6% $77.76
577 EXEL Exelixis Inc Healthcare 1,037.0 $56K 0.01% -23.0 -2.2% $54.41 -0.6%
578 OHI Omega Healthcare Investors Inc Real Estate 1,153.0 $55K 0.01% +60.0 +5.5% $47.68 -2.2%
579 RGA Reinsurance Group of America I Financial Services 258.0 $55K 0.01% +11.0 +4.5% $212.65 +14.3%
580 LAZ Lazard Inc Financial Services 1,282.0 $54K 0.01% $41.94 +5.3%
Page 29 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%