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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 34 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 POR Portland General Electric Co Utilities 514.0 $27K 0.00% $51.83 -4.3%
662 ESE ESCO Technologies Inc Technology 76.0 $27K 0.00% $350.04 -17.9%
663 REXR Rexford Industrial Realty Inc Real Estate 789.0 $26K 0.00% $33.50 +11.1%
664 QBTS D-Wave Quantum Inc Technology 1,099.0 $26K 0.00% NEW $23.99 -15.0%
665 WWD Woodward Inc Industrials 61.0 $26K 0.00% +4.0 +7.0% $425.44 -19.3%
666 HUBS HubSpot Inc Technology 142.0 $26K 0.00% -818.0 -85.2% $182.51 +31.5%
667 SHOP Shopify Inc Technology 226.0 $26K 0.00% +29.0 +14.7% $114.18 +30.7%
668 TLN Talen Energy Corp Utilities 67.0 $26K 0.00% NEW $384.25 -18.2%
669 TIMB TIM SA/Brazil Communication Services 1,201.0 $26K 0.00% NEW $21.42 -16.7%
670 PCOR Procore Technologies Inc Technology 633.0 $26K 0.00% -31.0 -4.7% $40.62 +56.3%
671 APAM Artisan Partners Asset Managem Financial Services 733.0 $25K 0.00% +65.0 +9.7% $34.53 +22.4%
672 NXT Nextpower Inc Technology 212.0 $25K 0.00% NEW $119.14 -27.7%
673 ATI ATI Inc Industrials 128.0 $25K 0.00% NEW $197.10 +5.0%
674 WTS Watts Water Technologies Inc Industrials 64.0 $25K 0.00% NEW $391.45 -4.1%
675 EGP EastGroup Properties Inc Real Estate 123.0 $25K 0.00% $202.53 -0.8%
676 CROX Crocs Inc Consumer Cyclical 205.0 $25K 0.00% NEW $120.64 +1.2%
677 IHG InterContinental Hotels Group Consumer Cyclical 142.0 $25K 0.00% NEW $173.12 -7.6%
678 AAOI Applied Optoelectronics Inc Technology 165.0 $24K 0.00% NEW $148.16 -15.8%
679 CRWV CoreWeave Inc Technology 244.0 $24K 0.00% -46.0 -15.9% $99.54 -11.7%
680 SF Stifel Financial Corp Financial Services 348.0 $24K 0.00% +45.0 +14.8% $69.77 +16.0%
Page 34 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%