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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 35 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 NU NU Holdings Ltd/Cayman Islands Financial Services 1,809.0 $24K 0.00% NEW $13.36 +9.1%
682 IOT Samsara Inc Technology 745.0 $24K 0.00% NEW $32.43 +23.2%
683 TEX Terex Corp Industrials 333.0 $24K 0.00% NEW $72.39 -8.2%
684 ORI Old Republic International Cor Financial Services 588.0 $24K 0.00% +36.0 +6.5% $40.92 +1.6%
685 RRX Regal Rexnord Corp Industrials 101.0 $24K 0.00% NEW $238.19 -30.2%
686 EXLS ExlService Holdings Inc Technology 930.0 $24K 0.00% $25.86 +45.1%
687 ROIV Roivant Sciences Ltd Healthcare 679.0 $24K 0.00% NEW $35.39 +2.6%
688 WERN Werner Enterprises Inc Industrials 551.0 $24K 0.00% NEW $43.61 -10.8%
689 SOUTHSTATE BANK CORP 238.0 $24K 0.00% $99.90
690 Etsy Inc 314.0 $24K 0.00% NEW $75.33
691 FR First Industrial Realty Trust Real Estate 384.0 $24K 0.00% NEW $61.31 +2.6%
692 CBSH Commerce Bancshares Inc/MO Financial Services 406.0 $23K 0.00% -413.0 -50.4% $57.75 +1.1%
693 UFPI UFP Industries Inc Basic Materials 258.0 $23K 0.00% NEW $90.74 -2.1%
694 NPO Enpro Inc Industrials 62.0 $23K 0.00% NEW $376.94 -17.1%
695 DCI Donaldson Co Inc Industrials 259.0 $23K 0.00% NEW $89.77 +3.9%
696 WF Woori Financial Group Inc Financial Services 404.0 $23K 0.00% +14.0 +3.6% $57.40 +19.2%
697 VSNT Versant Media Group Inc Industrials 641.0 $23K 0.00% -422.0 -39.7% $36.01 +7.6%
698 OGE OGE Energy Corp Utilities 474.0 $23K 0.00% $48.66 -6.2%
699 FLS Flowserve Corp Industrials 309.0 $23K 0.00% $74.16 +7.1%
700 SHG Shinhan Financial Group Co Ltd Financial Services 360.0 $23K 0.00% +12.0 +3.5% $63.25 +18.0%
Page 35 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%