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Portfolio (Quarterly) Guide ↗

V-Square Quantitative Management LLC

· CIK 0001943239
13F Portfolio $946M AUM 721 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 388 Added 163 Reduced 29 Exited
Page 36 of 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EMN Eastman Chemical Co Basic Materials 290.0 $22K 0.00% NEW $76.32 -0.5%
702 PJT PJT Partners Inc Financial Services 158.0 $22K 0.00% +17.0 +12.1% $139.72 +10.4%
703 MKSI MKS Inc Technology 96.0 $22K 0.00% NEW $229.81 +42.7%
704 CNM Core & Main Inc Industrials 446.0 $22K 0.00% $49.40 -0.4%
705 ORI Old Republic International Cor Financial Services 552.0 $22K 0.00% -16.0 -2.8% $39.90 -3.8%
706 SOUTHSTATE BANK CORP 238.0 $22K 0.00% $92.52
707 SPXC SPX Technologies Inc Industrials 110.0 $22K 0.00% $199.94 +7.7%
708 FBIN Fortune Brands Innovations Inc Industrials 555.0 $22K 0.00% $38.97 +1.2%
709 MUR Murphy Oil Corp Energy 521.0 $21K 0.00% NEW $41.25 -13.6%
710 TFX Teleflex Inc Healthcare 179.0 $21K 0.00% -125.0 -41.1% $119.61 +8.7%
711 ESE ESCO Technologies Inc Technology 76.0 $21K 0.00% NEW $281.37 +7.6%
712 PUK Prudential PLC Financial Services 751.0 $21K 0.00% NEW $28.43 +6.0%
713 SHG Shinhan Financial Group Co Ltd Financial Services 348.0 $21K 0.00% NEW $61.32 +4.0%
714 AN AutoNation Inc Consumer Cyclical 108.0 $21K 0.00% $195.26 -0.2%
715 TCOM Trip.com Group Ltd Consumer Cyclical 423.0 $21K 0.00% NEW $49.79 -4.0%
716 VOD Vodafone Group PLC Communication Services 1,395.0 $21K 0.00% NEW $15.02 -1.1%
717 CATY Cathay General Bancorp Financial Services 419.0 $21K 0.00% NEW $49.86 +15.2%
718 NYT New York Times Co/The Communication Services 248.0 $21K 0.00% NEW $83.73 -10.7%
719 SFM Sprouts Farmers Market Inc Consumer Defensive 269.0 $21K 0.00% -499.0 -65.0% $77.13 +15.0%
720 WWD Woodward Inc Industrials 57.0 $20K 0.00% -12.0 -17.4% $357.91 +0.9%
Page 36 of 37  ·  721 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 30.9%
Financial Services 11.9%
Communication Services 11.1%
Healthcare 11.0%
Industrials 9.9%
Consumer Cyclical 8.3%
Consumer Defensive 5.6%
Energy 3.1%
Real Estate 3.0%
Utilities 2.9%