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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 36 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CYTK Cytokinetics Inc Healthcare 267.0 $23K 0.00% NEW $85.19 -9.4%
702 TFX Teleflex Inc Healthcare 179.0 $23K 0.00% $126.76 +6.5%
703 BMRN BioMarin Pharmaceutical Inc Healthcare 394.0 $23K 0.00% -403.0 -50.6% $57.22 +18.3%
704 HIW Highwoods Properties Inc Real Estate 735.0 $22K 0.00% NEW $30.16 +4.3%
705 JHG Janus Henderson Group LTD Financial Services 424.0 $22K 0.00% -55.0 -11.5% $51.95 -0.0%
706 CVLT Commvault Systems Inc Technology 155.0 $22K 0.00% NEW $141.73 -7.1%
707 KN Knowles Corp Technology 525.0 $22K 0.00% NEW $41.48 -18.0%
708 ENS EnerSys Industrials 93.0 $22K 0.00% NEW $233.82 -18.8%
709 MTSI MACOM Technology Solutions Hol Technology 57.0 $22K 0.00% NEW $380.37 -30.0%
710 KNSL Kinsale Capital Group Inc Financial Services 65.0 $21K 0.00% $329.82 +15.6%
711 CUBE CubeSmart Real Estate 537.0 $21K 0.00% NEW $39.77 +3.5%
712 ALGM Allegro MicroSystems Inc Technology 305.0 $21K 0.00% NEW $69.62 -46.6%
713 KNX Knight-Swift Transportation Ho Industrials 272.0 $21K 0.00% NEW $77.87 -10.9%
714 OMF OneMain Holdings Inc Financial Services 347.0 $21K 0.00% NEW $60.97 +1.2%
715 PFGC Performance Food Group Co Consumer Defensive 185.0 $21K 0.00% -465.0 -71.5% $111.79 -7.0%
716 FORM FormFactor Inc Technology 129.0 $21K 0.00% NEW $159.93 -27.6%
717 RTO Rentokil Initial PLC Industrials 721.0 $21K 0.00% -674.0 -48.3% $28.61 -18.4%
718 SOFI SoFi Technologies Inc Financial Services 1,145.0 $21K 0.00% -308.0 -21.2% $17.93 -0.1%
719 QLYS Qualys Inc Technology 149.0 $20K 0.00% NEW $137.49 +32.5%
720 AGO Assured Guaranty Ltd Financial Services 255.0 $20K 0.00% NEW $80.16 -7.3%
Page 36 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 32.6%
Financial Services 11.4%
Communication Services 11.0%
Industrials 10.7%
Healthcare 10.3%
Consumer Cyclical 8.1%
Consumer Defensive 5.5%
Utilities 2.9%
Real Estate 2.9%
Basic Materials 2.3%