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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 5 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU Intuit Inc Technology 8,854.0 $2.3M 0.22% +133.0 +1.5% $261.00 +40.6%
82 NEM Newmont Corp Basic Materials 24,437.0 $2.3M 0.22% +2K +10.1% $93.40 +40.9%
83 EQIX Equinix Inc Real Estate 2,184.0 $2.3M 0.22% +284.0 +14.9% $1042.39 +2.2%
84 JCI Johnson Controls International Industrials 15,453.0 $2.3M 0.21% -17K -52.4% $146.11 -2.1%
85 PFG Principal Financial Group Inc Financial Services 20,923.0 $2.3M 0.21% +124.0 +0.6% $107.78 +2.8%
86 GSK GSK PLC Healthcare 42,017.0 $2.2M 0.21% +18K +75.2% $52.42 -0.0%
87 CSCO Cisco Systems Inc Technology 18,455.0 $2.2M 0.21% -559.0 -2.9% $117.46 -5.5%
88 CDNS Cadence Design Systems Inc Technology 5,764.0 $2.2M 0.21% -5K -45.3% $375.32 -15.0%
89 FTV Fortive Corp Technology 34,289.0 $2.1M 0.20% +23K +203.8% $61.09 -1.7%
90 INTC Intel Corp Technology 14,608.0 $2.0M 0.19% -62K -81.0% $139.63 -35.5%
91 NXPI NXP Semiconductors NV Technology 7,247.0 $2.0M 0.19% +268.0 +3.8% $281.03 -19.7%
92 USB US Bancorp Financial Services 32,876.0 $2.0M 0.19% -4K -10.4% $60.40 +2.7%
93 ICL ICL Group Ltd Basic Materials 132,298.0 $2.0M 0.19% NEW $14.94 -61.2%
94 URI United Rentals Inc Industrials 1,741.0 $2.0M 0.19% -73.0 -4.0% $1132.89 -3.0%
95 WBD Warner Bros Discovery Inc Communication Services 72,990.0 $1.9M 0.18% +4K +5.5% $26.66 +7.1%
96 PWR Quanta Services Inc Industrials 2,681.0 $1.9M 0.18% -408.0 -13.2% $720.04 -11.2%
97 TRV Travelers Cos Inc/The Financial Services 5,606.0 $1.9M 0.18% -56.0 -1.0% $330.12 +10.1%
98 DAL Delta Air Lines Inc Industrials 19,703.0 $1.8M 0.17% -169.0 -0.8% $93.66 -12.0%
99 CBRE CBRE Group Inc Real Estate 13,601.0 $1.8M 0.17% -536.0 -3.8% $134.69 +12.9%
100 CSX CSX Corp Industrials 38,293.0 $1.8M 0.17% -2K -5.7% $47.53 +8.5%
Page 5 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%