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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 7 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 STT State Street Corp Financial Services 9,083.0 $1.5M 0.15% -961.0 -9.6% $169.60 +10.3%
122 ROK Rockwell Automation Inc Industrials 3,032.0 $1.5M 0.14% +246.0 +8.8% $495.08 -11.7%
123 DLR Digital Realty Trust Inc Real Estate 8,300.0 $1.5M 0.14% +265.0 +3.3% $179.58 +6.1%
124 O Realty Income Corp Real Estate 23,997.0 $1.5M 0.14% +3K +16.5% $61.96 +1.0%
125 ROST Ross Stores Inc Consumer Cyclical 6,953.0 $1.5M 0.14% +4K +152.7% $212.85 +12.3%
126 HPE Hewlett Packard Enterprise Co Technology 32,267.0 $1.5M 0.14% -4K -10.2% $45.11 +18.5%
127 KEYS Keysight Technologies Inc Technology 4,154.0 $1.5M 0.14% -11K -73.2% $350.07 -9.7%
128 CRH PLC 13,562.0 $1.5M 0.14% -651.0 -4.6% $107.00
129 ICE Intercontinental Exchange Inc Financial Services 11,645.0 $1.4M 0.14% -1K -10.9% $123.11 +31.0%
130 MNST Monster Beverage Corp Consumer Defensive 14,659.0 $1.4M 0.13% -3K -16.7% $96.12 -50.3%
131 PSX Phillips 66 Energy 8,303.0 $1.4M 0.13% +95.0 +1.2% $169.05 +43.7%
132 MO Altria Group Inc Consumer Defensive 19,357.0 $1.4M 0.13% -374.0 -1.9% $71.95 -8.1%
133 COHR Coherent Corp Technology 3,481.0 $1.4M 0.13% +2K +184.4% $394.47 -26.6%
134 MPC Marathon Petroleum Corp Energy 5,322.0 $1.4M 0.13% -519.0 -8.9% $255.67 +41.1%
135 UNH UnitedHealth Group Inc Healthcare 3,243.0 $1.3M 0.13% -103.0 -3.1% $415.63 -6.1%
136 NUE Nucor Corp Basic Materials 6,022.0 $1.3M 0.13% -249.0 -4.0% $222.75 +9.4%
137 CARR Carrier Global Corp Industrials 18,087.0 $1.3M 0.13% +910.0 +5.3% $73.35 -17.7%
138 EBAY eBay Inc Consumer Cyclical 11,839.0 $1.3M 0.13% -2K -14.4% $111.75 -6.8%
139 NEE NextEra Energy Inc Utilities 14,917.0 $1.3M 0.12% +153.0 +1.0% $87.77 -4.7%
140 SLB SLB Ltd Energy 28,120.0 $1.3M 0.12% -1K -3.8% $46.49 +15.9%
Page 7 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%