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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 8 of 37  ·  725 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ISRG Intuitive Surgical Inc Healthcare 3,285.0 $1.3M 0.12% -1K -23.6% $397.68 -4.7%
142 KMB Kimberly-Clark Corp Consumer Defensive 11,897.0 $1.3M 0.12% +1K +9.2% $109.77 -0.4%
143 AON Aon PLC Financial Services 3,913.0 $1.3M 0.12% +2K +116.8% $331.69 +7.1%
144 CEG Constellation Energy Corp Utilities 5,150.0 $1.3M 0.12% +1K +25.1% $248.37 +9.9%
145 F Ford Motor Co Consumer Cyclical 91,520.0 $1.3M 0.12% +69K +298.4% $13.90 +3.7%
146 EW Edwards Lifesciences Corp Healthcare 14,020.0 $1.3M 0.12% -385.0 -2.7% $90.46 -0.7%
147 PYPL PayPal Holdings Inc Financial Services 28,920.0 $1.2M 0.12% +568.0 +2.0% $43.18 +42.5%
148 APOS Apollo Global Management Inc 10,526.0 $1.2M 0.12% +5K +107.5% $118.31
149 TFC Truist Financial Corp Financial Services 24,954.0 $1.2M 0.12% -368.0 -1.4% $49.82 +1.2%
150 AMP Ameriprise Financial Inc Financial Services 2,696.0 $1.2M 0.12% +167.0 +6.6% $458.76 +21.1%
151 SNDK Sandisk Corp Technology 543.0 $1.2M 0.12% -56.0 -9.3% $2273.73 -29.8%
152 HIG Hartford Insurance Group Inc/T Financial Services 9,131.0 $1.2M 0.12% +652.0 +7.7% $132.52 +2.7%
153 SYY Sysco Corp Consumer Defensive 14,467.0 $1.2M 0.12% +626.0 +4.5% $83.58 +0.6%
154 FITB Fifth Third Bancorp Financial Services 21,343.0 $1.2M 0.11% +14K +198.6% $56.37 -2.7%
155 TMO Thermo Fisher Scientific Inc Healthcare 2,398.0 $1.2M 0.11% +43.0 +1.8% $501.36 +25.5%
156 OKE ONEOK Inc Energy 13,789.0 $1.2M 0.11% -589.0 -4.1% $86.94 +7.3%
157 TROW T Rowe Price Group Inc Financial Services 10,495.0 $1.2M 0.11% -912.0 -8.0% $113.69 -1.9%
158 DHI DR Horton Inc Consumer Cyclical 7,284.0 $1.2M 0.11% -289.0 -3.8% $162.88 -8.9%
159 PPG PPG Industries Inc Basic Materials 9,746.0 $1.2M 0.11% +2K +20.6% $121.29 -6.3%
160 ED Consolidated Edison Inc Utilities 10,666.0 $1.2M 0.11% -10K -48.7% $110.63 -3.9%
Page 8 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%