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Portfolio (Quarterly) Guide ↗

Objectivity Squared, LLC

· CIK 0002011113
13F Portfolio $178M AUM 56 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 22 Added 20 Reduced 6 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,938.0 $282K 0.16% +18.0 +0.6% $95.99 +23.9%
22 EFA ISHARES TR 2,301.0 $239K 0.14% +35.0 +1.5% $103.90 +3.7%
Page 2 of 2  ·  22 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 36.4%
Energy 30.6%
Industrials 10.7%
Consumer Cyclical 5.9%
Utilities 5.4%
Communication Services 4.8%
Financial Services 3.5%
Healthcare 2.0%
Consumer Defensive 0.6%