Portfolio (Quarterly) Guide ↗

Squire Investment Management Company, LLC

· CIK 0002031291

13F Portfolio $360M AUM 76 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 38 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBM	INTERNATIONAL BUSINESS MACHS	Technology	693	$205K	0.06%	SOLD
2	—	TRAEGER INC	—	11,434	$12K	0.00%	SOLD

Sector Allocation

Financial Services 45.5%

Technology 34.1%

Consumer Cyclical 4.2%

Communication Services 4.1%

Healthcare 3.9%

Energy 2.9%

Basic Materials 2.0%

Consumer Defensive 1.7%

Industrials 1.7%