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Portfolio (Quarterly) Guide ↗

Element Squared LLC

· CIK 0002086643
13F Portfolio $201M AUM 49 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 13 Added 13 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INNOVATOR ETFS TRUST 1,293,733.0 $41.7M 20.73% -30K -2.3% $32.21
2 QQQ INVESCO QQQ TR Financial Services 12,405.0 $9.1M 4.54% -10K -44.0% $736.41 -3.9%
3 NVDA NVIDIA CORPORATION Technology 35,946.0 $7.2M 3.58% -22K -38.0% $200.09 +8.7%
4 NOCT INNOVATOR ETFS TRUST 105,583.0 $6.6M 3.28% -17K -13.7% $62.53 +1.8%
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,990.0 $2.9M 1.42% -453.0 -7.0% $477.59 -13.3%
6 EVR EVERCORE INC Financial Services 7,566.0 $2.6M 1.28% -328.0 -4.2% $341.44 -16.2%
7 INNOVATOR ETFS TRUST 81,081.0 $2.5M 1.27% -2K -2.2% $31.45
8 MOAT VANECK ETF TRUST 21,775.0 $2.3M 1.13% -586.0 -2.6% $103.96 +8.5%
9 AMAT APPLIED MATLS INC Technology 3,028.0 $2.2M 1.09% -3K -51.6% $722.91 -38.9%
10 FSLR FIRST SOLAR INC Energy 9,234.0 $2.2M 1.08% -2K -18.7% $235.96 -15.4%
11 LLY ELI LILLY & CO Healthcare 1,480.0 $1.8M 0.88% -811.0 -35.4% $1199.22 -3.3%
12 META META PLATFORMS INC Communication Services 2,064.0 $1.2M 0.58% -2K -42.4% $563.36 +2.7%
13 CLS CELESTICA INC Technology 3,184.0 $1.2M 0.58% -5K -60.2% $364.80 -19.8%

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
Financial Services 37.4%
Technology 29.8%
Healthcare 13.4%
Industrials 8.9%
Consumer Cyclical 3.7%
Real Estate 3.6%
Energy 2.1%
Communication Services 1.1%