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Portfolio (Quarterly) Guide ↗

Element Squared LLC

· CIK 0002086643
13F Portfolio $177M AUM 42 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 5 Added 13 Reduced 30 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEM AGNICO EAGLE MINES LTD Basic Materials 10,937.0 $2.2M 1.25% NEW $202.98 -12.7%
22 NEM NEWMONT CORP Basic Materials 20,477.0 $2.2M 1.25% NEW $108.25 +0.3%
23 CBOE CBOE GLOBAL MKTS INC Financial Services 7,871.0 $2.2M 1.25% NEW $281.08 +25.3%
24 O REALTY INCOME CORP Real Estate 35,763.0 $2.2M 1.23% NEW $61.18 +2.5%
25 SHOP SHOPIFY INC Technology 18,444.0 $2.2M 1.23% +12K +166.1% $118.62 -9.7%
26 SCHW SCHWAB CHARLES CORP Financial Services 23,180.0 $2.2M 1.23% NEW $93.98 -8.1%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,443.0 $2.2M 1.23% -2K -20.4% $337.93 +25.3%
28 MOAT VANECK ETF TRUST 22,361.0 $2.2M 1.22% -251.0 -1.1% $96.70 +6.2%
29 GOOG ALPHABET INC Communication Services 7,488.0 $2.1M 1.21% NEW $286.86 +35.0%
30 APH AMPHENOL CORP Technology 16,976.0 $2.1M 1.21% -5K -21.2% $126.35 +11.7%
31 AMAT APPLIED MATLS INC Technology 6,263.0 $2.1M 1.21% NEW $341.77 +30.3%
32 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 31,696.0 $2.1M 1.20% NEW $67.07 +21.6%
33 LLY ELI LILLY & CO Healthcare 2,291.0 $2.1M 1.19% NEW $919.65 +18.4%
34 RYANAIR HOLDINGS PLC 36,323.0 $2.1M 1.18% NEW $57.80
35 VUG VANGUARD INDEX FDS 4,724.0 $2.1M 1.16% +92.0 +2.0% $436.83 -79.8%
36 META META PLATFORMS INC Communication Services 3,585.0 $2.1M 1.16% -97.0 -2.6% $572.21 +7.2%
37 RMBS RAMBUS INC DEL Technology 23,567.0 $2.0M 1.14% NEW $86.03 +70.3%
38 PMAY INNOVATOR ETFS TRUST 45,945.0 $1.8M 1.03% $39.94 +3.2%
39 PJAN INNOVATOR ETFS TRUST 37,821.0 $1.7M 0.98% -31K -44.8% $46.13 +7.0%
40 INNOVATOR ETFS TRUST 39,658.0 $1.1M 0.61% NEW $27.39
Page 2 of 3  ·  42 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
Financial Services 41.2%
Technology 31.0%
Healthcare 9.4%
Energy 4.9%
Basic Materials 4.6%
Communication Services 4.3%
Consumer Cyclical 2.3%
Real Estate 2.3%