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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 91,693.0 $1.2M 0.62% NEW $13.55 -0.7%
42 INNOVATOR ETFS TRUST 39,658.0 $1.2M 0.60% $30.34
43 VRT VERTIV HOLDINGS CO Industrials 3,585.0 $1.2M 0.60% NEW $334.82 -23.5%
44 META META PLATFORMS INC Communication Services 2,064.0 $1.2M 0.58% -2K -42.4% $563.36 +2.7%
45 CLS CELESTICA INC Technology 3,184.0 $1.2M 0.58% -5K -60.2% $364.80 -19.8%
46 ZEVRA THERAPEUTICS INC 46,336.0 $664K 0.33% NEW $14.34
47 LRCX LAM RESEARCH CORP Technology 1,104.0 $478K 0.24% $433.40 -33.0%
48 NJAN INNOVATOR ETFS TRUST 4,131.0 $244K 0.12% $59.02 +1.2%
49 MMM 3M CO Industrials 1,275.0 $206K 0.10% NEW $161.88 +5.2%
Page 3 of 3  ·  49 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 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%