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Holders — by stockHoldings — by fund

R Squared Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001896148

$190.4M

disclosed book value

509

positions

2%

largest position share

Positions, as of 2026-06-30

top 100 of 509 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TXNMTXNM ENERGY INC68,165$3.9M2%
2PENPENUMBRA INC11,502$3.6M1.9%
3NVDANVIDIA CORPORATION18,057$3.6M1.9%
4CCITIGROUP INC18,911$2.6M1.4%
5TSMTAIWAN SEMICONDUCTOR MANUFAC5,197$2.5M1.3%
6AAPLAPPLE INC8,201$2.4M1.2%
7EA*ELECTRONIC ARTS INC10,775$2.2M1.2%
8CHTCHUNGHWA TELECOM CO LTD47,851$2.1M1.1%
9ISRGINTUITIVE SURGICAL INC4,936$2.0M1%
10CVXCHEVRON CORPORATION11,552$1.9M1%
11ICEINTERCONTINENTAL EXCHANGE IN13,989$1.7M0.9%
12MEDTRONIC PLC20,617$1.6M0.8%
13METAMETA PLATFORMS INC2,795$1.6M0.8%
14NOCNORTHROP GRUMMAN CORP2,949$1.5M0.8%
15COSTCOSTCO WHOLESALE CORPORATION1,510$1.4M0.7%
16TSLATESLA INC3,178$1.3M0.7%
17LHXL3HARRIS TECHNOLOGIES INC4,513$1.3M0.7%
18PHPARKER-HANNIFIN CORP1,324$1.3M0.7%
19SPGIS&P GLOBAL INC3,129$1.3M0.7%
20RTXRTX CORPORATION6,661$1.3M0.7%
21AALAMERICAN AIRLINES GROUP INC68,615$1.2M0.7%
22WBSWEBSTER FINL CORP15,966$1.2M0.6%
23AMATAPPLIED MATLS INC1,643$1.2M0.6%
24ORLYOREILLY AUTOMOTIVE INC12,459$1.1M0.6%
25GRAB HOLDINGS LIMITED300,863$1.1M0.6%
26STTSTATE STR CORP6,176$1.0M0.5%
27BEBLOOM ENERGY CORP3,422$1.0M0.5%
28TMUST-MOBILE US INC6,088$1.0M0.5%
29MSFTMICROSOFT CORP2,706$1.0M0.5%
30CMECME GROUP INC4,503$994,3980.5%
31TXNTEXAS INSTRS INC3,238$965,1500.5%
32CMICUMMINS INC1,352$964,2600.5%
33AXIS CAP HLDGS LTD8,946$961,1580.5%
34ULUNILEVER PLC15,960$959,5150.5%
35UNFUNIFIRST CORP MASS3,506$927,1970.5%
36MMM3M CO5,624$910,5820.5%
37INTCINTEL CORP6,439$899,0780.5%
38MCDMCDONALDS CORP3,277$885,8060.5%
39GMGENERAL MTRS CO11,189$862,4480.5%
40DARDARLING INGREDIENTS INC15,735$859,4460.5%
41IDAIDACORP INC5,675$858,6280.5%
42NWNNORTHWEST NAT HLDG CO17,429$855,0670.4%
43NVSNOVARTIS AG5,411$848,0120.4%
44IBKRINTERACTIVE BROKERS GROUP IN9,662$840,9810.4%
45EXMOCEXXON MOBIL CORP6,143$839,8710.4%
46UNPUNION PAC CORP3,075$836,4000.4%
47ORCLORACLE CORP5,684$832,9900.4%
48LYVLIVE NATION ENTERTAINMENT IN4,489$821,9810.4%
49FTVFORTIVE CORP13,034$796,2470.4%
50CLHCLEAN HARBORS INC2,587$772,8660.4%
51EFXEQUIFAX INC4,741$752,4920.4%
52SSNCSS&C TECH HLDGS12,106$751,1770.4%
53SCHWSCHWAB CHARLES CORP8,099$747,2940.4%
54SNYSANOFI SA17,447$744,2890.4%
55CRH PLC6,903$738,6210.4%
56FIVEFIVE BELOW INC3,876$696,8660.4%
57EBAYEBAY INC.6,110$682,7930.4%
58NVENT ELEC PLC3,999$678,2710.4%
59LLYELI LILLY & CO560$671,6810.4%
60EXPDEXPEDITORS INTL WASH INC4,117$670,9890.4%
61MUMICRON TECHNOLOGY INC579$668,3340.4%
62BPBP PLC17,993$664,8410.3%
63VRTXVERTEX PHARMACEUTICALS INC1,337$664,1280.3%
64AMALAMALGAMATED FINANCIAL CORP14,334$657,9310.3%
65SYYSYSCO CORP7,795$651,5070.3%
66AFYA LTD43,864$650,9420.3%
67AMSFAMERISAFE INC19,189$649,1640.3%
68JOHNSON CONTROLS INTERNATION4,395$642,1530.3%
69GOOGALPHABET INC1,812$640,2340.3%
70VOYAVOYA FINANCIAL INC7,021$635,6110.3%
71CMGCHIPOTLE MEXICAN GRILL INC18,497$628,8980.3%
72AIGAMERICAN INTL GROUP INC8,436$628,7350.3%
73SNDKSANDISK CORP276$627,5490.3%
74TRSTTRUSTCO BK CORP N Y11,337$622,5140.3%
75SRESEMPRA6,672$618,5610.3%
76WBDWARNER BROS DISCOVERY INC22,969$612,3540.3%
77VLOVALERO ENERGY CORP2,334$607,8670.3%
78PLTRPALANTIR TECHNOLOGIES INC5,205$607,2670.3%
79CCUCOMPANIA CERVECERIAS UNIDAS54,129$606,2450.3%
80FISFIDELITY NATL INFORMATION SV15,470$601,4740.3%
81PPLPPL CORP16,531$600,9020.3%
82WFCWELLS FARGO & CO7,230$597,4870.3%
83MCKMCKESSON CORP771$582,5680.3%
84SEAGATE TECHNOLOGY HLDNGS PL600$579,0000.3%
85REGNREGENERON PHARMACEUTICALS902$562,4330.3%
86HWMHOWMET AEROSPACE INC2,080$559,2290.3%
87BLKBLACKROCK INC580$557,7050.3%
88AMZNAMAZON COM INC2,320$552,9490.3%
89ENSGENSIGN GROUP INC3,390$543,4170.3%
90NINISOURCE INC11,396$541,8800.3%
91UFCSUNITED FIRE GROUP INC10,178$533,7340.3%
92GPIGROUP 1 AUTOMOTIVE INC1,817$529,0560.3%
93FIGFIGMA INC28,497$515,5110.3%
94MNSBMAINSTREET BANCSHARES INC20,799$513,5280.3%
95BALLBALL CORP8,180$510,4320.3%
96ATOATMOS ENERGY CORP2,954$508,8860.3%
97SAPSAP SE3,256$501,7830.3%
98HPEHEWLETT PACKARD ENTERPRISE C11,006$496,4810.3%
99ECPGENCORE CAP GROUP INC5,305$494,9030.3%
100TEAMATLASSIAN CORPORATION6,294$489,6100.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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