R Squared Ltd Portfolio Stock Holdings

R Squared Ltd disclosed 477 stock positions valued at approximately $182.1 million in its latest SEC 13F filing. The largest holdings include HOLOGIC INC, APPLE INC, and TXNM ENERGY INC. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.

Report Period
March 31, 2026
No. of Stocks
477
Portfolio Value
$182.1M
Holdings by Sector
R Squared Ltd Portfolio Holdings in Q1 2026

433 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
HOLOGIC INCHOLXHealthcare3.28%78,909+63,385+408.30%$5,964,731
APPLE INCAAPLTechnology2.62%18,818+18,818+100.00%$4,775,820
TXNM ENERGY INCTXNMUtilities2.44%76,056+62,485+460.43%$4,446,234
ELECTRONIC ARTS INCEACommunication Services1.56%13,953-3,151-18.42%$2,844,598
MICROSOFT CORPMSFTTechnology1.44%7,077+2,951+71.52%$2,619,693
ELI LILLY & COLLYHealthcare1.34%2,647+2,034+331.81%$2,434,631
CHUNGHWA TELECOM CO LTDCHTCommunication Services1.28%55,164+27,200+97.27%$2,330,127
CHEVRON CORPORATIONCVXEnergy1.25%10,962+10,962+100.00%$2,268,038
TESLA INCTSLAConsumer Cyclical1.15%5,649+5,649+100.00%$2,100,016
PARKER-HANNIFIN CORPPHIndustrials1.11%2,266+1,606+243.33%$2,028,614
VISA INCVFinancial Services1.07%6,456+4,085+172.29%$1,951,261
ALPHABET INCGOOGLCommunication Services1.00%6,325+6,325+100.00%$1,818,817
CITIGROUP INCCFinancial Services0.90%14,419+9,016+166.87%$1,635,259
WASTE CONNECTIONS INCWCNIndustrials0.89%9,927+5,783+139.55%$1,612,542
BROADCOM INCAVGOTechnology0.87%5,129+5,129+100.00%$1,587,477
ALPHABET INCGOOGCommunication Services0.83%5,297+5,297+100.00%$1,519,498
GENERAL DYNAMICS CORPGDIndustrials0.81%4,318+3,183+280.44%$1,482,024
MICRON TECHNOLOGY INCMUTechnology0.74%3,996-834-17.27%$1,350,009
SANOFI SASNYHealthcare0.69%26,030+17,050+189.87%$1,254,126
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.67%3,608-6,496-64.29%$1,219,324
KENVUE INCKVUEConsumer Defensive0.62%65,589+37,859+136.53%$1,130,755
FEDEX CORPFDXIndustrials0.61%3,101+3,101+100.00%$1,104,514
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.57%6,643+4,951+292.61%$1,044,811
MEDTRONIC PLCMDTOther0.55%11,513+9,266+412.37%$997,602
AMERISAFE INCAMSFFinancial Services0.55%29,859-17,194-36.54%$995,200
WARNER BROS DISCOVERY INCWBDCommunication Services0.54%35,889+35,889+100.00%$985,512
SANDISK CORPSNDKOther0.54%1,551+1,551+100.00%$985,413
FIVE BELOW INCFIVEConsumer Cyclical0.54%4,310+4,310+100.00%$984,749
AXIS CAP HLDGS LTDG0692U109Other0.53%9,578-1,258-11.61%$971,305
CUMMINS INCCMIIndustrials0.52%1,751+911+108.45%$942,073
ITT INCITTIndustrials0.50%4,785+1,008+26.69%$911,686
DOMINION ENERGY INCDUtilities0.49%14,495+14,495+100.00%$896,081
AMERICAN ELEC PWR CO INCAEPUtilities0.48%6,709+346+5.44%$879,416
ALTRIA GROUP INCMOConsumer Defensive0.48%13,317-1,321-9.02%$878,789
TE CONNECTIVITY PLCTELOther0.47%4,119-4,092-49.84%$860,953
BP PLCBPEnergy0.47%18,114+18,114+100.00%$851,358
S&P GLOBAL INCSPGIFinancial Services0.47%2,000+1,109+124.47%$850,680
PENUMBRA INCPENHealthcare0.47%2,586+2,586+100.00%$849,165
WW GRAINGER INCGWWIndustrials0.46%772+772+100.00%$842,105
AUTONATION INCANConsumer Cyclical0.45%4,243+1,718+68.04%$828,488
CHART INDS INCGTLSIndustrials0.44%3,886+3,886+100.00%$803,431
NORFOLK SOUTHN CORPNSCIndustrials0.44%2,775+2,065+290.85%$796,425
CARRIAGE SVCS INCCSVConsumer Cyclical0.44%17,375+1,002+6.12%$793,343
NORTHWEST NAT HLDG CONWNUtilities0.42%14,535+14,535+100.00%$773,552
MSCI INCMSCIFinancial Services0.42%1,429+679+90.53%$770,245
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.42%8,272+1,483+21.84%$763,588
TD SYNNEX CORPORATIONSNXTechnology0.41%4,464-5,566-55.49%$753,121
GROUP 1 AUTOMOTIVE INCGPIConsumer Cyclical0.41%2,277-631-21.70%$752,845
ROYALTY PHARMA PLCRPRXOther0.40%15,351+15,351+100.00%$736,387
AUTOMATIC DATA PROCESSING INADPTechnology0.40%3,584+3,584+100.00%$728,197
ANIKA THERAPEUTICS INCANIKHealthcare0.40%50,184+8,603+20.69%$727,668
EQUIFAX INCEFXIndustrials0.40%4,011+2,199+121.36%$722,260
LOCKHEED MARTIN CORPLMTIndustrials0.39%1,182-1,332-52.98%$714,389
LUMENTUM HLDGS INCLITETechnology0.39%1,000+1,000+100.00%$702,760
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.38%166-110-39.86%$698,913
NISOURCE INCNIUtilities0.38%14,887+4,223+39.60%$694,627
FIRSTENERGY CORPFEUtilities0.38%13,670+7,314+115.07%$692,522
DYNATRACE INCDTTechnology0.38%18,644-2,617-12.31%$689,455
EBAY INC.EBAYConsumer Cyclical0.38%7,561+7,561+100.00%$688,202
EZCORP INCEZPWFinancial Services0.38%27,082-9,973-26.91%$687,341
CAMDEN NATL CORPCACFinancial Services0.38%14,432-2,636-15.44%$684,798
CROWN HLDGS INCCCKConsumer Cyclical0.37%6,755+2,697+66.46%$677,189
BLOOM ENERGY CORPBEIndustrials0.36%4,841-3,047-38.63%$655,907
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.36%4,968+215+4.52%$650,560
JPMORGAN CHASE & COJPMFinancial Services0.35%2,160+761+54.40%$635,386
HOWMET AEROSPACE INCHWMIndustrials0.35%2,744+600+27.99%$632,382
GRAB HOLDINGS LIMITEDG4124C109Other0.35%171,976+157,527+1090.23%$629,432
NOVARTIS AGNVSHealthcare0.34%4,097+1,764+75.61%$625,817
BOSTON SCIENTIFIC CORPBSXHealthcare0.34%9,963-20,754-67.57%$625,178
ENCORE CAP GROUP INCECPGFinancial Services0.34%8,854+732+9.01%$620,842
DANAHER CORP DELDHRHealthcare0.34%3,252+3,252+100.00%$616,579
PALANTIR TECHNOLOGIES INCPLTRTechnology0.34%4,204-6,118-59.27%$614,961
TRANSDIGM GROUP INCTDGIndustrials0.33%526+26+5.20%$609,613
CSG SYS INTL INCCSGSTechnology0.33%7,505+7,505+100.00%$599,950
ECOLAB INCECLBasic Materials0.33%2,248+2,248+100.00%$598,013
TARGET CORPTGTConsumer Defensive0.32%4,806+4,806+100.00%$582,487
AFYA LTDAFYAOther0.32%39,081-7,126-15.42%$581,134
STAR BULK CARRIERS CORP.Y8162K204Other0.32%25,293+25,293+100.00%$580,981
VALE S AVALEBasic Materials0.32%36,382-18,585-33.81%$578,838
COMPANIA CERVECERIAS UNIDASCCUConsumer Defensive0.31%50,284-40-0.08%$570,723
DARLING INGREDIENTS INCDARConsumer Defensive0.30%8,954+8,954+100.00%$553,805
OGE ENERGY CORPOGEUtilities0.30%11,529+3,821+49.57%$552,931
PPL CORPPPLUtilities0.30%14,439-12,481-46.36%$551,570
APPLIED MATLS INCAMATTechnology0.30%1,611+1,611+100.00%$550,624
WILLIAMS COS INCWMBEnergy0.29%7,340-407-5.25%$534,205
GRANITE CONSTR INCGVAIndustrials0.28%4,313-561-11.51%$517,042
AMALGAMATED FINANCIAL CORPAMALFinancial Services0.28%13,293-1,840-12.16%$516,699
PEPSICO INCPEPConsumer Defensive0.28%3,264+1,632+100.00%$506,867
BLUE OWL CAPITAL INCOWLFinancial Services0.28%55,401+55,401+100.00%$505,811
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.28%1,053+1,053+100.00%$504,598
STRATEGIC ED INCSTRAConsumer Defensive0.28%6,068-327-5.11%$503,401
COMFORT SYS USA INCFIXIndustrials0.28%365-430-54.09%$503,331
AMERICAN FINANCIAL GROUP INCAFGFinancial Services0.28%3,932+3,932+100.00%$502,156
ALCOA CORPAABasic Materials0.27%7,488+3,375+82.06%$496,679
TYSON FOODS INCTSNConsumer Defensive0.27%7,717-4,866-38.67%$494,428
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.27%1,410-7-0.49%$486,662
NMI HLDGS INCNMIHFinancial Services0.27%12,943-4,400-25.37%$485,492
TRUSTCO BK CORP N YTRSTFinancial Services0.26%10,937-7,239-39.83%$478,822
NVR INCNVRConsumer Cyclical0.25%70--$461,288
CME GROUP INCCMEFinancial Services0.25%1,541-4,363-73.90%$455,135