Fund HoldingsR Squared Ltd

Total Portfolio Value
$93.57M
Total Bought
$61.99M
Total Sold
$70.80M
Net Transaction
-$8.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FRONTIER COMMUNICATIONS PARE10,45061,160+50,7103632,1932.34%+1,831
DISNEY WALT CO(DIS)016,070+16,07001,5861.70%+1,586
AUTODESK INC04,390+4,39001,1491.23%+1,149
US BANCORP DEL(USB)023,830+23,83001,0061.08%+1,006
HONEYWELL INTL INC(HON)04,790+4,79001,0141.08%+1,014
INFOSYS LTD(INFY)24,28081,570+57,2905321,4891.59%+956
PNC FINL SVCS GROUP INC(PNC)05,810+5,81001,0211.09%+1,021
WALMART INC(WMT)2,72612,550+9,8242461,1021.18%+855
AON PLC(AON)02,230+2,23008900.95%+890
GENERAL DYNAMICS CORP(GD)03,060+3,06008340.89%+834
ARGENX SE(ARGX)01,340+1,34007930.85%+793
BOSTON SCIENTIFIC CORP(BSX)07,530+7,53007600.81%+760
HILTON WORLDWIDE HLDGS INC(HLT)3,3906,950+3,5608381,5811.69%+744
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,470+4,47007420.79%+742
GILEAD SCIENCES INC(GILD)06,290+6,29007050.75%+705
SERVICENOW INC(NOW)0900+90007170.77%+717
META PLATFORMS INC(META)9102,050+1,1405331,1821.26%+649
MORNINGSTAR INC(MORN)02,240+2,24006720.72%+672
HUBBELL INC(HUBB)01,830+1,83006060.65%+606
TJX COS INC NEW(TJX)04,950+4,95006030.64%+603
FISERV INC(FISV)03,280+3,28007240.77%+724
MSCI INC(MSCI)6201,670+1,0503729441.01%+572
SALESFORCE INC(CRM)02,130+2,13005720.61%+572
COSTCO WHSL CORP NEW(COST)0600+60005670.61%+567
KELLANOVA06,697+6,69705520.59%+552
CSX CORP(CSX)018,540+18,54005460.58%+546
SHOPIFY INC(SHOP)06,922+6,92206610.71%+661
EXELON CORP(EXC)014,810+14,81006820.73%+682
MOODYS CORP(MCO)5601,710+1,1502657960.85%+531
ATLASSIAN CORPORATION02,491+2,49105290.56%+529
BROADCOM INC(AVGO)03,300+3,30005530.59%+553
REDDIT INC(RDDT)04,866+4,86605100.55%+510
AMERICAN EXPRESS CO(AXP)01,890+1,89005090.54%+509
PEPSICO INC(PEP)03,260+3,26004890.52%+489
ENTERGY CORP NEW(ETR)05,408+5,40804620.49%+462
OTIS WORLDWIDE CORP(OTIS)04,840+4,84004990.53%+499
ALPHABET INC(GOOG)02,900+2,90004480.48%+448
PG&E CORP(PCG)026,050+26,05004480.48%+448
TRUIST FINL CORP(TFC)010,610+10,61004370.47%+437
CENTENE CORP DEL(CNC)08,520+8,52005170.55%+517
CUMMINS INC(CMI)01,380+1,38004330.46%+433
HOLOGIC INC06,810+6,81004210.45%+421
FLUTTER ENTMT PLC(FLUT)02,230+2,23004940.53%+494
FIFTH THIRD BANCORP(FITB)010,670+10,67004180.45%+418
NVIDIA CORPORATION(NVDA)2,1316,480+4,3492867020.75%+416
DTE ENERGY CO(DTB)02,990+2,99004130.44%+413
CREDICORP LTD(BAP)03,130+3,13005830.62%+583
AERCAP HOLDINGS NV(AER)04,010+4,01004100.44%+410
MADISON SQUARE GRDN SPRT COR(MSGS)01,990+1,99003870.41%+387
COLGATE PALMOLIVE CO(CL)05,840+5,84005470.58%+547
ENSTAR GROUP LIMITED01,660+1,66005520.59%+552
COUPANG INC(CPNG)017,740+17,74003890.42%+389
PAYLOCITY HLDG CORP(PCTY)02,010+2,01003770.40%+377
IDACORP INC(IDA)03,260+3,26003790.40%+379
SYSCO CORP(SYY)04,980+4,98003740.40%+374
CDW CORP(CDW)02,330+2,33003730.40%+373
MERCK & CO INC(MRK)04,150+4,15003730.40%+373
WILLIS TOWERS WATSON PLC LTD(WTW)01,100+1,10003720.40%+372
ORACLE CORP(ORCL)02,750+2,75003840.41%+384
LITHIA MTRS INC(LAD)01,250+1,25003670.39%+367
VERALTO CORP(VLTO)03,650+3,65003560.38%+356
GLOBAL PMTS INC(GPN)03,601+3,60103530.38%+353
DANAHER CORPORATION(DHR)02,120+2,12004350.46%+435
IQVIA HLDGS INC(IQV)1,8304,010+2,1803607070.76%+347
CVS HEALTH CORP(CVS)07,820+7,82005300.57%+530
CHEWY INC(CHWY)010,490+10,49003410.36%+341
NASDAQ INC(NDAQ)05,150+5,15003910.42%+391
ALPHABET INC(GOOG)02,160+2,16003370.36%+337
PENTAIR PLC(PNR)04,060+4,06003550.38%+355
CURTISS WRIGHT CORP(CW)01,050+1,05003330.36%+333
PINNACLE WEST CAP CORP(PNW)4,8307,750+2,9204097380.79%+329
EQT CORP(EQT)06,030+6,03003220.34%+322
HOME DEPOT INC(HD)0870+87003190.34%+319
UNIVERSAL HLTH SVCS INC(UHS)01,840+1,84003460.37%+346
IDEX CORP(IEX)01,750+1,75003170.34%+317
NVR INC(NVR)50100+504097240.77%+315
NORDSTROM INC012,320+12,32003010.32%+301
EXPAND ENERGY CORPORATION(EXE)03,460+3,46003850.41%+385
CHENIERE ENERGY INC(LNG)01,290+1,29002990.32%+299
CYBERARK SOFTWARE LTD0870+87002940.31%+294
TYSON FOODS INC(TSN)07,310+7,31004660.50%+466
CHOICE HOTELS INTL INC(CHH)02,162+2,16202870.31%+287
FIDELITY NATIONAL FINANCIAL(FNF)06,320+6,32004110.44%+411
LIVE NATION ENTERTAINMENT IN(LYV)02,260+2,26002950.32%+295
GARTNER INC(IT)6001,350+7502915670.61%+276
COMCAST CORP NEW(CCZ)07,370+7,37002720.29%+272
BIOMARIN PHARMACEUTICAL INC(BMRN)05,550+5,55003920.42%+392
FORTINET INC(FTNT)03,480+3,48003350.36%+335
KBR INC(KBR)07,430+7,43003700.40%+370
INNOSPEC INC(IOSP)02,770+2,77002620.28%+262
BIOGEN INC(BIIB)02,760+2,76003780.40%+378
WEX INC(WEX)01,640+1,64002580.28%+258
CHURCHILL DOWNS INC(CHDN)02,680+2,68002980.32%+298
AGILENT TECHNOLOGIES INC(A)02,060+2,06002410.26%+241
AMEREN CORP(AEE)02,380+2,38002390.26%+239
COCA-COLA FEMSA SAB DE CV(KOF)2,7704,940+2,1702164510.48%+235
ADOBE INC(ADBE)0980+98003760.40%+376
ARMSTRONG WORLD INDS INC NEW(AWI)01,660+1,66002340.25%+234
GRANITE CONSTR INC(GVA)05,870+5,87004430.47%+443
CISCO SYS INC(CSCO)03,591+3,59102220.24%+222
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