Fund Holdings

R Squared Ltd

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
HOLOGIC INC15,52478,909+63,3851,156,3835,964,7313.28%+4,808,348
APPLE INC(AAPL)018,818+18,81804,775,8202.62%+4,775,820
TXNM ENERGY INC(TXNM)13,57176,056+62,485799,0604,446,2342.44%+3,647,174
CHEVRON CORPORATION(CVX)010,962+10,96202,268,0381.25%+2,268,038
TESLA INC(TSLA)05,649+5,64902,100,0161.15%+2,100,016
ALPHABET INC(GOOG)06,325+6,32501,818,8171.00%+1,818,817
ELI LILLY & CO(LLY)6132,647+2,034658,7792,434,6311.34%+1,775,852
BROADCOM INC(AVGO)05,129+5,12901,587,4770.87%+1,587,477
ALPHABET INC(GOOG)05,297+5,29701,519,4980.83%+1,519,498
PARKER-HANNIFIN CORP(PH)6602,266+1,606580,1142,028,6141.11%+1,448,500
CHUNGHWA TELECOM CO LTD(CHT)27,96455,164+27,2001,166,3782,330,1271.28%+1,163,749
VISA INC(V)2,3716,456+4,085831,5331,951,2611.07%+1,119,728
FEDEX CORP(FDX)03,101+3,10101,104,5140.61%+1,104,514
GENERAL DYNAMICS CORP(GD)1,1354,318+3,183382,1091,482,0240.81%+1,099,915
CITIGROUP INC(C)5,40314,419+9,016630,4761,635,2590.90%+1,004,783
WARNER BROS DISCOVERY INC(WBD)035,889+35,8890985,5120.54%+985,512
SANDISK CORP(SNDK)01,551+1,5510985,4130.54%+985,413
FIVE BELOW INC(FIVE)04,310+4,3100984,7490.54%+984,749
DOMINION ENERGY INC(D)014,495+14,4950896,0810.49%+896,081
WASTE CONNECTIONS INC(WCN)4,1449,927+5,783726,6921,612,5420.89%+885,850
BP PLC(BP)018,114+18,1140851,3580.47%+851,358
PENUMBRA INC(PEN)02,586+2,5860849,1650.47%+849,165
WW GRAINGER INC(GWW)0772+7720842,1050.46%+842,105
SANOFI SA(SNY)8,98026,030+17,050435,1711,254,1260.69%+818,955
CHART INDS INC(GTLS)03,886+3,8860803,4310.44%+803,431
MEDTRONIC PLC(MDT)2,24711,513+9,266215,847997,6020.55%+781,755
NORTHWEST NAT HLDG CO(NWN)014,535+14,5350773,5520.42%+773,552
INTERCONTINENTAL EXCHANGE IN(ICE)1,6926,643+4,951274,0361,044,8110.57%+770,775
ROYALTY PHARMA PLC(RPRX)015,351+15,3510736,3870.40%+736,387
AUTOMATIC DATA PROCESSING IN03,584+3,5840728,1970.40%+728,197
LUMENTUM HLDGS INC(LITE)01,000+1,0000702,7600.39%+702,760
EBAY INC.(EBAY)07,561+7,5610688,2020.38%+688,202
KENVUE INC(KVUE)27,73065,589+37,859478,3431,130,7550.62%+652,412
MICROSOFT CORP(MSFT)4,1267,077+2,9511,995,4162,619,6931.44%+624,277
DANAHER CORP DEL(DHR)03,252+3,2520616,5790.34%+616,579
CSG SYS INTL INC07,505+7,5050599,9500.33%+599,950
ECOLAB INC(ECL)02,248+2,2480598,0130.33%+598,013
NORFOLK SOUTHN CORP(NSC)7102,775+2,065204,991796,4250.44%+591,434
TARGET CORP(TGT)04,806+4,8060582,4870.32%+582,487
STAR BULK CARRIERS CORP.(SBLK)025,293+25,2930580,9810.32%+580,981
GRAB HOLDINGS LIMITED
CLASS A ORD
14,449171,976+157,52772,101629,4320.35%+557,331
DARLING INGREDIENTS INC(DAR)08,954+8,9540553,8050.30%+553,805
APPLIED MATLS INC01,611+1,6110550,6240.30%+550,624
ASTRAZENECA PLC(AZN)02,723+2,7230537,0300.29%+537,030
CUMMINS INC(CMI)8401,751+911428,778942,0730.52%+513,295
BLUE OWL CAPITAL INC(OBDC)055,401+55,4010505,8110.28%+505,811
BERKSHIRE HATHAWAY INC DEL01,053+1,0530504,5980.28%+504,598
AMERICAN FINANCIAL GROUP INC03,932+3,9320502,1560.28%+502,156
FACTSET RESH SYS INC(FDS)02,090+2,0900453,5090.25%+453,509
XPO INC(XPO)02,260+2,2600439,6830.24%+439,683
CORE & MAIN INC(CNM)08,619+8,6190425,7790.23%+425,779
3M CO(MMM)02,827+2,8270410,5650.23%+410,565
UNITEDHEALTH GROUP INC(UNH)01,509+1,5090408,3200.22%+408,320
FIRSTENERGY CORP(FE)6,35613,670+7,314284,558692,5220.38%+407,964
SS&C TECH HLDGS(SSNC)05,975+5,9750403,7310.22%+403,731
AMERICAN INTL GROUP INC05,340+5,3400401,8350.22%+401,835
ORACLE CORP(ORCL)02,712+2,7120398,9620.22%+398,962
CHURCHILL DOWNS INC(CHDN)04,390+4,3900394,3540.22%+394,354
ANHEUSER BUSCH INBEV SA NV(BUD)05,642+5,6420391,3850.21%+391,385
CHIPOTLE MEXICAN GRILL INC(CMG)012,130+12,1300388,2810.21%+388,281
COCA-COLA FEMSA SAB DE CV(KOF)03,959+3,9590386,2000.21%+386,200
S&P GLOBAL INC(SPGI)8912,000+1,109465,628850,6800.47%+385,052
THIRD COAST BANCSHARES INC010,052+10,0520380,2670.21%+380,267
GENERAL MTRS CO(GM)05,030+5,0300374,7350.21%+374,735
AMETEK INC01,748+1,7480374,7010.21%+374,701
APPLIED INDL TECHNOLOGIES IN(AIT)01,390+1,3900368,7940.20%+368,794
EAST WEST BANCORP INC(EWBC)03,380+3,3800360,8490.20%+360,849
ZIM INTEGRATED SHIPPING SERV
SHS
013,528+13,5280356,4630.20%+356,463
UNITED FIRE GROUP INC(UFCS)09,557+9,5570354,1820.19%+354,182
ASSURANT INC(AIZ)01,589+1,5890346,1000.19%+346,100
CARLISLE COS INC(CSL)01,035+1,0350345,2970.19%+345,297
WILLIS TOWERS WATSON PLC LTD(WTW)01,182+1,1820343,6070.19%+343,607
MSCI INC(MSCI)7501,429+679430,298770,2450.42%+339,947
EQUIFAX INC(EFX)1,8124,011+2,199393,168722,2600.40%+329,092
ANIKA THERAPEUTICS INC41,58150,184+8,603399,593727,6680.40%+328,075
AUTOZONE INC(AZO)097+970327,6450.18%+327,645
COPA HOLDINGS SA(CPA)02,883+2,8830327,5380.18%+327,538
IONIS PHARMACEUTICALS INC(IONS)04,359+4,3590327,3180.18%+327,318
FIRST MERCHANTS CORP(FRME)08,102+8,1020313,7910.17%+313,791
HOME DEPOT INC(HD)0951+9510312,7750.17%+312,775
AUTONATION INC(AN)2,5254,243+1,718521,362828,4880.45%+307,126
HERSHEY CO(HSY)01,465+1,4650304,5590.17%+304,559
NOVARTIS AG(NVS)2,3334,097+1,764321,651625,8170.34%+304,166
BITMINE IMMERSION TECNOLOGIE(BMNP)015,303+15,3030302,6930.17%+302,693
PHOENIX ED PARTNERS INC(PXED)09,538+9,5380300,0660.16%+300,066
FIDELITY NATL FINL INC(FNF)06,421+6,4210297,8060.16%+297,806
KAROOOOO LTD(KARO)05,930+5,9300295,5510.16%+295,551
EQT CORP(EQT)04,612+4,6120293,5080.16%+293,508
QCR HLDGS INC(QCRH)03,432+3,4320293,2650.16%+293,265
AMGEN INC(AMGN)0833+8330293,0910.16%+293,091
STATE STR CORP(STT)02,306+2,3060291,8470.16%+291,847
APOGEE ENTERPRISES INC08,649+8,6490290,0870.16%+290,087
AMERICA MOVIL SAB DE CV(AMX)011,228+11,2280286,0890.16%+286,089
CONSOLIDATED EDISON INC(ED)02,522+2,5220285,4400.16%+285,440
ANTERO RESOURCES CORP(AR)06,698+6,6980284,2630.16%+284,263
VISTA ENERGY S.A.B. DE C.V.(VIST)03,752+3,7520283,1630.16%+283,163
HELIOS TECHNOLOGIES INC(HLIO)04,336+4,3360280,5830.15%+280,583
AECOM(ACM)03,285+3,2850278,6340.15%+278,634
ALCOA CORP(AA)4,1137,488+3,375218,565496,6790.27%+278,114
IHS HOLDING LIMITED
ORD SHS
033,448+33,4480275,2770.15%+275,277
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