Fund Holdings

R Squared Ltd

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
FRONTIER COMMUNICATIONS PARE9,82182,135+72,314357,4843,067,7421.32%+2,710,258
HONEYWELL INTL INC(HON)012,825+12,82502,699,6631.16%+2,699,663
COCA COLA CO(KO)037,263+37,26302,471,2821.06%+2,471,282
NVIDIA CORPORATION(NVDA)012,382+12,38202,310,2340.99%+2,310,234
NETFLIX INC(NFLX)01,796+1,79602,153,2600.93%+2,153,260
MICRON TECHNOLOGY INC(MU)2,73014,497+11,767336,4732,425,6381.04%+2,089,165
ROPER TECHNOLOGIES INC(ROP)04,053+4,05302,021,1910.87%+2,021,191
COSTCO WHSL CORP NEW(COST)2202,373+2,153217,7872,196,5200.95%+1,978,733
TESLA INC(TSLA)04,401+4,40101,957,2130.84%+1,957,213
SCHWAB CHARLES CORP(SCHW)12,99430,921+17,9271,185,5732,952,0281.27%+1,766,455
AMAZON COM INC(AMZN)07,785+7,78501,709,3520.74%+1,709,352
BRISTOL-MYERS SQUIBB CO(BMY)12,64446,892+34,248585,2912,114,8290.91%+1,529,538
SOUTHERN CO(SO)015,719+15,71901,489,6900.64%+1,489,690
STRYKER CORPORATION(SYK)04,028+4,02801,489,0310.64%+1,489,031
FERGUSON ENTERPRISES INC(FERG)2,4938,626+6,133542,8511,937,2270.83%+1,394,376
BOSTON SCIENTIFIC CORP(BSX)15,35631,033+15,6771,649,3883,029,7521.30%+1,380,364
MICROSOFT CORP(MSFT)02,635+2,63501,364,7980.59%+1,364,798
TRANE TECHNOLOGIES PLC(TT)7813,996+3,215341,6171,686,1520.73%+1,344,535
CISCO SYS INC(CSCO)019,636+19,63601,343,4950.58%+1,343,495
NASDAQ INC(NDAQ)5,66820,328+14,660506,8331,798,0120.77%+1,291,179
EATON CORP PLC(ETN)03,357+3,35701,256,3570.54%+1,256,357
TE CONNECTIVITY PLC(TEL)05,331+5,33101,170,3140.50%+1,170,314
AMERIPRISE FINL INC(AMP)02,347+2,34701,152,9640.50%+1,152,964
PAYCHEX INC(PAYX)09,054+9,05401,147,6850.49%+1,147,685
VALMONT INDS INC(VMI)02,851+2,85101,105,4180.48%+1,105,418
VERISK ANALYTICS INC(VRSK)04,311+4,31101,084,2600.47%+1,084,260
AUTODESK INC8444,062+3,218261,2771,290,3760.56%+1,029,099
CHUNGHWA TELECOM CO LTD(CHT)023,520+23,52001,025,9420.44%+1,025,942
BROADRIDGE FINL SOLUTIONS IN(BR)04,300+4,30001,024,1310.44%+1,024,131
CINTAS CORP(CTAS)1,7946,929+5,135399,8291,422,2470.61%+1,022,418
HF SINCLAIR CORP(DINO)019,373+19,37301,013,9830.44%+1,013,983
NORFOLK SOUTHN CORP(NSC)03,305+3,3050992,8550.43%+992,855
CONSOLIDATED EDISON INC(ED)12,84622,106+9,2601,289,0962,222,0950.96%+932,999
S&P GLOBAL INC(SPGI)01,887+1,8870918,4220.40%+918,422
ACCENTURE PLC IRELAND03,565+3,5650879,1290.38%+879,129
SNOWFLAKE INC(SNOW)03,760+3,7600848,0680.36%+848,068
DOMINOS PIZZA INC(DPZ)01,930+1,9300833,2000.36%+833,200
TOTALENERGIES SE(TTE)4,75618,743+13,987291,9711,118,7700.48%+826,799
EOG RES INC(EOG)07,220+7,2200809,5060.35%+809,506
AXIS CAP HLDGS LTD07,947+7,9470761,3230.33%+761,323
ALNYLAM PHARMACEUTICALS INC(ALNY)01,660+1,6600756,9600.33%+756,960
MCKESSON CORP(MCK)0972+9720750,9090.32%+750,909
AON PLC(AON)02,099+2,0990748,4610.32%+748,461
LINDE PLC(LIN)4,2775,784+1,5072,006,6832,747,4001.18%+740,717
MARA HOLDINGS INC(MARA)040,549+40,5490740,4250.32%+740,425
WOODWARD INC(WWD)02,900+2,9000732,8590.32%+732,859
JONES LANG LASALLE INC(JLL)02,351+2,3510701,2560.30%+701,256
IREN LIMITED014,231+14,2310667,8610.29%+667,861
VERTEX PHARMACEUTICALS INC(VRTX)01,680+1,6800657,9550.28%+657,955
JABIL INC(JBL)03,022+3,0220656,2880.28%+656,288
HOLOGIC INC09,573+9,5730646,0820.28%+646,082
HASBRO INC(HAS)08,515+8,5150645,8630.28%+645,863
EQUINOR ASA(EQNR)026,061+26,0610635,3670.27%+635,367
AMERISAFE INC8,26222,488+14,226361,297985,8740.42%+624,577
STIFEL FINL CORP(SF)05,499+5,4990623,9720.27%+623,972
WASTE CONNECTIONS INC(WCN)8,05312,091+4,0381,503,6562,125,5980.91%+621,942
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,170+2,1700606,0590.26%+606,059
SMARTFINANCIAL INC(SMBK)016,831+16,8310601,3720.26%+601,372
PINNACLE WEST CAP CORP(PNW)13,79420,428+6,6341,234,1491,831,5740.79%+597,425
RIO TINTO PLC(RIO)09,035+9,0350596,4000.26%+596,400
CHUBB LIMITED02,100+2,1000592,7250.26%+592,725
ARM HOLDINGS PLC04,077+4,0770576,8550.25%+576,855
POPULAR INC(BPOP)04,520+4,5200574,0850.25%+574,085
CRANE COMPANY(CR)03,111+3,1110572,8600.25%+572,860
TEMPUS AI INC(TEM)07,090+7,0900572,2340.25%+572,234
OREILLY AUTOMOTIVE INC(ORLY)5,1379,506+4,369462,9981,024,8420.44%+561,844
COLGATE PALMOLIVE CO(CL)3,79511,240+7,445344,966898,5260.39%+553,560
FORD MTR CO(F)045,606+45,6060545,4480.23%+545,448
ENCOMPASS HEALTH CORP(EHC)5,2969,286+3,990649,4481,179,5080.51%+530,060
CIRCLE INTERNET GROUP INC(CRCL)03,972+3,9720526,6080.23%+526,608
BROADCOM INC(AVGO)01,596+1,5960526,5360.23%+526,536
PERDOCEO ED CORP(PRDO)013,627+13,6270513,1930.22%+513,193
BRIGHT HORIZONS FAM SOL IN D(BFAM)04,674+4,6740507,4560.22%+507,456
BHP GROUP LTD12,00619,340+7,334577,3691,078,2050.46%+500,836
INSTEEL INDS INC013,048+13,0480500,2600.22%+500,260
FIDELITY NATL INFORMATION SV(FIS)07,504+7,5040494,8140.21%+494,814
CSX CORP(CSX)013,912+13,9120494,0150.21%+494,015
INFOSYS LTD(INFY)63,200102,099+38,8991,171,0961,661,1510.71%+490,055
HOWMET AEROSPACE INC(HWM)02,492+2,4920489,0050.21%+489,005
LAM RESEARCH CORP(LRCX)03,634+3,6340486,5930.21%+486,593
ARTESIAN RES CORP014,878+14,8780484,9480.21%+484,948
NATIONAL FUEL GAS CO(NFG)05,246+5,2460484,5730.21%+484,573
FIGMA INC(FIG)09,282+9,2820481,4570.21%+481,457
TENET HEALTHCARE CORP(THC)02,335+2,3350474,0980.20%+474,098
SERVICETITAN INC(TTAN)04,690+4,6900472,8930.20%+472,893
HUNTINGTON BANCSHARES INC(HBAN)12,31839,246+26,928206,450677,7780.29%+471,328
CORPAY INC(CPAY)01,620+1,6200466,6570.20%+466,657
FIVE BELOW INC(FIVE)03,016+3,0160466,5750.20%+466,575
COCA-COLA FEMSA SAB DE CV(KOF)05,581+5,5810463,7810.20%+463,781
INTERCONTINENTAL EXCHANGE IN(ICE)02,752+2,7520463,6570.20%+463,657
ATLANTA BRAVES HLDGS INC010,002+10,0020454,7910.20%+454,791
RPM INTL INC(RPM)03,839+3,8390452,5410.19%+452,541
MSC INDL DIRECT INC(MSM)04,874+4,8740449,0900.19%+449,090
CREDICORP LTD(BAP)3,3364,485+1,149745,6631,194,2660.51%+448,603
CORTEVA INC(CTVA)06,561+6,5610443,7200.19%+443,720
KEURIG DR PEPPER INC(KDP)017,369+17,3690443,0830.19%+443,083
TRADEWEB MKTS INC(TW)03,927+3,9270435,8180.19%+435,818
ACI WORLDWIDE INC08,197+8,1970432,5560.19%+432,556
CHENIERE ENERGY INC(LNG)1,4903,374+1,884362,845792,8230.34%+429,978
COREBRIDGE FINL INC(CRBD)013,292+13,2920426,0090.18%+426,009
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