Fund HoldingsV-Square Quantitative Management LLC

Total Portfolio Value
$945.93M
Total Bought
$87.43M
Total Sold
$32.80M
Net Transaction
+$54.64M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Johnson & Johnson(JNJ)53,75455,896+2,14211,12413,6631.44%+2,539
Lam Research Corp(LRCX)44,40644,221-1857,6019,4481.00%+1,847
Caterpillar Inc(CAT)8,4428,606+1644,8366,0970.64%+1,261
Keysight Technologies Inc(KEYS)015,472+15,47204,3690.46%+4,369
LyondellBasell Industries NV
SHS - A -
023,382+23,38201,8840.20%+1,884
Verizon Communications Inc(VZ)079,991+79,99104,0160.42%+4,016
Coca-Cola Co/The(KO)0100,281+100,28107,6260.81%+7,626
Merck & Co Inc(MRK)047,131+47,13105,6690.60%+5,669
GE Vernova Inc(GEV)4,5294,401-1282,9603,8420.41%+882
ConocoPhillips(COP)018,013+18,01302,3780.25%+2,378
Costco Wholesale Corp(COST)2,3822,732+3502,0542,7220.29%+668
TSMC(TSM)6,6177,876+1,2592,0112,6620.28%+651
Linde PLC(LIN)8,0638,226+1633,4384,0780.43%+640
Gilead Sciences Inc(GILD)029,435+29,43504,1020.43%+4,102
Seagate Technology Holdings PL
ORD SHS
3,9844,347+3631,0971,7030.18%+606
Intel Corp(INTC)076,759+76,75903,3870.36%+3,387
PepsiCo Inc(PEP)29,71131,154+1,4434,2644,8380.51%+574
Valero Energy Corp(VLO)6,6286,670+421,0791,6480.17%+569
Micron Technology Inc(MU)14,16113,640-5214,0424,6080.49%+566
Western Digital Corp(WDC)06,160+6,16001,6660.18%+1,666
Texas Instruments Inc(TXN)020,028+20,02803,8880.41%+3,888
Deere & Co(DE)5,3675,377+102,4993,0290.32%+530
Eaton Corp PLC(ETN)7,6448,241+5972,4352,9480.31%+513
Procter & Gamble Co/The(PG)049,798+49,79807,1930.76%+7,193
Equinix Inc(EQIX)1,7801,900+1201,3641,8620.20%+499
Halliburton Co(HAL)046,634+46,63401,8180.19%+1,818
Marathon Petroleum Corp(MPC)6,0235,841-1829801,4260.15%+447
Target Corp(TGT)014,336+14,33601,7380.18%+1,738
Bristol-Myers Squibb Co(BMY)048,235+48,23502,9250.31%+2,925
Phillips 66(PSX)8,4018,208-1931,0841,4950.16%+411
Consolidated Edison Inc(ED)020,782+20,78202,3520.25%+2,352
ASML Holding NV
N Y REGISTRY SHS
1,3221,377+551,4141,8190.19%+404
Baker Hughes Co(BKR)023,045+23,04501,4070.15%+1,407
Welltower Inc(WELL)018,875+18,87503,7320.39%+3,732
Pfizer Inc(PFE)059,682+59,68201,6760.18%+1,676
Ciena Corp(CIEN)0952+95203700.04%+370
Altria Group Inc(MO)019,731+19,73101,3020.14%+1,302
HP Inc(HPQ)050,795+50,79509760.10%+976
SLB Ltd(SLB)029,239+29,23901,5030.16%+1,503
TJX Cos Inc/The(TJX)019,461+19,46103,1080.33%+3,108
Novartis AG(NVS)013,520+13,52002,0650.22%+2,065
Cheniere Energy Inc(LNG)03,560+3,56001,0100.11%+1,010
Chevron Corp(CVX)8,0517,572-4791,2271,5670.17%+340
Exxon Mobil Corp05,351+5,35109080.10%+908
Kroger Co/The(KR)017,987+17,98701,3020.14%+1,302
Lumentum Holdings Inc(LITE)0480+48003370.04%+337
Trane Technologies PLC(TT)5,1425,542+4002,0012,3100.24%+308
Netflix Inc(NFLX)14,32217,167+2,8451,3431,6510.17%+308
Vertiv Holdings Co(VRT)01,411+1,41103540.04%+354
Telefonica Brasil SA(VIV)074,455+74,45501,1850.13%+1,185
Quanta Services Inc3,3493,089-2601,4131,6960.18%+282
EchoStar Corp(ECHO)02,390+2,39002800.03%+280
Williams Cos Inc/The(WMB)023,001+23,00101,6740.18%+1,674
Edison International(EIX)014,704+14,70401,0760.11%+1,076
Johnson Controls International
SHS
032,429+32,42904,2470.45%+4,247
ONEOK Inc(OKE)014,378+14,37801,3000.14%+1,300
Nokia Oyj(NOK)0143,796+143,79601,1560.12%+1,156
Coherent Corp(COHR)01,224+1,22402920.03%+292
Sempra(SRE)015,060+15,06001,4630.15%+1,463
Amcor PLC
COM NEW
06,304+6,30402510.03%+251
Digital Realty Trust Inc(DLR)7,7798,035+2561,2031,4480.15%+244
Targa Resources Corp(TRGP)4,6004,345-2558491,0890.12%+241
CSX Corp(CSX)040,617+40,61701,6670.18%+1,667
Cboe Global Markets Inc(CBOE)5,4785,736+2581,3751,6120.17%+237
Marvell Technology Inc(MRVL)013,833+13,83301,3700.14%+1,370
Quest Diagnostics Inc(DGX)04,276+4,27608380.09%+838
Duke Energy Corp(DUK)06,843+6,84308960.09%+896
Colgate-Palmolive Co(CL)018,900+18,90001,6110.17%+1,611
WW Grainger Inc(GWW)2,2722,300+282,2932,5090.27%+216
EOG Resources Inc(EOG)04,178+4,17806040.06%+604
Evergy Inc(EVRG)07,806+7,80606390.07%+639
DTE Energy Co(DTB)04,101+4,10106000.06%+600
NextEra Energy Inc(NEE)014,764+14,76401,3710.14%+1,371
AT&T Inc(T)019,063+19,06305530.06%+553
Newmont Corp(NEM)022,190+22,19002,4020.25%+2,402
Fastenal Co(FAST)013,133+13,13306090.06%+609
Old Dominion Freight Line Inc(ODFL)04,399+4,39908600.09%+860
WEC Energy Group Inc(WEC)05,230+5,23006050.06%+605
iShares MSCI Taiwan ETF
MSCI TAIWAN ETF
024,127+24,12701,7110.18%+1,711
Kimberly-Clark Corp(KMB)8,66810,895+2,2278751,0510.11%+177
Southern Co/The(SO)07,882+7,88207610.08%+761
Illinois Tool Works Inc(ITW)6,0816,422+3411,4981,6720.18%+174
Clorox Co/The(CLX)07,416+7,41607690.08%+769
Paychex Inc(PAYX)7,67111,197+3,5268611,0310.11%+171
Philip Morris International In(PM)5,5886,449+8618961,0660.11%+170
Dell Technologies Inc(DELL)02,586+2,58604240.04%+424
Hubbell Inc(HUBB)01,834+1,83409000.10%+900
Chunghwa Telecom Co Ltd(CHT)07,735+7,73503270.03%+327
AstraZeneca PLC(AZN)0790+79001560.02%+156
Principal Financial Group Inc(PFG)020,799+20,79901,8740.20%+1,874
Bunge Global SA(BG)05,600+5,60007120.08%+712
Roper Technologies Inc(ROP)01,617+1,61705720.06%+572
Garmin Ltd(GRMN)03,644+3,64408450.09%+845
Starbucks Corp(SBUX)15,43616,187+7511,3001,4500.15%+150
HSBC Holdings PLC(HSBC)04,915+4,91504050.04%+405
United Parcel Service Inc(UPS)018,602+18,60201,8300.19%+1,830
EMCOR Group Inc(EME)01,090+1,09008050.09%+805
GSK PLC(GSK)023,987+23,98701,3240.14%+1,324
Xcel Energy Inc(XEL)06,635+6,63505270.06%+527
Honeywell International Inc(HON)03,830+3,83008660.09%+866
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