Fund HoldingsV-Square Quantitative Management LLC

Total Portfolio Value
$684.89M
Total Bought
$72.96M
Total Sold
$17.55M
Net Transaction
+$55.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Visa Inc(V)33,47336,309+2,83610,57912,7251.86%+2,146
Eli Lilly & Co(LLY)015,726+15,726012,9881.90%+12,988
Johnson & Johnson(JNJ)049,285+49,28508,1731.19%+8,173
Coca-Cola Co/The(KO)087,617+87,61706,2750.92%+6,275
General Electric Co(GE)020,417+20,41704,0860.60%+4,086
Mastercard Inc(MA)16,52317,229+7068,7019,4441.38%+743
IBM(IBM)017,014+17,01404,2310.62%+4,231
Alibaba Group Holding Ltd(BABA)012,650+12,65001,6730.24%+1,673
Welltower Inc(WELL)18,85919,612+7532,3773,0050.44%+628
Kenvue Inc(KVUE)043,258+43,25801,0370.15%+1,037
AT&T Inc(T)0114,263+114,26303,2310.47%+3,231
Verizon Communications Inc(VZ)080,746+80,74603,6630.53%+3,663
Gilead Sciences Inc(GILD)28,79628,999+2032,6603,2490.47%+589
DoorDash Inc(DASH)8,61611,078+2,4621,4452,0250.30%+579
Linde PLC(LIN)09,842+9,84204,5830.67%+4,583
Progressive Corp/The(PGR)011,200+11,20003,1700.46%+3,170
Monster Beverage Corp(MNST)015,933+15,93309320.14%+932
Marsh & McLennan Cos Inc(MRSH)15,50315,682+1793,2933,8270.56%+534
American Tower Corp(AMT)011,200+11,20002,4370.36%+2,437
Consolidated Edison Inc(ED)018,744+18,74402,0730.30%+2,073
Procter & Gamble Co/The(PG)49,54051,212+1,6728,3058,7281.27%+422
Cigna Group/The(CI)06,356+6,35602,0910.31%+2,091
Charles Schwab Corp/The(SCHW)25,32829,148+3,8201,8752,2820.33%+407
Sysco Corp(SYY)012,955+12,95509720.14%+972
Deere & Co(DE)05,195+5,19502,4380.36%+2,438
McDonald's Corp(MCD)010,730+10,73003,3520.49%+3,352
CVS Health Corp(CVS)017,080+17,08001,1570.17%+1,157
Intel Corp(INTC)094,322+94,32202,1420.31%+2,142
Fiserv Inc(FISV)11,69712,363+6662,4032,7300.40%+327
Intuit Inc(INTU)7,6718,379+7084,8215,1450.75%+323
O'Reilly Automotive Inc(ORLY)01,300+1,30001,8620.27%+1,862
Vertex Pharmaceuticals Inc(VRTX)04,095+4,09501,9850.29%+1,985
MercadoLibre Inc(MELI)01,017+1,01701,9840.29%+1,984
Bristol-Myers Squibb Co(BMY)45,09446,399+1,3052,5512,8300.41%+279
Intercontinental Exchange Inc(ICE)010,605+10,60501,8290.27%+1,829
Dollar General Corp(DG)08,025+8,02507060.10%+706
Cintas Corp(CTAS)08,053+8,05301,6550.24%+1,655
Newmont Corp(NEM)019,192+19,19209270.14%+927
JD.com Inc(JD)024,495+24,49501,0070.15%+1,007
Sony Group Corp(SONY)58,60658,60601,2401,4880.22%+248
T-Mobile US Inc(TMUS)6,9236,615-3081,5281,7640.26%+236
International Paper Co(IP)20,75325,303+4,5501,1171,3500.20%+233
S&P Global Inc(SPGI)06,753+6,75303,4310.50%+3,431
TJX Cos Inc/The(TJX)016,103+16,10301,9610.29%+1,961
Expand Energy Corp(EXE)02,009+2,00902240.03%+224
TKO Group Holdings Inc(TKO)01,451+1,45102220.03%+222
HCA Healthcare Inc(HCA)03,947+3,94701,3640.20%+1,364
Yum! Brands Inc(YUM)9,7359,656-791,3061,5190.22%+213
Prologis Inc(PLD)022,185+22,18502,4800.36%+2,480
Novartis AG(NVS)011,657+11,65701,3000.19%+1,300
Cencora Inc03,732+3,73201,0380.15%+1,038
Cboe Global Markets Inc(CBOE)05,232+5,23201,1840.17%+1,184
Lam Research Corp(LRCX)40,55942,817+2,2582,9303,1130.45%+183
Exelon Corp(EXC)021,559+21,55909930.15%+993
Travelers Cos Inc/The(TRV)05,638+5,63801,4910.22%+1,491
Kroger Co/The(KR)25,12525,271+1461,5361,7110.25%+174
3M Co(MMM)09,453+9,45301,3880.20%+1,388
Williams-Sonoma Inc(WSM)02,642+2,64204180.06%+418
Union Pacific Corp(UNP)012,065+12,06502,8500.42%+2,850
AbbVie Inc(ABBV)010,211+10,21102,1390.31%+2,139
Crown Castle Inc(CCI)010,192+10,19201,0620.16%+1,062
Williams Cos Inc/The(WMB)23,16023,648+4881,2531,4130.21%+160
Paychex Inc(PAYX)06,753+6,75301,0420.15%+1,042
Colgate-Palmolive Co(CL)016,659+16,65901,5610.23%+1,561
Hartford Insurance Group Inc/T(HIG)07,817+7,81709670.14%+967
NetEase Inc(NTES)05,396+5,39605550.08%+555
Ecolab Inc(ECL)06,186+6,18601,5680.23%+1,568
Micron Technology Inc(MU)020,988+20,98801,8240.27%+1,824
Boston Scientific Corp(BSX)010,789+10,78901,0880.16%+1,088
Waste Management Inc(WM)05,780+5,78001,3380.20%+1,338
Uber Technologies Inc(UBER)016,630+16,63001,2120.18%+1,212
Realty Income Corp(O)020,722+20,72201,2020.18%+1,202
Take-Two Interactive Software(TTWO)04,027+4,02708350.12%+835
Targa Resources Corp(TRGP)03,782+3,78207580.11%+758
Schlumberger NV(SLB)029,314+29,31401,2250.18%+1,225
Chubb Ltd
COM
02,336+2,33607050.10%+705
Anheuser-Busch InBev SA/NV(BUD)07,285+7,28504480.07%+448
eBay Inc(EBAY)019,434+19,43401,3160.19%+1,316
Phillips 66(PSX)06,931+6,93108560.12%+856
Estee Lauder Cos Inc/The(EL)09,161+9,16106050.09%+605
Keurig Dr Pepper Inc(KDP)024,934+24,93408530.12%+853
Kimberly-Clark Corp(KMB)07,487+7,48701,0650.16%+1,065
Chevron Corp(CVX)11,04310,203-8401,5991,7070.25%+107
GSK PLC(GSK)020,703+20,70308020.12%+802
Sanofi SA(SNY)013,557+13,55707520.11%+752
Nokia Oyj(NOK)112,726112,72605025940.09%+92
Cheniere Energy Inc(LNG)02,823+2,82306530.10%+653
Altria Group Inc(MO)016,619+16,61909970.15%+997
Coca-Cola Europacific Partners
SHS
9,1309,13007047950.12%+90
Broadridge Financial Solutions(BR)02,734+2,73406630.10%+663
Willis Towers Watson PLC(WTW)02,199+2,19907430.11%+743
Telefonica Brasil SA(VIV)069,423+69,42306050.09%+605
Roper Technologies Inc(ROP)0843+84304970.07%+497
Church & Dwight Co Inc(CHD)06,570+6,57007230.11%+723
ICICI Bank Ltd(IBN)50,74050,74001,5181,5990.23%+81
CMS Energy Corp(CMS)07,304+7,30405490.08%+549
Zoetis Inc(ZTS)012,791+12,79102,1060.31%+2,106
Cisco Systems Inc(CSCO)027,228+27,22801,6800.25%+1,680
Marathon Petroleum Corp(MPC)05,830+5,83008490.12%+849
Arthur J Gallagher & Co(AJG)02,092+2,09207220.11%+722
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