Fund HoldingsV-Square Quantitative Management LLC

Total Portfolio Value
$565.61M
Total Bought
$336.24M
Total Sold
$2.21M
Net Transaction
+$334.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ICL Group Ltd(ICL)080,472+80,4720145,89625.79%+145,896
Microsoft Corp(MSFT)47,84987,624+39,77515,10832,9505.83%+17,842
NVIDIA Corp(NVDA)22,28938,434+16,1459,69519,0333.37%+9,338
Alphabet Inc(GOOG)38,84370,981+32,1385,0839,9151.75%+4,832
Alphabet Inc(GOOG)38,22762,491+24,2645,0408,8071.56%+3,767
Tesla Inc(TSLA)19,89832,654+12,7564,9798,1141.43%+3,135
Visa Inc(V)11,70922,383+10,6742,6935,8271.03%+3,134
Salesforce Inc(CRM)7,57316,486+8,9131,5364,3380.77%+2,802
Adobe Inc(ADBE)4,6288,221+3,5932,3604,9050.87%+2,545
Mastercard Inc(MA)6,26511,566+5,3012,4804,9330.87%+2,453
Procter & Gamble Co/The(PG)16,97733,486+16,5092,4764,9070.87%+2,431
Johnson & Johnson(JNJ)033,117+33,11705,1910.92%+5,191
Eli Lilly & Co(LLY)5,7609,328+3,5683,0945,4370.96%+2,344
Coca-Cola Co/The(KO)068,271+68,27104,0230.71%+4,023
Accenture PLC
SHS CLASS A
4,83010,450+5,6201,4833,6670.65%+2,184
Linde PLC(LIN)4,8939,280+4,3871,8223,8110.67%+1,989
Merck & Co Inc(MRK)042,131+42,13104,5930.81%+4,593
Intuit Inc(INTU)3,0505,536+2,4861,5583,4600.61%+1,902
Home Depot Inc/The(HD)7,35311,802+4,4492,2224,0900.72%+1,868
Lam Research Corp(LRCX)02,970+2,97002,3260.41%+2,326
ServiceNow Inc(NOW)1,7013,577+1,8769512,5270.45%+1,576
Comcast Corp(CCZ)32,72268,242+35,5201,4512,9920.53%+1,542
Intel Corp(INTC)33,82951,750+17,9211,2032,6000.46%+1,398
Toronto-Dominion Bank/The(TD)015,808+15,80801,3530.24%+1,353
S&P Global Inc(SPGI)05,820+5,82002,5640.45%+2,564
Cadence Design Systems Inc(CDNS)3,2917,646+4,3557712,0830.37%+1,311
Union Pacific Corp(UNP)4,9479,302+4,3551,0072,2850.40%+1,277
Sun Life Financial Inc(SLF)018,308+18,30801,2580.22%+1,258
Marsh & McLennan Cos Inc(MRSH)4,31210,817+6,5058212,0490.36%+1,229
Trane Technologies PLC(TT)2,8997,358+4,4595881,7950.32%+1,206
Lowe's Cos Inc(LOW)09,837+9,83702,1890.39%+2,189
McDonald's Corp(MCD)08,793+8,79302,6070.46%+2,607
Booking Holdings Inc(BKNG)315589+2749712,0890.37%+1,118
TSMC(TSM)010,457+10,45701,0880.19%+1,088
Danaher Corp(DHR)7,03412,156+5,1221,7452,8120.50%+1,067
PepsiCo Inc(PEP)016,220+16,22002,7550.49%+2,755
Zoetis Inc(ZTS)4,9649,530+4,5668641,8810.33%+1,017
ASML Holding NV
N Y REGISTRY SHS
01,339+1,33901,0140.18%+1,014
Ameriprise Financial Inc(AMP)1,5483,914+2,3665101,4870.26%+976
NIKE Inc(NKE)017,698+17,69801,9210.34%+1,921
Diageo PLC(DEO)06,638+6,63809670.17%+967
Illinois Tool Works Inc(ITW)05,996+5,99601,5710.28%+1,571
American Tower Corp(AMT)07,448+7,44801,6080.28%+1,608
KB Financial Group Inc(KB)022,468+22,46809300.16%+930
Royal Bank of Canada(RY)06,914+6,91409260.16%+926
Verizon Communications Inc(VZ)052,855+52,85501,9930.35%+1,993
Gilead Sciences Inc(GILD)10,77920,765+9,9868081,6820.30%+874
JPMorgan Chase & Co(JPM)1,4316,268+4,8372081,0660.19%+859
Consolidated Edison Inc(ED)014,068+14,06801,2800.23%+1,280
IBM(IBM)7,38311,565+4,1821,0361,8910.33%+856
Walt Disney Co/The(DIS)022,707+22,70702,0500.36%+2,050
Novartis AG(NVS)08,395+8,39508480.15%+848
WW Grainger Inc(GWW)01,599+1,59901,3250.23%+1,325
Sony Group Corp(SONY)08,292+8,29207850.14%+785
Texas Instruments Inc(TXN)011,121+11,12101,8960.34%+1,896
Waste Management Inc(WM)08,195+8,19501,4680.26%+1,468
Caterpillar Inc(CAT)4,0436,323+2,2801,1041,8700.33%+766
Bristol-Myers Squibb Co(BMY)034,034+34,03401,7460.31%+1,746
Prologis Inc(PLD)014,365+14,36501,9150.34%+1,915
BlackRock Inc(BLK)01,926+1,92601,5640.28%+1,564
LyondellBasell Industries NV
SHS - A -
4,41112,104+7,6934181,1510.20%+733
Oracle Corp(ORCL)08,598+8,59809060.16%+906
Novo Nordisk A/S(NVO)06,919+6,91907160.13%+716
Welltower Inc(WELL)6,88114,147+7,2665641,2760.23%+712
Medtronic PLC(MDT)013,026+13,02601,0730.19%+1,073
TE Connectivity Ltd(TEL)06,289+6,28908840.16%+884
Canadian Pacific Kansas City L(CP)06,583+6,58306870.12%+687
Charles Schwab Corp/The(SCHW)13,39420,510+7,1167351,4110.25%+676
Newmont Corp(NEM)027,099+27,09901,1220.20%+1,122
Meta Platforms Inc(META)02,494+2,49408830.16%+883
Wells Fargo & Co(WFC)017,295+17,29508510.15%+851
Alibaba Group Holding Ltd(BABA)08,542+8,54206620.12%+662
Realty Income Corp(O)015,860+15,86009110.16%+911
Dr Reddy's Laboratories Ltd(RDY)09,250+9,25006440.11%+644
Morgan Stanley(MS)016,100+16,10001,5010.27%+1,501
ICICI Bank Ltd(IBN)026,586+26,58606340.11%+634
United Rentals Inc(URI)01,894+1,89401,0860.19%+1,086
Yum! Brands Inc(YUM)07,950+7,95001,0390.18%+1,039
Uber Technologies Inc(UBER)010,144+10,14406250.11%+625
Electronic Arts Inc(EA)07,506+7,50601,0270.18%+1,027
Travelers Cos Inc/The(TRV)3,1515,946+2,7955151,1330.20%+618
Lululemon Athletica Inc(LULU)01,767+1,76709030.16%+903
Shopify Inc(SHOP)05,790+5,79005970.11%+597
Canadian National Railway Co(CNI)03,472+3,47205780.10%+578
nVent Electric PLC(NVT)09,763+9,76305770.10%+577
Micron Technology Inc(MU)09,015+9,01507690.14%+769
GSK PLC(GSK)015,274+15,27405660.10%+566
Vertex Pharmaceuticals Inc(VRTX)02,388+2,38809720.17%+972
Cardinal Health Inc(CAH)07,919+7,91907980.14%+798
Nutrien Ltd(NTR)07,472+7,47205580.10%+558
Interpublic Group of Cos Inc/T024,624+24,62408040.14%+804
Fortinet Inc(FTNT)012,049+12,04907050.12%+705
Eaton Corp PLC(ETN)4,0835,865+1,7828711,4120.25%+542
Progressive Corp/The(PGR)6,6829,237+2,5559311,4710.26%+540
Starbucks Corp(SBUX)07,469+7,46907170.13%+717
iShares MSCI Taiwan ETF
MSCI TAIWAN ETF
011,500+11,50005290.09%+529
Telefonica Brasil SA(VIV)047,996+47,99605250.09%+525
TJX Cos Inc/The(TJX)9,73814,787+5,0498661,3870.25%+522
Stryker Corp(SYK)03,287+3,28709840.17%+984
MGM Resorts International(MGM)015,100+15,10006750.12%+675
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