Fund HoldingsV-Square Quantitative Management LLC

Total Portfolio Value
$962.06M
Total Bought
$404.17M
Total Sold
$62.37M
Net Transaction
+$341.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
iShares Core U.S. Aggregate Bo01,269,238+1,269,2380126,77113.18%+126,771
Alphabet Inc(GOOG)85,904101,656+15,75220,92231,9003.32%+10,978
Alphabet Inc(GOOG)121,803119,390-2,41329,61037,3693.88%+7,759
Intuit Inc(INTU)08,131+8,13105,3860.56%+5,386
Eli Lilly & Co(LLY)16,63216,819+18712,69018,0761.88%+5,385
Caterpillar Inc(CAT)08,442+8,44204,8360.50%+4,836
S&P Global Inc(SPGI)06,989+6,98903,6520.38%+3,652
Linde PLC(LIN)08,063+8,06303,4380.36%+3,438
Booking Holdings Inc(BKNG)0637+63703,4110.35%+3,411
ServiceNow Inc(NOW)021,732+21,73203,3290.35%+3,329
Meta Platforms Inc(META)04,843+4,84303,1970.33%+3,197
Blackrock Inc(BLK)02,776+2,77602,9710.31%+2,971
GE Vernova Inc(GEV)04,529+4,52902,9600.31%+2,960
Goldman Sachs Group Inc/The(GS)03,005+3,00502,6410.27%+2,641
Vertex Pharmaceuticals Inc(VRTX)05,624+5,62402,5500.27%+2,550
Intuitive Surgical Inc04,443+4,44302,5160.26%+2,516
Deere & Co(DE)05,367+5,36702,4990.26%+2,499
JPMorgan Chase & Co(JPM)07,733+7,73302,4920.26%+2,492
Eaton Corp PLC(ETN)07,644+7,64402,4350.25%+2,435
WW Grainger Inc(GWW)02,272+2,27202,2930.24%+2,293
MercadoLibre Inc(MELI)01,093+1,09302,2020.23%+2,202
Expedia Group Inc(EXPE)07,340+7,34002,0790.22%+2,079
Costco Wholesale Corp(COST)02,382+2,38202,0540.21%+2,054
TSMC(TSM)06,617+6,61702,0110.21%+2,011
Trane Technologies PLC(TT)05,142+5,14202,0010.21%+2,001
Synopsys Inc(SNPS)03,812+3,81201,7910.19%+1,791
Moody's Corp(MCO)03,444+3,44401,7590.18%+1,759
HCA Healthcare Inc(HCA)03,555+3,55501,6600.17%+1,660
Cigna Group/The(CI)06,011+6,01101,6540.17%+1,654
Cintas Corp(CTAS)08,736+8,73601,6430.17%+1,643
American Tower Corp(AMT)09,299+9,29901,6330.17%+1,633
Ecolab Inc(ECL)05,985+5,98501,5710.16%+1,571
Hilton Worldwide Holdings Inc(HLT)05,412+5,41201,5550.16%+1,555
Travelers Cos Inc/The(TRV)05,278+5,27801,5310.16%+1,531
Illinois Tool Works Inc(ITW)06,081+6,08101,4980.16%+1,498
Workday Inc(WDAY)06,917+6,91701,4860.15%+1,486
Cummins Inc(CMI)02,905+2,90501,4830.15%+1,483
United Rentals Inc(URI)01,821+1,82101,4740.15%+1,474
Thermo Fisher Scientific Inc(TMO)02,479+2,47901,4360.15%+1,436
NXP Semiconductors NV
COM
06,566+6,56601,4250.15%+1,425
Constellation Energy Corp(CEG)04,033+4,03301,4250.15%+1,425
ASML Holding NV
N Y REGISTRY SHS
01,322+1,32201,4140.15%+1,414
Quanta Services Inc03,349+3,34901,4130.15%+1,413
Cboe Global Markets Inc(CBOE)05,478+5,47801,3750.14%+1,375
Equinix Inc(EQIX)01,780+1,78001,3640.14%+1,364
Netflix Inc(NFLX)014,322+14,32201,3430.14%+1,343
IDEXX Laboratories Inc(IDXX)01,937+1,93701,3100.14%+1,310
Starbucks Corp(SBUX)015,436+15,43601,3000.14%+1,300
Ameriprise Financial Inc(AMP)02,547+2,54701,2490.13%+1,249
Chevron Corp(CVX)08,051+8,05101,2270.13%+1,227
Digital Realty Trust Inc(DLR)07,779+7,77901,2030.13%+1,203
Cencora Inc03,542+3,54201,1960.12%+1,196
Oracle Corp(ORCL)05,805+5,80501,1310.12%+1,131
Johnson & Johnson(JNJ)53,98353,754-22910,01011,1241.16%+1,115
Seagate Technology Holdings PL
ORD SHS
03,984+3,98401,0970.11%+1,097
Hartford Insurance Group Inc/T(HIG)07,948+7,94801,0950.11%+1,095
Electronic Arts Inc(EA)05,350+5,35001,0930.11%+1,093
Phillips 66(PSX)08,401+8,40101,0840.11%+1,084
Rockwell Automation Inc(ROK)02,784+2,78401,0830.11%+1,083
Valero Energy Corp(VLO)06,628+6,62801,0790.11%+1,079
DR Horton Inc(DHI)07,330+7,33001,0560.11%+1,056
Fair Isaac Corp(FICO)0605+60501,0230.11%+1,023
Prudential Financial Inc(PFH)08,995+8,99501,0150.11%+1,015
Union Pacific Corp(UNP)12,96917,557+4,5883,0654,0610.42%+996
Nucor Corp(NUE)06,046+6,04609860.10%+986
UnitedHealth Group Inc(UNH)02,985+2,98509850.10%+985
Stryker Corp(SYK)02,799+2,79909840.10%+984
Marathon Petroleum Corp(MPC)06,023+6,02309800.10%+980
PepsiCo Inc(PEP)23,56729,711+6,1443,3104,2640.44%+954
Xylem Inc/NY(XYL)06,987+6,98709510.10%+951
Canadian Pacific Kansas City L(CP)09,215+9,21509310.10%+931
Take-Two Interactive Software(TTWO)03,626+3,62609280.10%+928
Martin Marietta Materials Inc(MLM)01,487+1,48709260.10%+926
Agilent Technologies Inc(A)06,779+6,77909220.10%+922
T Rowe Price Group Inc(TROW)08,933+8,93309150.10%+915
Lam Research Corp(LRCX)50,05544,406-5,6496,7027,6010.79%+899
Philip Morris International In(PM)05,588+5,58808960.09%+896
Ferguson Enterprises Inc(FERG)04,001+4,00108910.09%+891
IQVIA Holdings Inc(IQV)03,939+3,93908880.09%+888
Diageo PLC(DEO)010,276+10,27608870.09%+887
Axon Enterprise Inc(AXON)01,556+1,55608840.09%+884
Kimberly-Clark Corp(KMB)08,668+8,66808750.09%+875
Paychex Inc(PAYX)07,671+7,67108610.09%+861
Dollar General Corp(DG)06,417+6,41708520.09%+852
Targa Resources Corp(TRGP)04,600+4,60008490.09%+849
Dover Corp(DOV)04,177+4,17708160.08%+816
Ulta Beauty Inc(ULTA)01,343+1,34308130.08%+813
Palantir Technologies Inc(PLTR)04,561+4,56108110.08%+811
Micron Technology Inc(MU)19,45714,161-5,2963,2564,0420.42%+786
PPG Industries Inc(PPG)07,665+7,66507850.08%+785
Humana Inc(HUM)03,062+3,06207840.08%+784
Willis Towers Watson PLC(WTW)02,380+2,38007820.08%+782
RTX Corp(RTX)04,257+4,25707810.08%+781
Alnylam Pharmaceuticals Inc(ALNY)01,958+1,95807790.08%+779
Estee Lauder Cos Inc/The(EL)07,303+7,30307650.08%+765
Iron Mountain Inc(IRM)09,178+9,17807610.08%+761
Lululemon Athletica Inc(LULU)03,648+3,64807580.08%+758
CMS Energy Corp(CMS)010,829+10,82907570.08%+757
CME Group Inc(CME)02,736+2,73607470.08%+747
Walmart Inc(WMT)06,691+6,69107450.08%+745
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