Back to V-Square Quantitative Management LLC

V-Square Quantitative Management LLC

Q2 2026 13F filing

Updated 45 days ago

725 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
725
New positions
82
Closed positions
78
Increased
316
Decreased
262
Turnover
22.1%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

E

iShares Core U.S. Aggregate Bo

Unchanged
Value
$125.6M
Shares
1.27M
% Port
11.94%
N

NVIDIA Corp

-3.3%
Value
$92.9M
Shares
464.1K
% Port
8.83%
M

Microsoft Corp

+3.3%
Value
$52.5M
Shares
140.8K
% Port
4.99%
G

Alphabet Inc

-5.1%
Value
$39.9M
Shares
111.7K
% Port
3.79%
G

Alphabet Inc

-4.3%
Value
$34M
Shares
96.2K
% Port
3.23%
L
6.LLY

Eli Lilly & Co

-1.6%
Value
$20.4M
Shares
17.0K
% Port
1.94%
T

Tesla Inc

-4.1%
Value
$18.6M
Shares
44.2K
% Port
1.77%
A

Broadcom Inc

+1.7%
Value
$17.1M
Shares
45.1K
% Port
1.62%
L

Lam Research Corp

-12.8%
Value
$16.7M
Shares
38.6K
% Port
1.59%
J
10.JNJ

Johnson & Johnson

-2.6%
Value
$13.8M
Shares
54.4K
% Port
1.31%
V
11.V

Visa Inc

-1.3%
Value
$11.9M
Shares
34.6K
% Port
1.13%
V
12.VGES

Vanguard ESG US Stock ETF

Value
$10.2M
Shares
77.0K
% Port
0.97%
M
13.MA

Mastercard Inc

-2.1%
Value
$9.7M
Shares
18.8K
% Port
0.92%
M
14.MU

Micron Technology Inc

-40.0%
Value
$9.5M
Shares
8.2K
% Port
0.90%
C
15.CAT

Caterpillar Inc

-5.7%
Value
$8.6M
Shares
8.1K
% Port
0.82%
C
16.COST

Costco Wholesale Corp

+220.5%
Value
$8.2M
Shares
8.8K
% Port
0.78%
G
17.GE

General Electric Co

+13.7%
Value
$7.4M
Shares
19.8K
% Port
0.70%
P
18.PG

Procter & Gamble Co/The

-0.3%
Value
$7.3M
Shares
49.6K
% Port
0.69%
P
19.PANW

Palo Alto Networks Inc

-9.8%
Value
$6.5M
Shares
19.0K
% Port
0.62%
I
20.IBM

IBM

+3.6%
Value
$6.2M
Shares
22.1K
% Port
0.59%
H
21.HD

Home Depot Inc/The

-1.0%
Value
$6.2M
Shares
17.5K
% Port
0.59%
M
22.MRK

Merck & Co Inc

-1.9%
Value
$5.9M
Shares
46.2K
% Port
0.56%
G
23.GEV

GE Vernova Inc

+6.2%
Value
$5.5M
Shares
4.7K
% Port
0.52%
K
24.KO

Coca-Cola Co/The

-34.0%
Value
$5.4M
Shares
66.2K
% Port
0.51%
D
25.DE

Deere & Co

+55.2%
Value
$5.3M
Shares
8.3K
% Port
0.50%
T

TSMC

+40.0%
Value
$5.3M
Shares
11.0K
% Port
0.50%
W
27.WDC

Western Digital Corp

+24.2%
Value
$4.9M
Shares
7.7K
% Port
0.46%
W
28.WELL

Welltower Inc

+12.6%
Value
$4.8M
Shares
21.3K
% Port
0.46%
M

Morgan Stanley

-40.6%
Value
$4.8M
Shares
23.0K
% Port
0.46%
L
30.LIN

Linde PLC

+10.2%
Value
$4.7M
Shares
9.1K
% Port
0.45%
U
31.UNP

Union Pacific Corp

-2.4%
Value
$4.6M
Shares
16.9K
% Port
0.44%
M
32.MRVL

Marvell Technology Inc

+3.6%
Value
$4.3M
Shares
14.3K
% Port
0.41%
P
33.PEP

PepsiCo Inc

-2.1%
Value
$4.1M
Shares
30.5K
% Port
0.39%
D
34.DIS

Walt Disney Co/The

+0.7%
Value
$4M
Shares
41.9K
% Port
0.38%
V
35.VZ

Verizon Communications Inc

+13.8%
Value
$3.9M
Shares
91.1K
% Port
0.37%
E
36.ETHA

iShares MSCI India ETF

+155.5%
Value
$3.8M
Shares
76.8K
% Port
0.36%
S
37.STX

Seagate Technology Holdings PL

-10.3%
Value
$3.8M
Shares
3.9K
% Port
0.36%
C
38.CRM

Salesforce Inc

-3.5%
Value
$3.7M
Shares
23.4K
% Port
0.35%
G
39.GILD

Gilead Sciences Inc

-4.3%
Value
$3.6M
Shares
28.2K
% Port
0.34%
M
40.MCD

McDonald's Corp

+0.9%
Value
$3.5M
Shares
13.0K
% Port
0.33%
J

JPMorgan Chase & Co

+31.8%
Value
$3.4M
Shares
10.5K
% Port
0.33%
E
42.ETN

Eaton Corp PLC

-2.6%
Value
$3.4M
Shares
8.0K
% Port
0.33%
M

MetLife Inc

+24.7%
Value
$3.4M
Shares
40.2K
% Port
0.32%
E
44.ETHA

iShares MSCI Taiwan ETF

+28.3%
Value
$3.4M
Shares
31.0K
% Port
0.32%
M
45.MMM

3M Co

+99.7%
Value
$3.2M
Shares
20.0K
% Port
0.31%
C

Bristol-Myers Squibb Co

+9.3%
Value
$3M
Shares
52.7K
% Port
0.29%
K
47.KLAC

KLA Corp

+1783.0%
Value
$3M
Shares
10.1K
% Port
0.29%
I
48.IR

Ingersoll Rand Inc

+230.7%
Value
$3M
Shares
36.9K
% Port
0.29%
T
49.TJX

TJX Cos Inc/The

-0.5%
Value
$2.9M
Shares
19.4K
% Port
0.28%
S

Sun Life Financial Inc

+3.9%
Value
$2.9M
Shares
26.4K
% Port
0.28%