V-Square Quantitative Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1943239
Institutional-grade research for retail investors
Sector Allocation
- Technology37.7%$411.0M
- Other12.0%$130.8M
- Financials10.2%$110.9M
- Healthcare9.5%$103.5M
- Industrials8.4%$91.4M
- Consumer Discretionary6.3%$68.5M
- Consumer Staples4.8%$52.5M
- Materials2.5%$27.6M
- Real Estate2.5%$27.3M
- Energy2.1%$22.6M
AUM History
13fpro.ai/research/fund/v-square-quantitative-management-llc-1943239
Conviction and streaks
Stable · top 10 = 42.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- iShares$120.0M
NVDA
$107.0MMSFT
$73.0MGOOGL
$40.8MGOOG
$34.3MLLY
$21.4MAVGO
$16.8MTSLA
$16.4MJNJ
$15.3MV
$12.7MLRCX
$12.6MMA
$10.5MMU
$8.5MCOST
$8.2MPANW
$7.7MPG
$7.6MCAT
$7.2MMRK
$7.1MGE
$6.4MKO
$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/v-square-quantitative-management-llc-1943239
V-Square Quantitative Management LLC 13F holdings — Q3 2026
$1.1B portfolio (+3.5% QoQ) · 721 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
- 1
iShares Core U.S. Aggregate Bo - A
$120.0M
11.0% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy— $107.0M
9.8% of stocks
+0.9%This quarter—Since Q-end—HeldAIQuality86.0#3Est. buy—$73.0M
6.7% of stocks
+1%This quarter—Since Q-end—HeldAIQuality79.8#30Est. buy—$40.8M
3.8% of stocks
+6%This quarter—Since Q-end—HeldAIQuality77.7#61Est. buy—$34.3M
3.1% of stocks
+5%This quarter—Since Q-end—HeldAIQuality77.7#61Est. buy—$21.4M
2.0% of stocks
+9%This quarter—Since Q-end—Held$16.8M
1.5% of stocks
+6%This quarter—Since Q-end—Held$16.4M
1.5% of stocks
+5%This quarter—Since Q-end—Held$15.3M
1.4% of stocks
+6%This quarter—Since Q-end—Held$12.7M
1.2% of stocks
+2%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bo - A | $120.0M | 11.0% | No change | — | — | — | — | |
| 2 | $107.0M | 9.8% | +0.9% | — | — | 86.0#3 | — | ||
| 3 | $73.0M | 6.7% | +1% | — | — | 79.8#30 | — | ||
| 4 | $40.8M | 3.8% | +6% | — | — | 77.7#61 | — | ||
| 5 | $34.3M | 3.1% | +5% | — | — | 77.7#61 | — | ||
| 6 | $21.4M | 2.0% | +9% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $16.8M | 1.5% | +6% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $16.4M | 1.5% | +5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $15.3M | 1.4% | +6% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $12.7M | 1.2% | +2% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — V-Square Quantitative Management LLC (Q3 2026)
721 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LAM RESEARCH CORP | Technology | $12.6M | 1.2% | 38K | -0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Mastercard Inc | Financials | $10.5M | 1.0% | 19K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICRON TECHNOLOGY INC | Technology | $8.5M | 0.8% | 7,998 | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.2M | 0.8% | 9,002 | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palo Alto Networks Inc | Technology | $7.7M | 0.7% | 19K | +1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PROCTER & GAMBLE Co | Consumer Staples | $7.6M | 0.7% | 52K | +5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CATERPILLAR INC | Industrials | $7.2M | 0.7% | 8,844 | +9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Merck & Co., Inc. | Healthcare | $7.1M | 0.7% | 49K | +6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GENERAL ELECTRIC CO | Industrials | $6.4M | 0.6% | 20K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | COCA COLA CO | Consumer Staples | $6.1M | 0.6% | 71K | +7% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DEERE & CO | Industrials | $5.6M | 0.5% | 8,365 | +0.2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | WELLTOWER INC. | Real Estate | $5.2M | 0.5% | 23K | +6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Salesforce, Inc. | Technology | $5.2M | 0.5% | 23K | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HOME DEPOT, INC. | Consumer Discretionary | $5.2M | 0.5% | 18K | +4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.0M | 0.5% | 23K | +3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $4.9M | 0.5% | 11K | -2% | |||
| 27 | $UNP | UNION PACIFIC CORP | Industrials | $4.7M | 0.4% | 17K | +2% | |||
| 28 | $GEV | GE Vernova Inc. | Industrials | $4.6M | 0.4% | 4,828 | +3% | |||
| 29 | $DIS | Walt Disney Co | Communication Services | $4.5M | 0.4% | 43K | +2% | |||
| 30 | $LIN | LINDE PLC | Materials | $4.5M | 0.4% | 9,393 | +4% | |||
| 31 | $MS | MORGAN STANLEY | Financials | $4.4M | 0.4% | 24K | +3% | |||
| 32 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $4.4M | 0.4% | 30K | +5% | |||
| 33 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $4.4M | 0.4% | 96K | +5% | |||
| 34 | $PEP | PEPSICO INC | Consumer Staples | $4.0M | 0.4% | 32K | +4% | |||
| 35 | $MRVL | Marvell Technology, Inc. | Technology | $3.9M | 0.4% | 15K | +3% | |||
| 36 | $MET | METLIFE INC | Financials | $3.8M | 0.3% | 40K | +0.5% | |||
| 37 | $STX | Seagate Technology Holdings plc | Technology | $3.8M | 0.3% | 4,069 | +4% | |||
| 38 | $WDC | WESTERN DIGITAL CORP | Technology | $3.7M | 0.3% | 8,201 | +7% | |||
| 39 | $ACN | Accenture plc | Technology | $3.6M | 0.3% | 20K | +2% | |||
| 40 | $JPM | JPMORGAN CHASE & CO | Financials | $3.6M | 0.3% | 11K | +4% | |||
| 41 | $ETN | Eaton Corp plc | Industrials | $3.6M | 0.3% | 8,320 | +4% | |||
| 42 | — | iShares MSCI Taiwan ETF - A | — | $3.5M | 0.3% | 31K | +0.9% | |||
| 43 | — | iShares MSCI India ETF - A | — | $3.5M | 0.3% | 75K | -2% | |||
| 44 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.4M | 0.3% | 54K | +3% | |||
| 45 | $MMM | 3M CO | Healthcare | $3.3M | 0.3% | 20K | +2% | |||
| 46 | $BLK | BlackRock, Inc. | Financials | $3.3M | 0.3% | 3,090 | +4% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $3.3M | 0.3% | 12K | +11% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $3.2M | 0.3% | 4,472 | +9% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.2M | 0.3% | 14K | +8% | |||
| 50 | $NOW | ServiceNow, Inc. | Technology | $3.2M | 0.3% | 24K | -5% | |||
| 51 | $TGT | TARGET CORP | Consumer Staples | $3.1M | 0.3% | 20K | +0.6% | |||
| 52 | $FTNT | Fortinet, Inc. | Technology | $3.1M | 0.3% | 17K | +3% | |||
| 53 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.0M | 0.3% | 14K | +7% | |||
| 54 | $PLD | Prologis, Inc. | Real Estate | $3.0M | 0.3% | 23K | +8% | |||
| 55 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.0M | 0.3% | 31K | +3% | |||
| 56 | $T | AT&T INC. | Communication Services | $3.0M | 0.3% | 122K | +6% | |||
| 57 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.0M | 0.3% | 5,673 | +3% | |||
| 58 | $ADBE | ADOBE INC. | Technology | $2.9M | 0.3% | 12K | +2% | |||
| 59 | $SLF | SUN LIFE FINANCIAL INC | Financials | $2.9M | 0.3% | 26K | -2% | |||
| 60 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $2.8M | 0.3% | 14K | +7% | |||
| 61 | $IR | Ingersoll Rand Inc. | Industrials | $2.8M | 0.3% | 37K | +0.6% | |||
| 62 | $NEM | NEWMONT Corp /DE/ | Materials | $2.8M | 0.3% | 24K | -1% | |||
| 63 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $2.7M | 0.3% | 17K | +3% | |||
| 64 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.7M | 0.3% | 21K | +7% | |||
| 65 | $SPGI | S&P Global Inc. | Financials | $2.7M | 0.3% | 6,833 | +7% | |||
| 66 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.6M | 0.2% | 2,923 | +4% | |||
| 67 | $TEL | TE Connectivity plc | Technology | $2.5M | 0.2% | 12K | +1% | |||
| 68 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.5M | 0.2% | 6,514 | -3% | |||
| 69 | $INTU | INTUIT INC. | Technology | $2.5M | 0.2% | 9,148 | +3% | |||
| 70 | $TT | Trane Technologies plc | Technology | $2.5M | 0.2% | 5,567 | +3% | |||
| 71 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $2.5M | 0.2% | 9,539 | -1% | |||
| 72 | $CCZ | COMCAST CORP | Communication Services | $2.4M | 0.2% | 112K | +2% | |||
| 73 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $2.4M | 0.2% | 13K | +2% | |||
| 74 | $JCI | Johnson Controls International plc | Industrials | $2.4M | 0.2% | 16K | +4% | |||
| 75 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $2.4M | 0.2% | 21K | +1% | |||
| 76 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.4M | 0.2% | 22K | +19% | |||
| 77 | $ASML | ASML HOLDING NV | Technology | $2.3M | 0.2% | 1,293 | -2% | |||
| 78 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.3M | 0.2% | 13K | +3% | |||
| 79 | $EQIX | EQUINIX INC | Real Estate | $2.3M | 0.2% | 2,308 | +6% | |||
| 80 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.3M | 0.2% | 25K | +3% | |||
| 81 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $2.3M | 0.2% | 74K | +1% | |||
| 82 | $SYK | STRYKER CORP | Healthcare | $2.3M | 0.2% | 8,276 | +2% | |||
| 83 | $SRE | SEMPRA | Utilities | $2.3M | 0.2% | 29K | +6% | |||
| 84 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.2M | 0.2% | 9,994 | +5% | |||
| 85 | $PSX | Phillips 66 | Energy | $2.2M | 0.2% | 8,621 | +4% | |||
| 86 | $UAL | United Airlines Holdings, Inc. | Industrials | $2.2M | 0.2% | 20K | +1% | |||
| 87 | $KLAC | KLA CORP | Technology | $2.1M | 0.2% | 11K | +7% | |||
| 88 | $MPC | Marathon Petroleum Corp | Energy | $2.1M | 0.2% | 5,313 | -0.2% | |||
| 89 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.0M | 0.2% | 6,182 | +7% | |||
| 90 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $2.0M | 0.2% | 5,719 | +2% | |||
| 91 | $HPE | Hewlett Packard Enterprise Co | Technology | $2.0M | 0.2% | 32K | -1% | |||
| 92 | $USB | US BANCORP \DE\ | Financials | $2.0M | 0.2% | 35K | +5% | |||
| 93 | $ICL | ICL Group Ltd. | Materials | $2.0M | 0.2% | 129K | -2% | |||
| 94 | $GSK | GSK plc | Healthcare | $2.0M | 0.2% | 41K | -2% | |||
| 95 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.0M | 0.2% | 3,065 | +14% | |||
| 96 | $FTV | Fortive Corp | Industrials | $1.9M | 0.2% | 35K | +3% | |||
| 97 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.9M | 0.2% | 12K | +5% | |||
| 98 | $CSX | CSX CORP | Industrials | $1.9M | 0.2% | 40K | +4% | |||
| 99 | $NXPI | NXP Semiconductors N.V. | Technology | $1.8M | 0.2% | 7,788 | +7% | |||
| 100 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $1.8M | 0.2% | 11K | +5% | |||
| 101 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.8M | 0.2% | 1,068 | +0.5% | |||
| 102 | $ECL | ECOLAB INC. | Materials | $1.8M | 0.2% | 6,613 | +4% | |||
| 103 | $URI | UNITED RENTALS, INC. | Industrials | $1.8M | 0.2% | 1,806 | +4% | |||
| 104 | $MCO | MOODYS CORP /DE/ | Financials | $1.8M | 0.2% | 3,970 | +4% | |||
| 105 | $CMI | CUMMINS INC | Industrials | $1.8M | 0.2% | 3,489 | +7% | |||
| 106 | $SNPS | SYNOPSYS INC | Technology | $1.8M | 0.2% | 4,136 | +9% | |||
| 107 | $CBRE | CBRE GROUP, INC. | Real Estate | $1.8M | 0.2% | 14K | +2% | |||
| 108 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.8M | 0.2% | 5,575 | +6% | |||
| 109 | $INTC | INTEL CORP | Technology | $1.7M | 0.2% | 14K | -2% | |||
| 110 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.7M | 0.2% | 7,297 | +5% | |||
| 111 | $CVX | CHEVRON CORP | Energy | $1.7M | 0.2% | 8,331 | +18% | |||
| 112 | $DAL | DELTA AIR LINES, INC. | Industrials | $1.7M | 0.1% | 20K | +2% | |||
| 113 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.7M | 0.1% | 12K | +9% | |||
| 114 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.7M | 0.1% | 20K | +5% | |||
| 115 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.7M | 0.1% | 2,451 | +2% | |||
| 116 | $CI | Cigna Group | Healthcare | $1.6M | 0.1% | 6,052 | +4% | |||
| 117 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.6M | 0.1% | 10K | +5% | |||
| 118 | $STT | STATE STREET CORP | Financials | $1.6M | 0.1% | 9,239 | +2% | |||
| 119 | — | iShares MSCI China ETF - A | — | $1.6M | 0.1% | 31K | -2% | |||
| 120 | $KEYS | Keysight Technologies, Inc. | Technology | $1.6M | 0.1% | 4,358 | +5% | |||
| 121 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $1.6M | 0.1% | 8,977 | +8% | |||
| 122 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.6M | 0.1% | 17K | +3% | |||
| 123 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.5M | 0.1% | 1,234 | +5% | |||
| 124 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.5M | 0.1% | 18K | +7% | |||
| 125 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.5M | 0.1% | 3,735 | +14% | |||
| 126 | $PYPL | PayPal Holdings, Inc. | Financials | $1.5M | 0.1% | 29K | -0.4% | |||
| 127 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.5M | 0.1% | 22K | +16% | |||
| 128 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $1.5M | 0.1% | 5,577 | +7% | |||
| 129 | $NUE | NUCOR CORP | Materials | $1.5M | 0.1% | 6,331 | +5% | |||
| 130 | $QCOM | QUALCOMM INC/DE | Technology | $1.5M | 0.1% | 8,002 | -10% | |||
| 131 | $WDAY | Workday, Inc. | Technology | $1.5M | 0.1% | 7,724 | -3% | |||
| 132 | $SLB | SLB LIMITED/NV | Energy | $1.4M | 0.1% | 29K | +5% | |||
| 133 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $1.4M | 0.1% | 3,247 | +7% | |||
| 134 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $1.4M | 0.1% | 853 | +6% | |||
| 135 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $1.4M | 0.1% | 7,998 | +5% | |||
| 136 | $O | REALTY INCOME CORP | Real Estate | $1.4M | 0.1% | 25K | +5% | |||
| 137 | $EBAY | EBAY INC | Consumer Discretionary | $1.4M | 0.1% | 13K | +8% | |||
| 138 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $1.3M | 0.1% | 2,731 | +1% | |||
| 139 | $UBER | Uber Technologies, Inc | Technology | $1.3M | 0.1% | 20K | -11% | |||
| 140 | $MNST | Monster Beverage Corp | Consumer Staples | $1.3M | 0.1% | 32K | +119% | |||
| 141 | $HPQ | HP INC | Technology | $1.3M | 0.1% | 42K | -3% | |||
| 142 | $KMB | KIMBERLY CLARK CORP | Materials | $1.3M | 0.1% | 13K | +13% | |||
| 143 | $CEG | Constellation Energy Corp | Utilities | $1.3M | 0.1% | 5,126 | -0.5% | |||
| 144 | $APO | Apollo Global Management, Inc. | Financials | $1.3M | 0.1% | 11K | +7% | |||
| 145 | $OKE | ONEOK INC /NEW/ | Energy | $1.3M | 0.1% | 15K | +10% | |||
| 146 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.3M | 0.1% | 28K | +11% | |||
| 147 | $EW | Edwards Lifesciences Corp | Healthcare | $1.3M | 0.1% | 15K | +6% | |||
| 148 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.3M | 0.1% | 3,487 | +8% | |||
| 149 | $PM | Philip Morris International Inc. | Consumer Staples | $1.3M | 0.1% | 6,666 | +7% | |||
| 150 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $1.3M | 0.1% | 5,678 | +39% |
What changed in Q3 2026
Against the previous quarter's 13F: 42 new, 475 added to, 120 trimmed, 46 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
$ILMNILLUMINA, INC.$525K
first bought this quarter
- Everpure Inc - A$477K
first bought this quarter
$TPCTUTOR PERINI CORP$316K
first bought this quarter
$PAASPAN AMERICAN SILVER CORP$256K
first bought this quarter
$VIRTVirtu Financial, Inc.$181K
first bought this quarter
$RSRELIANCE, INC.$158K
first bought this quarter
+36 more in the Excel export
Added to (475)
now $40.8M
now $21.4M
now $34.3M
now $107.0M
now $16.8M
now $15.3M
+469 more in the Excel export
Holdings by quarter
Every 13F V-Square Quantitative Management LLC has filed, 14 earlier quarters. Pick one to see what it held then.
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Portfolio Overview
V-Square Quantitative Management LLC disclosed 721 positions worth $1.1B in its Form 13F-HR for Q3 2026, followed by $NVDA and $MSFT. During the quarter the fund opened 42 new positions and exited 46 — including a new stake in $ILMN. The portfolio is most concentrated in Technology (37.7% of disclosed assets). All figures are sourced directly from V-Square Quantitative Management LLC’s Form 13F-HR filing with the SEC under CIK 1943239.
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AI-Powered Hedge Fund Analysis: V-Square Quantitative Management LLC
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