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V-Square Quantitative Management LLC

SEC CIK
0001943239
Latest filing
Jul 27, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 17, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
617
−85 vs. Q1 2025
Portfolio value
$746.5M
+$61.6M (+9.0%) vs. Q1 2025
Filed
Jul 17, 2025
SEC
Holdings of V-Square Quantitative Management LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock478,003$75.5M10.1%−39,008−7.5%ReducedHistory
MSFTMicrosoft CorpStock141,388$70.3M9.4%−808−0.6%ReducedHistory
GOOGLAlphabet Inc.Stock114,408$20.2M2.7%+188+0.2%AddedHistory
TSLATesla, Inc.Stock47,098$15.0M2.0%+353+0.8%AddedHistory
GOOGAlphabet Inc.Stock80,127$14.2M1.9%−4,377−5.2%ReducedHistory
AVGOBroadcom Inc.Stock48,878$13.5M1.8%+10,103+26.1%AddedHistory
VVisa Inc.Stock36,172$12.8M1.7%−137−0.4%ReducedHistory
LLYEli Lilly & CoStock15,549$12.1M1.6%−177−1.1%ReducedHistory
MAMastercard IncStock17,502$9.84M1.3%+273+1.6%AddedHistory
PGProcter & Gamble CoStock50,888$8.11M1.1%−324−0.6%ReducedHistory
JNJJohnson & JohnsonStock49,542$7.57M1.0%+257+0.5%AddedHistory
CRMSalesforce, Inc.Stock24,426$6.66M0.9%+254+1.1%AddedHistory
INTUIntuit Inc.Stock8,410$6.62M0.9%+31+0.4%AddedHistory
HDHome Depot, Inc.Stock16,992$6.23M0.8%+1,053+6.6%AddedHistory
KOCoca Cola CoStock87,734$6.21M0.8%+117+0.1%AddedHistory
IBMInternational Business Machines CorpStock20,970$6.18M0.8%+3,956+23.3%AddedHistory
ACNAccenture plcStock18,264$5.46M0.7%+2,834+18.4%AddedHistory
MSMorgan StanleyStock37,784$5.32M0.7%−192−0.5%ReducedHistory
GEGeneral Electric CoStock18,770$4.83M0.6%−1,647−8.1%ReducedHistory
LRCXLam Research CorpStock48,315$4.70M0.6%+5,498+12.8%AddedHistory
NOWServiceNow, Inc.Stock4,432$4.56M0.6%+105+2.4%AddedHistory
ADBEAdobe Inc.Stock11,684$4.52M0.6%−270−2.3%ReducedHistory
DISWalt Disney CoStock34,987$4.34M0.6%−907−2.5%ReducedHistory
TXNTexas Instruments IncStock20,280$4.21M0.6%−1,378−6.4%ReducedHistory
LINLinde PLCStock8,925$4.19M0.6%−917−9.3%ReducedHistory
CMCSAComcast CorpStock109,811$3.92M0.5%+10,335+10.4%AddedHistory
SPGIS&P Global Inc.Stock7,369$3.89M0.5%+616+9.1%AddedHistory
MRKMerck & Co., Inc.Stock47,150$3.73M0.5%−7,914−14.4%ReducedHistory
CATCaterpillar IncStock9,250$3.59M0.5%−217−2.3%ReducedHistory
PGRProgressive CorpStock13,243$3.53M0.5%+2,043+18.2%AddedHistory
DHRDanaher CorpStock17,579$3.47M0.5%+284+1.6%AddedHistory
VZVerizon Communications IncStock79,505$3.44M0.5%−1,241−1.5%ReducedHistory
JCIJohnson Controls International plcStock32,466$3.43M0.5%+16,339+101.3%AddedHistory
GILDGilead Sciences, Inc.Stock29,559$3.28M0.4%+560+1.9%AddedHistory
NFLXNetflix IncStock2,432$3.26M0.4%−254−9.5%ReducedHistory
MCDMcDonalds CorpStock10,745$3.14M0.4%+15+0.1%AddedHistory
BKNGBooking Holdings Inc.Stock540$3.13M0.4%−160−22.9%ReducedHistory
CDNSCadence Design Systems IncStock10,002$3.08M0.4%+12+0.1%AddedHistory
PANWPalo Alto Networks IncStock14,746$3.02M0.4%−1,680−10.2%ReducedHistory
WELLWelltower Inc.REIT18,976$2.92M0.4%−636−3.2%ReducedHistory
SCHWSchwab Charles CorpStock31,807$2.90M0.4%+2,659+9.1%AddedHistory
BLKBlackRock, Inc.Stock2,660$2.79M0.4%+138+5.5%AddedHistory
MARMarriott International IncStock10,184$2.78M0.4%+7,823+331.3%AddedHistory
PEPPepsiCo IncStock20,960$2.77M0.4%+121+0.6%AddedHistory
UNPUnion Pacific CorpStock11,908$2.74M0.4%−157−1.3%ReducedHistory
LOWLowes Companies IncStock12,222$2.71M0.4%+2,263+22.7%AddedHistory
COFCapital One Financial CorpStock12,515$2.66M0.4%+4,652+59.2%AddedHistory
VRTXVertex Pharmaceuticals IncStock5,970$2.66M0.4%+1,875+45.8%AddedHistory
ISRGIntuitive Surgical IncCOM NEW4,873$2.65M0.4%+1,170+31.6%AddedHistory
MELIMercadolibre IncCOM1,007$2.63M0.4%−10−1.0%ReducedHistory
KEYSKeysight Technologies, Inc.Stock16,000$2.62M0.4%+742+4.9%AddedHistory
ETNEaton Corp plcStock7,296$2.60M0.3%+545+8.1%AddedHistory
DEDeere & CoStock5,083$2.58M0.3%−112−2.2%ReducedHistory
METMetlife IncStock30,340$2.44M0.3%+22,533+288.6%AddedHistory
TTTrane Technologies plcSHS5,516$2.41M0.3%−4,345−44.1%ReducedHistory
RJFRaymond James Financial IncCOM15,602$2.39M0.3%+10,776+223.3%AddedHistory
MUMicron Technology IncStock19,412$2.39M0.3%−1,576−7.5%ReducedHistory
BMYBristol Myers Squibb CoStock48,828$2.26M0.3%+2,429+5.2%AddedHistory
SLFSun Life Financial IncCOM24,866$2.25M0.3%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock2,153$2.24M0.3%+4+0.2%AddedHistory
GEVGE Vernova Inc.Stock4,118$2.18M0.3%+3,480+545.5%AddedHistory
ICEIntercontinental Exchange, Inc.Stock11,845$2.17M0.3%+1,240+11.7%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock9,886$2.16M0.3%−5,796−37.0%ReducedHistory
CICigna GroupStock6,480$2.14M0.3%+124+2.0%AddedHistory
AMTAmerican Tower CorpREIT9,411$2.08M0.3%−1,789−16.0%ReducedHistory
ORCLOracle CorpStock9,498$2.08M0.3%−673−6.6%ReducedHistory
CBRECbre Group, Inc.CL A14,763$2.07M0.3%+6,785+85.0%AddedHistory
TJXTJX Companies IncStock16,484$2.04M0.3%+381+2.4%AddedHistory
ZTSZoetis Inc.Stock12,823$2.00M0.3%+32+0.3%AddedHistory
FISVFiserv IncStock11,439$1.97M0.3%−924−7.5%ReducedHistory
PLDPrologis, Inc.REIT18,646$1.96M0.3%−3,539−16.0%ReducedHistory
QCOMQualcomm IncStock11,968$1.91M0.3%+2,915+32.2%AddedHistory
INTCIntel CorpStock84,737$1.90M0.3%−9,585−10.2%ReducedHistory
EDConsolidated Edison IncStock18,660$1.87M0.3%−84−0.4%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,242$1.87M0.3%00.0%UnchangedHistory
TELTE Connectivity plcStock11,006$1.86M0.2%+701+6.8%AddedHistory
SNPSSynopsys IncCOM3,574$1.83M0.2%+456+14.6%AddedHistory
ABBVAbbVie Inc.Stock9,862$1.83M0.2%−349−3.4%ReducedHistory
CTASCintas CorpStock7,886$1.76M0.2%−167−2.1%ReducedHistory
CSCOCisco Systems, Inc.Stock24,960$1.73M0.2%−2,268−8.3%ReducedHistory
ORLYO Reilly Automotive IncStock18,901$1.70M0.2%−599−3.1%ReducedConverted for a 15-for-1 splitHistory
CEGConstellation Energy CorpStock5,265$1.70M0.2%+1,849+54.1%AddedHistory
UNHUnitedHealth Group IncStock5,403$1.69M0.2%−73−1.3%ReducedHistory
MCOMoodys CorpStock3,352$1.68M0.2%+64+1.9%AddedHistory
PNCPNC Financial Services Group, Inc.Stock8,984$1.67M0.2%+364+4.2%AddedHistory
iShares MSCI India ETF46429B598ETF30,045$1.67M0.2%+30,045New–
UPSUnited Parcel Service IncStock16,566$1.67M0.2%+889+5.7%AddedHistory
ECLEcolab Inc.Stock6,103$1.64M0.2%−83−1.3%ReducedHistory
UBERUber Technologies, IncStock17,617$1.64M0.2%+987+5.9%AddedHistory
COPConocoPhillipsStock17,939$1.61M0.2%+1,568+9.6%AddedHistory
FTNTFortinet, Inc.Stock15,078$1.59M0.2%+840+5.9%AddedHistory
HLTHilton Worldwide Holdings Inc.COM5,817$1.55M0.2%+251+4.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock20,722$1.54M0.2%+35+0.2%AddedHistory
WDAYWorkday, Inc.CL A6,341$1.52M0.2%+2,800+79.1%AddedHistory
EQIXEquinix IncCOM1,912$1.52M0.2%−300−13.6%ReducedHistory
ITWIllinois Tool Works IncStock6,124$1.51M0.2%−181−2.9%ReducedHistory
USBUS Bancorp DECOM NEW33,459$1.51M0.2%+1,148+3.6%AddedHistory
HCAHCA Healthcare, Inc.COM3,951$1.51M0.2%+4+0.1%AddedHistory
CLColgate Palmolive CoStock16,497$1.50M0.2%−162−1.0%ReducedHistory
TRVTravelers Companies, Inc.Stock5,589$1.50M0.2%−49−0.9%ReducedHistory

Sold out since Q1 2025 (123)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 123 by value last quarter.

Positions of V-Square Quantitative Management LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
BABAAlibaba Group Holding LtdADR12,650$1.67M0.2%History
IBNIcici Bank LtdADR50,740$1.60M0.2%History
SONYSony Group CorpSPONSORED ADR58,606$1.49M0.2%History
KBKB Financial Group Inc.SPONSORED ADR21,940$1.19M0.2%History
JDJD.com, Inc.SPON ADS CL A24,495$1.01M0.1%History
DFSDiscover Financial ServicesCOM4,807$820.6K0.1%History
CCEPCoca-Cola Europacific Partners plcSHS9,130$794.6K0.1%History
SHGShinhan Financial Group Co LtdSPN ADR RESTRD24,349$781.1K0.1%History
INFYInfosys LtdSPONSORED ADR42,115$768.6K0.1%History
NTRNutrien Ltd.COM10,115$722.4K0.1%History
NVTnVent Electric plcSHS13,352$699.9K0.1%History
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR39,799$615.3K0.1%History
NTESNetEase, Inc.SPONSORED ADS5,396$555.4K0.1%History
BAPCredicorp LtdCOM2,880$536.1K0.1%History
EXLSExlService Holdings, Inc.COM10,020$473.0K0.1%History
UGIUgi CorpStock13,844$457.8K0.1%History
BUDAnheuser-Busch InBev SA/NVADR7,285$448.5K0.1%History
iShares Inc46434G814MSCI MLY ETF NEW17,135$395.5K0.1%–
SWXSouthwest Gas Holdings, Inc.COM5,487$394.0K0.1%History
TEXTerex CorpStock9,222$348.4K0.1%History
KEXKirby CorpCOM3,234$326.7K<0.1%History
RCIRogers Communications IncCL B5,795$222.7K<0.1%History
CIBGrupo Cibest S.A.SPON ADR PREF5,288$212.6K<0.1%History
iShares Inc464286400MSCI BRAZIL ETF6,640$171.6K<0.1%–
ALLYAlly Financial Inc.Stock4,047$147.6K<0.1%History
TWTradeweb Markets Inc.Stock515$76.5K<0.1%History
CECelanese CorpStock1,222$69.4K<0.1%History
SUSuncor Energy IncStock1,200$66.9K<0.1%History
EHCEncompass Health CorpCOM581$58.8K<0.1%History
NFGNational Fuel Gas CoStock722$57.2K<0.1%History
FTITechnipFMC plcCOM1,730$54.8K<0.1%History
LEN.BLennar CorpCL B502$54.8K<0.1%History
MTGMgic Investment CorpCOM2,173$53.8K<0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM467$53.3K<0.1%History
COKECoca-Cola Consolidated, Inc.COM39$52.6K<0.1%History
CMAComerica IncCOM838$49.5K<0.1%History
CSLCarlisle Companies IncCOM143$48.7K<0.1%History
INSMINSMED IncCOM PAR $.01620$47.3K<0.1%History
DBXDropbox, Inc.CL A1,653$44.2K<0.1%History
RDNRadian Group IncCOM1,333$44.1K<0.1%History
LSCCLattice Semiconductor CorpCOM827$43.4K<0.1%History
RNRRenaissancere Holdings LtdCOM180$43.2K<0.1%History
SSDSimpson Manufacturing Co., Inc.COM273$42.9K<0.1%History
GMEDGlobus Medical IncStock582$42.6K<0.1%History
RSReliance, Inc.COM142$41.0K<0.1%History
FMCFMC CorpCOM NEW963$40.6K<0.1%History
DCIDonaldson Co IncStock605$40.6K<0.1%History
TTCToro CoCOM551$40.1K<0.1%History
MSMMSC Industrial Direct Co IncCL A515$40.0K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A21$38.9K<0.1%History
BRBRBellring Brands, Inc.Stock517$38.5K<0.1%History
RHIRobert Half Inc.COM679$37.0K<0.1%History
IDCCInterDigital, Inc.COM179$37.0K<0.1%History
OZKBank OZKCOM851$37.0K<0.1%History
LPXLouisiana-Pacific CorpCOM397$36.5K<0.1%History
MRPMillrose Properties, Inc.COM CL A1,373$36.4K<0.1%History
LEALear CorpCOM NEW395$34.8K<0.1%History
DTDynatrace, Inc.Stock731$34.5K<0.1%History
ALKSAlkermes plc.SHS1,031$34.0K<0.1%History
RLIRli CorpCOM416$33.4K<0.1%History
ALSumisho Air Lease CorpCL A682$32.9K<0.1%History
AWIArmstrong World Industries IncCOM233$32.8K<0.1%History
BCBrunswick CorpCOM603$32.5K<0.1%History
PATHUiPath, Inc.Stock3,030$31.2K<0.1%History
MDUMdu Resources Group IncStock1,834$31.0K<0.1%History
MWAMueller Water Products, Inc.COM SER A1,217$30.9K<0.1%History
ASOAcademy Sports & Outdoors, Inc.COM677$30.9K<0.1%History
THGHanover Insurance Group, Inc.COM176$30.6K<0.1%History
GWREGuidewire Software, Inc.COM161$30.2K<0.1%History
MATMattel IncCOM1,546$30.0K<0.1%History
IDAIdacorp IncCOM256$29.8K<0.1%History
EXASExact Sciences CorpCOM686$29.7K<0.1%History
IRTIndependence Realty Trust, Inc.COM1,390$29.5K<0.1%History
ILMNIllumina, Inc.COM371$29.4K<0.1%History
EPREpr PropertiesCOM SH BEN INT556$29.3K<0.1%History
WTSWatts Water Technologies IncCL A143$29.2K<0.1%History
FLSFlowserve CorpCOM595$29.1K<0.1%History
NJRNew Jersey Resources CorpStock581$28.5K<0.1%History
VFCV F CorpStock1,807$28.0K<0.1%History
WHWyndham Hotels & Resorts, Inc.COM308$27.9K<0.1%History
RGENRepligen CorpCOM219$27.9K<0.1%History
PECOPhillips Edison & Company, Inc.COMMON STOCK749$27.3K<0.1%History
WDFCWD 40 CoCOM112$27.3K<0.1%History
MZTIMarzetti CoCOM155$27.1K<0.1%History
FRFirst Industrial Realty Trust IncCOM502$27.1K<0.1%History
SIGISelective Insurance Group IncCOM292$26.7K<0.1%History
POSTPost Holdings, Inc.COM229$26.6K<0.1%History
NWENorthWestern Energy Group, Inc.COM NEW459$26.6K<0.1%History
FAFFirst American Financial CorpStock404$26.5K<0.1%History
RMBSRambus IncCOM508$26.3K<0.1%History
RGLDRoyal Gold IncStock159$26.0K<0.1%History
SNXTD Synnex CorpCOM250$26.0K<0.1%History
WKWorkiva IncCOM CL A341$25.9K<0.1%History
GNTXGentex CorpCOM1,103$25.7K<0.1%History
AGOAssured Guaranty LtdCOM290$25.5K<0.1%History
FTDRFrontdoor, Inc.COM648$24.9K<0.1%History
UMBFUmb Financial CorpCOM243$24.6K<0.1%History
EBCEastern Bankshares, Inc.COM1,497$24.6K<0.1%History
TRNOTerreno Realty CorpCOM387$24.5K<0.1%History
BRXBrixmor Property Group Inc.COM920$24.4K<0.1%History