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Objectivity Squared, LLC

SEC CIK
0002011113
Latest filing
Aug 7, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
53
+3 vs. Q2 2025
Portfolio value
$167.6M
+$22.2M (+15.2%) vs. Q2 2025
Filed
Nov 6, 2025
SEC
Holdings of Objectivity Squared, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Value ETF464287598ETF146,519$29.8M17.8%+11,754+8.7%Added–
iShares Russell 1000 Growth ETF464287614ETF38,705$18.1M10.8%+2,468+6.8%Added–
iShares Core Dividend Growth ETF46434V621ETF261,986$17.8M10.6%+20,465+8.5%Added–
First Tr Exchng Traded FD VI33740F367FT VEST U.S413,364$15.2M9.1%−46,869−10.2%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF220,092$13.2M7.9%+21,081+10.6%Added–
American Centy ETF Tr025072877US SML CP VALU122,830$12.2M7.3%+10,835+9.7%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT79,920$6.00M3.6%+7,546+10.4%Added–
USACUSA Compression Partners, LPCOMUNIT LTDPAR225,429$5.41M3.2%+4,826+2.2%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD97,313$4.86M2.9%+1,827+1.9%AddedHistory
GOOGAlphabet Inc.Stock19,643$4.78M2.9%+17+0.1%AddedHistory
AAPLApple Inc.Stock14,877$3.79M2.3%−63−0.4%ReducedHistory
AMZNAmazon Com IncStock10,635$2.34M1.4%00.0%UnchangedHistory
UBERUber Technologies, IncStock23,309$2.28M1.4%+79+0.3%AddedHistory
VSTVistra Corp.Stock11,571$2.27M1.4%+6,283+118.8%AddedHistory
iShares Tr464288430ASIA 50 ETF23,802$2.25M1.3%+17,634+285.9%Added–
BABoeing CoStock8,842$1.91M1.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock2,562$1.79M1.1%+621+32.0%AddedHistory
XOMExxonMobil Holdings CorpCOM14,845$1.67M1.0%−20.0%ReducedHistory
DELLDell Technologies Inc.Stock10,450$1.48M0.9%+4,634+79.7%AddedHistory
PWRQuanta Services, Inc.COM3,562$1.48M0.9%+2,031+132.7%AddedHistory
EPDEnterprise Products Partners L.P.Stock45,945$1.44M0.9%+771+1.7%AddedHistory
MSFTMicrosoft CorpStock2,757$1.43M0.9%+4+0.1%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,712$1.32M0.8%+2,581+121.1%AddedHistory
First Tr Exchng Traded FD VI33740F250VEST US EQUITY E35,238$1.21M0.7%−4,038−10.3%Reduced–
NVDANVIDIA CorpStock5,410$1.01M0.6%−4,757−46.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,497$1.00M0.6%+2+0.1%Added–
ABNBAirbnb, Inc.Stock6,616$803.3K0.5%00.0%UnchangedHistory
SPDR Series Trust78464A672ST INTER ETF26,883$776.9K0.5%+230+0.9%Added–
SHOPShopify Inc.Stock4,997$742.6K0.4%00.0%UnchangedHistory
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE20,029$730.0K0.4%+20,029New–
Exchange Traded Concepts Tru301505707ROBO GLB ETF9,674$634.2K0.4%00.0%Unchanged–
AFBIAffinity Bancshares, Inc.COM26,918$530.8K0.3%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR2,875$513.9K0.3%+811+39.3%AddedHistory
VanEck Vectors ETF Tr92189F114VIDEO GAMING4,235$513.5K0.3%00.0%Unchanged–
JNJJohnson & JohnsonStock2,589$480.1K0.3%−80−3.0%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF778$463.8K0.3%+2+0.3%AddedHistory
DUKDuke Energy CORPStock3,722$460.6K0.3%+2+0.1%AddedHistory
METAMeta Platforms, Inc.Stock625$458.7K0.3%+625NewHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4,814$404.9K0.2%+49+1.0%Added–
AFLAflac IncStock3,571$398.9K0.2%+19+0.5%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,975$397.7K0.2%+45+0.9%Added–
NSCNorfolk Southern CorpStock1,193$358.5K0.2%+5+0.4%AddedHistory
iShares Russell 2000 ETF464287655ETF1,339$324.0K0.2%+4+0.3%Added–
iShares Russell Midcap ETF464287499ETF3,304$319.0K0.2%+117+3.7%Added–
PYPLPayPal Holdings, Inc.Stock4,455$298.8K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock10,455$295.2K0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock2,069$290.6K0.2%+16+0.8%AddedHistory
GOOGLAlphabet Inc.Stock966$235.0K0.1%+966NewHistory
APHAmphenol CorpCL A1,815$224.6K0.1%+1,815NewHistory
BRK.BBerkshire Hathaway IncStock438$220.2K0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF2,226$207.8K0.1%+2,226New–
WMTWalmart Inc.Stock1,978$203.9K0.1%+1,978NewHistory
GNWGenworth Financial IncCOM SHS19,907$177.2K0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (3)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Objectivity Squared, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
PLTRPalantir Technologies Inc.Stock2,082$283.8K0.2%History
LLYEli Lilly & CoStock276$215.3K0.1%History
DISWalt Disney CoStock1,679$208.2K0.1%History