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Objectivity Squared, LLC

SEC CIK
0002011113
Latest filing
Aug 7, 2026

Holdings changes from Q2 2025 to Q3 2025

Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.

Choose two quarters to compare

New
6
Est. +$2.06M
Added
30
Est. +$13.8M
Reduced
6
Est. −$2.78M
Sold out
3
Est. −$707.4K

Portfolio value went from $145.5M to $167.6M (+$22.2M (+15.2%)); positions from 50 to 53 (+3).

All Q3 2025 holdingsAll Q2 2025 holdings

In the shares, value and % of portfolio columns, the top figure is Q3 2025 and the gray one below is Q2 2025. For stocks that split between the two quarters, Q2 2025 shares are converted at the split ratio before comparing.

Holdings of Objectivity Squared, LLC in Q2 2025 and Q3 2025 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
iShares Russell 1000 Value ETF464287598Added–146,519134,765+11,754+8.7%$29.8M$26.2M+$2.39M17.8%18.0%−0.20
iShares Russell 1000 Growth ETF464287614Added–38,70536,237+2,468+6.8%$18.1M$15.4M+$1.16M10.8%10.6%+0.24
iShares Core Dividend Growth ETF46434V621Added–261,986241,521+20,465+8.5%$17.8M$15.4M+$1.39M10.6%10.6%+0.02
First Tr Exchng Traded FD VI33740F367Reduced–413,364460,233−46,869−10.2%$15.2M$16.5M−$1.73M9.1%11.3%−2.22
Vanguard Ftse Developed Markets ETF921943858Added–220,092199,011+21,081+10.6%$13.2M$11.3M+$1.26M7.9%7.8%+0.07
American Centy ETF Tr025072877Added–122,830111,995+10,835+9.7%$12.2M$10.2M+$1.08M7.3%7.0%+0.28
American Centy ETF Tr025072604Added–79,92072,374+7,546+10.4%$6.00M$4.96M+$566.8K3.6%3.4%+0.17
USACUSA Compression Partners, LPAddedHistory225,429220,603+4,826+2.2%$5.41M$5.36M+$115.8K3.2%3.7%−0.46
MPLXMPLX LPAddedHistory97,31395,486+1,827+1.9%$4.86M$4.92M+$91.3K2.9%3.4%−0.48
GOOGAlphabet Inc.AddedHistory19,64319,626+17+0.1%$4.78M$3.48M+$4.14K2.9%2.4%+0.46
AAPLApple Inc.ReducedHistory14,87714,940−63−0.4%$3.79M$3.07M−$16.0K2.3%2.1%+0.15
AMZNAmazon Com IncUnchangedHistory10,63510,63500.0%$2.34M$2.33M$01.4%1.6%−0.21
UBERUber Technologies, IncAddedHistory23,30923,230+79+0.3%$2.28M$2.17M+$7.74K1.4%1.5%−0.13
VSTVistra Corp.AddedHistory11,5715,288+6,283+118.8%$2.27M$1.02M+$1.23M1.4%0.7%+0.65
iShares Tr464288430Added–23,8026,168+17,634+285.9%$2.25M$500.0K+$1.67M1.3%0.3%+1.00
BABoeing CoUnchangedHistory8,8428,84200.0%$1.91M$1.85M$01.1%1.3%−0.14
SPOTSpotify Technology S.A.AddedHistory2,5621,941+621+32.0%$1.79M$1.49M+$433.5K1.1%1.0%+0.04
XOMExxonMobil Holdings CorpReducedHistory14,84514,847−20.0%$1.67M$1.60M−$225.51.0%1.1%−0.10
DELLDell Technologies Inc.AddedHistory10,4505,816+4,634+79.7%$1.48M$713.0K+$656.9K0.9%0.5%+0.39
PWRQuanta Services, Inc.AddedHistory3,5621,531+2,031+132.7%$1.48M$578.7K+$841.7K0.9%0.4%+0.48
EPDEnterprise Products Partners L.P.AddedHistory45,94545,174+771+1.7%$1.44M$1.40M+$24.1K0.9%1.0%−0.11
MSFTMicrosoft CorpAddedHistory2,7572,753+4+0.1%$1.43M$1.37M+$2.07K0.9%0.9%−0.09
TSMTaiwan Semiconductor Manufacturing Co LtdAddedHistory4,7122,131+2,581+121.1%$1.32M$482.6K+$720.8K0.8%0.3%+0.45
First Tr Exchng Traded FD VI33740F250Reduced–35,23839,276−4,038−10.3%$1.21M$1.31M−$138.2K0.7%0.9%−0.18
NVDANVIDIA CorpReducedHistory5,41010,167−4,757−46.8%$1.01M$1.61M−$887.6K0.6%1.1%−0.50
iShares Core S&P 500 ETF464287200Added–1,4971,495+2+0.1%$1.00M$928.5K+$1.34K0.6%0.6%−0.04
ABNBAirbnb, Inc.UnchangedHistory6,6166,61600.0%$803.3K$875.6K$00.5%0.6%−0.12
SPDR Series Trust78464A672Added–26,88326,653+230+0.9%$776.9K$766.8K+$6.65K0.5%0.5%−0.06
SHOPShopify Inc.UnchangedHistory4,9974,99700.0%$742.6K$576.4K$00.4%0.4%+0.05
Tortoise Capital Series Trus890930308New–20,0290+20,029$730.0K$0+$730.0K0.4%0.0%+0.44
Exchange Traded Concepts Tru301505707Unchanged–9,6749,67400.0%$634.2K$578.3K$00.4%0.4%−0.02
AFBIAffinity Bancshares, Inc.UnchangedHistory26,91826,91800.0%$530.8K$494.8K$00.3%0.3%−0.02
BABAAlibaba Group Holding LtdAddedHistory2,8752,064+811+39.3%$513.9K$234.1K+$145.0K0.3%0.2%+0.15
VanEck Vectors ETF Tr92189F114Unchanged–4,2354,23500.0%$513.5K$464.0K$00.3%0.3%−0.01
JNJJohnson & JohnsonReducedHistory2,5892,669−80−3.0%$480.1K$407.6K−$14.8K0.3%0.3%+0.01
MDYSPDR S&P Midcap 400 ETF TrustAddedHistory778776+2+0.3%$463.8K$439.5K+$1.19K0.3%0.3%−0.03
DUKDuke Energy CORPAddedHistory3,7223,720+2+0.1%$460.6K$439.0K+$247.510.3%0.3%−0.03
METAMeta Platforms, Inc.NewHistory6250+625$458.7K$0+$458.7K0.3%0.0%+0.27
Vanguard Intermediate-Term Corporate Bond ETF92206C870Added–4,8144,765+49+1.0%$404.9K$395.1K+$4.12K0.2%0.3%−0.03
AFLAflac IncAddedHistory3,5713,552+19+0.5%$398.9K$374.6K+$2.12K0.2%0.3%−0.02
Vanguard Scottsdale FDS92206C409Added–4,9754,930+45+0.9%$397.7K$391.9K+$3.60K0.2%0.3%−0.03
NSCNorfolk Southern CorpAddedHistory1,1931,188+5+0.4%$358.5K$304.0K+$1.50K0.2%0.2%0.00
iShares Russell 2000 ETF464287655Added–1,3391,335+4+0.3%$324.0K$288.1K+$967.790.2%0.2%0.00
iShares Russell Midcap ETF464287499Added–3,3043,187+117+3.7%$319.0K$293.1K+$11.3K0.2%0.2%−0.01
PYPLPayPal Holdings, Inc.UnchangedHistory4,4554,45500.0%$298.8K$331.1K$00.2%0.2%−0.05
TAT&T Inc.UnchangedHistory10,45510,45500.0%$295.2K$302.6K$00.2%0.2%−0.03
PEPPepsiCo IncAddedHistory2,0692,053+16+0.8%$290.6K$271.1K+$2.25K0.2%0.2%−0.01
GOOGLAlphabet Inc.NewHistory9660+966$235.0K$0+$235.0K0.1%0.0%+0.14
APHAmphenol CorpNewHistory1,8150+1,815$224.6K$0+$224.6K0.1%0.0%+0.13
BRK.BBerkshire Hathaway IncUnchangedHistory43843800.0%$220.2K$212.8K$00.1%0.1%−0.01
iShares MSCI Eafe ETF464287465New–2,2260+2,226$207.8K$0+$207.8K0.1%0.0%+0.12
WMTWalmart Inc.NewHistory1,9780+1,978$203.9K$0+$203.9K0.1%0.0%+0.12
GNWGenworth Financial IncUnchangedHistory19,90719,90700.0%$177.2K$154.9K$00.1%0.1%0.00
PLTRPalantir Technologies Inc.Sold outHistory02,082−2,082−100.0%$0$283.8K−$283.8K0.0%0.2%−0.20
LLYEli Lilly & CoSold outHistory0276−276−100.0%$0$215.3K−$215.3K0.0%0.1%−0.15
DISWalt Disney CoSold outHistory01,679−1,679−100.0%$0$208.2K−$208.2K0.0%0.1%−0.14

Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.