SEC 13F Intelligence

Managers / Q1 2026

Objectivity Squared, LLC

CIK 0002011113 · 701 EAST BAY STREET, SUITE 403, CHARLESTON, SC, 29403 · (843) 212-2805

Reported Value
$159M
Q1 2026
Positions
55
Filings on Record
10
2019–present window
Filed
May 13, 2026
original filing

Summary

Objectivity Squared, LLC reported $159M in U.S.-listed holdings across 55 positions for Q1 2026.

Its largest position, Ishares Tr, represents 19.3% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 3.

Portfolio Metrics

Turnover
+3.4%
vs prior filed quarter
Top-10 Concentration
+76.3%
share of reported value
Largest Position
+19.3%
Ishares Tr
New / Exited
1 / 3
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $101MQ4 ’23Q1 ’24: $114MQ2 ’24: $131MQ2 ’24Q3 ’24: $144MQ4 ’24: $144MQ4 ’24Q1 ’25: $119MQ2 ’25: $145MQ2 ’25Q3 ’25: $168MQ4 ’25: $179MQ4 ’25Q1 ’26: $159Mfilingsflow.com

Portfolio Composition

By security type
ETP: 68.5%Common Stock: 20.6%MLP: 8.8%ADR: 1.3%Other: 0.8%
  • ETP · 68.5% · $109M
  • Common Stock · 20.6% · $33M
  • MLP · 8.8% · $14M
  • ADR · 1.3% · $2M
  • Other · 0.8% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES INCNEW+8.9K8.9K+$490,042$490,042
FIRST TR EXCHNG TRADED FD VISOLD OUT400.0K0$15M$0
FIRST TR EXCHNG TRADED FD VISOLD OUT35.0K0$1M$0
ANIKANIKA THERAPEUTICS INCSOLD OUT31.6K0$303,436$0
PROFESIONALLY MANAGED PORTFOTRIMMED12.9K4.1K$898,605$217,161
AFBIAFFINITY BANCSHARES INCTRIMMED14.9K12.0K$282,276$267,120
UBERUBER TECHNOLOGIES INCTRIMMED6.5K17.8K$708,092$1M
IBITISHARES BITCOIN TRUST ETFADDED+2.0K11.0K$26,899$423,427

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRRUS 1000 VAL ETF · CORE DIV GRWTH · RUS 1000 GRW ETF · ASIA 50 ETF · CORE S&P500 ETF · RUSSELL 2000 ETF · RUS MID CAP ETF · MSCI EAFE ETF43.83%$70M473.4K
2AMERICAN CENTY ETF TRUS SML CP VALU · AVANTIS EMGMKT12.29%$19M197.5K
3VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT8.75%$14M216.5K
4GOOGALPHABET INCCAP STK CL C · CAP STK CL A4.88%$8M27.0K
5USACUSA COMPRESSION PARTNERS LPhistory →COM UNIT LTDPAR4.02%$6M235.1K
6MPLXMPLX LPhistory →COM UNIT REP LTD3.64%$6M101.2K
7AAPLAPPLE INChistory →COM2.11%$3M13.2K
8EXMOCEXXON MOBIL CORPhistory →COM1.65%$3M15.4K
9DELLDELL TECHNOLOGIES INChistory →CL C1.39%$2M13.4K
10AMZNAMAZON COM INChistory →COM1.36%$2M10.3K
11MSFTMICROSOFT CORPhistory →COM1.29%$2M5.5K
12PWRQUANTA SVCS INChistory →COM1.22%$2M3.5K
13VSTVISTRA CORPhistory →COM1.13%$2M12.0K
14EPDENTERPRISE PRODS PARTNERS Lhistory →COM1.13%$2M47.4K
15BABOEING COhistory →COM1.11%$2M8.8K
16TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.04%$2M4.9K
17UBERUBER TECHNOLOGIES INCCOM0.81%$1M17.8K
18SPOTIFY TECHNOLOGY S ASHS0.77%$1M2.5K
19VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP0.72%$1M14.1K
20SPDR SERIES TRUSTSTATE STREET SPD0.72%$1M39.7K
21NVDANVIDIA CORPORATIONCOM0.59%$940,1295.4K
22TORTOISE CAPITAL SERIES TRUSNORTH AMRCN PIPE0.54%$855,15320.2K
23EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.42%$664,7699.7K
24JNJJOHNSON & JOHNSONCOM0.39%$618,0312.5K
25SHOPSHOPIFY INCCL A SUB VTG SHS0.37%$582,6614.9K
26ISHARES INCMSCI CDA ETF0.31%$490,0428.9K
27DUKDUKE ENERGY CORP NEWCOM NEW0.31%$487,9063.7K
28MDYSTATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP0.30%$482,940783
29IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.27%$423,42711.0K
30VANECK ETF TRUSTVIDEO GMNG ESPRT0.24%$388,0454.3K
31AFLAFLAC INCCOM0.24%$381,2863.5K
32BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.23%$366,8732.9K
33METAMETA PLATFORMS INCCL A0.23%$362,518634
34NSCNORFOLK SOUTHN CORPCOM0.22%$345,5771.2K
35PEPPEPSICO INCCOM0.21%$325,9762.1K
36TAT&T INCCOM0.19%$308,88010.7K
37AFBIAFFINITY BANCSHARES INCCOM0.17%$267,12012.0K
38APHAMPHENOL CORPCL A0.15%$230,0771.8K
39WMTWALMART INCCOM0.14%$217,9771.8K
40RTXRTX CORPORATIONCOM0.14%$217,2051.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$159M55May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$179M57Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$168M53Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$145M50Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$119M44Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$144M49Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$144M50Oct 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$131M48Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$114M47Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$101M44Feb 9, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.