SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Objectivity Squared, LLC

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

Reported Value
$131M
Q2 2024
Positions
48
Filings on Record
10
2019–present window
Filed
Jul 18, 2024
original filing

Summary

Objectivity Squared, LLC reported $131M in U.S.-listed holdings across 48 positions for Q2 2024.

Its largest position, American Centy Etf Tr, represents 13.6% of the portfolio.

Compared with Q1 2024, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+0.8%
vs prior filed quarter
Top-10 Concentration
+72.7%
share of reported value
Largest Position
+13.6%
American Centy Etf Tr
New / Exited
3 / 2
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: 75.3%Common Stock: 16.1%MLP: 7.5%Other: 1.1%
  • ETP · 75.3% · $98M
  • Common Stock · 16.1% · $21M
  • MLP · 7.5% · $10M
  • Other · 1.1% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMERICAN CENTY ETF TRNEW+44.9K44.9K+$4M$4M
FIRST TR EXCHNG TRADED FD VINEW+7.9K7.9K+$276,999$276,999
FIRST TR EXCHNG TRADED FD VINEW+5.4K5.4K+$202,047$202,047
NVDANVIDIA CORPORATIONADDED+7.5K8.1K+$496,771$1M
XLESELECT SECTOR SPDR TRSOLD OUT4.3K0$415,603$0
CERUEURDARE BIOSCIENCE INCSOLD OUT27.0K0$12,922$0
SPDR SER TRADDED+3.9K19.1K+$121,799$540,533
ISHARES TRADDED+3.6K21.4K+$2M$8M

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

Holdings — Q2 2024

37 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE DIV GRWTH · RUS 1000 VAL ETF · RUS 1000 GRW ETF · RUSSELL 2000 ETF · CORE S&P500 ETF · RUS MID CAP ETF25.55%$33M272.0K
2AMERICAN CENTY ETF TRUS SML CP VALU · US EQT ETF · AVANTIS EMGMKT19.79%$26M287.6K
3FIRST TR EXCHNG TRADED FD VIFT VEST U.S · FT VEST US EQT12.33%$16M480.8K
4VANECK ETF TRUSTMRNGSTR WDE MOAT · VIDEO GMNG ESPRT8.19%$11M121.4K
5VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT7.85%$10M199.7K
6USACUSA COMPRESSION PARTNERS LPhistory →COMUNIT LTDPAR3.81%$5M202.2K
7AAPLAPPLE INChistory →COM2.81%$4M15.6K
8MPLXMPLX LPhistory →COM UNIT REP LTD2.75%$4M85.1K
9GOOGALPHABET INChistory →CAP STK CL C2.27%$3M16.0K
10AMZNAMAZON COM INChistory →COM1.54%$2M10.4K
11EXMOCEXXON MOBIL CORPhistory →COM1.49%$2M16.8K
12ABNBAIRBNB INChistory →COM CL A1.40%$2M12.1K
13BABOEING COhistory →COM1.26%$2M8.8K
14EPDENTERPRISE PRODS PARTNERS LCOM0.95%$1M41.8K
15MSFTMICROSOFT CORPCOM0.88%$1M2.6K
16UBERUBER TECHNOLOGIES INCCOM0.87%$1M15.4K
17NVDANVIDIA CORPORATIONCOM0.78%$1M8.1K
18MANAGED PORTFOLIO SERIESTORTOISE NRAM PI0.53%$696,41323.6K
19SPOTIFY TECHNOLOGY S ASHS0.44%$579,3881.9K
20AFBIAFFINITY BANCSHARES INCCOM0.44%$575,19027.4K
21EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.43%$564,2969.6K
22SPDR SER TRPORTFLI INTRMDIT0.41%$540,53319.1K
23VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP0.41%$530,0236.7K
24MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.33%$435,940766
25DUKDUKE ENERGY CORP NEWCOM NEW0.30%$395,4633.7K
26JNJJOHNSON & JOHNSONCOM0.30%$394,2732.6K
27AFLAFLAC INCCOM0.26%$339,2353.6K
28PEPPEPSICO INCCOM0.25%$329,1012.0K
29SHOPSHOPIFY INCCL A0.25%$327,6144.7K
30NSCNORFOLK SOUTHN CORPCOM0.21%$272,8711.2K
31LLYELI LILLY & COCOM0.20%$259,919276
32PYPLPAYPAL HLDGS INCCOM0.20%$255,8324.1K
33DISDISNEY WALT COCOM0.16%$205,5162.1K
34TAT&T INCCOM0.15%$197,07110.5K
35GNWGENWORTH FINL INCCOM SHS0.11%$141,85822.2K
36ATAI LIFE SCIENCES NVSHS0.06%$74,14345.2K
37AMPLIFY ETF TRAMPLIFY ALTERNAT0.05%$59,85816.4K

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 ↗.