SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Objectivity Squared, LLC

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

Reported Value
$144M
Q3 2024
Positions
50
Filings on Record
10
2019–present window
Filed
Oct 8, 2024
original filing

Summary

Objectivity Squared, LLC reported $144M in U.S.-listed holdings across 50 positions for Q3 2024.

Its largest position, American Centy Etf Tr, represents 14.5% of the portfolio.

Compared with Q2 2024, the fund opened 3 new positions and exited 1.

Portfolio Metrics

Turnover
+1.6%
vs prior filed quarter
Top-10 Concentration
+73.1%
share of reported value
Largest Position
+14.5%
American Centy Etf Tr
New / Exited
3 / 1
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: 75.2%Common Stock: 16.9%MLP: 6.9%Other: 1.1%
  • ETP · 75.2% · $108M
  • Common Stock · 16.9% · $24M
  • MLP · 6.9% · $10M
  • Other · 1.1% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CELHCELSIUS HLDGS INCNEW+8.0K8.0K+$230,560$230,560
PEGPUBLIC SVC ENTERPRISE GRP INNEW+2.3K2.3K+$204,663$204,663
SBUXSTARBUCKS CORPNEW+2.1K2.1K+$203,542$203,542
UBERUBER TECHNOLOGIES INCADDED+44.4K59.8K+$3M$4M
DISDISNEY WALT COSOLD OUT2.1K0$205,516$0
ISHARES TRADDED+21.9K73.6K+$4M$14M
ISHARES TRTRIMMED9111.5K$513,244$855,410
AMERICAN CENTY ETF TRADDED+37.5K218.6K+$3M$21M

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

Holdings — Q3 2024

39 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRRUS 1000 VAL ETF · CORE DIV GRWTH · RUS 1000 GRW ETF · RUSSELL 2000 ETF · CORE S&P500 ETF · RUS MID CAP ETF26.49%$38M299.6K
2AMERICAN CENTY ETF TRUS SML CP VALU · US EQT ETF · AVANTIS EMGMKT20.46%$29M328.5K
3FIRST TR EXCHNG TRADED FD VIFT VEST U.S · FT VEST US EQT11.35%$16M480.4K
4VANECK ETF TRUSTMRNGSTR WDE MOAT · VIDEO GMNG ESPRT8.15%$12M124.3K
5VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT7.21%$10M199.9K
6USACUSA COMPRESSION PARTNERS LPhistory →COMUNIT LTDPAR3.32%$5M206.8K
7UBERUBER TECHNOLOGIES INChistory →COM3.10%$4M59.8K
8MPLXMPLX LPhistory →COM UNIT REP LTD2.67%$4M86.9K
9AAPLAPPLE INChistory →COM2.40%$3M15.6K
10GOOGALPHABET INChistory →CAP STK CL C1.85%$3M16.2K
11EXMOCEXXON MOBIL CORPhistory →COM1.43%$2M16.4K
12AMZNAMAZON COM INChistory →COM1.33%$2M10.6K
13ABNBAIRBNB INChistory →COM CL A1.10%$2M12.1K
14BABOEING COCOM0.96%$1M8.8K
15EPDENTERPRISE PRODS PARTNERS LCOM0.88%$1M42.6K
16NVDANVIDIA CORPORATIONCOM0.85%$1M9.5K
17MSFTMICROSOFT CORPCOM0.74%$1M2.6K
18MANAGED PORTFOLIO SERIESTORTOISE NRAM PI0.52%$750,34723.3K
19SPOTIFY TECHNOLOGY S ASHS0.49%$704,4861.9K
20VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP0.42%$609,3587.6K
21SPDR SER TRPORTFLI INTRMDIT0.41%$586,99820.5K
22AFBIAFFINITY BANCSHARES INCCOM0.41%$586,96827.4K
23EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.38%$545,7279.6K
24MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.30%$434,772769
25JNJJOHNSON & JOHNSONCOM0.29%$418,6592.6K
26DUKDUKE ENERGY CORP NEWCOM NEW0.28%$409,4143.7K
27AFLAFLAC INCCOM0.28%$407,4083.6K
28SHOPSHOPIFY INCCL A0.28%$404,0575.0K
29PYPLPAYPAL HLDGS INCCOM0.25%$363,3374.5K
30PEPPEPSICO INCCOM0.23%$335,9822.0K
31NSCNORFOLK SOUTHN CORPCOM0.20%$284,8831.2K
32LLYELI LILLY & COCOM0.17%$248,028276
33CELHCELSIUS HLDGS INCCOM NEW0.16%$230,5608.0K
34TAT&T INCCOM0.16%$227,70310.5K
35PEGPUBLIC SVC ENTERPRISE GRP INCOM0.14%$204,6632.3K
36SBUXSTARBUCKS CORPCOM0.14%$203,5422.1K
37GNWGENWORTH FINL INCCOM SHS0.10%$150,73822.2K
38AMPLIFY ETF TRAMPLIFY ALTERNAT0.04%$51,65816.4K
39ATAI LIFE SCIENCES NVSHS0.04%$50,63445.2K

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 ↗.