SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Objectivity Squared, LLC

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

Reported Value
$145M
Q2 2025
Positions
50
Filings on Record
10
2019–present window
Filed
Jul 23, 2025
original filing

Summary

Objectivity Squared, LLC reported $145M in U.S.-listed holdings across 50 positions for Q2 2025.

Its largest position, Ishares Tr, represents 18.0% of the portfolio.

Compared with Q1 2025, the fund opened 9 new positions and exited 3.

Portfolio Metrics

Turnover
+15.3%
vs prior filed quarter
Top-10 Concentration
+78.2%
share of reported value
Largest Position
+18.0%
Ishares Tr
New / Exited
9 / 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: 73.1%Common Stock: 17.4%MLP: 8.0%Other: 1.0%ADR: 0.5%
  • ETP · 73.1% · $106M
  • Common Stock · 17.4% · $25M
  • MLP · 8.0% · $12M
  • Other · 1.0% · $1M
  • ADR · 0.5% · $716,677

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
USACUSA COMPRESSION PARTNERS LPNEW+220.6K220.6K+$5M$5M
MPLXMPLX LPNEW+95.5K95.5K+$5M$5M
EPDENTERPRISE PRODS PARTNERS LNEW+45.2K45.2K+$1M$1M
FIRST TR EXCHNG TRADED FD VINEW+39.3K39.3K+$1M$1M
ISHARES TRNEW+6.2K6.2K+$499,978$499,978
TSMTAIWAN SEMICONDUCTOR MFG LTDNEW+2.1K2.1K+$482,599$482,599
PLTRPALANTIR TECHNOLOGIES INCNEW+2.1K2.1K+$283,818$283,818
BABAALIBABA GROUP HLDG LTDNEW+2.1K2.1K+$234,078$234,078

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

Holdings — Q2 2025

41 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRRUS 1000 VAL ETF · CORE DIV GRWTH · RUS 1000 GRW ETF · CORE S&P500 ETF · ASIA 50 ETF · RUS MID CAP ETF · RUSSELL 2000 ETF40.57%$59M424.7K
2FIRST TR EXCHNG TRADED FD VIFT VEST U.S · VEST US EQUITY E12.21%$18M499.5K
3AMERICAN CENTY ETF TRUS SML CP VALU · AVANTIS EMGMKT10.43%$15M184.4K
4VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT7.80%$11M199.0K
5USACUSA COMPRESSION PARTNERS LPhistory →COMUNIT LTDPAR3.69%$5M220.6K
6MPLXMPLX LPhistory →COM UNIT REP LTD3.38%$5M95.5K
7GOOGALPHABET INChistory →CAP STK CL C2.39%$3M19.6K
8AAPLAPPLE INChistory →COM2.11%$3M14.9K
9AMZNAMAZON COM INChistory →COM1.60%$2M10.6K
10UBERUBER TECHNOLOGIES INChistory →COM1.49%$2M23.2K
11BABOEING COhistory →COM1.27%$2M8.8K
12NVDANVIDIA CORPORATIONhistory →COM1.10%$2M10.2K
13EXMOCEXXON MOBIL CORPhistory →COM1.10%$2M14.8K
14SPOTIFY TECHNOLOGY S ASHS1.02%$1M1.9K
15EPDENTERPRISE PRODS PARTNERS LCOM0.96%$1M45.2K
16MSFTMICROSOFT CORPCOM0.94%$1M2.8K
17VSTVISTRA CORPCOM0.70%$1M5.3K
18ABNBAIRBNB INCCOM CL A0.60%$875,5616.6K
19VANGUARD SCOTTSDALE FDSINT-TERM CORP · SHRT TRM CORP BD0.54%$787,0019.7K
20SPDR SERIES TRUSTPORTFLI INTRMDIT0.53%$766,81826.7K
21DELLDELL TECHNOLOGIES INCCL C0.49%$713,0485.8K
22PWRQUANTA SVCS INCCOM0.40%$578,6721.5K
23EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.40%$578,3229.7K
24SHOPSHOPIFY INCCL A SUB VTG SHS0.40%$576,4045.0K
25AFBIAFFINITY BANCSHARES INCCOM0.34%$494,75326.9K
26TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.33%$482,5992.1K
27VANECK ETF TRUSTVIDEO GMNG ESPRT0.32%$463,9524.2K
28MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.30%$439,489776
29DUKDUKE ENERGY CORP NEWCOM NEW0.30%$438,9893.7K
30JNJJOHNSON & JOHNSONCOM0.28%$407,6362.7K
31AFLAFLAC INCCOM0.26%$374,5523.6K
32PYPLPAYPAL HLDGS INCCOM0.23%$331,0964.5K
33NSCNORFOLK SOUTHN CORPCOM0.21%$304,0061.2K
34TAT&T INCCOM0.21%$302,55910.5K
35PLTRPALANTIR TECHNOLOGIES INCCL A0.20%$283,8182.1K
36PEPPEPSICO INCCOM0.19%$271,1352.1K
37BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.16%$234,0782.1K
38LLYELI LILLY & COCOM0.15%$215,318276
39BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.15%$212,767438
40DISDISNEY WALT COCOM0.14%$208,2181.7K
41GNWGENWORTH FINL INCCOM SHS0.11%$154,87619.9K

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 ↗.