SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Objectivity Squared, LLC

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

Reported Value
$179M
Q4 2025
Positions
57
Filings on Record
10
2019–present window
Filed
Feb 2, 2026
original filing

Summary

Objectivity Squared, LLC reported $179M in U.S.-listed holdings across 57 positions for Q4 2025.

Its largest position, Ishares Tr, represents 17.6% of the portfolio.

Compared with Q3 2025, the fund opened 6 new positions and exited 2.

Portfolio Metrics

Turnover
+1.5%
vs prior filed quarter
Top-10 Concentration
+75.8%
share of reported value
Largest Position
+17.6%
Ishares Tr
New / Exited
6 / 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: 71.7%Common Stock: 19.6%MLP: 6.8%ADR: 1.1%Other: 0.8%
  • ETP · 71.7% · $128M
  • Common Stock · 19.6% · $35M
  • MLP · 6.8% · $12M
  • ADR · 1.1% · $2M
  • Other · 0.8% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PROFESIONALLY MANAGED PORTFONEW+17.0K17.0K+$1M$1M
IBITISHARES BITCOIN TRUST ETFNEW+9.1K9.1K+$450,326$450,326
ANIKANIKA THERAPEUTICS INCNEW+31.6K31.6K+$303,436$303,436
LLYELI LILLY & CONEW+249249+$267,925$267,925
RTXRTX CORPORATIONNEW+1.1K1.1K+$206,508$206,508
DAREDARE BIOSCIENCE INCNEW+10.9K10.9K+$21,066$21,066
MSFTMICROSOFT CORPADDED+2.8K5.6K+$1M$3M
ABNBAIRBNB INCSOLD OUT6.6K0$803,315$0

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

Holdings — Q4 2025

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 ETF40.47%$72M484.7K
2AMERICAN CENTY ETF TRUS SML CP VALU · AVANTIS EMGMKT10.73%$19M208.1K
3FIRST TR EXCHNG TRADED FD VIFT VEST U.S · VEST US EQUITY E9.13%$16M435.0K
4VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT7.95%$14M227.6K
5GOOGALPHABET INCCAP STK CL C · CAP STK CL A4.76%$9M27.1K
6MPLXMPLX LPhistory →COM UNIT REP LTD2.96%$5M99.3K
7USACUSA COMPRESSION PARTNERS LPhistory →COM UNIT LTDPAR2.96%$5M230.4K
8AAPLAPPLE INChistory →COM2.04%$4M13.4K
9MSFTMICROSOFT CORPhistory →COM1.51%$3M5.6K
10AMZNAMAZON COM INChistory →COM1.36%$2M10.5K
11VSTVISTRA CORPhistory →COM1.12%$2M12.4K
12UBERUBER TECHNOLOGIES INChistory →COM1.11%$2M24.3K
13BABOEING COhistory →COM1.07%$2M8.8K
14EXMOCEXXON MOBIL CORPhistory →COM1.01%$2M15.0K
15DELLDELL TECHNOLOGIES INCCL C0.97%$2M13.8K
16PWRQUANTA SVCS INCCOM0.86%$2M3.6K
17TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.84%$2M5.0K
18SPOTIFY TECHNOLOGY S ASHS0.84%$1M2.6K
19EPDENTERPRISE PRODS PARTNERS LCOM0.84%$1M46.7K
20PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF0.62%$1M17.0K
21VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD · INT-TERM CORP0.60%$1M13.0K
22SPDR SERIES TRUSTSTATE STREET SPD0.59%$1M36.5K
23NVDANVIDIA CORPORATIONCOM0.57%$1M5.4K
24SHOPSHOPIFY INCCL A SUB VTG SHS0.45%$804,3675.0K
25TORTOISE CAPITAL SERIES TRUSNORTH AMERN PIPE0.40%$706,89420.0K
26EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.38%$673,3189.7K
27AFBIAFFINITY BANCSHARES INCCOM0.31%$549,39626.9K
28JNJJOHNSON & JOHNSONCOM0.30%$543,7592.6K
29MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.26%$470,754780
30IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.25%$450,3269.1K
31VANECK ETF TRUSTVIDEO GMNG ESPRT0.25%$444,2384.3K
32DUKDUKE ENERGY CORP NEWCOM NEW0.24%$436,5293.7K
33BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.24%$428,0462.9K
34METAMETA PLATFORMS INCCL A0.24%$421,850639
35AFLAFLAC INCCOM0.22%$387,7203.5K
36NSCNORFOLK SOUTHN CORPCOM0.19%$346,1661.2K
37ANIKANIKA THERAPEUTICS INCCOM0.17%$303,43631.6K
38PEPPEPSICO INCCOM0.17%$299,8292.1K
39LLYELI LILLY & COCOM0.15%$267,925249
40TAT&T INCCOM0.15%$259,69510.5K

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 ↗.