Objectivity Squared, LLC

data from 30/09/2025

Capitalization

$ 167.620 M 15.24 %

Average holding period

6 ans

Performance

$ 27.174 M 22.37 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Objectivity Squared, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IWD ISHARES TR 17.80% 29.830 M $ 146519 2023/12/31 1.261 M $ 4.82 %
2025/09/30 IWF ISHARES TR 10.82% 18.130 M $ 38705 2023/12/31 1.588 M $ 10.32 %
2025/09/30 DGRO ISHARES TR 10.64% 17.836 M $ 261986 2023/12/31 999.896 K $ 6.47 %
2025/09/30 XOCT FIRST TR EXCHNG TRADED FD VI 9.09% 15.237 M $ 413364 2023/12/31 510.858 K $ 3.11 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 7.87% 13.188 M $ 220092 2023/12/31 579.122 K $ 5.10 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 7.29% 12.225 M $ 122830 2023/12/31 944.117 K $ 9.25 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 3.58% 6.003 M $ 79920 2023/12/31 475.497 K $ 9.59 %
2025/09/30 USAC USA COMPRESSION PARTNERS LP 3.23% 5.410 M $ 225429 2023/12/31 -68.386 K $ -1.28 %
2025/09/30 MPLX MPLX LP 2.90% 4.861 M $ 97313 2023/12/31 -148.958 K $ -3.03 %
2025/09/30 GOOG ALPHABET INC 2.85% 4.784 M $ 19643 2023/12/31 1.298 M $ 37.30 %
2025/09/30 AAPL APPLE INC 2.26% 3.788 M $ 14877 2023/12/31 738.932 K $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 1.39% 2.335 M $ 10635 2023/12/31 1.914 K $ 0.08 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.36% 2.284 M $ 23309 2023/12/31 108.484 K $ 5.01 %
2025/09/30 VST VISTRA CORP 1.35% 2.267 M $ 11571 2024/12/31 11.157 K $ 1.09 %
2025/09/30 AIA ISHARES TR 1.34% 2.252 M $ 23802 2025/06/30 83.514 K $ 16.70 %
2025/09/30 BA BOEING CO 1.14% 1.908 M $ 8842 2023/12/31 55.704 K $ 3.01 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 1.07% 1.788 M $ 2562 2023/12/31 -134.588 K $ -9.04 %
2025/09/30 XOM EXXON MOBIL CORP 1.00% 1.674 M $ 14845 2023/12/31 73.492 K $ 4.59 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.88% 1.481 M $ 10450 2024/12/31 111.492 K $ 15.64 %
2025/09/30 PWR QUANTA SVCS INC 0.88% 1.476 M $ 3562 2025/03/31 55.636 K $ 9.61 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.86% 1.437 M $ 45945 2023/12/31 11.745 K $ 0.84 %
2025/09/30 MSFT MICROSOFT CORP 0.85% 1.428 M $ 2757 2023/12/31 56.546 K $ 4.13 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.79% 1.316 M $ 4712 2024/12/31 112.516 K $ 23.31 %
2025/09/30 FIRST TR EXCHNG TRADED FD VI 0.72% 1.206 M $ 35238 2025/06/30 36.526 K $ 2.79 %
2025/09/30 NVDA NVIDIA CORPORATION 0.60% 1.009 M $ 5410 2024/03/31 290.674 K $ 18.10 %
2025/09/30 IVV ISHARES TR 0.60% 1.002 M $ 1497 2023/12/31 72.357 K $ 7.79 %
2025/09/30 ABNB AIRBNB INC 0.48% 803.315 K $ 6616 2023/12/31 -72.246 K $ -8.25 %
2025/09/30 SPTI SPDR SERIES TRUST 0.46% 776.928 K $ 26883 2023/12/31 3.464 K $ 0.45 %
2025/09/30 SHOP SHOPIFY INC 0.44% 742.604 K $ 4997 2023/12/31 166.200 K $ 28.83 %
2025/09/30 TPYP TORTOISE CAPITAL SERIES TRUS 0.44% 730.050 K $ 20029 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROBO EXCHANGE TRADED CONCEPTS TRU 0.38% 634.239 K $ 9674 2023/12/31 55.915 K $ 9.67 %
2025/09/30 AFBI AFFINITY BANCSHARES INC 0.32% 530.823 K $ 26918 2023/12/31 36.070 K $ 7.29 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.31% 513.888 K $ 2875 2025/06/30 134.820 K $ 57.60 %
2025/09/30 ESPO VANECK ETF TRUST 0.31% 513.465 K $ 4235 2023/12/31 49.507 K $ 10.67 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.29% 480.101 K $ 2589 2023/12/31 87.196 K $ 21.39 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.28% 463.834 K $ 778 2023/12/31 22.930 K $ 5.22 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.27% 460.625 K $ 3722 2023/12/31 21.390 K $ 4.87 %
2025/09/30 META META PLATFORMS INC 0.27% 458.675 K $ 625 2025/09/30 0.000 $ 0.00 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.24% 404.891 K $ 4814 2024/03/31 5.670 K $ 1.44 %
2025/09/30 AFL AFLAC INC 0.24% 398.868 K $ 3571 2023/12/31 22.164 K $ 5.92 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.24% 397.674 K $ 4975 2023/12/31 2.119 K $ 0.54 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.21% 358.461 K $ 1193 2023/12/31 52.794 K $ 17.37 %
2025/09/30 IWM ISHARES TR 0.19% 323.969 K $ 1339 2023/12/31 34.936 K $ 12.13 %
2025/09/30 IWR ISHARES TR 0.19% 318.965 K $ 3304 2023/12/31 14.596 K $ 4.98 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.18% 298.752 K $ 4455 2024/03/31 -32.343 K $ -9.77 %
2025/09/30 T AT&T INC 0.18% 295.241 K $ 10455 2023/12/31 -7.318 K $ -2.42 %
2025/09/30 PEP PEPSICO INC 0.17% 290.586 K $ 2069 2023/12/31 17.245 K $ 6.36 %
2025/09/30 GOOGL ALPHABET INC 0.14% 234.954 K $ 966 2025/09/30 0.000 $ 0.00 %
2025/09/30 APH AMPHENOL CORP NEW 0.13% 224.633 K $ 1815 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.13% 220.200 K $ 438 2025/03/31 7.432 K $ 3.49 %
2025/09/30 EFA ISHARES TR 0.12% 207.797 K $ 2226 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.12% 203.861 K $ 1978 2025/09/30 0.000 $ 0.00 %
2025/09/30 GNW GENWORTH FINL INC 0.11% 177.172 K $ 19907 2023/12/31 22.295 K $ 14.40 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %