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The Analysis of Objectivity Squared, LLC's Holdings & P&L

Currently, Objectivity Squared, LLC holds 55 types of securities in its portfolio with a total value $158.6M. In the most recent quarter, they have increased their positions in EWC (+8.9K shares, valued at $490.0K), AIA (+3.4K shares, valued at $357.9K), USAC (+4.7K shares, valued at $127.6K); decreased their positions in IWD (-5.6K shares, valued at $1.2M), VEA (-11.1K shares, valued at $710.6K), DGRO (-10.0K shares, valued at $704.5K); initiated new positions in EWC (+8.9K shares, valued at $490.0K).

1M P&L

+7.7M+4.77%

3M P&L

-38.6M-18.52%

HY P&L

-31.9M-15.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A108.5M

72.3%

2Oil & Gas Midstream7.6M

5.0%

3Oil & Gas Equipment & Services6.4M

4.3%

Top Industries by Stock Count

1N/A20 stocks

40.8%

2Insurance - Life2 stocks

4.1%

3Internet Retail2 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWD ISHARES TR143.6K shares-3.74%2026-03-312026-05-13

DGRO ISHARES TR256.1K shares-3.77%2026-03-312026-05-13

IWF ISHARES TR37.7K shares-3.30%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS216.5K shares-4.87%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR120.0K shares-4.72%2026-03-312026-05-13

ALPHABET INC ALPHABET INC25.9K shares-0.37%2026-03-312026-05-13

USAC USA COMPRESSION PARTNERS LP235.1K shares2.04%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR77.5K shares-5.76%2026-03-312026-05-13

Sponsored

MPLX MPLX LP101.2K shares1.90%2026-03-312026-05-13

AAPL APPLE INC13.2K shares-1.61%2026-03-312026-05-13

AIA ISHARES TR27.6K shares13.93%2026-03-312026-05-13

XOM EXXON MOBIL CORP15.4K shares3.27%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC13.4K shares-3.01%2026-03-312026-05-13

AMZN AMAZON COM INC10.3K shares-1.60%2026-03-312026-05-13

MSFT MICROSOFT CORP5.5K shares-0.47%2026-03-312026-05-13

PWR QUANTA SVCS INC3.5K shares-3.73%2026-03-312026-05-13

Sponsored

VST VISTRA CORP12.0K shares-3.44%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L47.4K shares1.49%2026-03-312026-05-13

BA BOEING CO8.8K shares0.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC4.9K shares-1.94%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC17.8K shares-26.86%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A2.5K shares-2.71%2026-03-312026-05-13

SPTI SPDR SERIES TRUST39.7K shares8.66%2026-03-312026-05-13

IVV ISHARES TR1.5K shares2.01%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION5.4K shares-0.63%2026-03-312026-05-13

TPYP TORTOISE CAPITAL SERIES TRUS20.2K shares0.79%2026-03-312026-05-13

ROBO EXCHANGE TRADED CONCEPTS TRU9.7K shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON2.5K shares-3.77%2026-03-312026-05-13

SHOP SHOPIFY INC4.9K shares-1.70%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS7.2K shares8.49%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS6.9K shares7.99%2026-03-312026-05-13

EWC ISHARES INC8.9K sharesnew addition2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K shares0.05%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 40783 shares0.38%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF11.0K shares21.51%2026-03-312026-05-13

ESPO VANECK ETF TRUST4.3K shares0.00%2026-03-312026-05-13

AFL AFLAC INC3.5K shares-1.17%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD2.9K shares0.14%2026-03-312026-05-13

META META PLATFORMS INC634 shares-0.78%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP1.2K shares0.42%2026-03-312026-05-13

Sponsored

IWM ISHARES TR1.3K shares-0.52%2026-03-312026-05-13

PEP PEPSICO INC2.1K shares0.48%2026-03-312026-05-13

IWR ISHARES TR3.3K shares0.27%2026-03-312026-05-13

T AT&T INC10.7K shares1.91%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.1K shares-3.27%2026-03-312026-05-13

AFBI AFFINITY BANCSHARES INC12.0K shares-55.42%2026-03-312026-05-13

APH AMPHENOL CORP1.8K shares-0.98%2026-03-312026-05-13

EFA ISHARES TR2.3K shares0.00%2026-03-312026-05-13

Sponsored

WMT WALMART INC1.8K shares-12.91%2026-03-312026-05-13

RTX RTX CORPORATION1.1K shares0.00%2026-03-312026-05-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.1K shares-75.87%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL428 shares-2.28%2026-03-312026-05-13

LLY ELI LILLY & CO219 shares-12.05%2026-03-312026-05-13

GNW GENWORTH FINL INC19.2K shares0.00%2026-03-312026-05-13

DARE BIOSCIENCE INC DARE BIOSCIENCE INC10.9K shares0.00%2026-03-312026-05-13

IWD

ISHARES TR

-3.74%

Shares143.6K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

-3.77%

Shares256.1K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-3.30%

Shares37.7K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-4.87%

Shares216.5K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

-4.72%

Shares120.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.37%

Shares25.9K

Event2026-03-31

Filed2026-05-13

USAC

USA COMPRESSION PARTNERS LP

2.04%

Shares235.1K

Event2026-03-31

Filed2026-05-13

AVEM

AMERICAN CENTY ETF TR

-5.76%

Shares77.5K

Event2026-03-31

Filed2026-05-13

MPLX

MPLX LP

1.90%

Shares101.2K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-1.61%

Shares13.2K

Event2026-03-31

Filed2026-05-13

AIA

ISHARES TR

13.93%

Shares27.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

3.27%

Shares15.4K

Event2026-03-31

Filed2026-05-13

DELL

DELL TECHNOLOGIES INC

-3.01%

Shares13.4K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-1.60%

Shares10.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.47%

Shares5.5K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

-3.73%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VST

VISTRA CORP

-3.44%

Shares12.0K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

1.49%

Shares47.4K

Event2026-03-31

Filed2026-05-13

BOEING CO

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.94%

Shares4.9K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

-26.86%

Shares17.8K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

-2.71%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SPTI

SPDR SERIES TRUST

8.66%

Shares39.7K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

2.01%

Shares1.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.63%

Shares5.4K

Event2026-03-31

Filed2026-05-13

TPYP

TORTOISE CAPITAL SERIES TRUS

0.79%

Shares20.2K

Event2026-03-31

Filed2026-05-13

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-3.77%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC

-1.70%

Shares4.9K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

8.49%

Shares7.2K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

7.99%

Shares6.9K

Event2026-03-31

Filed2026-05-13

EWC

ISHARES INC

New

Shares8.9K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

0.05%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.38%

Shares783

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

21.51%

Shares11.0K

Event2026-03-31

Filed2026-05-13

ESPO

VANECK ETF TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

-1.17%

Shares3.5K

Event2026-03-31

Filed2026-05-13

BABA

ALIBABA GROUP HLDG LTD

0.14%

Shares2.9K

Event2026-03-31

Filed2026-05-13