1y return+24.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $147 against $157 in the S&P 500.2
Objectivity Squared, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWDIshares Tr | $35.0M | 19.7% | |
| DGROIshares Tr | $19.5M | 11.0% | |
| IWFIshares Tr | $18.9M | 10.6% | |
| VEAVanguard Tax-managed Fds | $15.6M | 8.8% | +1.2% |
| AVUVAmerican Centy Etf Tr | $11.7M | 6.6% | −21.7% |
| GOOGAlphabet Inc | $9.3M | 5.2% | +1.3% |
| AVEMAmerican Centy Etf Tr | $7.5M | 4.2% | |
| USACUsa Compression Partners LP | $6.3M | 3.6% | +2.0% |
| MPLXMplx LP | $5.8M | 3.3% | +1.9% |
| DELLDell Technologies Inc | $4.7M | 2.7% | −18.1% |
| AIAIshares Tr | $3.9M | 2.2% | |
| AAPLApple Inc | $3.8M | 2.1% | −1.0% |
| AMZNAmazon Com Inc | $2.5M | 1.4% | |
| PWRQuanta Svcs Inc | $2.4M | 1.4% | −3.3% |
| MSFTMicrosoft Corp | $2.3M | 1.3% | +12.4% |
| TSMTaiwan Semiconductor Manufac | $2.3M | 1.3% | |
| Exxon Mobil CorpCUSIP 30231G102 | $2.1M | 1.2% | −1.8% |
| VSTVistra Corp | $2.1M | 1.2% | +8.0% |
| BABoeing Co | $1.9M | 1.1% | |
| EPDEnterprise Prods Partners L | $1.8M | 1.0% | +1.4% |
| SPTISpdr Series Trust | $1.5M | 0.9% | +34.8% |
| NVDANvidia Corporation | $1.4M | 0.8% | +26.8% |
| Spotify Technology S ACUSIP L8681T102 | $1.3M | 0.7% | +11.1% |
| IVVIshares Tr | $1.1M | 0.6% | |
| UBERUber Technologies Inc | $863K | 0.5% | −32.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | December 31, 2024 | +274.4% | $4.7M |
| PWRQuanta Svcs Inc | March 31, 2025 | +183.3% | $2.4M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $9.3M |
| Spotify Technology S ACUSIP L8681T102 | December 31, 2023 | +144.3% | $1.3M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.4M |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $2.3M |
| AIAIshares Tr | June 30, 2025 | +74.8% | $3.9M |
| AVEMAmerican Centy Etf Tr | December 31, 2023 | +71.1% | $7.5M |
| IWFIshares Tr | December 31, 2023 | +63.8% | $18.9M |
| JNJJohnson & Johnson | December 31, 2023 | +62.0% | $645K |
Sold off last quarter
- IBITIshares Bitcoin Trust Etf was $423K
- WMTWalmart Inc was $218K
- AKREProfesionally Managed Portfo was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | +0.7% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Objectivity Squared, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011113&type=13F-HR&dateb=&owner=include&count=40CIK 2011113
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011113/000195175726001194/Filed August 7, 2026 · accession 0001951757-26-001194