The Analysis of X-Square Capital, LLC's Holdings & P&L


Currently, X-Square Capital, LLC holds 164 types of securities in its portfolio with a total value $296.7K. In the most recent quarter, they have increased their positions in APP (+14.1K shares, valued at $5.6K), NU (+360.5K shares, valued at $5.2K), IREN (+70.0K shares, valued at $2.4K); decreased their positions in ASTS (-118.5K shares, valued at $9.8K), JPM (-9.5K shares, valued at $2.8K), MU (-6.8K shares, valued at $2.3K); initiated new positions in NU (+360.5K shares, valued at $5.2K), ROST (+9.8K shares, valued at $2.1K), BTU (+46.3K shares, valued at $1.5K).


1M P&L
+18.8M+6.24%
3M P&L
+28.5M+9.77%
HY P&L
+40.8M+14.61%

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/A27.2K
9.8%
2Semiconductors23.1K
8.3%
3Household & Personal Products16.4K
5.9%

Top Industries by Stock Count

1N/A17 stocks
11.5%
2Oil & Gas E&P7 stocks
4.7%
3Aerospace & Defense7 stocks
4.7%
Stock Holdings
SPY
SPDR S&P 500 ETF
15.76%
Shares20.2K
Event2026-03-31
Filed2026-05-15
IREN
IREN LIMITED
29.16%
Shares310.0K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES I
1.42%
Shares45.6K
Event2026-03-31
Filed2026-05-15
HIMS
HIMS & HERS HEALTH INC
-10.29%
Shares420.7K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC CLASS A
36.30%
Shares14.6K
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORPORATION
536.05%
Shares16.8K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY
-26.61%
Shares18.9K
Event2026-03-31
Filed2026-05-15
SU
SUNCOR ENERGY INC F
6.12%
Shares88.0K
Event2026-03-31
Filed2026-05-15
TJX
TJX COMPANIES INC
2.00%
Shares32.9K
Event2026-03-31
Filed2026-05-15
NU
NU HOLDINGS LTD/CAYMAN ISL-A
New
Shares360.5K
Event2026-03-31
Filed2026-05-15
MELI
MERCADOLIBRE INC
-23.55%
Shares2.9K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORP
0.24%
Shares27.8K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY CLASS B
BERKSHIRE HATHAWAY CLASS B
-2.19%
Shares9.9K
Event2026-03-31
Filed2026-05-15
XPO
XPO INC
1.92%
Shares23.5K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON.COM INC
3.00%
Shares21.7K
Event2026-03-31
Filed2026-05-15
ASTS
AST SPACE MOBILE INC
-69.59%
Shares51.8K
Event2026-03-31
Filed2026-05-15
DUOL
DUOLINGO INC
82.33%
Shares43.2K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CO
GENERAL DYNAMICS CO
0.86%
Shares11.3K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORPORATION
90.36%
Shares25.2K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC.
-26.98%
Shares10.5K
Event2026-03-31
Filed2026-05-15
URI
UNITED RENTALS INC
0.24%
Shares5.1K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
-43.76%
Shares12.3K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST
-0.16%
Shares92.5K
Event2026-03-31
Filed2026-05-15
ALPHABET INC. CLASS C
ALPHABET INC. CLASS C
-0.55%
Shares11.7K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
-7.75%
Shares14.2K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
66.44%
Shares724
Event2026-03-31
Filed2026-05-15
GNRC
GENERAC HOLDINGS INC
3.91%
Shares15.5K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-3.87%
Shares11.8K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL
0.49%
Shares18.1K
Event2026-03-31
Filed2026-05-15
MSTR
MICROSTRATEGY INC-CL A
-17.76%
Shares23.2K
Event2026-03-31
Filed2026-05-15
EXPE
EXPEDIA GROUP INC
5.45%
Shares12.2K
Event2026-03-31
Filed2026-05-15
CIFR
CIPHER MINING INC
114.78%
Shares218.0K
Event2026-03-31
Filed2026-05-15
VALE
VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS
7.82%
Shares170.9K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CO
2.91%
Shares2.7K
Event2026-03-31
Filed2026-05-15
TDG
TRANSDIGM GROUP INC
3.24%
Shares2.2K
Event2026-03-31
Filed2026-05-15
CPRT
COPART INC
-14.45%
Shares77.7K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
0.88%
Shares6.9K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
-44.37%
Shares20.1K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
5.82%
Shares6.5K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
3.17%
Shares3.4K
Event2026-03-31
Filed2026-05-15
OXY
OCCIDENTAL PETROLEUM CORP
0.20%
Shares34.7K
Event2026-03-31
Filed2026-05-15
TPL
TEXAS PACIFIC LAND CORP
-0.83%
Shares4.6K
Event2026-03-31
Filed2026-05-15
X-SQUARE MUNI INC TAX FR ETF
X-SQUARE MUNI INC TAX FR ETF
5.54%
Shares85.3K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
New
Shares9.8K
Event2026-03-31
Filed2026-05-15
ORLY
O'REILLY AUTOMOTIVE INC
4.50%
Shares23.0K
Event2026-03-31
Filed2026-05-15
INVSC QQQ TRUST SRS 1 ETF
INVSC QQQ TRUST SRS 1 ETF
14.47%
Shares3.6K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
7.28%
Shares13.0K
Event2026-03-31
Filed2026-05-15
OFG
OFG BANCORP F
2.90%
Shares49.3K
Event2026-03-31
Filed2026-05-15
FBP
FIRST BANCORP F
-2.13%
Shares92.1K
Event2026-03-31
Filed2026-05-15
CROX
CROCS INC
4.80%
Shares23.7K
Event2026-03-31
Filed2026-05-15
RTX
RAYTHEON TECHNOLOGIES CO
0.48%
Shares10.2K
Event2026-03-31
Filed2026-05-15
FIX
COMFORT SYSTEMS USA INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-15
DG
DOLLAR GENERAL CORP
0.27%
Shares16.2K
Event2026-03-31
Filed2026-05-15
BJ
BJ'S WHOLESALE CLUB HOLDINGS
1.48%
Shares19.2K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
2.30%
Shares28.7K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HOLDINGS INCORPOR
0.43%
Shares40.9K
Event2026-03-31
Filed2026-05-15
DPZ
DOMINOS PIZZA INC
7.00%
Shares5.1K
Event2026-03-31
Filed2026-05-15
BAK
BRASKEM SA-CLASS A- ADR
170.76%
Shares500.9K
Event2026-03-31
Filed2026-05-15
CMG
CHIPOTLE MEXICAN GRILL INC
14.60%
Shares52.9K
Event2026-03-31
Filed2026-05-15
TEVA
TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-2.66%
Shares56.2K
Event2026-03-31
Filed2026-05-15
LULU
LULULEMON ATHLETICA INC
0.72%
Shares10.9K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
2.28%
Shares6.8K
Event2026-03-31
Filed2026-05-15
ASML
ASML HOLDING NV
5.77%
Shares1.2K
Event2026-03-31
Filed2026-05-15
ROOT INC
ROOT INC
-53.24%
Shares36.0K
Event2026-03-31
Filed2026-05-15
LEN
LENNAR CORP CLASS A
12.73%
Shares17.9K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-17.46%
Shares6.3K
Event2026-03-31
Filed2026-05-15
FAST
FASTENAL CO
1.90%
Shares33.3K
Event2026-03-31
Filed2026-05-15
BTU
PEABODY ENERGY CORP
New
Shares46.3K
Event2026-03-31
Filed2026-05-15
QXO
QXO, INC.
4.85%
Shares75.3K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
1.13%
Shares2.4K
Event2026-03-31
Filed2026-05-15
VAL
VALARIS LTD
2.29%
Shares14.6K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
27.19%
Shares8.2K
Event2026-03-31
Filed2026-05-15
KOF
COCA-COLA FEMSA SAB DE CV
0.00%
Shares14.2K
Event2026-03-31
Filed2026-05-15
V
VISA INC
0.02%
Shares4.5K
Event2026-03-31
Filed2026-05-15
STRIVE INC-A
STRIVE INC-A
New
Shares131.1K
Event2026-03-31
Filed2026-05-15
XLE
ENERGY SELECT SECTOR SPDR ETF
5.09%
Shares20.7K
Event2026-03-31
Filed2026-05-15
RACE
FERRARI N V
-35.31%
Shares3.7K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
2.95%
Shares3.8K
Event2026-03-31
Filed2026-05-15
PHM
PULTEGROUP INC
-1.58%
Shares10.5K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC F CLASS A
2.43%
Shares10.1K
Event2026-03-31
Filed2026-05-15
RH
RH
10.16%
Shares8.5K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD F
2.36%
Shares3.6K
Event2026-03-31
Filed2026-05-15
GRMN
GARMIN LTD F
-18.86%
Shares5.1K
Event2026-03-31
Filed2026-05-15
KO
THE COCA-COLA CO
8.97%
Shares15.3K
Event2026-03-31
Filed2026-05-15
AMR
ALPHA METALLURGICAL RESOURCE
117.13%
Shares5.6K
Event2026-03-31
Filed2026-05-15
LMND
LEMONADE INC
0.00%
Shares17.3K
Event2026-03-31
Filed2026-05-15
ALPHABET INC. CLASS A
ALPHABET INC. CLASS A
1.09%
Shares3.7K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD VALUE ETF
31.23%
Shares5.0K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
32.99%
Shares3.5K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT-MCMORAN INC
2.86%
Shares16.1K
Event2026-03-31
Filed2026-05-15
BAC
BANK OF AMERICA CORP
-0.84%
Shares18.9K
Event2026-03-31
Filed2026-05-15
ALLY
ALLY FINL INC
2.10%
Shares23.0K
Event2026-03-31
Filed2026-05-15
EME
EMCOR GROUP INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-15
URA
GLOBAL X URANIUM ETF
New
Shares18.5K
Event2026-03-31
Filed2026-05-15
EXE
EXPAND ENERGY CORPORATION
3.40%
Shares8.0K
Event2026-03-31
Filed2026-05-15
BAH
BOOZ ALLEN HAMILTON HOLDINGS
1.79%
Shares11.1K
Event2026-03-31
Filed2026-05-15
BPOP
POPULAR INC F
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-15
MA
MasterCard Inc
3.61%
Shares1.6K
Event2026-03-31
Filed2026-05-15
TSCO
TRACTOR SUPPLY COMP
3.30%
Shares17.1K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-15
EOG
EOG Resources Inc
4.36%
Shares5.2K
Event2026-03-31
Filed2026-05-15
BMA
BANCO MACRO SA-ADR
-16.92%
Shares9.6K
Event2026-03-31
Filed2026-05-15
BORR DRILLING LTD
BORR DRILLING LTD
-57.49%
Shares128.4K
Event2026-03-31
Filed2026-05-15
RIO
RIO TINTO PLC
3.91%
Shares7.8K
Event2026-03-31
Filed2026-05-15
BRK.A
1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A
0.00%
Shares1
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-15
FTNT
FORTINET INC
4.32%
Shares8.7K
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINL CORP
2.61%
Shares15.3K
Event2026-03-31
Filed2026-05-15
MOS
MOSAIC CO/THE
New
Shares27.3K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD GROWTH ETF
-24.27%
Shares1.6K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
0.37%
Shares4.1K
Event2026-03-31
Filed2026-05-15
SUPER MICRO COMPUTER INC
SUPER MICRO COMPUTER INC
0.75%
Shares28.5K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
-3.58%
Shares3.0K
Event2026-03-31
Filed2026-05-15
SSL
SASOL LTD-SPONSORED ADR
New
Shares48.6K
Event2026-03-31
Filed2026-05-15
LYB
LYONDELLBASELL INDU-CL A
New
Shares7.7K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE
0.54%
Shares4.3K
Event2026-03-31
Filed2026-05-15
SKYH
SKY HARBOUR GROUP CORPORATION
0.00%
Shares62.8K
Event2026-03-31
Filed2026-05-15
AKAM
AKAMAI TECHNOLOGIES INC
5.46%
Shares5.3K
Event2026-03-31
Filed2026-05-15
SOXX
ISHARES TR
0.62%
Shares1.8K
Event2026-03-31
Filed2026-05-15
BTI
BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
0.11%
Shares9.9K
Event2026-03-31
Filed2026-05-15
BITX
VOLATILITY SHS TR
4.85%
Shares38.5K
Event2026-03-31
Filed2026-05-15
KMB
KIMBERLY CLARK CORP
33.26%
Shares5.7K
Event2026-03-31
Filed2026-05-15
EWZ
ISHARES MSCI BRAZIL ETF
-7.02%
Shares13.2K
Event2026-03-31
Filed2026-05-15
MERCK & CO. INC.
MERCK & CO. INC.
0.75%
Shares4.1K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
-3.53%
Shares4.2K
Event2026-03-31
Filed2026-05-15
COIN
COINBASE GLOBAL INC -CLASS A
41.89%
Shares2.7K
Event2026-03-31
Filed2026-05-15
MNTN
MNTN INC-A
New
Shares52.0K
Event2026-03-31
Filed2026-05-15
ICE
INTERNATIONAL EXCHANGE INC
6.98%
Shares2.8K
Event2026-03-31
Filed2026-05-15
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares8.9K
Event2026-03-31
Filed2026-05-15
VOYG
VOYAGER TECHNOLOGIES INC
69.80%
Shares17.0K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
-14.78%
Shares7.1K
Event2026-03-31
Filed2026-05-15
FANG
DIAMONDBACK ENERGY
-37.53%
Shares1.9K
Event2026-03-31
Filed2026-05-15
TGLS
TECNOGLASS INC
7.52%
Shares8.3K
Event2026-03-31
Filed2026-05-15
CVE
CENOVUS ENERGY INC
New
Shares13.8K
Event2026-03-31
Filed2026-05-15
BZAI
BLAIZE HOLDINGS INC
0.00%
Shares200.0K
Event2026-03-31
Filed2026-05-15
MKTX
MARKETAXESS HLDGS INC
7.79%
Shares2.2K
Event2026-03-31
Filed2026-05-15
OIH
VANECK OIL SERVICES ETF
-80.65%
Shares888
Event2026-03-31
Filed2026-05-15
BTE
BAYTEX ENERGY CORP F
-74.01%
Shares76.9K
Event2026-03-31
Filed2026-05-15
GFS
GLOBALFOUNDRIES INC
New
Shares7.7K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD CONSUMER STAPLE ETF
New
Shares1.5K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
-28.76%
Shares2.3K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-5.66%
Shares1.8K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
1.26%
Shares1.0K
Event2026-03-31
Filed2026-05-15
NTR
NUTRIEN LTD
New
Shares4.3K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
2.51%
Shares327
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
0.24%
Shares3.7K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORP
New
Shares1.4K
Event2026-03-31
Filed2026-05-15
DIA
SS SPDR DOW JONES INDUS AVG
New
Shares587
Event2026-03-31
Filed2026-05-15
BABA
ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS
-8.29%
Shares2.1K
Event2026-03-31
Filed2026-05-15
RXO
RXO INC
6.63%
Shares18.0K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-4.70%
Shares345
Event2026-03-31
Filed2026-05-15
MBLY
MOBILEYE GLOBAL, INC.
0.00%
Shares34.9K
Event2026-03-31
Filed2026-05-15
TMFC
MOTLEY FOOL 100 INDEX ETF
17.80%
Shares3.5K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
0.06%
Shares1.7K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATERIALS INC
New
Shares600
Event2026-03-31
Filed2026-05-15
ENSG
ENSIGN GROUP INC/THE
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-15
BKKT
BAKKT INC
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
SAN
BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-15
BHC
BAUSCH HEALTH COS INC F
0.00%
Shares17.9K
Event2026-03-31
Filed2026-05-15
COTY
COTY INC CLASS A
0.00%
Shares27.8K
Event2026-03-31
Filed2026-05-15
NFE
NEW FORTRESS ENERGY A CLASS A
21.53%
Shares91.8K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available