X-Square Capital, LLC Diversified Active

Location: Guaynabo, Puerto Rico

CIK: 0001729300 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value: $199M (100.0% shares, 0.0% debt)

Holdings (152)

META FACEBOOK INC-A 3.2%
Value $6.4M Shares 19,027 Est. Cost $185.92 Unrealized +77.3%
FBP FIRST BANCORP PUERTO RICO 2.9%
Value $5.687M Shares 412,707 Est. Cost $7.43 Unrealized +61.4%
MU MICRON TECHNOLOGY INC 2.7%
Value $5.447M Shares 58,477 Est. Cost $46.96 Unrealized +62.5%
BPOP POPULAR INC 2.7%
Value $5.312M Shares 64,744 Est. Cost $36.90 Unrealized +94.2%
OFG OFG BANCORP 2.6%
Value $5.153M Shares 193,997 Est. Cost $13.22 Unrealized +96.1%
CPRT COPART INC 2.5%
Value $4.971M Shares 32,783 Est. Cost $23.96 Unrealized +54.9%
ERX DIREXION SHS ETF TR 2.1%
Value $4.264M Shares 143,860 Est. Cost $22.90 Unrealized
FANG DIAMONDBACK ENERGY INC 2.0%
Value $3.94M Shares 36,530 Est. Cost $37.65 Unrealized +137.4%
JPM JPMORGAN CHASE & CO 1.9%
Value $3.802M Shares 24,009 Est. Cost $109.62 Unrealized +34.8%
GD GENERAL DYNAMICS CORP 1.8%
Value $3.557M Shares 17,061 Est. Cost $159.43 Unrealized +16.2%
GOOG ALPHABET INC 1.6%
Value $3.25M Shares 1,123 Est. Cost $67.55 Unrealized +112.4%
GM GENERAL MTRS CO 1.6%
Value $3.241M Shares 55,284 Est. Cost $41.91 Unrealized +34.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value $3.188M Shares 10,705 Est. Cost $204.83 Unrealized +39.8%
ALLY ALLY FINANCIAL INC 1.6%
Value $3.165M Shares 66,478 Est. Cost $25.43 Unrealized +67.6%
PM PHILIP MORRIS INTL INC 1.6%
Value $3.122M Shares 32,863 Est. Cost $62.50 Unrealized +22.1%
URI UNITED RENTALS INC 1.5%
Value $3.066M Shares 9,227 Est. Cost $225.84 Unrealized +52.9%
AAPL APPLE INC 1.5%
Value $2.955M Shares 16,645 Est. Cost $104.46 Unrealized +48.1%
NIO NIO INC 1.4%
Value $2.795M Shares 88,217 Est. Cost $24.41 Unrealized
COST COSTCO WHSL CORP NEW 1.4%
Value $2.788M Shares 4,911 Est. Cost $260.12 Unrealized +87.6%
AMD ADVANCED MICRO DEVICES INC 1.4%
Value $2.759M Shares 19,175 Est. Cost $36.23 Unrealized +271.1%
NVDA NVIDIA CORP 1.4%
Value $2.687M Shares 9,137 Est. Cost $17.67 Unrealized +55.4%
LEN LENNAR CORP-A 1.3%
Value $2.62M Shares 22,558 Est. Cost $63.78 Unrealized +50.7%
PYPL PAYPAL HLDGS INC 1.3%
Value $2.617M Shares 13,875 Est. Cost $178.58 Unrealized +20.9%
AMZN AMAZON COM INC 1.3%
Value $2.597M Shares 779 Est. Cost $122.98 Unrealized +39.2%
LAREDO PETROLEUM INC 1.2%
Value $2.475M Shares 41,155 Est. Cost $49.84 Unrealized
BX BLACKSTONE GROUP L P 1.2%
Value $2.472M Shares 19,107 Est. Cost $48.82 Unrealized +137.8%
TPL TEXAS PACIFIC LAND CORP 1.2%
Value $2.307M Shares 1,847 Est. Cost $144.45 Unrealized -8.6%
LVS LAS VEGAS SANDS CORP 1.1%
Value $2.283M Shares 60,662 Est. Cost $40.95 Unrealized -10.4%
LMT LOCKHEED MARTIN CORP 1.1%
Value $2.26M Shares 6,358 Est. Cost $299.38 Unrealized +3.2%
MO ALTRIA GROUP INC 1.1%
Value $2.251M Shares 47,506 Est. Cost $32.05 Unrealized +2.3%
PHM PULTEGROUP INC 1.1%
Value $2.232M Shares 39,052 Est. Cost $37.72 Unrealized +30.6%
MELI MERCADOLIBRE INC 1.1%
Value $2.136M Shares 1,584 Est. Cost $998.51 Unrealized +40.7%
OIH VANECK OIL SERVICES ETF 1.1%
Value $2.127M Shares 11,508 Est. Cost $197.91 Unrealized
TFC TRUIST FINANCIAL CORP 1.1%
Value $2.119M Shares 36,191 Est. Cost $42.69 Unrealized +16.4%
SHOP SHOPIFY INC - CLASS A 1.1%
Value $2.096M Shares 1,522 Est. Cost $84.29 Unrealized +73.3%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value $2.001M Shares 23,245 Est. Cost $58.36 Unrealized +35.9%
BHC BAUSCH HEALTH COS INC 1.0%
Value $1.946M Shares 70,488 Est. Cost $24.17 Unrealized +10.8%
BRZU DIREXION SHS ETF TR 1.0%
Value $1.916M Shares 28,817 Est. Cost $95.73 Unrealized
HD HOME DEPOT INC 0.9%
Value $1.856M Shares 4,471 Est. Cost $252.77 Unrealized +35.8%
QQQ INVESCO QQQ TR 0.9%
Value $1.772M Shares 4,454 Est. Cost $216.69 Unrealized
AMGN AMGEN INC 0.9%
Value $1.764M Shares 7,840 Est. Cost $192.16 Unrealized -3.6%
AGO ASSURED GUARANTY LTD 0.9%
Value $1.761M Shares 35,070 Est. Cost $29.73 Unrealized +62.8%
SICPQ SILVERGATE CAPITAL CORP-CL A 0.9%
Value $1.715M Shares 11,570 Est. Cost $132.67 Unrealized +28.9%
TEVA TEVA PHARMACEUTICAL-SP ADR 0.8%
Value $1.613M Shares 201,364 Est. Cost $9.17 Unrealized
MSFT MICROSOFT CORP 0.8%
Value $1.59M Shares 4,728 Est. Cost $148.96 Unrealized +110.4%
TJX TJX COS INC NEW 0.8%
Value $1.529M Shares 20,136 Est. Cost $52.10 Unrealized +25.3%
DPZ DOMINO'S PIZZA INC 0.8%
Value $1.507M Shares 2,671 Est. Cost $459.08 Unrealized +4.7%
BABA ALIBABA GROUP HLDG LTD 0.8%
Value $1.506M Shares 12,677 Est. Cost $252.46 Unrealized
WMT WALMART INC 0.7%
Value $1.486M Shares 10,272 Est. Cost $40.92 Unrealized +10.4%
ZBRA ZEBRA TECHNOLOGIES CORP-CL A 0.7%
Value $1.478M Shares 2,484 Est. Cost $375.80 Unrealized +51.1%
AVO MISSION PRODUCE INC 0.7%
Value $1.456M Shares 92,712 Est. Cost $14.19 Unrealized +31.1%
ITB ISHARES TR 0.7%
Value $1.351M Shares 16,288 Est. Cost $58.01 Unrealized
FAST FASTENAL CO 0.7%
Value $1.328M Shares 20,728 Est. Cost $21.07 Unrealized +26.6%
XPO XPO LOGISTICS INC 0.6%
Value $1.262M Shares 16,297 Est. Cost $46.47 Unrealized 0.0%
COIN COINBASE GLOBAL INC -CLASS A 0.6%
Value $1.226M Shares 4,858 Est. Cost $259.41 Unrealized +12.1%
OPK OPKO HEALTH INC 0.6%
Value $1.208M Shares 250,965 Est. Cost $5.46 Unrealized -25.8%
RANGER OIL CORPORATION 0.6%
Value $1.189M Shares 44,150 Est. Cost $21.29 Unrealized
BAC BANK AMER CORP 0.6%
Value $1.184M Shares 26,610 Est. Cost $25.20 Unrealized +62.8%
COTY COTY INC-CL A 0.6%
Value $1.179M Shares 112,274 Est. Cost $8.04 Unrealized +16.8%
SPY SPDR S&P 500 ETF TR 0.6%
Value $1.172M Shares 2,468 Est. Cost $344.24 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $1.169M Shares 6,831 Est. Cost $124.47 Unrealized +16.6%
ACTIVISION BLIZZARD INC 0.6%
Value $1.161M Shares 17,447 Est. Cost $66.54 Unrealized
SU SUNCOR ENERGY INC 0.6%
Value $1.132M Shares 45,217 Est. Cost $18.90 Unrealized +9.3%
TELLURIAN INC NEW 0.6%
Value $1.121M Shares 363,870 Est. Cost $3.08 Unrealized
VLO VALERO ENERGY CORP NEW 0.6%
Value $1.112M Shares 14,810 Est. Cost $54.70 Unrealized +19.1%
RITCHIE BROS AUCTIONEERS 0.6%
Value $1.108M Shares 18,105 Est. Cost $59.38 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value $1.086M Shares 6,640 Est. Cost $100.29 Unrealized +33.7%
Z ZILLOW GROUP INC - C 0.5%
Value $1.079M Shares 16,904 Est. Cost $131.91 Unrealized -45.4%
FAS DIREXION SHS ETF TR 0.5%
Value $1.044M Shares 7,983 Est. Cost $33.03 Unrealized
SIENTRA INC 0.5%
Value $1.031M Shares 281,001 Est. Cost $10.84 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value $1.023M Shares 18,440 Est. Cost $39.56 Unrealized
TGT TARGET CORP 0.5%
Value $1.017M Shares 4,396 Est. Cost $141.69 Unrealized +51.2%
CVGW CALAVO GROWERS INC 0.5%
Value $1.008M Shares 23,775 Est. Cost $64.81 Unrealized -42.3%
AR ANTERO RESOURCES CORP 0.5%
Value $963K Shares 55,000 Est. Cost $11.96 Unrealized +58.4%
FTNT FORTINET INC 0.5%
Value $959K Shares 2,669 Est. Cost $45.49 Unrealized +44.7%
RACE FERRARI NV 0.5%
Value $915K Shares 3,535 Est. Cost $208.51 Unrealized +18.2%
OXY OCCIDENTAL PETROLEUM CORP 0.5%
Value $901K Shares 31,067 Est. Cost $12.92 Unrealized +129.2%
VIPS VIPSHOP HOLDINGS LTD - ADR 0.4%
Value $888K Shares 105,655 Est. Cost $23.55 Unrealized
FDX FEDEX CORP 0.4%
Value $879K Shares 3,400 Est. Cost $270.30 Unrealized -18.6%
SHY ISHARES TR 0.4%
Value $878K Shares 10,270 Est. Cost $86.06 Unrealized
MCD MCDONALDS CORP 0.4%
Value $859K Shares 3,204 Est. Cost $184.06 Unrealized +24.7%
MKTX MARKETAXESS HOLDINGS INC 0.4%
Value $832K Shares 2,022 Est. Cost $470.93 Unrealized -20.6%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value $805K Shares 6,880 Est. Cost $112.31 Unrealized -2.1%
DG DOLLAR GENERAL CORP 0.4%
Value $726K Shares 3,077 Est. Cost $192.79 Unrealized +7.0%
GRMN GARMIN LTD 0.4%
Value $699K Shares 5,132 Est. Cost $93.86 Unrealized +40.1%
DVN DEVON ENERGY CORP NEW 0.3%
Value $689K Shares 15,640 Est. Cost $33.60 Unrealized 0.0%
WFC WELLS FARGO & CO 0.3%
Value $678K Shares 14,134 Est. Cost $36.31 Unrealized +22.3%
NKE NIKE INC -CL B 0.3%
Value $653K Shares 3,920 Est. Cost $141.43 Unrealized +9.3%
DIREXION SHS ETF TR 0.3%
Value $635K Shares 17,645 Est. Cost $66.40 Unrealized
PFE PFIZER INC 0.3%
Value $599K Shares 10,150 Est. Cost $28.00 Unrealized +43.7%
NOG NORTHERN OIL AND GAS INC 0.3%
Value $578K Shares 28,071 Est. Cost $16.42 Unrealized +36.1%
TSCO TRACTOR SUPPLY COMPANY 0.3%
Value $565K Shares 2,370 Est. Cost $32.33 Unrealized +25.9%
EXE CHESAPEAKE ENERGY CORP 0.3%
Value $558K Shares 8,651 Est. Cost $45.03 Unrealized +13.9%
SBUX STARBUCKS CORP 0.3%
Value $532K Shares 4,547 Est. Cost $69.85 Unrealized +46.3%
BTI BRITISH AMERICAN TOB-SP ADR 0.3%
Value $503K Shares 13,436 Est. Cost $38.92 Unrealized
SKECHERS U S A INC 0.2%
Value $495K Shares 11,396 Est. Cost $35.22 Unrealized
WB WEIBO CORP-SPON ADR 0.2%
Value $494K Shares 15,935 Est. Cost $81.80 Unrealized
MS MORGAN STANLEY 0.2%
Value $490K Shares 4,993 Est. Cost $74.07 Unrealized +17.1%
VINTAGE WINE ESTATES INC 0.2%
Value $490K Shares 41,480 Est. Cost $12.01 Unrealized
HRTX HERON THERAPEUTICS INC 0.2%
Value $487K Shares 53,362 Est. Cost $16.60 Unrealized -38.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value $479K Shares 3,353 Est. Cost $112.28 Unrealized +2.7%
PI IMPINJ INC 0.2%
Value $474K Shares 5,340 Est. Cost $34.84 Unrealized +108.2%
CARG CARGURUS INC 0.2%
Value $467K Shares 13,890 Est. Cost $28.98 Unrealized +21.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $451K Shares 1 Est. Cost $274321.60 Unrealized +57.4%
KO COCA-COLA CO/THE 0.2%
Value $450K Shares 7,599 Est. Cost $42.91 Unrealized +14.6%
STZ CONSTELLATION BRANDS INC-A 0.2%
Value $447K Shares 1,782 Est. Cost $184.85 Unrealized +14.9%
GOOGL ALPHABET INC-CL A 0.2%
Value $440K Shares 152 Est. Cost $115.92 Unrealized +23.3%
MRSH MARSH & MCLENNAN COS 0.2%
Value $438K Shares 2,519 Est. Cost $131.61 Unrealized +18.7%
F FORD MOTOR CO 0.2%
Value $437K Shares 21,042 Est. Cost $10.09 Unrealized +38.7%
AVEO PHARMACEUTICALS INC 0.2%
Value $433K Shares 92,283 Est. Cost $6.15 Unrealized
SOLARWINDS CORP 0.2%
Value $426K Shares 30,006 Est. Cost $16.44 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value $425K Shares 784 Est. Cost $452.36 Unrealized
CB CHUBB LTD 0.2%
Value $410K Shares 2,119 Est. Cost $159.69 Unrealized +11.2%
OVV OVINTIV INC 0.2%
Value $408K Shares 12,100 Est. Cost $27.62 Unrealized +29.3%
MANDIANT INC 0.2%
Value $403K Shares 22,996 Est. Cost $17.52 Unrealized
TD TORONTO-DOMINION BANK 0.2%
Value $390K Shares 5,091 Est. Cost $49.84 Unrealized +46.3%
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value $389K Shares 13,845 Est. Cost $33.73 Unrealized
EOG EOG RESOURCES INC 0.2%
Value $387K Shares 4,357 Est. Cost $60.51 Unrealized +21.1%
TME TENCENT MUSIC ENTERTAINM-ADR 0.2%
Value $378K Shares 55,245 Est. Cost $15.48 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value $375K Shares 8,998 Est. Cost $35.71 Unrealized +0.2%
MRK MERCK & CO. INC. 0.2%
Value $329K Shares 4,290 Est. Cost $65.38 Unrealized +6.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value $321K Shares 577 Est. Cost $72.79 Unrealized +18.8%
C CITIGROUP INC 0.2%
Value $308K Shares 5,108 Est. Cost $47.27 Unrealized +20.9%
MA MASTERCARD INC - A 0.2%
Value $308K Shares 858 Est. Cost $352.15 Unrealized -4.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $301K Shares 778 Est. Cost $334.11 Unrealized +4.2%
QCOM QUALCOMM INC 0.1%
Value $291K Shares 1,597 Est. Cost $129.71 Unrealized +12.6%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $284K Shares 2,192 Est. Cost $114.14 Unrealized +2.2%
SKY SKYLINE CHAMPION CORP 0.1%
Value $280K Shares 3,545 Est. Cost $59.22 Unrealized +21.9%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value $263K Shares 874 Est. Cost $245.69 Unrealized
SGI TEMPUR SEALY INTERNATIONAL I 0.1%
Value $262K Shares 5,564 Est. Cost $32.37 Unrealized +40.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $259K Shares 2,156 Est. Cost $81.12 Unrealized
VALE VALE SA-SP ADR 0.1%
Value $244K Shares 17,392 Est. Cost $19.18 Unrealized
DRX DLY FTSE CHINA BULL 3X 0.1%
Value $241K Shares 28,923 Est. Cost $19.31 Unrealized
ACRS ACLARIS THERAPEUTICS INC 0.1%
Value $233K Shares 16,000 Est. Cost $22.72 Unrealized -33.3%
BSET BASSETT FURNITURE INDS 0.1%
Value $226K Shares 13,490 Est. Cost $16.60 Unrealized -20.4%
TMUS T-MOBILE US INC 0.1%
Value $219K Shares 1,889 Est. Cost $133.41 Unrealized -14.8%
PRI PRIMERICA INC 0.1%
Value $212K Shares 1,384 Est. Cost $148.81 Unrealized +6.6%
NABL N-ABLE INC 0.1%
Value $187K Shares 16,876 Est. Cost $13.70 Unrealized -9.7%
TCR2 THERAPEUTICS INC 0.1%
Value $149K Shares 32,003 Est. Cost $30.08 Unrealized
ENERPLUS CORP 0.1%
Value $148K Shares 14,000 Est. Cost $8.00 Unrealized
CONTEXTLOGIC INC - A 0.1%
Value $116K Shares 37,500 Est. Cost $11.64 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $61,000 Shares 18,458 Est. Cost $6.19 Unrealized
CENTENNIAL RESOURCE DEVELO-A 0.0%
Value $60,000 Shares 10,000 Est. Cost $0.82 Unrealized
WHEELS UP EXPERIENCE INC 0.0%
Value $60,000 Shares 12,827 Est. Cost $6.56 Unrealized
TRACON PHARMACEUTICALS INC 0.0%
Value $50,000 Shares 17,973 Est. Cost $8.25 Unrealized
SALARIUS PHARMACEUTICALS INC 0.0%
Value $48,000 Shares 97,258 Est. Cost $1.28 Unrealized
CAMBER ENERGY INC 0.0%
Value $13,000 Shares 15,000 Est. Cost $0.87 Unrealized
CYBIN INC 0.0%
Value $12,000 Shares 10,000 Est. Cost $1.20 Unrealized
EXELA TECHNOLOGIES INC 0.0%
Value $9,000 Shares 10,000 Est. Cost $0.90 Unrealized
BORQS TECHNOLOGIES INC 0.0%
Value $7,000 Shares 20,000 Est. Cost $0.49 Unrealized
JOB GEE GROUP INC 0.0%
Value $6,000 Shares 10,000 Est. Cost $0.50 Unrealized -4.9%
MOLECULAR DATA INC - ADR 0.0%
Value $4,000 Shares 20,000 Est. Cost $0.35 Unrealized