X-Square Capital, LLC Diversified Active

Location: Guaynabo, Puerto Rico

CIK: 0001729300 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value: $278M

Holdings (160)

HIMS HIMS & HERS HEALTH INC 4.2%
Value $11.73M Shares 235,290 Est. Cost $33.29 Unrealized +35.8%
SPY SPDR S&P 500 ETF 3.7%
Value $10.27M Shares 16,622 Est. Cost $501.81 Unrealized
MSTR MICROSTRATEGY INC-CL A 3.7%
Value $10.21M Shares 25,257 Est. Cost $250.85 Unrealized +45.2%
IBIT ISHARES BITCOIN TRUST 2.9%
Value $7.925M Shares 129,466 Est. Cost $41.54 Unrealized
META META PLATFORMS INC CLASS A 2.8%
Value $7.743M Shares 10,491 Est. Cost $193.53 Unrealized +218.6%
OFG OFG BANCORP F 2.6%
Value $7.122M Shares 166,404 Est. Cost $27.21 Unrealized +47.2%
JPM JPMORGAN CHASE & CO 2.3%
Value $6.407M Shares 22,100 Est. Cost $118.52 Unrealized +113.2%
IREN IRIS ENERGY LTD 2.3%
Value $6.352M Shares 435,951 Est. Cost $8.70 Unrealized -6.7%
FBP FIRST BANCORP F 2.2%
Value $6.192M Shares 297,284 Est. Cost $11.98 Unrealized +61.9%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.9%
Value $5.302M Shares 10,915 Est. Cost $241.22 Unrealized +110.5%
MELI MERCADOLIBRE INC 1.8%
Value $4.872M Shares 1,864 Est. Cost $1484.70 Unrealized +57.3%
MU MICRON TECHNOLOGY 1.7%
Value $4.713M Shares 38,240 Est. Cost $49.82 Unrealized +87.1%
NVDA NVIDIA CORP 1.7%
Value $4.622M Shares 29,253 Est. Cost $93.89 Unrealized +34.0%
AMZN AMAZON.COM INC 1.7%
Value $4.614M Shares 21,034 Est. Cost $139.26 Unrealized +42.1%
AMD ADVANCED MICRO DEVICES I 1.6%
Value $4.519M Shares 31,848 Est. Cost $113.50 Unrealized -4.1%
TJX TJX COMPANIES INC 1.5%
Value $4.06M Shares 32,878 Est. Cost $92.30 Unrealized +36.4%
AMGN AMGEN INC. 1.5%
Value $4.038M Shares 14,464 Est. Cost $232.02 Unrealized +19.7%
URI UNITED RENTALS INC 1.4%
Value $3.881M Shares 5,151 Est. Cost $351.12 Unrealized +89.5%
WMT WALMART INC 1.3%
Value $3.491M Shares 35,703 Est. Cost $54.34 Unrealized +74.4%
TDG TRANSDIGM GROUP INC 1.2%
Value $3.368M Shares 2,215 Est. Cost $1022.29 Unrealized +28.5%
PM PHILIP MORRIS INTL 1.2%
Value $3.362M Shares 18,461 Est. Cost $94.36 Unrealized +77.4%
GD GENERAL DYNAMICS CO 1.2%
Value $3.323M Shares 11,395 Est. Cost $165.97 Unrealized +64.2%
APP APPLOVIN CORPORATION 1.2%
Value $3.278M Shares 9,364 Est. Cost $226.97 Unrealized +42.8%
PYPL PAYPAL HOLDINGS INCORPOR 1.1%
Value $3.165M Shares 42,584 Est. Cost $107.34 Unrealized -36.4%
SU SUNCOR ENERGY INC F 1.1%
Value $3.162M Shares 84,442 Est. Cost $26.75 Unrealized +34.2%
LMND LEMONADE INC 1.1%
Value $3.092M Shares 70,571 Est. Cost $33.32 Unrealized 0.0%
MSFT MICROSOFT CORP 1.1%
Value $3.043M Shares 6,118 Est. Cost $309.27 Unrealized +39.8%
XPO XPO INC 1.1%
Value $2.998M Shares 23,738 Est. Cost $47.33 Unrealized +137.0%
QXO QXO, INC. 1.1%
Value $2.956M Shares 137,241 Est. Cost $15.19 Unrealized +8.1%
ABBV ABBVIE INC 1.0%
Value $2.909M Shares 15,674 Est. Cost $154.96 Unrealized +17.9%
GNRC GENERAC HOLDINGS INC 1.0%
Value $2.904M Shares 20,279 Est. Cost $117.99 Unrealized +3.4%
LULU LULULEMON ATHLETICA INC 1.0%
Value $2.892M Shares 12,171 Est. Cost $271.38 Unrealized +1.5%
TSLA TESLA INC 1.0%
Value $2.889M Shares 9,096 Est. Cost $301.04 Unrealized +0.1%
CMG CHIPOTLE MEXICAN GRILL INC 1.0%
Value $2.785M Shares 49,597 Est. Cost $61.25 Unrealized -16.9%
CPRT COPART INC 0.9%
Value $2.607M Shares 53,121 Est. Cost $38.74 Unrealized +44.5%
COST COSTCO WHOLESALE CO 0.9%
Value $2.517M Shares 2,542 Est. Cost $400.81 Unrealized +147.2%
BKNG BOOKING HOLDINGS INC 0.9%
Value $2.434M Shares 420 Est. Cost $3667.05 Unrealized +38.9%
AAPL APPLE INC 0.9%
Value $2.415M Shares 11,771 Est. Cost $118.99 Unrealized +69.3%
KO THE COCA-COLA CO 0.8%
Value $2.21M Shares 31,240 Est. Cost $54.42 Unrealized +28.2%
DPZ DOMINOS PIZZA INC 0.8%
Value $2.201M Shares 4,884 Est. Cost $425.81 Unrealized +9.0%
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value $2.098M Shares 23,279 Est. Cost $89.77 Unrealized +1.6%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.7%
Value $2.081M Shares 19,302 Est. Cost $98.11 Unrealized +16.1%
VLO VALERO ENERGY CORP 0.7%
Value $2.077M Shares 15,452 Est. Cost $76.38 Unrealized +60.1%
GOOG ALPHABET INC. CLASS C 0.7%
Value $2.073M Shares 11,686 Est. Cost $114.32 Unrealized +44.2%
ZTAX X-SQUARE MUNI INC TAX FR ETF 0.7%
Value $2.018M Shares 80,171 Est. Cost $26.40 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.7%
Value $1.967M Shares 41,043 Est. Cost $48.27 Unrealized
EXPE EXPEDIA GROUP INC 0.7%
Value $1.942M Shares 11,514 Est. Cost $143.53 Unrealized +12.4%
ASTS AST SPACE MOBILE INC 0.7%
Value $1.916M Shares 41,000 Est. Cost $28.95 Unrealized 0.0%
DG DOLLAR GENERAL CORP 0.7%
Value $1.9M Shares 16,611 Est. Cost $130.85 Unrealized -25.0%
GLD SPDR GOLD TR 0.7%
Value $1.884M Shares 6,182 Est. Cost $304.76 Unrealized
LEN LENNAR CORP CLASS A 0.7%
Value $1.879M Shares 16,991 Est. Cost $73.43 Unrealized +46.1%
XLE ENERGY SELECT SECTOR SPDR ETF 0.7%
Value $1.863M Shares 21,968 Est. Cost $81.09 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.7%
Value $1.822M Shares 14,825 Est. Cost $122.90 Unrealized
KMB KIMBERLY CLARK CORP 0.6%
Value $1.801M Shares 13,966 Est. Cost $114.28 Unrealized +15.3%
NOC NORTHROP GRUMMAN CORP 0.6%
Value $1.732M Shares 3,465 Est. Cost $447.46 Unrealized +8.6%
RH RH 0.6%
Value $1.7M Shares 8,999 Est. Cost $267.59 Unrealized -30.6%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.6%
Value $1.66M Shares 3,009 Est. Cost $475.73 Unrealized
PEP PEPSICO INC 0.6%
Value $1.634M Shares 12,375 Est. Cost $131.03 Unrealized 0.0%
BPOP POPULAR INC F 0.6%
Value $1.634M Shares 14,826 Est. Cost $74.80 Unrealized +29.8%
MO ALTRIA GROUP INC 0.6%
Value $1.599M Shares 27,277 Est. Cost $39.87 Unrealized +40.3%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value $1.593M Shares 164,085 Est. Cost $14.90 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.6%
Value $1.534M Shares 1,452 Est. Cost $164.01 Unrealized +148.2%
OXY OCCIDENTAL PETROLEUM CORP 0.5%
Value $1.45M Shares 34,511 Est. Cost $59.75 Unrealized -31.1%
RTX RAYTHEON TECHNOLOGIES CO 0.5%
Value $1.394M Shares 9,545 Est. Cost $62.80 Unrealized +109.8%
SMCI SUPER MICRO COMPUTER INC 0.5%
Value $1.379M Shares 28,133 Est. Cost $36.35 Unrealized +6.0%
FAST FASTENAL CO 0.5%
Value $1.349M Shares 32,113 Est. Cost $31.64 Unrealized +26.8%
HD HOME DEPOT INC 0.5%
Value $1.308M Shares 3,568 Est. Cost $266.82 Unrealized +33.4%
GRMN GARMIN LTD F 0.5%
Value $1.278M Shares 6,123 Est. Cost $110.37 Unrealized +77.7%
FRO FRONTLINE PLC 0.5%
Value $1.274M Shares 77,606 Est. Cost $17.23 Unrealized -2.4%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.4%
Value $1.233M Shares 11,838 Est. Cost $127.93 Unrealized -14.5%
SHOP SHOPIFY INC F CLASS A 0.4%
Value $1.183M Shares 10,253 Est. Cost $54.58 Unrealized +83.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value $1.127M Shares 2,434 Est. Cost $347.92 Unrealized +31.9%
PHM PULTEGROUP INC 0.4%
Value $1.123M Shares 10,646 Est. Cost $37.94 Unrealized +164.1%
VAL VALARIS LTD 0.4%
Value $1.08M Shares 25,657 Est. Cost $59.25 Unrealized -36.5%
NFE NEW FORTRESS ENERGY A CLASS A 0.4%
Value $1.064M Shares 320,387 Est. Cost $19.18 Unrealized -77.3%
CB CHUBB LTD F 0.4%
Value $1.062M Shares 3,667 Est. Cost $190.72 Unrealized +50.5%
COIN COINBASE GLOBAL INC -CLASS A 0.4%
Value $1.056M Shares 3,014 Est. Cost $240.65 Unrealized -2.9%
JNJ JOHNSON & JOHNSON 0.4%
Value $999K Shares 6,541 Est. Cost $129.83 Unrealized +16.2%
VUG VANGUARD GROWTH ETF 0.4%
Value $992K Shares 2,262 Est. Cost $360.51 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value $985K Shares 4,507 Est. Cost $146.38 Unrealized +9.9%
ASML ASML HOLDING NV 0.4%
Value $982K Shares 1,225 Est. Cost $692.39 Unrealized
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.3%
Value $970K Shares 57,864 Est. Cost $9.49 Unrealized
GFS GLOBALFOUNDRIES INC 0.3%
Value $928K Shares 24,301 Est. Cost $55.34 Unrealized -34.5%
BAC BANK OF AMERICA CORP 0.3%
Value $898K Shares 18,979 Est. Cost $25.49 Unrealized +62.6%
EXE EXPAND ENERGY CORPORATION 0.3%
Value $885K Shares 7,566 Est. Cost $66.79 Unrealized +63.3%
SMLR SEMLER SCIENTIFIC INC 0.3%
Value $882K Shares 22,774 Est. Cost $45.94 Unrealized -22.4%
ZIM ZIM INTEGRATED SHIPPING SERV 0.3%
Value $870K Shares 54,100 Est. Cost $15.75 Unrealized 0.0%
ALLY ALLY FINL INC 0.3%
Value $866K Shares 22,222 Est. Cost $26.93 Unrealized +25.4%
DUOL DUOLINGO INC 0.3%
Value $865K Shares 2,110 Est. Cost $438.78 Unrealized 0.0%
MA MasterCard Inc 0.3%
Value $860K Shares 1,530 Est. Cost $405.20 Unrealized +36.1%
FIX COMFORT SYSTEMS USA INC 0.3%
Value $858K Shares 1,600 Est. Cost $316.07 Unrealized +37.6%
FTNT FORTINET INC 0.3%
Value $853K Shares 8,072 Est. Cost $65.26 Unrealized +54.6%
TSCO TRACTOR SUPPLY COMP 0.3%
Value $850K Shares 16,106 Est. Cost $51.71 Unrealized -2.2%
VTV VANGUARD VALUE ETF 0.3%
Value $801K Shares 4,531 Est. Cost $160.83 Unrealized
HCC WARRIOR MET COAL INC 0.3%
Value $786K Shares 17,150 Est. Cost $63.56 Unrealized -27.0%
TMUS T-MOBILE US INC 0.3%
Value $751K Shares 3,152 Est. Cost $181.55 Unrealized +33.0%
EME EMCOR GROUP INC 0.3%
Value $741K Shares 1,385 Est. Cost $367.70 Unrealized +19.9%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A 0.3%
Value $729K Shares 1 Est. Cost $449107.90 Unrealized +69.6%
UCO PROSHARES TR II 0.2%
Value $672K Shares 30,000 Est. Cost $22.40 Unrealized
PG PROCTER & GAMBLE 0.2%
Value $671K Shares 4,214 Est. Cost $102.03 Unrealized +57.6%
GOOGL ALPHABET INC. CLASS A 0.2%
Value $647K Shares 3,669 Est. Cost $118.95 Unrealized +37.3%
XOM EXXON MOBIL CORP 0.2%
Value $639K Shares 5,928 Est. Cost $69.47 Unrealized +50.4%
TFC TRUIST FINL CORP 0.2%
Value $629K Shares 14,632 Est. Cost $42.46 Unrealized -10.5%
SKYH SKY HARBOUR GROUP CORPORATION 0.2%
Value $613K Shares 62,785 Est. Cost $10.74 Unrealized +0.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value $609K Shares 14,050 Est. Cost $37.51 Unrealized +0.5%
NUVB NUVATION BIO INC 0.2%
Value $605K Shares 310,000 Est. Cost $2.08 Unrealized 0.0%
BITX VOLATILITY SHS TR 0.2%
Value $603K Shares 11,169 Est. Cost $38.42 Unrealized
MS MORGAN STANLEY 0.2%
Value $573K Shares 4,065 Est. Cost $74.35 Unrealized +62.7%
EOG EOG Resources Inc 0.2%
Value $563K Shares 4,707 Est. Cost $86.85 Unrealized +29.0%
TGLS TECNOGLASS INC 0.2%
Value $562K Shares 7,263 Est. Cost $54.60 Unrealized +41.8%
BOIL PROSHARES TR II 0.2%
Value $548K Shares 11,902 Est. Cost $46.04 Unrealized
BTE BAYTEX ENERGY CORP F 0.2%
Value $531K Shares 296,780 Est. Cost $3.58 Unrealized -51.5%
CMI CUMMINS INC 0.2%
Value $524K Shares 1,600 Est. Cost $287.98 Unrealized +6.1%
RIO RIO TINTO PLC 0.2%
Value $510K Shares 8,743 Est. Cost $67.84 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value $480K Shares 2,121 Est. Cost $93.23 Unrealized
VIST VISTA ENERGY S.A.B DE C.V. 0.2%
Value $478K Shares 10,000 Est. Cost $47.80 Unrealized
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value $467K Shares 9,867 Est. Cost $38.60 Unrealized
ICE INTERNATIONAL EXCHANGE INC 0.2%
Value $446K Shares 2,433 Est. Cost $155.62 Unrealized +9.5%
MKTX MARKETAXESS HLDGS INC 0.2%
Value $419K Shares 1,874 Est. Cost $222.28 Unrealized -2.6%
SOXX ISHARES TR 0.1%
Value $417K Shares 1,746 Est. Cost $238.83 Unrealized
FANG DIAMONDBACK ENERGY 0.1%
Value $411K Shares 2,993 Est. Cost $58.88 Unrealized +131.3%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value $404K Shares 14,003 Est. Cost $31.33 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value $403K Shares 15,607 Est. Cost $26.66 Unrealized 0.0%
VOYG VOYAGER TECHNOLOGIES INC 0.1%
Value $393K Shares 10,000 Est. Cost $47.68 Unrealized 0.0%
BMA BANCO MACRO SA-ADR 0.1%
Value $382K Shares 5,440 Est. Cost $75.50 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value $374K Shares 4,685 Est. Cost $101.52 Unrealized -23.5%
C CITIGROUP INC 0.1%
Value $367K Shares 4,310 Est. Cost $46.93 Unrealized +51.7%
BORR BORR DRILLING LTD 0.1%
Value $365K Shares 199,461 Est. Cost $5.72 Unrealized -67.0%
CROX CROCS INC 0.1%
Value $364K Shares 3,592 Est. Cost $116.36 Unrealized -12.4%
OIH VANECK OIL SERVICES ETF 0.1%
Value $361K Shares 1,569 Est. Cost $207.82 Unrealized
MRK MERCK & CO. INC. 0.1%
Value $357K Shares 4,504 Est. Cost $69.93 Unrealized +10.7%
Z ZILLOW GROUP INC 0.1%
Value $332K Shares 4,744 Est. Cost $130.63 Unrealized -48.4%
AMR ALPHA METALLURGICAL RESOURCE 0.1%
Value $328K Shares 2,920 Est. Cost $304.01 Unrealized -61.6%
SBSW SIBANYE STILLWATER LTD 0.1%
Value $304K Shares 42,147 Est. Cost $7.21 Unrealized
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value $302K Shares 2,663 Est. Cost $196.48 Unrealized
WFC WELLS FARGO & CO 0.1%
Value $298K Shares 3,717 Est. Cost $36.31 Unrealized +95.9%
MCD MCDONALDS CORP 0.1%
Value $294K Shares 1,005 Est. Cost $184.06 Unrealized +64.9%
BAK BRASKEM SA-CLASS A- ADR 0.1%
Value $279K Shares 85,000 Est. Cost $8.82 Unrealized
TDW TIDEWATER INC 0.1%
Value $277K Shares 6,000 Est. Cost $74.59 Unrealized -45.7%
QCOM QUALCOMM INC 0.1%
Value $273K Shares 1,710 Est. Cost $118.34 Unrealized +22.6%
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.1%
Value $273K Shares 5,306 Est. Cost $51.76 Unrealized
PBR PETROLEO BRASILEIRO SA 0.1%
Value $272K Shares 21,748 Est. Cost $12.51 Unrealized
TLT ISHARES TR 0.1%
Value $265K Shares 3,000 Est. Cost $88.33 Unrealized
PAGAYA TECHNOLOGIES LTD -A 0.1%
Value $253K Shares 11,879 Est. Cost $1.38 Unrealized
BX BLACKSTONE INC 0.1%
Value $251K Shares 1,679 Est. Cost $117.83 Unrealized +14.7%
LLY ELI LILLY & CO 0.1%
Value $244K Shares 313 Est. Cost $821.14 Unrealized -5.8%
RXO RXO INC 0.1%
Value $238K Shares 15,115 Est. Cost $24.70 Unrealized -38.6%
PSX PHILLIPS 66 0.1%
Value $227K Shares 1,905 Est. Cost $87.19 Unrealized +25.5%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value $224K Shares 6,500 Est. Cost $34.46 Unrealized
PRI PRIMERICA 0.1%
Value $201K Shares 735 Est. Cost $284.92 Unrealized -7.0%
UUUU ENERGY FUELS INC 0.1%
Value $180K Shares 30,961 Est. Cost $7.74 Unrealized -38.0%
COTY COTY INC CLASS A 0.1%
Value $145K Shares 31,153 Est. Cost $8.37 Unrealized -40.9%
METC RAMACO RESOURCES INC-A 0.0%
Value $131K Shares 10,000 Est. Cost $17.42 Unrealized -44.8%
BHC BAUSCH HEALTH COS INC F 0.0%
Value $125K Shares 18,722 Est. Cost $24.17 Unrealized -78.7%
SAN BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $109K Shares 13,127 Est. Cost $6.19 Unrealized
OBE OBSIDIAN ENERGY LTD 0.0%
Value $98,000 Shares 17,653 Est. Cost $7.70 Unrealized -35.7%
OPK OPKO HEALTH INC 0.0%
Value $28,000 Shares 21,040 Est. Cost $2.98 Unrealized -54.2%
JRNGF JOURNEY ENERGY INC F 0.0%
Value $23,000 Shares 16,095 Est. Cost $4.18 Unrealized -71.4%
TNYA TENAYA THERAPEUTICS INC 0.0%
Value $6,000 Shares 10,000 Est. Cost $0.51 Unrealized 0.0%
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value $3,000 Shares 11,173 Est. Cost $0.93 Unrealized