X-Square Capital, LLC Diversified Active

CIK: 0001729300 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $320 (100.0% shares, 0.0% debt)

Holdings (162)

HIMS HIMS & HERS HEALTH INC 7.6%
Value ($000) $24 Shares 427,591 Est. Cost $41.36 Unrealized +23.9%
LMND LEMONADE INC 3.6%
Value ($000) $11 Shares 213,199 Est. Cost $43.67 Unrealized +11.7%
ASTS AST SPACE MOBILE INC 3.5%
Value ($000) $11 Shares 228,150 Est. Cost $44.74 Unrealized +7.7%
SPY SPDR S&P 500 ETF 3.5%
Value ($000) $11 Shares 16,720 Est. Cost $26.58 Unrealized
AMD ADVANCED MICRO DEVICES I 3.1%
Value ($000) $10 Shares 62,267 Est. Cost $136.89 Unrealized +17.9%
IBIT ISHARES BITCOIN TRUST 2.7%
Value ($000) $9 Shares 134,733 Est. Cost $0.04 Unrealized
META META PLATFORMS INC CLASS A 2.4%
Value ($000) $8 Shares 10,558 Est. Cost $193.53 Unrealized +284.0%
OFG OFG BANCORP F 2.2%
Value ($000) $7 Shares 161,959 Est. Cost $27.21 Unrealized +61.2%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $7 Shares 22,293 Est. Cost $118.52 Unrealized +149.7%
MU MICRON TECHNOLOGY 2.0%
Value ($000) $6 Shares 38,586 Est. Cost $49.82 Unrealized +156.5%
MSTR MICROSTRATEGY INC-CL A 1.8%
Value ($000) $6 Shares 18,279 Est. Cost $250.85 Unrealized +47.9%
FBP FIRST BANCORP F 1.8%
Value ($000) $6 Shares 266,909 Est. Cost $11.98 Unrealized +79.6%
BRK/B BERKSHIRE HATHAWAY CLASS B 1.7%
Value ($000) $5 Shares 10,624 Est. Cost $241.22 Unrealized +100.8%
URI UNITED RENTALS INC 1.6%
Value ($000) $5 Shares 5,199 Est. Cost $351.12 Unrealized +153.0%
TJX TJX COMPANIES INC 1.5%
Value ($000) $5 Shares 33,241 Est. Cost $92.74 Unrealized +42.6%
NVDA NVIDIA CORP 1.5%
Value ($000) $5 Shares 25,298 Est. Cost $93.89 Unrealized +85.6%
AMZN AMAZON.COM INC 1.5%
Value ($000) $5 Shares 21,259 Est. Cost $140.18 Unrealized +61.5%
MELI MERCADOLIBRE INC 1.4%
Value ($000) $4 Shares 1,885 Est. Cost $1494.90 Unrealized +60.6%
CPRT COPART INC 1.3%
Value ($000) $4 Shares 92,084 Est. Cost $42.29 Unrealized +11.4%
AMGN AMGEN INC. 1.3%
Value ($000) $4 Shares 14,639 Est. Cost $232.68 Unrealized +23.2%
GD GENERAL DYNAMICS CO 1.2%
Value ($000) $4 Shares 11,541 Est. Cost $167.84 Unrealized +86.9%
ABBV ABBVIE INC 1.2%
Value ($000) $4 Shares 15,929 Est. Cost $155.71 Unrealized +29.7%
WMT WALMART INC 1.1%
Value ($000) $4 Shares 35,714 Est. Cost $54.34 Unrealized +82.6%
SU SUNCOR ENERGY INC F 1.1%
Value ($000) $4 Shares 85,551 Est. Cost $26.92 Unrealized +49.0%
MSFT MICROSOFT CORP 1.0%
Value ($000) $3 Shares 6,209 Est. Cost $312.19 Unrealized +62.9%
TSLA TESLA INC 1.0%
Value ($000) $3 Shares 7,091 Est. Cost $301.04 Unrealized +15.2%
XPO XPO INC 1.0%
Value ($000) $3 Shares 24,077 Est. Cost $48.49 Unrealized +167.6%
BMA BANCO MACRO SA-ADR 0.9%
Value ($000) $3 Shares 71,536 Est. Cost $0.04 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $3 Shares 11,789 Est. Cost $118.99 Unrealized +89.6%
PM PHILIP MORRIS INTL 0.9%
Value ($000) $3 Shares 18,471 Est. Cost $94.36 Unrealized +75.0%
TDG TRANSDIGM GROUP INC 0.9%
Value ($000) $3 Shares 2,246 Est. Cost $1027.01 Unrealized +32.9%
CLSK CLEANSPARK INC 0.9%
Value ($000) $3 Shares 200,000 Est. Cost $11.28 Unrealized 0.0%
GOOG ALPHABET INC. CLASS C 0.9%
Value ($000) $3 Shares 11,687 Est. Cost $114.32 Unrealized +83.6%
PYPL PAYPAL HOLDINGS INCORPOR 0.9%
Value ($000) $3 Shares 42,434 Est. Cost $107.34 Unrealized -34.5%
GNRC GENERAC HOLDINGS INC 0.8%
Value ($000) $3 Shares 15,529 Est. Cost $117.99 Unrealized +48.5%
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $3 Shares 23,687 Est. Cost $89.95 Unrealized +11.8%
EXPE EXPEDIA GROUP INC 0.8%
Value ($000) $3 Shares 11,719 Est. Cost $144.53 Unrealized +38.6%
DUOL DUOLINGO INC 0.8%
Value ($000) $2 Shares 7,725 Est. Cost $362.94 Unrealized -7.9%
COST COSTCO WHOLESALE CO 0.7%
Value ($000) $2 Shares 2,566 Est. Cost $400.81 Unrealized +138.7%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $2 Shares 435 Est. Cost $3732.45 Unrealized +49.1%
GLD SPDR GOLD TR 0.7%
Value ($000) $2 Shares 6,192 Est. Cost $0.30 Unrealized
LEN LENNAR CORP CLASS A 0.7%
Value ($000) $2 Shares 17,365 Est. Cost $74.51 Unrealized +65.8%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $2 Shares 3,550 Est. Cost $450.23 Unrealized +25.1%
DPZ DOMINOS PIZZA INC 0.7%
Value ($000) $2 Shares 4,986 Est. Cost $426.32 Unrealized +5.7%
KO THE COCA-COLA CO 0.7%
Value ($000) $2 Shares 31,923 Est. Cost $54.71 Unrealized +24.2%
TECL DIREXION SHS ETF TR 0.6%
Value ($000) $2 Shares 20,500 Est. Cost $0.10 Unrealized
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $2 Shares 11,395 Est. Cost $271.38 Unrealized -26.2%
ZTAX X-SQUARE MUNI INC TAX FR ETF 0.6%
Value ($000) $2 Shares 80,766 Est. Cost $0.03 Unrealized
BITX VOLATILITY SHS TR 0.6%
Value ($000) $2 Shares 36,094 Est. Cost $0.05 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.6%
Value ($000) $2 Shares 49,994 Est. Cost $61.25 Unrealized -26.5%
CROX CROCS INC 0.6%
Value ($000) $2 Shares 22,900 Est. Cost $95.22 Unrealized -4.1%
RH RH 0.6%
Value ($000) $2 Shares 9,189 Est. Cost $266.55 Unrealized -18.5%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.6%
Value ($000) $2 Shares 3,061 Est. Cost $0.48 Unrealized
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.6%
Value ($000) $2 Shares 19,612 Est. Cost $98.17 Unrealized +4.1%
MO ALTRIA GROUP INC 0.6%
Value ($000) $2 Shares 27,445 Est. Cost $39.87 Unrealized +54.1%
PEP PEPSICO INC 0.6%
Value ($000) $2 Shares 12,668 Est. Cost $131.25 Unrealized +7.0%
VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.5%
Value ($000) $2 Shares 160,558 Est. Cost $7.75 Unrealized
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $2 Shares 16,866 Est. Cost $130.52 Unrealized -16.5%
RR RICHTECH ROBOTICS INC 0.5%
Value ($000) $2 Shares 400,300 Est. Cost $2.63 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CO 0.5%
Value ($000) $2 Shares 9,858 Est. Cost $65.70 Unrealized +134.8%
APP APPLOVIN CORPORATION 0.5%
Value ($000) $2 Shares 2,291 Est. Cost $226.97 Unrealized +103.2%
OXY OCCIDENTAL PETROLEUM CORP 0.5%
Value ($000) $2 Shares 34,606 Est. Cost $59.75 Unrealized -25.1%
FAST FASTENAL CO 0.5%
Value ($000) $2 Shares 32,084 Est. Cost $31.64 Unrealized +48.3%
GRMN GARMIN LTD F 0.5%
Value ($000) $2 Shares 6,123 Est. Cost $110.37 Unrealized +107.6%
SHOP SHOPIFY INC F CLASS A 0.5%
Value ($000) $1 Shares 9,743 Est. Cost $54.58 Unrealized +148.4%
HD HOME DEPOT INC 0.5%
Value ($000) $1 Shares 3,569 Est. Cost $266.82 Unrealized +45.9%
QXO QXO, INC. 0.4%
Value ($000) $1 Shares 74,907 Est. Cost $15.19 Unrealized +36.3%
PHM PULTEGROUP INC 0.4%
Value ($000) $1 Shares 10,639 Est. Cost $37.94 Unrealized +226.3%
TPL TEXAS PACIFIC LAND CORP 0.4%
Value ($000) $1 Shares 1,493 Est. Cost $168.13 Unrealized +86.7%
SMCI SUPER MICRO COMPUTER INC 0.4%
Value ($000) $1 Shares 28,250 Est. Cost $36.35 Unrealized +31.4%
FIX COMFORT SYSTEMS USA INC 0.4%
Value ($000) $1 Shares 1,600 Est. Cost $316.07 Unrealized +114.2%
ORCL ORACLE CORPORATION 0.4%
Value ($000) $1 Shares 4,510 Est. Cost $146.38 Unrealized +73.6%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1 Shares 7,356 Est. Cost $76.38 Unrealized +93.5%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1 Shares 6,544 Est. Cost $129.83 Unrealized +30.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1 Shares 2,381 Est. Cost $347.92 Unrealized +28.8%
ASML ASML HOLDING NV 0.4%
Value ($000) $1 Shares 1,223 Est. Cost $0.69 Unrealized
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.4%
Value ($000) $1 Shares 57,795 Est. Cost $7.96 Unrealized
ONDS ONDAS HOLDINGS INC 0.4%
Value ($000) $1 Shares 150,000 Est. Cost $4.15 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.4%
Value ($000) $1 Shares 11,578 Est. Cost $127.93 Unrealized -17.8%
SBSW SIBANYE STILLWATER LTD 0.4%
Value ($000) $1 Shares 102,282 Est. Cost $0.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1 Shares 3,000 Est. Cost $298.94 Unrealized 0.0%
CB CHUBB LTD F 0.3%
Value ($000) $1 Shares 3,667 Est. Cost $190.72 Unrealized +44.3%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $1 Shares 3,100 Est. Cost $322.17 Unrealized 0.0%
ZETA ZETA GLOBAL HOLDINGS CORP-A 0.3%
Value ($000) $1 Shares 50,000 Est. Cost $17.96 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $1 Shares 2,048 Est. Cost $0.36 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $1 Shares 19,018 Est. Cost $25.49 Unrealized +89.7%
TSCO TRACTOR SUPPLY COMP 0.3%
Value ($000) $1 Shares 16,059 Est. Cost $51.71 Unrealized +13.2%
EME EMCOR GROUP INC 0.3%
Value ($000) $1 Shares 1,385 Est. Cost $367.70 Unrealized +64.9%
GOOGL ALPHABET INC. CLASS A 0.3%
Value ($000) $1 Shares 3,676 Est. Cost $118.95 Unrealized +75.9%
MA MasterCard Inc 0.3%
Value ($000) $1 Shares 1,530 Est. Cost $405.20 Unrealized +41.5%
ALLY ALLY FINL INC 0.3%
Value ($000) $1 Shares 21,974 Est. Cost $26.93 Unrealized +46.3%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $1 Shares 4,561 Est. Cost $0.16 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.3%
Value ($000) $1 Shares 9,479 Est. Cost $30.04 Unrealized
BORR BORR DRILLING LTD 0.3%
Value ($000) $1 Shares 312,714 Est. Cost $4.55 Unrealized -45.3%
EXE EXPAND ENERGY CORPORATION 0.3%
Value ($000) $1 Shares 7,557 Est. Cost $66.79 Unrealized +48.4%
TMUS T-MOBILE US INC 0.2%
Value ($000) $1 Shares 3,149 Est. Cost $181.55 Unrealized +32.4%
BRK/A 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A 0.2%
Value ($000) $1 Shares 1 Est. Cost $449107.90 Unrealized +61.9%
ZIM ZIM INTEGRATED SHIPPING SERV 0.2%
Value ($000) $1 Shares 54,200 Est. Cost $15.75 Unrealized -3.6%
BPOP POPULAR INC F 0.2%
Value ($000) $1 Shares 5,714 Est. Cost $74.80 Unrealized +58.1%
NFE NEW FORTRESS ENERGY A CLASS A 0.2%
Value ($000) $1 Shares 317,233 Est. Cost $19.18 Unrealized -85.2%
BTE BAYTEX ENERGY CORP F 0.2%
Value ($000) $1 Shares 295,732 Est. Cost $3.58 Unrealized -40.2%
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value ($000) $1 Shares 4,825 Est. Cost $0.12 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $1 Shares 8,072 Est. Cost $65.26 Unrealized +36.7%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 1,600 Est. Cost $287.98 Unrealized +32.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1 Shares 5,938 Est. Cost $69.47 Unrealized +57.9%
TFC TRUIST FINL CORP 0.2%
Value ($000) $1 Shares 14,638 Est. Cost $42.46 Unrealized +4.4%
SMLR SEMLER SCIENTIFIC INC 0.2%
Value ($000) $1 Shares 22,210 Est. Cost $45.94 Unrealized -25.1%
PG PROCTER & GAMBLE 0.2%
Value ($000) $1 Shares 4,227 Est. Cost $102.03 Unrealized +51.8%
MS MORGAN STANLEY 0.2%
Value ($000) $1 Shares 4,065 Est. Cost $74.35 Unrealized +97.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $1 Shares 5,185 Est. Cost $114.28 Unrealized +11.0%
SKYH SKY HARBOUR GROUP CORPORATION 0.2%
Value ($000) $1 Shares 62,785 Est. Cost $10.74 Unrealized -5.0%
COIN COINBASE GLOBAL INC -CLASS A 0.2%
Value ($000) $1 Shares 1,815 Est. Cost $240.65 Unrealized +40.9%
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.2%
Value ($000) $1 Shares 2,121 Est. Cost $0.09 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $1 Shares 14,050 Est. Cost $37.51 Unrealized +15.2%
EOG EOG Resources Inc 0.2%
Value ($000) $1 Shares 4,707 Est. Cost $86.85 Unrealized +35.8%
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1 Shares 9,876 Est. Cost $37.42 Unrealized
TGLS TECNOGLASS INC 0.2%
Value ($000) $0 Shares 7,263 Est. Cost $54.60 Unrealized +35.1%
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $0 Shares 7,500 Est. Cost $63.56 Unrealized -10.1%
RIO RIO TINTO PLC 0.1%
Value ($000) $0 Shares 7,143 Est. Cost $0.07 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $0 Shares 1,728 Est. Cost $0.24 Unrealized
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $0 Shares 2,539 Est. Cost $184.21 Unrealized
AMR ALPHA METALLURGICAL RESOURCE 0.1%
Value ($000) $0 Shares 2,737 Est. Cost $304.01 Unrealized -54.4%
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,311 Est. Cost $46.93 Unrealized +100.5%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $0 Shares 13,966 Est. Cost $20.10 Unrealized
FANG DIAMONDBACK ENERGY 0.1%
Value ($000) $0 Shares 3,011 Est. Cost $58.88 Unrealized +139.2%
ICE INTERNATIONAL EXCHANGE INC 0.1%
Value ($000) $0 Shares 2,433 Est. Cost $155.62 Unrealized +14.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,012 Est. Cost $162.07 Unrealized 0.0%
Z ZILLOW GROUP INC 0.1%
Value ($000) $0 Shares 4,732 Est. Cost $130.63 Unrealized -37.4%
TLT ISHARES TR 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $0.09 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 4,685 Est. Cost $101.52 Unrealized -24.1%
OIH VANECK OIL SERVICES ETF 0.1%
Value ($000) $0 Shares 1,366 Est. Cost $207.82 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $0 Shares 4,207 Est. Cost $69.93 Unrealized +15.9%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $0 Shares 1,873 Est. Cost $222.28 Unrealized -13.0%
TDW TIDEWATER INC 0.1%
Value ($000) $0 Shares 6,000 Est. Cost $74.59 Unrealized -26.5%
WFC WELLS FARGO & CO 0.1%
Value ($000) $0 Shares 3,726 Est. Cost $36.31 Unrealized +121.6%
BOIL PROSHARES TR II 0.1%
Value ($000) $0 Shares 10,402 Est. Cost $0.05 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 1,017 Est. Cost $185.44 Unrealized +62.5%
CIFR CIPHER MINING INC 0.1%
Value ($000) $0 Shares 23,800 Est. Cost $7.54 Unrealized 0.0%
ERX DIREXION DAILY ENERGY BULL 2X ETF 0.1%
Value ($000) $0 Shares 5,287 Est. Cost $13.47 Unrealized
VOYG VOYAGER TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 10,000 Est. Cost $47.68 Unrealized -27.5%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $0 Shares 6,500 Est. Cost $0.03 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 1,687 Est. Cost $117.83 Unrealized +43.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 1,702 Est. Cost $118.34 Unrealized +32.8%
TMF DIREXION SHS ETF TR 0.1%
Value ($000) $0 Shares 7,000 Est. Cost $0.04 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $0 Shares 367 Est. Cost $0.75 Unrealized
PBR PETROLEO BRASILEIRO SA 0.1%
Value ($000) $0 Shares 21,463 Est. Cost $0.01 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,908 Est. Cost $87.19 Unrealized +45.0%
GDX VANECK ETF TRUST 0.1%
Value ($000) $0 Shares 3,224 Est. Cost $0.08 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 313 Est. Cost $821.14 Unrealized -9.6%
RXO RXO INC 0.1%
Value ($000) $0 Shares 15,079 Est. Cost $24.70 Unrealized -34.7%
GFS GLOBALFOUNDRIES INC 0.1%
Value ($000) $0 Shares 6,341 Est. Cost $55.34 Unrealized -35.5%
BAK BRASKEM SA-CLASS A- ADR 0.1%
Value ($000) $0 Shares 85,000 Est. Cost $0.01 Unrealized
PRI PRIMERICA 0.1%
Value ($000) $0 Shares 735 Est. Cost $284.92 Unrealized -5.8%
SAN BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 13,127 Est. Cost $6.19 Unrealized
COTY COTY INC CLASS A 0.0%
Value ($000) $0 Shares 31,153 Est. Cost $8.37 Unrealized -45.3%
BHC BAUSCH HEALTH COS INC F 0.0%
Value ($000) $0 Shares 18,722 Est. Cost $24.17 Unrealized -71.7%
OBE OBSIDIAN ENERGY LTD 0.0%
Value ($000) $0 Shares 17,540 Est. Cost $7.70 Unrealized -22.8%
JRNGF JOURNEY ENERGY INC F 0.0%
Value ($000) $0 Shares 16,095 Est. Cost $0.00 Unrealized +45896.9%
OPK OPKO HEALTH INC 0.0%
Value ($000) $0 Shares 20,933 Est. Cost $2.98 Unrealized -54.0%
TNYA TENAYA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.51 Unrealized +97.9%
BIT ORIGIN LTD 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS-ADR 0.0%
Value ($000) $0 Shares 11,573 Est. Cost $0.00 Unrealized