Fund Holdings

X-Square Capital, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
NU HOLDINGS LTD/CAYMAN ISL-A0360,512+360,51205,181+5,181
APPLOVIN CORPORATION2,63816,779+14,1411,7786,678+4,900
SUNCOR ENERGY INC F82,94088,014+5,0743,6795,819+2,140
ROSS STORES INC09,835+9,83502,131+2,131
IREN LIMITED240,000309,995+69,9959,06510,627+1,562
PEABODY ENERGY CORP046,329+46,32901,527+1,527
XPO INC23,08323,527+4443,1374,577+1,440
STRIVE INC-A0131,124+131,12401,314+1,314
CIPHER MINING INC101,500218,000+116,5001,4982,806+1,308
BRASKEM SA-CLASS A- ADR185,000500,900+315,9005461,833+1,287
META PLATFORMS INC CLASS A10,70614,592+3,8867,0668,349+1,283
SPDR S&P 500 ETF17,44220,190+2,74811,89413,130+1,236
ORACLE CORPORATION13,21525,156+11,9412,5763,701+1,125
GENERAC HOLDINGS INC14,89515,477+5822,0313,023+992
GLOBAL X URANIUM ETF018,500+18,5000896+896
TEXAS PACIFIC LAND CORP4,6024,564-381,3222,166+844
OCCIDENTAL PETROLEUM CORP34,63834,707+691,4242,256+832
BOOKING HOLDINGS INC435724+2892,3293,049+720
VALARIS LTD14,25514,581+3267181,430+712
MOSAIC CO/THE027,300+27,3000696+696
VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS158,535170,926+12,3912,0662,719+653
SASOL LTD-SPONSORED ADR048,626+48,6260630+630
ALPHA METALLURGICAL RESOURCE2,5575,552+2,9955111,140+629
COMFORT SYSTEMS USA INC1,4111,41101,3171,946+629
LYONDELLBASELL INDU-CL A07,699+7,6990620+620
EXXON MOBIL CORP6,4738,233+1,7607791,397+618
MNTN INC-A052,000+52,0000458+458
NORTHROP GRUMMAN CORP3,3413,447+1061,9052,352+447
COSTCO WHOLESALE CO2,6142,690+762,2542,680+426
DUPONT DE NEMOURS INC08,937+8,9370409+409
ENERGY SELECT SECTOR SPDR ETF19,70220,705+1,0038811,268+387
ASML HOLDING NV1,1431,209+661,2231,597+374
CENOVUS ENERGY INC013,763+13,7630365+365
GLOBALFOUNDRIES INC07,745+7,7450344+344
VANGUARD CONSUMER STAPLE ETF01,510+1,5100339+339
NUTRIEN LTD04,250+4,2500320+320
VALERO ENERGY CORP7,6296,297-1,3321,2421,556+314
LOCKHEED MARTIN CORP2,3882,415+271,1551,460+305
TJX COMPANIES INC32,28532,932+6474,9595,259+300
CHEVRON CORP01,409+1,4090292+292
JOHNSON & JOHNSON6,6726,824+1521,3811,668+287
PEPSICO INC12,15013,035+8851,7442,024+280
ALTRIA GROUP INC28,00828,651+6431,6151,891+276
SS SPDR DOW JONES INDUS AVG0587+5870272+272
VANGUARD VALUE ETF3,8115,001+1,190728981+253
FASTENAL CO32,70433,324+6201,3121,546+234
EOG Resources Inc4,9355,150+215518745+227
APPLIED MATERIALS INC0600+6000205+205
ENSIGN GROUP INC/THE01,006+1,0060203+203
NETFLIX INC02,075+2,0750200+200
BJ'S WHOLESALE CLUB HOLDINGS18,96019,241+2811,7071,894+187
BAKKT INC025,000+25,0000184+184
THE COCA-COLA CO13,99715,252+1,2559781,160+182
AKAMAI TECHNOLOGIES INC4,9795,251+272434603+169
EMCOR GROUP INC1,2211,2210747901+154
FREEPORT-MCMORAN INC15,62016,067+447793944+151
INVSC QQQ TRUST SRS 1 ETF3,1043,553+4491,9072,051+144
VOYAGER TECHNOLOGIES INC10,00016,980+6,980261397+136
RIO TINTO PLC7,4937,786+293600726+126
KIMBERLY CLARK CORP4,3025,733+1,431434553+119
O'REILLY AUTOMOTIVE INC21,96922,958+9892,0042,119+115
GENERAL DYNAMICS CO11,22611,322+963,7793,886+107
RAYTHEON TECHNOLOGIES CO10,10210,150+481,8531,958+105
PHILIP MORRIS INTL18,05518,144+892,8963,000+104
DUOLINGO INC23,68643,186+19,5004,1574,257+100
X-SQUARE MUNI INC TAX FR ETF80,83585,316+4,4812,0722,163+91
PHILLIPS 661,9091,801-108246328+82
UNITEDHEALTH GROUP INC2,6463,519+873873952+79
CHUBB LTD F3,5543,638+841,1091,186+77
QXO, INC.71,79675,278+3,4821,3851,462+77
TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS2,1212,1210645717+72
MERCK & CO. INC.4,1184,149+31434499+65
POPULAR INC F6,1856,1850770830+60
ISHARES MSCI BRAZIL ETF14,22013,222-998452508+56
ISHARES TR1,7781,789+11536588+52
RXO INC16,91118,033+1,122214264+50
FORTINET INC8,3718,733+362665714+49
SKY HARBOUR GROUP CORPORATION62,78562,7850563605+42
COCA-COLA FEMSA SAB DE CV14,21514,21501,3461,387+41
COINBASE GLOBAL INC -CLASS A1,8692,652+783423463+40
CUMMINS INC1,4081,4080719758+39
CROCS INC22,59423,678+1,0841,9321,966+34
OFG BANCORP F47,95249,341+1,3891,9651,996+31
EXPAND ENERGY CORPORATION7,7638,027+264857881+24
BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS9,8819,892+11559578+19
VANECK ETF TRUST3,2243,2240277296+19
MOTLEY FOOL 100 INDEX ETF2,9503,475+525212229+17
FIRST BANCORP F94,09692,096-2,0001,9511,967+16
INTERNATIONAL EXCHANGE INC2,5942,775+181420436+16
MCDONALDS CORP1,0341,047+13316325+9
PROCTER & GAMBLE4,2594,282+23610618+8
ADAPTIMMUNE THERAPEUTICS-ADR11,3590-11,359000
iROBOT CORPORATION10,0000-10,00010-1
T-MOBILE US INC3,1573,044-113641639-2
BIT ORIGIN LTD10,0000-10,00020-2
BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS13,12713,1270154148-6
MARKETAXESS HLDGS INC2,0272,185+158367360-7
TENAYA THERAPEUTICS INC10,0000-10,00070-7
CHIPOTLE MEXICAN GRILL INC46,19152,935+6,7441,7091,694-15
PULTEGROUP INC10,63710,469-1681,2471,231-16
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