Fund HoldingsX-Square Capital, LLC

Total Portfolio Value
$305.2K
Total Bought
$57.1K
Total Sold
$55.2K
Net Transaction
+$1.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
IREN LIMITED
ORDINARY SHARES
0240,000+240,000092.97%+9
ROOT INC(ROOT)077,096+77,096061.82%+6
MERCADOLIBRE INC(MELI)03,830+3,830082.53%+8
DBX ETF TR
DAIL HO SUPP ETF
052,500+52,500030.85%+3
FERRARI N V
COM
05,788+5,788020.70%+2
ONDAS HOLDINGS INC(ONDS)150,000300,000+150,000130.96%+2
DUOLINGO INC(DUOL)7,72523,686+15,961241.36%+2
INTUITIVE MACHINES INC.(LUNR)0101,000+101,000020.54%+2
VISA INC(V)04,548+4,548020.52%+2
COCA-COLA FEMSA SAB DE CV(KOF)014,215+14,215010.44%+1
ORACLE CORPORATION(ORCL)4,51013,215+8,705130.84%+1
CIPHER MINING INC(CIFR)23,800101,500+77,700010.49%+1
AST SPACE MOBILE INC(ASTS)228,150170,350-57,80011124.05%+1
VANECK OIL SERVICES ETF
OIL SERVICES ETF
04,588+4,588010.43%+1
MICRON TECHNOLOGY(MU)38,58625,747-12,839672.41%+1
ALPHABET INC. CLASS C(GOOG)11,68711,792+105341.21%+1
EXPEDIA GROUP INC(EXPE)11,71911,536-183331.07%+1
SPDR S&P 500 ETF(SPY)16,72017,442+72211123.90%+1
VALARIS LTD(VAL)014,255+14,255010.24%+1
TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS(TEVA)57,79557,781-14120.59%+1
AMGEN INC.(AMGN)14,63914,395-244451.54%+1
NIKE INC(NKE)08,347+8,347010.17%+1
NVIDIA CORP(NVDA)25,29827,722+2,424551.69%0
DOLLAR GENERAL CORP(DG)016,151+16,151020.70%+2
BLAIZE HOLDINGS INC0200,000+200,000000.13%0
BORR DRILLING LTD(BORR)312,714302,085-10,629110.40%0
MOBILEYE GLOBAL, INC.(MBLY)034,918+34,918000.12%0
APPLE INC(AAPL)11,78912,319+530331.10%0
BRASKEM SA-CLASS A- ADR0185,000+185,000010.18%+1
WALMART INC(WMT)35,71436,088+374441.32%0
VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS160,558158,535-2,023220.68%0
BAYTEX ENERGY CORP F(BTE)295,732295,7320110.31%0
ALPHABET INC. CLASS A(GOOG)3,6763,681+5110.38%0
FREEPORT-MCMORAN INC(FCX)015,620+15,620010.26%+1
LULULEMON ATHLETICA INC(LULU)010,851+10,851020.74%+2
GENERAL MOTORS(GM)02,630+2,630000.07%0
MOTLEY FOOL 100 INDEX ETF
MOTLEY FOL ETF
02,950+2,950000.07%0
PALANTIR TECHNOLOGIES INC(PLTR)2,0123,234+1,222010.19%0
RAYTHEON TECHNOLOGIES CO(RTX)9,85810,102+244220.61%0
AMAZON.COM INC(AMZN)21,25921,034-225551.59%0
JOHNSON & JOHNSON(JNJ)6,5446,672+128110.45%0
ALLY FINL INC(ALLY)022,569+22,569010.33%+1
TJX COMPANIES INC(TJX)33,24132,285-956551.63%0
SHOPIFY INC F CLASS A(SHOP)9,7439,904+161120.52%0
APPLOVIN CORPORATION(APP)02,638+2,638020.58%+2
RIO TINTO PLC(RIO)07,493+7,493010.20%+1
EXXON MOBIL CORP5,9386,473+535110.26%0
WARRIOR MET COAL INC(HCC)06,622+6,622010.19%+1
ELI LILLY & CO(LLY)0319+319000.11%0
SUNCOR ENERGY INC F(SU)85,55182,940-2,611441.21%0
MERCK & CO. INC.(MRK)04,118+4,118000.14%0
AKAMAI TECHNOLOGIES INC(AKAM)04,979+4,979000.14%0
MORGAN STANLEY(MS)4,0654,0650110.24%0
CHUBB LTD F
COM
03,554+3,554010.36%+1
X-SQUARE MUNI INC TAX FR ETF
MUN INCOME ETF
080,835+80,835020.68%+2
BANK OF AMERICA CORP19,01819,095+77110.34%0
INVSC QQQ TRUST SRS 1 ETF3,0613,104+43220.62%0
ISHARES TR1,7281,778+50010.18%0
TRUIST FINL CORP(TFC)14,63814,949+311110.24%0
CITIGROUP INC(C)4,3114,3110010.16%0
ALPHA METALLURGICAL RESOURCE2,7372,557-180010.17%0
EXPAND ENERGY CORPORATION(EXE)07,763+7,763010.28%+1
TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)2,1212,1210110.21%0
POPULAR INC F(BPOP)06,185+6,185010.25%+1
CUMMINS INC(CMI)1,6001,408-192110.24%0
MARKETAXESS HLDGS INC(MKTX)02,027+2,027000.12%0
ASML HOLDING NV
N Y REGISTRY SHS
1,2231,143-80110.40%0
WELLS FARGO & CO(WFC)3,7263,730+4000.11%0
BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS(BTI)9,8769,881+5110.18%0
ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
019,702+19,702010.29%+1
VANECK ETF TRUST
GOLD MINERS ETF
3,2243,2240000.09%0
MasterCard Inc(MA)1,5301,577+47110.29%0
VANGUARD GROWTH ETF02,068+2,068010.33%+1
XPO INC(XPO)24,07723,083-994331.03%0
DIAMONDBACK ENERGY(FANG)3,0113,008-3000.15%0
CROCS INC(CROX)22,90022,594-306220.63%0
ISHARES MSCI BRAZIL ETF13,96614,220+254000.15%0
BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS(SAN)13,12713,1270000.05%0
INTERNATIONAL EXCHANGE INC(ICE)02,594+2,594000.14%0
QUALCOMM INC(QCOM)1,7021,7020000.10%0
MCDONALDS CORP(MCD)1,0171,034+17000.10%0
BAUSCH HEALTH COS INC F017,950+17,950000.04%0
1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A110110.25%0
iROBOT CORPORATION010,000+10,000000.00%0
ADAPTIMMUNE THERAPEUTICS-ADR011,359+11,359000
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
367362-5000.09%-0
BIT ORIGIN LTD010,000+10,000000.00%0
DIREXION DAILY ENERGY BULL 2X ETF
DAI ENE BUL ETF
5,2875,305+18000.10%-0
JPMORGAN CHASE & CO(JPM)22,29321,819-474772.30%-0
COMFORT SYSTEMS USA INC(FIX)1,6001,411-189110.43%-0
ISHARES TR4,0004,0000000.11%-0
TENAYA THERAPEUTICS INC10,00010,0000000.00%-0
EOG Resources Inc(EOG)04,935+4,935010.17%+1
VALERO ENERGY CORP(VLO)07,629+7,629010.41%+1
PHILLIPS 66(PSX)1,9081,909+1000.08%-0
FORTINET INC(FTNT)08,371+8,371010.22%+1
TIDEWATER INC(TDW)6,0006,0000000.10%-0
BOOKING HOLDINGS INC(BKNG)0435+435020.76%+2
RXO INC(RXO)016,911+16,911000.07%0
BLACKSTONE INC(BX)1,6871,699+12000.09%-0
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