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Institutional

X-Square Capital, LLC

CIK 0001729300
$296,726
Reported AUM
164
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · X-Square Capital, LLC · Q1 2026

AI · grounded in 13F

X-Square Capital, LLC established a new position in NU with a $5,181 investment. The fund also increased its stake in APP by 536.05% and added new positions in ROST and BTU. On the sell side, the fund closed its position in ONDS and trimmed its holdings in ASTS by 69.59%.

Portfolio · Q1 2026

SPYIRENAMDHIMSMETAAPPMUSUOther$207,370XL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$13K4.42%+2,748+15.8%
2IRENIREN LIMITED$54.35-12.14%457.44%236.12%$11K3.58%+69,995+29.2%
3AMDADVANCED MICRO DEVICES I$466.38-10.86%301.39%339.19%$9K3.13%+640+1.4%
4HIMSHIMS & HERS HEALTH INC$26.19-6.50%-53.51%231.10%$9K2.94%48,258−10.3%
5METAMETA PLATFORMS INC CLASS A$593.00-5.51%-14.74%67.74%$8K2.81%+3,886+36.3%
6APPAPPLOVIN CORPORATION$557.20-0.30%33.34%806.46%$7K2.25%+14,141+536.0%
7MUMICRON TECHNOLOGY$864.01-13.25%697.79%1041.92%$6K2.15%6,850−26.6%
8SUSUNCOR ENERGY INC F$62.22-4.96%73.56%284.50%$6K1.96%+5,074+6.1%
9TJXTJX COMPANIES INC$160.711.31%26.64%151.20%$5K1.77%+647+2.0%
10NUNU HOLDINGS LTD/CAYMAN ISL-A$11.97-1.24%-1.48%61.32%$5K1.75%+360,512NEW
11MELIMERCADOLIBRE INC$1607.80-1.65%-35.23%2.49%$5K1.71%902−23.6%
12NVDANVIDIA CORP$205.10-6.20%44.92%955.49%$5K1.63%+66+0.2%
13BRK/BBERKSHIRE HATHAWAY CLASS B$5K1.60%222−2.2%
14XPOXPO INC$218.94-0.15%84.81%356.44%$5K1.54%+444+1.9%
15AMZNAMAZON.COM INC$246.03-3.06%15.20%47.87%$5K1.52%+630+3.0%
16ASTSAST SPACE MOBILE INC$93.60-12.76%200.10%768.27%$4K1.45%118,550−69.6%
17DUOLDUOLINGO INC$109.03-0.11%-78.74%-15.85%$4K1.43%+19,500+82.3%
18GDGENERAL DYNAMICS CO$346.441.45%27.61%96.66%$4K1.31%+96+0.9%
19ORCLORACLE CORPORATION$213.68-9.59%24.02%162.37%$4K1.25%+11,941+90.4%
20AMGNAMGEN INC.$349.581.15%24.03%69.41%$4K1.25%3,884−27.0%
21URIUNITED RENTALS INC$1067.77-1.55%52.37%235.99%$4K1.24%+12+0.2%
22JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$4K1.22%9,547−43.8%
23IBITISHARES BITCOIN TRUST$34.14-5.22%-42.39%-3.61%$4K1.20%150−0.2%
24GOOGALPHABET INC. CLASS C$365.76-0.95%109.82%172.71%$3K1.13%65−0.6%
25ABBVABBVIE INC$227.231.02%23.60%135.68%$3K1.04%1,194−7.7%
26BKNGBOOKING HOLDINGS INC$165.84-0.99%-25.40%94.38%$3K1.03%+289+66.4%
27GNRCGENERAC HOLDINGS INC$261.54-5.97%104.39%-37.63%$3K1.02%+582+3.9%
28AAPLAPPLE INC$307.34-1.25%51.31%116.17%$3K1.01%477−3.9%
29PMPHILIP MORRIS INTL$178.291.89%1.58%123.17%$3K1.01%+89+0.5%
30MSTRMICROSTRATEGY INC-CL A$120.44-6.90%-67.84%92.39%$3K0.97%5,000−17.8%
31EXPEEXPEDIA GROUP INC$228.880.75%$3K0.95%+629+5.5%
32CIFRCIPHER MINING INC$22.45-12.13%$3K0.95%+116,500+114.8%
33VALEVALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS$15.23-3.42%$3K0.92%+12,391+7.8%
34COSTCOSTCO WHOLESALE CO$971.87-0.05%$3K0.90%+76+2.9%
35TDGTRANSDIGM GROUP INC$1238.740.87%$3K0.87%+70+3.2%
36CPRTCOPART INC$30.960.62%$3K0.87%13,129−14.5%
37TSLATESLA INC$391.00-6.56%$3K0.86%+60+0.9%
38WMTWALMART INC$118.880.97%$2K0.84%16,013−44.4%
39MSFTMICROSOFT CORP$416.67-2.66%$2K0.81%+357+5.8%
40NOCNORTHROP GRUMMAN CORP$544.40-0.14%$2K0.79%+106+3.2%
41OXYOCCIDENTAL PETROLEUM CORP$56.93-2.97%$2K0.76%+69+0.2%
42TPLTEXAS PACIFIC LAND CORP$389.79-4.16%$2K0.73%38−0.8%
43ZTAXX-SQUARE MUNI INC TAX FR ETF$25.110.00%$2K0.73%+4,481+5.5%
44ROSTROSS STORES INC$230.37-1.15%$2K0.72%+9,835NEW
45ORLYO'REILLY AUTOMOTIVE INC$90.332.18%$2K0.71%+989+4.5%
46QQQINVSC QQQ TRUST SRS 1 ETF$705.06-4.80%$2K0.69%+449+14.5%
47PEPPEPSICO INC$141.92-0.16%$2K0.68%+885+7.3%
48OFGOFG BANCORP F$46.270.67%$2K0.67%+1,389+2.9%
49FBPFIRST BANCORP F$24.320.08%$2K0.66%2,000−2.1%
50CROXCROCS INC$119.35-1.79%$2K0.66%+1,084+4.8%
51RTXRAYTHEON TECHNOLOGIES CO$180.990.88%$2K0.66%+48+0.5%
52FIXCOMFORT SYSTEMS USA INC$1843.94-3.69%$2K0.66%HELD
53DGDOLLAR GENERAL CORP$103.700.17%$2K0.65%+43+0.3%
54BJBJ'S WHOLESALE CLUB HOLDINGS$89.210.92%$2K0.64%+281+1.5%
55MOALTRIA GROUP INC$72.192.25%$2K0.64%+643+2.3%
56PYPLPAYPAL HOLDINGS INCORPOR$41.29-3.42%$2K0.62%+175+0.4%
57DPZDOMINOS PIZZA INC$313.992.11%$2K0.62%+335+7.0%
58BAKBRASKEM SA-CLASS A- ADR$3.48-7.45%$2K0.62%+315,900+170.8%
59CMGCHIPOTLE MEXICAN GRILL INC$29.344.12%$2K0.57%+6,744+14.6%
60TEVATEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS$34.19-0.70%$2K0.57%1,536−2.7%
61LULULULULEMON ATHLETICA INC$114.23-8.56%$2K0.56%+78+0.7%
62JNJJOHNSON & JOHNSON$232.772.02%$2K0.56%+152+2.3%
63ASMLASML HOLDING NV$1641.74-6.59%$2K0.54%+66+5.8%
64ROOTROOT INC$53.541.71%$2K0.54%41,048−53.2%
65VLOVALERO ENERGY CORP$255.82-1.17%$2K0.52%1,332−17.5%
66LENLENNAR CORP CLASS A$90.49-1.51%$2K0.52%+2,024+12.7%
67FASTFASTENAL CO$46.79-0.78%$2K0.52%+620+1.9%
68BTUPEABODY ENERGY CORP$28.10-9.96%$2K0.51%+46,329NEW
69QXOQXO, INC.$15.76-2.90%$1K0.49%+3,482+4.8%
70LMTLOCKHEED MARTIN CORP$523.760.91%$1K0.49%+27+1.1%
71VALVALARIS LTD$88.54-4.70%$1K0.48%+326+2.3%
72XOMEXXON MOBIL CORP$149.92-1.39%$1K0.47%+1,760+27.2%
73KOFCOCA-COLA FEMSA SAB DE CV$106.47-0.31%$1K0.47%HELD
74VVISA INC$323.571.06%$1K0.46%+1+0.0%
75ASSTSTRIVE INC-A$13.92-7.32%$1K0.44%+131,124NEW
76XLEENERGY SELECT SECTOR SPDR ETF$57.67-1.84%$1K0.43%+1,003+5.1%
77RACEFERRARI N V$346.99-0.84%$1K0.43%2,044−35.3%
78HDHOME DEPOT INC$310.780.27%$1K0.42%+108+3.0%
79PHMPULTEGROUP INC$118.400.15%$1K0.41%168−1.6%
80SHOPSHOPIFY INC F CLASS A$109.54-5.60%$1K0.41%+241+2.4%
81RHRH$146.63-4.32%$1K0.40%+788+10.2%
82CBCHUBB LTD F$326.273.74%$1K0.40%+84+2.4%
83GRMNGARMIN LTD F$236.57-2.23%$1K0.40%1,179−18.9%
84KOTHE COCA-COLA CO$79.483.46%$1K0.39%+1,255+9.0%
85AMRALPHA METALLURGICAL RESOURCE$202.38-5.96%$1K0.38%+2,995+117.1%
86LMNDLEMONADE INC$51.46-0.21%$1K0.37%HELD
87GOOGLALPHABET INC. CLASS A$368.53-0.98%$1K0.36%+40+1.1%
88VTVVANGUARD VALUE ETF$212.02-1.36%$9810.33%+1,190+31.2%
89UNHUNITEDHEALTH GROUP INC$399.470.76%$9520.32%+873+33.0%
90FCXFREEPORT-MCMORAN INC$63.37-9.07%$9440.32%+447+2.9%
91BACBANK OF AMERICA CORP$53.83-0.63%$9230.31%160−0.8%
92ALLYALLY FINL INC$42.770.85%$9040.30%+473+2.1%
93EMEEMCOR GROUP INC$817.44-3.31%$9010.30%HELD
94URAGLOBAL X URANIUM ETF$45.31-9.88%$8960.30%+18,500NEW
95EXEEXPAND ENERGY CORPORATION$92.07-1.42%$8810.30%+264+3.4%
96BAHBOOZ ALLEN HAMILTON HOLDINGS$79.48-0.66%$8670.29%+195+1.8%
97BPOPPOPULAR INC F$153.070.20%$8300.28%HELD
98MAMasterCard Inc$491.081.93%$8160.28%+57+3.6%
99TSCOTRACTOR SUPPLY COMP$29.781.40%$7740.26%+546+3.3%
100CEGCONSTELLATION ENERGY CORP$254.83-3.69%$7620.26%HELD
101CMICUMMINS INC$7580.26%HELD
102EOGEOG Resources Inc$7450.25%+215+4.4%
103BMABANCO MACRO SA-ADR$7430.25%1,955−16.9%
104BORRBORR DRILLING LTD$7410.25%173,670−57.5%
105RIORIO TINTO PLC$7260.24%+293+3.9%
106BRK/A1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A$7180.24%HELD
107TSMTAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS$7170.24%HELD
108FTNTFORTINET INC$7140.24%+362+4.3%
109TFCTRUIST FINL CORP$7050.24%+390+2.6%
110MOSMOSAIC CO/THE$6960.23%+27,300NEW
111VUGVANGUARD GROWTH ETF$6840.23%502−24.3%
112MSMORGAN STANLEY$6710.23%+15+0.4%
113SMCISUPER MICRO COMPUTER INC$6490.22%+213+0.8%
114TMUST-MOBILE US INC$6390.22%113−3.6%
115SSLSASOL LTD-SPONSORED ADR$6300.21%+48,626NEW
116LYBLYONDELLBASELL INDU-CL A$6200.21%+7,699NEW
117PGPROCTER & GAMBLE$6180.21%+23+0.5%
118SKYHSKY HARBOUR GROUP CORPORATION$6050.20%HELD
119AKAMAKAMAI TECHNOLOGIES INC$6030.20%+272+5.5%
120SOXXISHARES TR$5880.20%+11+0.6%
121BTIBRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$5780.19%+11+0.1%
122BITXVOLATILITY SHS TR$5680.19%+1,781+4.8%
123KMBKIMBERLY CLARK CORP$5530.19%+1,431+33.3%
124EWZISHARES MSCI BRAZIL ETF$5080.17%998−7.0%
125MRKMERCK & CO. INC.$4990.17%+31+0.8%
126CCITIGROUP INC$4720.16%152−3.5%
127COINCOINBASE GLOBAL INC -CLASS A$4630.16%+783+41.9%
128MNTNMNTN INC-A$4580.15%+52,000NEW
129ICEINTERNATIONAL EXCHANGE INC$4360.15%+181+7.0%
130DDDUPONT DE NEMOURS INC$4090.14%+8,937NEW
131VOYGVOYAGER TECHNOLOGIES INC$3970.13%+6,980+69.8%
132NKENIKE INC$3760.13%1,234−14.8%
133TGLSTECNOGLASS INC$3720.13%+584+7.5%
134FANGDIAMONDBACK ENERGY$3720.13%1,129−37.5%
135CVECENOVUS ENERGY INC$3650.12%+13,763NEW
136BZAIBLAIZE HOLDINGS INC$3640.12%HELD
137MKTXMARKETAXESS HLDGS INC$3600.12%+158+7.8%
138OIHVANECK OIL SERVICES ETF$3590.12%3,700−80.6%
139GFSGLOBALFOUNDRIES INC$3440.12%+7,745NEW
140BTEBAYTEX ENERGY CORP F$3440.12%218,871−74.0%
141VDCVANGUARD CONSUMER STAPLE ETF$3390.11%+1,510NEW
142PLTRPALANTIR TECHNOLOGIES INC$3370.11%930−28.8%
143PSXPHILLIPS 66$3280.11%108−5.7%
144MCDMCDONALDS CORP$3250.11%+13+1.3%
145NTRNUTRIEN LTD$3200.11%+4,250NEW
146LLYELI LILLY & CO$3010.10%+8+2.5%
147WMT2WELLS FARGO & CO$2980.10%+9+0.2%
148GDXVANECK ETF TRUST$2960.10%HELD
149CVXCHEVRON CORP$2920.10%+1,409NEW
150DIASS SPDR DOW JONES INDUS AVG$2720.09%+587NEW
151BABAALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS$2680.09%193−8.3%
152RXORXO INC$2640.09%+1,122+6.6%
153VGTVANGUARD INFORMATION TECHNOLOGY ETF$2410.08%17−4.7%
154MBLYMOBILEYE GLOBAL, INC.$2400.08%HELD
155TMFCMOTLEY FOOL 100 INDEX ETF$2290.08%+525+17.8%
156QCOMQUALCOMM INC$2190.07%+1+0.1%
157AMATAPPLIED MATERIALS INC$2050.07%+600NEW
158ENSGENSIGN GROUP INC/THE$2030.07%+1,006NEW
159NFLXNETFLIX INC$2000.07%+2,075NEW
160BKKTBAKKT INC$1840.06%+25,000NEW
161SANBANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS$1480.05%HELD
162BHCBAUSCH HEALTH COS INC F$970.03%HELD
163COTYCOTY INC CLASS A$560.02%HELD
164NFENEW FORTRESS ENERGY A CLASS A$540.02%+16,258+21.5%
165ONDSONDAS HOLDINGS INC300,000EXITED
166NAILDBX ETF TR52,500EXITED
167LUNRINTUITIVE MACHINES INC.101,000EXITED
168HCCWARRIOR MET COAL INC6,622EXITED
169TLTISHARES TR4,000EXITED
170SMLRSEMLER SCIENTIFIC INC22,210EXITED
171ZZILLOW GROUP INC4,682EXITED
172TDWTIDEWATER INC6,000EXITED
173ERXDIREXION DAILY ENERGY BULL 2X ETF5,305EXITED
174BXBLACKSTONE INC1,699EXITED
175GMGENERAL MOTORS2,630EXITED
176PBRPETROLEO BRASILEIRO SA11,463EXITED
177OBEOBSIDIAN ENERGY LTD10,326EXITED
178TNYATENAYA THERAPEUTICS INC10,000EXITED
179BTOGBIT ORIGIN LTD10,000EXITED
180I8RiROBOT CORPORATION10,000EXITED
181ADAPYADAPTIMMUNE THERAPEUTICS-ADR11,359EXITED

Source: SEC EDGAR · accession 0001729300-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.