WhaleCreep
Home › Funds › X-Square Capital, LLC › Q1 2025

X-Square Capital, LLC 13F holdings, Q1 2025

Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →

X-Square Capital, LLC disclosed 154 US equity positions worth $232.6m in its Q1 2025 13F filing. The largest position was IBIT at 5.0% of the reported book, followed by SPY and OFG. Against the Q4 2024 filing, it opened 0 new positions, added to 36 and reduced 9 among the top 50 holdings.

← Q4 2024 · Q2 2025 →

What did X-Square Capital, LLC own in Q1 2025? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2024
1 IBIT ISHARES BITCOIN TRUST 5.0%$11.7m250,426 -6% reduced
2 SPY SPDR S&P 500 ETF 3.8%$8.7m15,609 2% added
3 OFG OFG BANCORP F Financial Services 2.9%$6.7m167,114 17% added
4 META META PLATFORMS INC CLASS A Communication Services 2.6%$6.1m10,562 1% added
5 BRK/B BERKSHIRE HATHAWAY CLASS B 2.5%$5.8m10,920 2% added
6 FBP FIRST BANCORP F Financial Services 2.5%$5.7m298,830 20% added
7 JPM JPMORGAN CHASE & CO Financial Services 2.3%$5.4m22,199 2% added
8 COST COSTCO WHOLESALE CO Consumer Defensive 2.2%$5.2m5,498 3% added
9 HIMS HIMS & HERS HEALTH INC Healthcare 1.9%$4.5m153,480 99% added
10 AMGN AMGEN INC. Healthcare 1.9%$4.5m14,386 3% added
11 MSTR MICROSTRATEGY INC-CL A Technology 1.8%$4.3m14,857 9% added
12 AMD ADVANCED MICRO DEVICES I Technology 1.8%$4.2m41,031 12% added
13 TJX TJX COMPANIES INC Consumer Cyclical 1.7%$4.0m33,028 3% added
14 AMZN AMAZON.COM INC Consumer Cyclical 1.7%$4.0m20,919 3% added
15 MELI MERCADOLIBRE INC Consumer Cyclical 1.6%$3.7m1,873 -33% reduced
16 MU MICRON TECHNOLOGY Technology 1.4%$3.3m38,277 2% added
17 SU SUNCOR ENERGY INC F Energy 1.4%$3.3m84,317 2% added
18 ABBV ABBVIE INC Healthcare 1.4%$3.3m15,541 5% added
19 NVDA NVIDIA CORP Technology 1.4%$3.2m29,620 -7% reduced
20 URI UNITED RENTALS INC Industrials 1.4%$3.2m5,117 2% added
21 WMT WALMART INC Consumer Defensive 1.3%$3.1m35,517 4% added
22 GD GENERAL DYNAMICS CO Industrials 1.3%$3.1m11,402 3% added
23 TDG TRANSDIGM GROUP INC Industrials 1.3%$3.0m2,179 5% added
24 CPRT COPART INC Industrials 1.3%$3.0m52,897 -11% reduced
25 SKAA SKECHERS U S A INC CLASS A 1.2%$2.8m49,072 15% added
26 PYPL PAYPAL HOLDINGS INCORPOR Financial Services 1.2%$2.7m42,039 21% added
27 TSLA TESLA INC Consumer Cyclical 1.2%$2.7m10,422 -8% reduced
28 AAPL APPLE INC Technology 1.1%$2.6m11,552 -15% reduced
29 XPO XPO INC Industrials 1.1%$2.5m23,486 4% added
30 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1.1%$2.5m49,289 -2% reduced
31 MSFT MICROSOFT CORP Technology 1.0%$2.3m6,127 -1% reduced
32 KO THE COCA-COLA CO Consumer Defensive 1.0%$2.3m31,569 1% added
33 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 1.0%$2.2m1,562 1% added
34 DPZ DOMINOS PIZZA INC Consumer Cyclical 0.9%$2.2m4,758 5% added
35 PM PHILIP MORRIS INTL Consumer Defensive 0.9%$2.2m13,562 6% added
36 VLO VALERO ENERGY CORP Energy 0.9%$2.1m15,736 1% added
37 XLE ENERGY SELECT SECTOR SPDR ETF 0.9%$2.1m22,103 1% added
38 X-SQUARE MUNI INC TAX FR ETF 0.9%$2.0m80,103 -0% held
39 KMB KIMBERLY CLARK CORP Consumer Defensive 0.9%$2.0m14,047 -0% held
40 TPL TEXAS PACIFIC LAND CORP Energy 0.8%$2.0m1,480 0% held
41 EXPE EXPEDIA GROUP INC Consumer Cyclical 0.8%$2.0m11,641 9% added
42 LEN LENNAR CORP CLASS A Consumer Cyclical 0.8%$1.9m16,815 3% added
43 GNRC GENERAC HOLDINGS INC Industrials 0.8%$1.9m15,078 5% added
44 BKNG BOOKING HOLDINGS INC Consumer Cyclical 0.8%$1.9m414 7% added
45 RH RH Consumer Cyclical 0.8%$1.9m8,022 3% added
46 GOOG ALPHABET INC. CLASS C Communication Services 0.8%$1.8m11,749 5% added
47 NOC NORTHROP GRUMMAN CORP Industrials 0.8%$1.8m3,488 0% held
48 PLTR PALANTIR TECHNOLOGIES INC-A Technology 0.7%$1.7m20,562 -29% reduced
49 OXY OCCIDENTAL PETROLEUM CORP Energy 0.7%$1.7m34,401 0% held
50 VALE VALE SA F SPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 0.7%$1.6m161,309 6% added

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.