X-Square Capital, LLC

CIK 1729300 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$296K
13F 가치 기준 9,443개 중 #9,297위 · 상위 98.5%
포지션
164
기준일
2026년 3월 31일 Q1 2026 기준 데이터

포트폴리오 가치 분기별: -7.3% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
26.84%
상위 25개 보유 비중
47.40%
1% 초과 포지션
28
유효 포지션 수
72.6

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q1 2026: 21.38% 추정 매수 $66,632 · 매도 $65,716

중앙값 보유 기간: 6.0 분기 추적 기간 Q4 2024–Q1 2026 · 75.2% 보유 중

신규 포지션
29
증가함
72
감소
58
종료
14
이 페이지에서

섹터별 비중

Technology
20.0%
Industrials
11.9%
Retail
10.6%
Healthcare
7.1%
Financials
7.0%
Energy
6.9%
Consumer Discretionary
6.0%
Communication Services
4.5%
Consumer Staples
3.4%
Materials
3.4%
Financial Services
2.8%
Consumer products
1.8%
Telecommunication
1.7%
Diversified Consumer Services
1.4%
Utilities
0.3%
기타/미분류
11.4%

전체 포트폴리오 164 포지션

유형 연속 8분기 추세
SPY SPY $13,130 4.44% 20,190 $1,992
IREN IREN Limited - Ordinary Shares $10,627 3.59% 309,995
AMD Advanced Micro Devices, Inc. - Common Stock $9,286 3.14% 45,648 $-788
HIMS Hims & Hers Health, Inc. Class A Common Stock $8,735 2.95% 420,741 $-15,518
META Meta Platforms, Inc. - Class A Common Stock $8,284 2.80% 14,479 $613
APP Applovin Corporation - Class A Common Stock $6,678 2.26% 16,779 $5,032
MU Micron Technology, Inc. - Common Stock $6,384 2.16% 18,897 $-72
SU Suncor Energy Inc. Common Stock $5,819 1.97% 88,014 $2,242
TJX TJX Companies, Inc. (The) Common Stock $5,259 1.78% 32,932 $454
NU Nu Holdings Ltd. Class A Ordinary Shares $5,181 1.75% 360,512 상승 ×1
MELI MercadoLibre, Inc. - Common Stock $5,007 1.69% 2,896 $677
NVDA NVIDIA Corporation - Common Stock $4,846 1.64% 27,788 $126
BRKB $4,746 1.60% 9,903 $-595
XPO XPO, Inc. Common Stock $4,577 1.55% 23,527 $1,465
AMZN Amazon.com, Inc. - Common Stock $4,512 1.53% 21,664 $-151
ASTS AST SpaceMobile, Inc. - Class A Common Stock $4,293 1.45% 51,800 $-6,905
DUOL Duolingo, Inc. - Class A Common Stock $4,257 1.44% 43,186 $1,771
GD General Dynamics Corporation Common Stock $3,886 1.31% 11,322 $-50
ORCL Oracle Corporation Common Stock $3,701 1.25% 25,156 $2,433
AMGN Amgen Inc. - Common Stock $3,698 1.25% 10,511 $-433
URI United Rentals, Inc. Common Stock $3,688 1.25% 5,063 $-1,275
JPM JP Morgan Chase & Co. Common Stock $3,610 1.22% 12,272 $-3,389
IBIT iShares Bitcoin Trust ETF $3,554 1.20% 92,495 $-5,204
GOOG Alphabet Inc. - Class C Capital Stock $3,364 1.14% 11,727 $518
ABBV AbbVie Inc. Common Stock $3,091 1.04% 14,214 $-597
BKNG Booking Holdings Inc. - Common Stock $3,049 1.03% 724 $702
GNRC Generac Holdlings Inc. Common Stock $3,023 1.02% 15,477 $423
PM Philip Morris International Inc Common Stock $3,000 1.01% 18,144 $4
MSTR Strategy Inc - Class A Common Stock $2,890 0.98% 23,155 $-3,000
EXPE Expedia Group, Inc. - Common Stock $2,809 0.95% 12,165 $304
CIFR Cipher Mining Inc. - Common Stock $2,806 0.95% 218,000 $2,506
AAPL Apple Inc. - Common Stock $2,724 0.92% 10,732 $4
VALE VALE S.A. American Depositary Shares Each Representing one common share $2,719 0.92% 170,926 $975
COST Costco Wholesale Corporation - Common Stock $2,640 0.89% 2,650 $302
TDG Transdigm Group Incorporated Common Stock $2,583 0.87% 2,229 $-377
CPRT Copart, Inc. - Common Stock $2,580 0.87% 77,724 $-1,561
TSLA Tesla, Inc. - Common Stock $2,563 0.87% 6,895 $-591
WMT Walmart Inc. - Common Stock $2,495 0.84% 20,075 $-1,186
MSFT Microsoft Corporation - Common Stock $2,404 0.81% 6,495 $-812
NOC Northrop Grumman Corporation Common Stock $2,352 0.80% 3,447 $189
OXY Occidental Petroleum Corporation Common Stock $2,256 0.76% 34,707 $621
TPL Texas Pacific Land Corporation Common Stock $2,166 0.73% 4,564 $772
ZTAX $2,163 0.73% 85,316 $163
ROST Ross Stores, Inc. - Common Stock $2,131 0.72% 9,835 상승 ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $2,119 0.72% 22,958 $-435
QQQ Invesco QQQ Trust, Series 1 $2,051 0.69% 3,553 $213
PEP PepsiCo, Inc. - Common Stock $2,024 0.68% 13,035 $245
OFG OFG Bancorp Common Stock $1,996 0.67% 49,341 $-5,048
FBP First BanCorp. New Common Stock $1,967 0.66% 92,096 $-3,918
CROX Crocs, Inc. - Common Stock $1,966 0.66% 23,678 $53
RTX RTX Corporation Common Stock $1,958 0.66% 10,150 $308
FIX Comfort Systems USA, Inc. Common Stock $1,946 0.66% 1,411 $626
DG Dollar General Corporation Common Stock $1,923 0.65% 16,194 $180
BJ BJ's Wholesale Club Holdings, Inc. Common Stock $1,894 0.64% 19,241 $65
MO Altria Group, Inc. $1,891 0.64% 28,651 $78
PYPL PayPal Holdings, Inc. - Common Stock $1,848 0.62% 40,855 $-998
DPZ Domino's Pizza Inc - Common Stock $1,838 0.62% 5,124 $-314
BAK Braskem SA ADR $1,833 0.62% 500,900 $1,627
CMG Chipotle Mexican Grill, Inc. Common Stock $1,694 0.57% 52,935 $-250
TEVA Teva Pharmaceutical Industries Limited American Depositary Shares $1,694 0.57% 56,245 $527
LULU lululemon athletica inc. - Common Stock $1,673 0.57% 10,929 $-355
JNJ Johnson & Johnson Common Stock $1,668 0.56% 6,824 $455
ASML ASML Holding N.V. - New York Registry Shares $1,597 0.54% 1,209 $413
ROOT Root, Inc. - Common Stock $1,592 0.54% 36,048 상승 ×1
LEN Lennar Corporation Class A Common Stock $1,556 0.53% 17,918 $-633
VLO Valero Energy Corporation Common Stock $1,556 0.53% 6,297 $304
FAST Fastenal Company - Common Stock $1,546 0.52% 33,324 $-27
BTU Peabody Energy Corporation Common Stock $1,527 0.52% 46,329 상승 ×1
QXO QXO, Inc. Common Stock $1,462 0.49% 75,278 $34
LMT Lockheed Martin Corporation Common Stock $1,460 0.49% 2,415 $271
VAL Valaris Limited Common Shares $1,430 0.48% 14,581
XOM Exxon Mobil Corporation Common Stock $1,397 0.47% 8,233 $727
KOF Coca Cola Femsa S.A.B. de C.V. American Depositary Shares, each representing 10 Units (each Unit consists of 3 Series B Shares and 5 Series L Shares) $1,387 0.47% 14,215 상승 ×1
ASST Strive, Inc. - Class A Common Stock $1,314 0.44% 131,124 상승 ×1
XLE XLE $1,268 0.43% 20,705 $421
RACE Ferrari N.V. Common Shares $1,267 0.43% 3,744
PHM PulteGroup, Inc. Common Stock $1,231 0.42% 10,469 $-175
V Visa Inc. $1,222 0.41% 4,043 상승 ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1,203 0.41% 10,145 $-245
RH RH Common Stock $1,195 0.40% 8,544 $-662
CB Chubb Limited Common Stock $1,186 0.40% 3,638 $151
GRMN Garmin Ltd. Common Stock (Switzerland) $1,177 0.40% 5,071 $-331
HD Home Depot, Inc. (The) Common Stock $1,170 0.40% 3,557 $-193
KO Coca-Cola Company (The) Common Stock $1,160 0.39% 15,252 $-957
AMR Alpha Metallurgical Resources, Inc. Common Stock $1,140 0.39% 5,552 $691
LMND Lemonade, Inc. Common Stock $1,086 0.37% 17,333 $-10,327
VTV $981 0.33% 5,001 $130
UNH UnitedHealth Group Incorporated Common Stock (DE) $952 0.32% 3,519 $-84
FCX Freeport-McMoRan, Inc. Common Stock $944 0.32% 16,067 $393
BAC Bank of America Corporation Common Stock $923 0.31% 18,935 $-58
ALLY Ally Financial Inc. Common Stock $904 0.31% 23,042 $43
EME EMCOR Group, Inc. Common Stock $901 0.30% 1,221 $1
URA $896 0.30% 18,500 상승 ×1
EXE Expand Energy Corporation - Common Stock $881 0.30% 8,027 $78
BAH Booz Allen Hamilton Holding Corporation Common Stock $867 0.29% 11,116 $-290
GOOGL Alphabet Inc. - Class A Common Stock $861 0.29% 2,995 $144
BPOP Popular, Inc. - Common Stock $830 0.28% 6,185 $104
TSCO Tractor Supply Company - Common Stock $774 0.26% 17,078 $-139
MA Mastercard Incorporated Common Stock $766 0.26% 1,534 $-47
CEG Constellation Energy Corporation - Common Stock When-Issued $762 0.26% 2,727 $-258

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
IREN $10,627 309,995 3.59%
NU $5,181 360,512 1.75%
ROST $2,131 9,835 0.72%
ROOT $1,592 36,048 0.54%
BTU $1,527 46,329 0.52%
VAL $1,430 14,581 0.48%
KOF $1,387 14,215 0.47%
ASST $1,314 131,124 0.44%
RACE $1,267 3,744 0.43%
V $1,222 4,043 0.41%
URA $896 18,500 0.30%
MOS $696 27,300 0.24%
SSL $630 48,626 0.21%
LYB $620 7,699 0.21%
MNTN $458 52,000 0.15%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
HIMS 축소함 -7K -$16K
ASTS 축소함 -176K -$7K
IBIT 축소함 -42K -$5K
OFG 축소함 -113K -$5K
APP 추가 매수 +14K +$5K
FBP 축소함 -175K -$4K
JPM 축소함 -10K -$3K
MSTR 추가 매수 +5K -$3K
ORCL 추가 매수 +21K +$2K
BMA 축소함 -62K -$2K

2개의 포지션이 숨겨졌습니다 (데이터 완전성 확인)

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
VTLE 2025년 3월 31일 33,455 $1,034 더 이상 추적하지 않음
BRZU 2025년 3월 31일 15,299 $634 더 이상 추적하지 않음
PBR 2025년 3월 31일 48,475 $623 31.4%
SBSW 2025년 3월 31일 156,970 $518 148.2%
DPST 2025년 3월 31일 4,600 $505 더 이상 추적하지 않음
EC 2025년 3월 31일 52,000 $412 71.9%
WEBL 2025년 3월 31일 15,000 $402 더 이상 추적하지 않음
LFMD 2025년 3월 31일 74,229 $367 -38.1%
UBT 2025년 3월 31일 21,000 $355 더 이상 추적하지 않음
NOG 2025년 3월 31일 6,479 $241 -14.2%
TNA 2025년 3월 31일 5,000 $209 더 이상 추적하지 않음
REAX 2025년 3월 31일 40,000 $184 -33.4%
F 2025년 3월 31일 17,232 $171 42.7%
SWI 2025년 3월 31일 12,031 $171 더 이상 추적하지 않음