X-square Capital, LLC
X-Square Capital, LLC is a minority-owned registered investment adviser headquartered in Guaynabo, Puerto Rico. Founded in 2011, it provides investment advisory and asset management services to both individual and institutional clients. The firm is recognized for its customer-obsessed approach, focusing on delivering simple solutions to complex market inefficiencies, and operates with a dedicated team of 7 employees—all investment professionals. X-Square serves a diverse clientele, including high net worth individuals, pension plans, corporations, and pooled investment vehicles.
Investment Strategy
X-Square Capital employs a range of investment products, including mutual funds, alternative funds, and specialized ETFs, such as the first US-territory-only municipal bond ETF. Their strategies emphasize capital conservation, long-term appreciation, and targeted tax-free dividend yields. They blend equity and fixed income exposure with a strong risk management orientation, aiming to maximize performance while providing simple investment solutions for both individuals and institutions. The firm is known for innovative products like online, commission-free IRAs designed specifically for Puerto Rico residents.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HIMS | HIMS & HERS HEALTH INC | 4.22% | $11.7M | 235,290 | $33.97 | $49.85 | +$7.2M |
S SPY | SPDR S&P 500 ETF | 3.69% | $10.3M | 16,622 | $502.99 | $617.85 | +$1.5M |
M MSTR | MICROSTRATEGY INC-CL A | 3.67% | $10.2M | 25,257 | $275.87 | $404.23 | +$5.9M |
I IBIT | ISHARES BITCOIN TRUST | 2.85% | $7.9M | 129,466 | $41.85 | $61.21 | -$3.8M |
M META | META PLATFORMS INC CLASS A | 2.78% | $7.7M | 10,491 | $195.82 | $738.09 | +$1.7M |