Titelia

Holdings of X-Square Balanced Fund

X-SQUARE BALANCED FUND · Original filing · Compare with another fund · Report an error

Net assets
89.4M $ including 55.6M $ in equities, 62.3 %
Positions
72 in 8 countries
Top ten
17.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Suncor Energy Inc 36,3232.4M $2.69 %
2Ross Stores Inc 9,8352.1M $2.38 %
3Micron Technology Inc 5,3141.8M $2.01 %
4Alphabet Inc 5,7351.6M $1.84 %
5Advanced Micro Devices Inc 7,0991.4M $1.62 %
6TJX Cos Inc/The 8,9451.4M $1.60 %
7XPO Inc 7,3171.4M $1.59 %
8United Rentals Inc 1,6871.2M $1.38 %
9NU Holdings Ltd/Cayman Islands 81,3751.2M $1.31 %
10Glencore PLC 75,8571.2M $1.29 %
11General Dynamics Corp 3,3191.1M $1.27 %
12Meta Platforms Inc 1,9841.1M $1.27 %
13Garmin Ltd 4,8791.1M $1.27 %
14Philip Morris International Inc. 6,8031.1M $1.26 %
15Occidental Petroleum Corp 16,8001.1M $1.22 %
16Chubb Ltd 3,3321.1M $1.22 %
17Berkshire Hathaway Inc 2,2291.1M $1.20 %
18Tesla Inc 2,8611.1M $1.19 %
19Johnson & Johnson 4,2601M $1.17 %
20Lockheed Martin Corp 1,6681M $1.13 %
21Fastenal Co 21,7131M $1.13 %
22Amgen Inc 2,650932.4K $1.04 %
23PulteGroup Inc 7,635898K $1.00 %
24AppLovin Corp 2,224885.2K $0.99 %
25Altria Group, Inc. 13,112865.3K $0.97 %
26Expand Energy Corp 7,696844.9K $0.95 %
27MercadoLibre Inc 482833.4K $0.93 %
28Generac Holdings Inc 4,243828.8K $0.93 %
29Amazon.com Inc 3,969826.6K $0.93 %
30PepsiCo Inc 5,254815.9K $0.91 %
31Shopify Inc 6,870814.9K $0.91 %
32Expedia Group Inc 3,527814.3K $0.91 %
33Freeport-McMoRan Inc 13,817812.2K $0.91 %
34TransDigm Group Inc 685793.9K $0.89 %
35Mastercard Inc 1,534766.5K $0.86 %
36Tractor Supply Co 16,570750.6K $0.84 %
37EOG Resources Inc 5,150744.5K $0.83 %
38Fortinet Inc 8,702711.1K $0.80 %
39Rio Tinto PLC 7,571706.3K $0.79 %
40Home Depot Inc/The 1,938637.4K $0.71 %
41Vale SA 39,878634.5K $0.71 %
42Sasol Ltd 48,626630.2K $0.71 %
43LyondellBasell Industries NV 7,699620.2K $0.69 %
44Copart Inc 18,508614.5K $0.69 %
45AbbVie Inc 2,808610.7K $0.68 %
46Akamai Technologies Inc 5,251603.1K $0.67 %
47BJ's Wholesale Club Holdings Inc 6,076598K $0.67 %
48Ally Financial Inc 14,994588.2K $0.66 %
49Dollar General Corp 4,788568.5K $0.64 %
50Booking Holdings Inc 132555.8K $0.62 %
51Lennar Corp 6,289546.1K $0.61 %
52Oracle Corp 3,528519K $0.58 %
53Cenovus Energy Inc 19,199509.3K $0.57 %
54Truist Financial Corp 10,740493.7K $0.55 %
55Chipotle Mexican Grill Inc 14,651469K $0.52 %
56Intercontinental Exchange Inc 2,775436.5K $0.49 %
57DuPont de Nemours Inc 8,682397.6K $0.45 %
58PayPal Holdings Inc 8,422380.9K $0.43 %
59Tecnoglass Inc 8,348371.9K $0.42 %
60QXO Inc 18,907367.2K $0.41 %
61Domino's Pizza Inc 1,009362K $0.41 %
62MarketAxess Holdings Inc 2,181359.8K $0.40 %
63RH INC 2,522352.6K $0.39 %
64Booz Allen Hamilton Holding Corp 3,594280.4K $0.31 %
65RXO Inc 17,913261.9K $0.29 %
66OFG Bancorp 3,525142.6K $0.16 %
67Coinbase Global Inc 748130.6K $0.15 %
68Zillow Group Inc 2,688111.2K $0.12 %
69Bausch Health Cos Inc 11,16360.3K $0.07 %
70New Fortress Energy Inc 60,95236K $0.04 %
71JPMorgan Chase & Co 298.5K $0.01 %
72Walmart Inc 668.2K $0.01 %

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Sector breakdown

  • Consumer discretionary 20.2 %
  • Technology 13.1 %
  • Industrials 10.4 %
  • Energy 10.1 %
  • Financials 10.0 %
  • Materials 7.1 %
  • Consumer staples 6.1 %
  • Communication 5.0 %
  • Health care 4.6 %
  • Unattributed 13.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 86.8 %
  • Canada 6.8 %
  • Switzerland 2.1 %
  • Brazil 1.1 %
  • South Africa 1.1 %
  • Netherlands 1.1 %
  • Cayman Islands 0.7 %
  • Puerto Rico 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6248.3M $86.81 %
2Canada43.8M $6.81 %
3Switzerland11.2M $2.07 %
4Brazil1634.5K $1.14 %
5South Africa1630.2K $1.13 %
6Netherlands1620.2K $1.11 %
7Cayman Islands1371.9K $0.67 %
8Puerto Rico1142.6K $0.26 %
Cite this page

Titelia. "Holdings of X-Square Balanced Fund". https://titelia.com/en/funds/S000065136