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Holdings (Monthly) Guide ↗

X-Square Balanced Fund

· X-Square Balanced Fund
Monthly Holdings $105M AUM 11 positions Period Jun 2026 Filed Aug 14, 2026 EDGAR ↗ ← All Funds
All 7 New 61 Added 11 Reduced 5 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Micron Technology Inc 595112103 Mar 2026 4,270 -1,044 $4.9M +174.5% 4.70% EC
2 Government National Mortgage Association 36179WLN6 Mar 2026 4,309,406 -102,440 $3.5M -3.0% 3.37% ABS-MBS
3 Government National Mortgage Association 36179WP93 Mar 2026 4,228,442 -92,738 $3.5M -2.9% 3.31% ABS-MBS
4 Government National Mortgage Association 36179VXN5 Mar 2026 4,205,184 -85,121 $3.4M -2.7% 3.21% ABS-MBS
5 Government National Mortgage Association 36179WRZ3 Mar 2026 3,759,002 -85,952 $3.1M -3.0% 2.94% ABS-MBS
6 Government National Mortgage Association 36179WG28 Mar 2026 3,178,950 -73,154 $2.6M -3.0% 2.49% ABS-MBS
7 Government National Mortgage Association 36179WTX6 Mar 2026 3,159,755 -71,600 $2.6M -2.9% 2.47% ABS-MBS
8 Government National Mortgage Association 3622ABE65 Mar 2026 2,039,261 -64,759 $1.7M -3.8% 1.66% ABS-MBS
9 Government National Mortgage Association 36179WDR6 Mar 2026 1,553,595 -37,600 $1.3M -3.0% 1.27% ABS-MBS
10 Government National Mortgage Association 36179VHR4 Mar 2026 1,459,858 -36,601 $1.3M -3.1% 1.19% ABS-MBS
11 Government National Mortgage Association 3622AAVN1 Mar 2026 1,026,417 -32,924 $835K -3.8% 0.80% ABS-MBS