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Portfolio (Quarterly) Guide ↗

XPONANCE LLC

· CIK 0001637541
13F Portfolio $14.1B AUM 1,686 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 171 New 1455 Added 55 Reduced 55 Exited
Page 11 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PCG PG&E CORP Utilities 640,672.0 $11.3M 0.08% +15K +2.5% $17.57 -6.4%
202 AMP AMERIPRISE FINL INC Financial Services 24,983.0 $11.1M 0.08% +2K +7.4% $444.40 +1.4%
203 URI UNITED RENTALS INC Industrials 15,193.0 $11.1M 0.08% +2K +19.3% $728.56 +28.5%
204 LHX L3HARRIS TECHNOLOGIES INC Industrials 31,648.0 $10.9M 0.08% +4K +15.5% $345.15 -11.2%
205 LNG CHENIERE ENERGY INC Energy 38,293.0 $10.9M 0.08% +4K +12.6% $283.76 -15.3%
206 DLR DIGITAL RLTY TR INC Real Estate 59,905.0 $10.8M 0.08% +8K +16.2% $180.21 +7.8%
207 KEYS KEYSIGHT TECHNOLOGIES INC Technology 38,090.0 $10.8M 0.08% +3K +9.6% $282.37 +19.5%
208 PCAR PACCAR INC Industrials 92,561.0 $10.7M 0.08% +12K +15.0% $115.50 -5.3%
209 O REALTY INCOME CORP Real Estate 170,622.0 $10.4M 0.07% +22K +14.5% $61.18 +1.7%
210 BKR BAKER HUGHES COMPANY Energy 170,454.0 $10.4M 0.07% +23K +15.3% $61.05 +7.8%
211 DAL DELTA AIR LINES INC Industrials 155,832.0 $10.4M 0.07% +14K +9.7% $66.48 +13.8%
212 AFL AFLAC INC Financial Services 93,330.0 $10.2M 0.07% +12K +14.2% $109.71 +7.4%
213 SYF SYNCHRONY FINANCIAL Financial Services 149,764.0 $10.2M 0.07% +5K +3.3% $68.02 +5.9%
214 AJG GALLAGHER ARTHUR J & CO Financial Services 46,515.0 $10.1M 0.07% +6K +14.9% $216.58 -4.2%
215 EXC EXELON CORP Utilities 203,918.0 $10.0M 0.07% +32K +18.8% $49.02 -7.5%
216 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 29,871.0 $9.9M 0.07% +3K +9.3% $330.87 -9.2%
217 CIEN CIENA CORP Technology 25,441.0 $9.9M 0.07% +4K +18.9% $388.23 +51.3%
218 TFC TRUIST FINL CORP Financial Services 214,244.0 $9.8M 0.07% +28K +14.9% $45.97 +4.4%
219 HOOD ROBINHOOD MKTS INC Financial Services 141,332.0 $9.8M 0.07% +20K +16.5% $69.30 +9.6%
220 AME AMETEK INC Industrials 45,463.0 $9.7M 0.07% +7K +19.6% $214.36 +4.1%
Page 11 of 73  ·  1,455 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Communication Services 10.7%
Consumer Cyclical 10.6%
Financial Services 10.2%
Healthcare 9.4%
Industrials 8.2%
Consumer Defensive 4.7%
Energy 3.2%
Utilities 2.6%
Real Estate 2.0%