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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 13 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NDAQ NASDAQ INC Financial Services 99,082.0 $8.4M 0.06% +9K +10.4% $84.89 +6.5%
242 NU NU HLDGS LTD Financial Services 579,996.0 $8.3M 0.06% +72K +14.1% $14.37 -8.4%
243 F FORD MTR CO Consumer Cyclical 720,035.0 $8.3M 0.06% +96K +15.3% $11.54 +18.5%
244 TER TERADYNE INC Technology 28,023.0 $8.3M 0.06% +4K +18.7% $296.46 +16.2%
245 WAB WABTEC Industrials 33,116.0 $8.3M 0.06% +4K +14.1% $249.91 +3.7%
246 NUE NUCOR CORP Basic Materials 48,754.0 $8.2M 0.06% +5K +12.0% $169.10 +33.9%
247 RBLX ROBLOX CORP Technology 144,219.0 $8.2M 0.06% +13K +9.8% $56.56 -19.0%
248 XEL XCEL ENERGY INC Utilities 102,383.0 $8.1M 0.06% +13K +15.0% $79.44 +0.5%
249 ED CONSOLIDATED EDISON INC Utilities 71,854.0 $8.1M 0.06% +11K +18.0% $113.18 -5.1%
250 TPR TAPESTRY INC Consumer Cyclical 56,911.0 $8.0M 0.06% +4K +8.5% $141.11 -3.8%
251 BDX BECTON DICKINSON & CO Healthcare 50,985.0 $8.0M 0.06% +7K +15.3% $157.23 -7.0%
252 CARR CARRIER GLOBAL CORPORATION Industrials 141,613.0 $8.0M 0.06% +18K +14.6% $56.31 +10.4%
253 TPL TEXAS PACIFIC LAND CORPORATI Energy 16,682.0 $7.9M 0.06% +1K +7.6% $474.56 -15.2%
254 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 40,062.0 $7.9M 0.06% +4K +12.3% $197.50 +19.8%
255 CPRT COPART INC Industrials 236,585.0 $7.9M 0.06% +20K +9.0% $33.20 +3.6%
256 INSM INSMED INC Healthcare 47,852.0 $7.8M 0.06% +5K +11.2% $163.52 -33.0%
257 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 94,807.0 $7.7M 0.06% +11K +13.8% $80.95 -3.1%
258 ROK ROCKWELL AUTOMATION INC Industrials 21,206.0 $7.6M 0.05% +3K +15.5% $358.88 +21.6%
259 PRU PRUDENTIAL FINL INC Financial Services 77,802.0 $7.6M 0.05% +20K +34.6% $97.69 +5.7%
260 OXY OCCIDENTAL PETE CORP Energy 115,483.0 $7.5M 0.05% +16K +16.3% $65.00 -9.5%
Page 13 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%