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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 16 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTRA NATERA INC Healthcare 30,181.0 $6.0M 0.04% +3K +11.1% $199.99 +1.9%
302 WAT WATERS CORP Healthcare 20,267.0 $6.0M 0.04% +8K +67.8% $297.80 +14.6%
303 VMC VULCAN MATLS CO Basic Materials 22,162.0 $6.0M 0.04% +3K +16.2% $272.30 -3.3%
304 DHI D R HORTON INC Consumer Cyclical 43,889.0 $6.0M 0.04% +6K +14.6% $137.22 +5.0%
305 HSY HERSHEY CO Consumer Defensive 28,930.0 $6.0M 0.04% +5K +19.1% $207.89 -8.4%
306 FTAI AVIATION LTD 24,504.0 $6.0M 0.04% +9K +58.9% $245.00
307 DOW DOW HLDGS INC Basic Materials 143,806.0 $6.0M 0.04% +17K +13.4% $41.65 -13.8%
308 MTB M & T BK CORP Financial Services 28,946.0 $6.0M 0.04% +5K +21.4% $206.72 +2.7%
309 ATO ATMOS ENERGY CORP Utilities 32,212.0 $6.0M 0.04% +6K +21.4% $184.72 -3.9%
310 ARES ARES MANAGEMENT CORPORATION Financial Services 54,263.0 $5.9M 0.04% +4K +7.9% $109.10 +13.6%
311 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,043.0 $5.9M 0.04% +1K +16.2% $588.68 -8.6%
312 INGERSOLL RAND INC 73,669.0 $5.9M 0.04% +9K +13.6% $80.12
313 DRI DARDEN RESTAURANTS INC Consumer Cyclical 30,038.0 $5.9M 0.04% +2K +8.0% $196.04 +0.5%
314 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 80,653.0 $5.9M 0.04% +3K +3.8% $72.69 +6.1%
315 HBAN HUNTINGTON BANCSHARES INC Financial Services 374,449.0 $5.9M 0.04% +113K +43.2% $15.65 +1.3%
316 A AGILENT TECHNOLOGIES INC Healthcare 51,134.0 $5.8M 0.04% +6K +13.7% $113.98 +0.7%
317 ES EVERSOURCE ENERGY Utilities 83,899.0 $5.8M 0.04% +11K +15.4% $69.28 +0.5%
318 HPE HEWLETT PACKARD ENTERPRISE C Technology 242,912.0 $5.8M 0.04% +29K +13.7% $23.81 +42.7%
319 IRM IRON MTN INC DEL Real Estate 55,989.0 $5.7M 0.04% +7K +14.5% $102.14 +24.7%
320 IWF ISHARES TR 13,403.0 $5.7M 0.04% +864.0 +6.9% $426.40 -70.8%
Page 16 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%