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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 18 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MELI MERCADOLIBRE INC Consumer Cyclical 2,979.0 $5.2M 0.04% +33.0 +1.1% $1729.02 -3.0%
342 LULU LULULEMON ATHLETICA INC Consumer Cyclical 33,398.0 $5.1M 0.04% +3K +8.6% $153.10 -17.2%
343 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 76,037.0 $5.1M 0.04% +10K +15.6% $67.07 +25.0%
344 AWK AMERICAN WTR WKS CO INC NEW Utilities 37,457.0 $5.1M 0.04% +7K +25.0% $136.09 -9.0%
345 VLTO VERALTO CORP Industrials 57,441.0 $5.1M 0.04% +6K +11.2% $88.42 -2.5%
346 MSTR STRATEGY INC Technology 40,620.0 $5.1M 0.04% +9K +29.1% $124.80 +32.1%
347 FIS FIDELITY NATL INFORMATION SV Technology 107,849.0 $5.1M 0.04% +12K +12.1% $46.91 -7.0%
348 HUBB HUBBELL INC Industrials 10,297.0 $5.1M 0.04% +1K +14.6% $490.74 -6.1%
349 PPL PPL CORP Utilities 132,013.0 $5.0M 0.04% +15K +13.0% $38.20 -7.2%
350 PSTG EVERPURE INC Technology 85,392.0 $5.0M 0.04% +9K +12.0% $59.04 +41.9%
351 MAS MASCO CORP Industrials 82,817.0 $5.0M 0.04% +53K +177.6% $60.37 +11.2%
352 EXR EXTRA SPACE STORAGE INC Real Estate 37,110.0 $4.9M 0.04% +5K +15.5% $131.13 +9.7%
353 BIIB BIOGEN INC Healthcare 26,456.0 $4.9M 0.03% +3K +14.8% $183.33 +3.3%
354 OMC OMNICOM GROUP INC Communication Services 64,287.0 $4.8M 0.03% +812.0 +1.3% $75.31 -2.0%
355 IQVIA HLDGS INC 28,373.0 $4.8M 0.03% +4K +15.9% $170.54
356 BBY BEST BUY INC Consumer Cyclical 74,811.0 $4.8M 0.03% +9K +14.2% $64.20 -4.8%
357 EIX EDISON INTL Utilities 64,381.0 $4.7M 0.03% +9K +16.2% $73.18 -3.9%
358 STLD STEEL DYNAMICS INC Basic Materials 26,088.0 $4.7M 0.03% +3K +13.9% $180.00 +26.8%
359 BE BLOOM ENERGY CORP Industrials 34,374.0 $4.7M 0.03% +4K +15.0% $135.49 +127.2%
360 SMURFIT WESTROCK PLC 115,958.0 $4.6M 0.03% +25K +27.6% $39.85
Page 18 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%