BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 20 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HOLOGIC INC 56,417.0 $4.3M 0.03% +5K +9.2% $75.59
382 ON ON SEMICONDUCTOR CORP Technology 68,869.0 $4.3M 0.03% +9K +14.7% $61.92 +77.0%
383 CPNG COUPANG INC Consumer Cyclical 225,353.0 $4.3M 0.03% +26K +12.9% $18.88 -16.7%
384 NI NISOURCE INC Utilities 90,762.0 $4.2M 0.03% +11K +14.0% $46.66 +2.3%
385 EFX EQUIFAX INC Industrials 23,488.0 $4.2M 0.03% +3K +12.6% $180.07 -9.4%
386 DGX QUEST DIAGNOSTICS INC Healthcare 21,411.0 $4.2M 0.03% +2K +9.4% $195.98 -1.1%
387 PPG PPG INDS INC Basic Materials 39,080.0 $4.2M 0.03% +5K +15.8% $106.88 -2.3%
388 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 51,246.0 $4.1M 0.03% +7K +15.3% $80.56 -13.0%
389 EXPAND ENERGY CORPORATION 37,410.0 $4.1M 0.03% +5K +16.3% $109.78
390 LII LENNOX INTL INC Industrials 8,771.0 $4.1M 0.03% +661.0 +8.2% $464.13 +3.5%
391 ASTS AST SPACEMOBILE INC Technology 49,072.0 $4.1M 0.03% +18K +56.5% $82.87 +16.1%
392 EQR EQUITY RESIDENTIAL Real Estate 68,459.0 $4.0M 0.03% +13K +23.6% $59.15 +11.2%
393 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,940.0 $4.0M 0.03% +2K +24.4% $337.95 +18.8%
394 PODD INSULET CORP Healthcare 19,066.0 $4.0M 0.03% +2K +8.8% $209.84 -25.4%
395 LH LABCORP HOLDINGS INC Healthcare 14,839.0 $4.0M 0.03% +603.0 +4.2% $266.81 -4.1%
396 HPQ HP INC Technology 200,908.0 $3.9M 0.03% +21K +11.4% $19.21 +14.0%
397 RDDT REDDIT INC Communication Services 28,566.0 $3.8M 0.03% +3K +13.2% $134.65 +9.0%
398 TYL TYLER TECHNOLOGIES INC Technology 11,119.0 $3.8M 0.03% +1K +11.1% $342.38 -7.3%
399 GIS GENERAL MILLS INC Consumer Defensive 101,938.0 $3.8M 0.03% +16K +18.2% $37.22 -10.1%
400 CHRW C H ROBINSON WORLDWIDE IN Industrials 22,724.0 $3.8M 0.03% +3K +15.6% $166.07 +7.3%
Page 20 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%