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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 27 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RB GLOBAL INC 23,517.0 $2.3M 0.02% +5K +26.7% $95.85
522 MOS MOSAIC CO Basic Materials 87,882.0 $2.2M 0.02% +23K +36.1% $25.50 -14.0%
523 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,185.0 $2.2M 0.02% +165.0 +16.2% $1884.66 +5.6%
524 JKHY HENRY JACK & ASSOC INC Technology 14,090.0 $2.2M 0.02% +1K +8.2% $158.04 -11.7%
525 BEN FRANKLIN RESOURCES INC Financial Services 94,263.0 $2.2M 0.02% +4K +4.8% $23.62 +30.7%
526 ALLE ALLEGION PLC Industrials 15,046.0 $2.2M 0.02% +2K +16.1% $145.29 -10.0%
527 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 9,839.0 $2.2M 0.02% +2K +27.6% $222.07 +71.3%
528 CG CARLYLE GROUP INC Financial Services 45,015.0 $2.2M 0.01% +7K +19.6% $48.39 -6.7%
529 VIKING HOLDINGS LTD 29,509.0 $2.2M 0.01% +3K +12.9% $73.48
530 SSNC SS&C TECH HLDGS Technology 32,041.0 $2.2M 0.01% +5K +16.5% $67.57 -0.5%
531 AA ALCOA CORP Basic Materials 32,185.0 $2.1M 0.01% +8K +32.6% $66.33 -0.1%
532 MKC MCCORMICK & CO INC Consumer Defensive 41,891.0 $2.1M 0.01% +578.0 +1.4% $50.44 -6.9%
533 LUV SOUTHWEST AIRLS CO Industrials 55,998.0 $2.1M 0.01% +10K +20.6% $37.57 +8.5%
534 UDR UDR INC Real Estate 61,727.0 $2.1M 0.01% +4K +6.8% $33.78 +12.0%
535 MKSI MKS INC. Technology 9,061.0 $2.1M 0.01% +2K +32.4% $229.81 +36.3%
536 CNH INDL N V 189,109.0 $2.1M 0.01% +43K +29.7% $11.00
537 GEN GEN DIGITAL INC Technology 109,944.0 $2.1M 0.01% +14K +15.2% $18.83 +32.0%
538 EFAX SPDR INDEX SHS FDS 41,164.0 $2.0M 0.01% +992.0 +2.5% $49.77 +8.1%
539 TKO TKO GROUP HOLDINGS INC Communication Services 10,159.0 $2.0M 0.01% +1K +14.2% $201.65 -3.7%
540 AIZ ASSURANT INC Financial Services 9,357.0 $2.0M 0.01% +5K +113.8% $217.81 +17.4%
Page 27 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%