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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 28 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 THC TENET HEALTHCARE CORP Healthcare 10,752.0 $2.0M 0.01% +2K +29.3% $188.71 -0.7%
542 OVV OVINTIV INC Energy 33,842.0 $2.0M 0.01% +11K +45.1% $59.36 -0.8%
543 RVMD REVOLUTION MEDICINES INC Healthcare 20,603.0 $2.0M 0.01% +12K +133.4% $97.25 +54.6%
544 RL RALPH LAUREN CORP Consumer Cyclical 5,816.0 $2.0M 0.01% +1K +21.0% $343.99 -4.3%
545 IONS IONIS PHARMACEUTICALS INC Healthcare 26,384.0 $2.0M 0.01% +3K +15.0% $75.09 +0.9%
546 ITT ITT INC Industrials 10,395.0 $2.0M 0.01% +2K +30.8% $190.53 +1.1%
547 MRNA MODERNA INC Healthcare 38,551.0 $2.0M 0.01% +8K +27.1% $50.80 -7.0%
548 APG API GROUP CORP Industrials 47,400.0 $1.9M 0.01% +11K +30.0% $40.52 +2.4%
549 TW TRADEWEB MKTS INC Financial Services 16,300.0 $1.9M 0.01% +2K +18.0% $117.66 -9.3%
550 FOX FOX CORP Communication Services 35,973.0 $1.9M 0.01% +5K +15.1% $53.10 +8.5%
551 MUSA MURPHY USA INC Consumer Cyclical 3,845.0 $1.9M 0.01% +528.0 +15.9% $493.97 +10.2%
552 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 21,875.0 $1.9M 0.01% +4K +24.6% $85.66 +10.5%
553 SNX TD SYNNEX CORPORATION Technology 11,054.0 $1.9M 0.01% +2K +23.3% $168.71 +36.7%
554 AKAM AKAMAI TECHNOLOGIES INC Technology 15,954.0 $1.8M 0.01% +3K +24.4% $114.85 +27.3%
555 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 8,763.0 $1.8M 0.01% +1K +14.4% $209.08 +16.4%
556 PR PERMIAN RESOURCES CORP Energy 85,798.0 $1.8M 0.01% +21K +33.3% $21.32 -2.0%
557 BROOKFIELD ASSET MANAGMT LTD 40,942.0 $1.8M 0.01% +8K +25.5% $44.45
558 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 25,681.0 $1.8M 0.01% +6K +27.5% $70.51 -22.5%
559 HL HECLA MINING COMPANY Basic Materials 96,541.0 $1.8M 0.01% +14K +17.0% $18.63 -7.1%
560 MANH MANHATTAN ASSOCIATES INC Technology 13,495.0 $1.8M 0.01% +2K +13.2% $133.12 +1.1%
Page 28 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%