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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 33 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 HLI HOULIHAN LOKEY INC Financial Services 8,585.0 $1.2M 0.01% +1K +20.6% $143.62 +5.5%
642 AAON AAON INC Industrials 14,857.0 $1.2M 0.01% +2K +13.3% $82.75 +60.0%
643 EHC ENCOMPASS HEALTH CORP Healthcare 12,703.0 $1.2M 0.01% +3K +28.6% $96.73 +8.0%
644 H HYATT HOTELS CORP Consumer Cyclical 8,502.0 $1.2M 0.01% +1K +15.1% $143.79 +22.1%
645 WMS ADVANCED DRAIN SYS INC DEL Industrials 8,901.0 $1.2M 0.01% +2K +35.4% $137.13 -0.2%
646 CHDN CHURCHILL DOWNS INC Consumer Cyclical 13,498.0 $1.2M 0.01% +2K +14.9% $89.83 -4.8%
647 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 19,311.0 $1.2M 0.01% +9K +85.1% $62.70 +20.5%
648 DCI DONALDSON INC Industrials 14,234.0 $1.2M 0.01% +3K +29.6% $84.87 -2.7%
649 SWK STANLEY BLACK & DECKER INC Industrials 16,961.0 $1.2M 0.01% +4K +28.8% $71.06 +5.5%
650 ATR APTARGROUP INC Healthcare 9,559.0 $1.2M 0.01% +2K +31.7% $126.01 -8.3%
651 EGP EASTGROUP PPTYS INC Real Estate 6,481.0 $1.2M 0.01% +2K +31.2% $185.09 +10.9%
652 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,512.0 $1.2M 0.01% +1K +29.5% $265.32 +15.2%
653 AHR AMERICAN HEALTHCARE REIT INC Real Estate 24,984.0 $1.2M 0.01% +12K +87.0% $47.16 +6.3%
654 WTS WATTS WATER TECHNOLOGIES INC Industrials 4,054.0 $1.2M 0.01% +536.0 +15.2% $290.29 +3.1%
655 OGE OGE ENERGY CORP Utilities 24,356.0 $1.2M 0.01% +6K +31.1% $47.96 +0.3%
656 AYI ACUITY INC Industrials 4,161.0 $1.2M 0.01% +865.0 +26.2% $280.22 +0.3%
657 MOOG INC 3,984.0 $1.2M 0.01% +2K +80.7% $292.64
658 GLOBUS MED INC 13,527.0 $1.2M 0.01% +3K +30.0% $86.16
659 CTRE CARETRUST REIT INC Real Estate 31,740.0 $1.2M 0.01% +14K +78.9% $36.65 +11.9%
660 UMBF UMB FINL CORP Financial Services 10,278.0 $1.2M 0.01% +1K +16.4% $112.79 +15.4%
Page 33 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%