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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 35 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ORI OLD REP INTL CORP Financial Services 27,568.0 $1.1M 0.01% +6K +30.0% $39.90 -1.4%
682 ONB OLD NATL BANCORP IND Financial Services 49,492.0 $1.1M 0.01% +7K +16.4% $22.10 +8.3%
683 OC OWENS CORNING NEW Industrials 10,078.0 $1.1M 0.01% +2K +19.8% $108.22 +8.5%
684 SITM SITIME CORP Technology 3,150.0 $1.1M 0.01% +1K +86.0% $345.35 +111.0%
685 RVTY REVVITY INC Healthcare 12,334.0 $1.1M 0.01% +3K +25.7% $87.61 +10.7%
686 HXL HEXCEL CORP NEW Industrials 13,323.0 $1.1M 0.01% +2K +22.4% $80.93 +6.5%
687 ROKU ROKU INC Communication Services 11,385.0 $1.1M 0.01% +3K +33.9% $94.62 +32.7%
688 GH GUARDANT HEALTH INC Healthcare 11,650.0 $1.1M 0.01% +2K +21.0% $92.37 +28.8%
689 BRX BRIXMOR PPTY GROUP INC Real Estate 37,326.0 $1.1M 0.01% +8K +29.0% $28.80 +7.1%
690 UGI UGI CORP NEW Utilities 29,293.0 $1.1M 0.01% +5K +23.0% $36.42 -2.1%
691 AM ANTERO MIDSTREAM CORP Energy 46,718.0 $1.1M 0.01% +10K +25.8% $22.80 -2.8%
692 MOD MODINE MFG CO Consumer Cyclical 4,878.0 $1.1M 0.01% +454.0 +10.3% $216.71 +20.2%
693 ADC AGREE RLTY CORP Real Estate 13,993.0 $1.1M 0.01% +3K +32.5% $75.38 +0.1%
694 IVZ INVESCO LTD Financial Services 43,269.0 $1.1M 0.01% +9K +26.3% $24.29 +11.4%
695 FCFS FIRSTCASH HOLDINGS INC Financial Services 5,572.0 $1.0M 0.01% +797.0 +16.7% $188.00 +21.1%
696 R RYDER SYS INC Industrials 5,052.0 $1.0M 0.01% +1K +25.9% $204.71 +19.2%
697 NFG NATIONAL FUEL GAS CO Energy 11,001.0 $1.0M 0.01% +3K +34.0% $93.96 -13.9%
698 CGNX COGNEX CORP Technology 20,799.0 $1.0M 0.01% +5K +28.8% $48.99 +34.9%
699 ZION ZIONS BANCORPORATION NATL AS Financial Services 17,638.0 $1.0M 0.01% +4K +29.9% $57.62 +7.8%
700 HQY HEALTHEQUITY INC Healthcare 12,161.0 $1.0M 0.01% +2K +14.9% $83.57 +5.4%
Page 35 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%