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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 41 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HWC HANCOCK WHITNEY CORPORATION Financial Services 11,837.0 $753K 0.01% +2K +15.0% $63.59 +6.1%
802 HLNE HAMILTON LANE INC Financial Services 7,545.0 $750K 0.01% +1K +16.5% $99.40 -9.1%
803 OGS ONE GAS INC Utilities 8,671.0 $747K 0.01% +1K +19.4% $86.13 -4.2%
804 APLS APELLIS PHARMACEUTICALS INC Healthcare 18,550.0 $746K 0.01% +386.0 +2.1% $40.23 +2.0%
805 CNX CNX RES CORP Energy 19,352.0 $746K 0.01% +3K +21.5% $38.55 -8.4%
806 G GENPACT LIMITED Technology 20,006.0 $745K 0.01% +5K +29.9% $37.25 -14.3%
807 THG HANOVER INS GROUP INC Financial Services 4,270.0 $740K 0.01% +966.0 +29.2% $173.35 +12.6%
808 BKH BLACK HILLS CORP Utilities 10,659.0 $740K 0.01% +2K +18.9% $69.41 +7.0%
809 GXO GXO LOGISTICS INCORPORATED Industrials 14,108.0 $732K 0.01% +3K +28.8% $51.85 -8.4%
810 VFC V F CORP Consumer Cyclical 43,008.0 $731K 0.01% +10K +29.1% $16.99 -1.7%
811 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 16,898.0 $728K 0.01% +4K +28.7% $43.06 -1.2%
812 MSA MSA SAFETY INC Industrials 4,432.0 $727K 0.01% +997.0 +29.0% $163.95 +4.3%
813 FAF FIRST AMERN FINL CORP Financial Services 12,027.0 $725K 0.01% +3K +29.7% $60.29 +13.1%
814 AXTA AXALTA COATING SYS LTD Basic Materials 26,109.0 $723K 0.01% +6K +31.7% $27.70 +5.5%
815 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,371.0 $720K 0.01% +948.0 +27.7% $164.80 -4.5%
816 FNB F N B CORP Financial Services 43,056.0 $720K 0.01% +10K +29.7% $16.72 +4.8%
817 XP XP INC Financial Services 37,793.0 $720K 0.01% +9K +31.7% $19.04 -11.7%
818 PL PLANET LABS PBC Industrials 25,662.0 $717K 0.01% +7K +37.5% $27.95 +58.7%
819 JXN JACKSON FINANCIAL INC Financial Services 6,757.0 $714K 0.01% +777.0 +13.0% $105.72 +1.2%
820 MORN MORNINGSTAR INC Financial Services 4,222.0 $714K 0.01% +483.0 +12.9% $169.05 +6.3%
Page 41 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%