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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 43 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 OZK BANK OZK LITTLE ROCK ARK Financial Services 14,862.0 $682K 0.01% +2K +15.8% $45.89 +5.0%
842 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,734.0 $675K 0.01% +810.0 +27.7% $180.83 +4.8%
843 WEX WEX INC Technology 4,399.0 $673K 0.01% +954.0 +27.7% $153.04 -5.8%
844 MATX MATSON INC Industrials 4,087.0 $670K 0.01% +1K +47.3% $163.94 +11.5%
845 LSTR LANDSTAR SYS INC Industrials 4,148.0 $665K 0.01% +948.0 +29.6% $160.31 +19.2%
846 ETSY INC 13,302.0 $665K 0.01% +2K +16.6% $49.98
847 W WAYFAIR INC Consumer Cyclical 8,825.0 $664K 0.01% +2K +32.5% $75.21 -13.9%
848 PCVX VAXCYTE INC Healthcare 11,398.0 $662K 0.01% +2K +25.5% $58.11 -18.4%
849 EMN EASTMAN CHEM CO Basic Materials 8,678.0 $662K 0.01% +3K +52.6% $76.32 -4.1%
850 SMTC SEMTECH CORP Technology 8,600.0 $661K 0.01% +2K +24.9% $76.89 +84.5%
851 CORT CORCEPT THERAPEUTICS INC Healthcare 16,404.0 $661K 0.01% +2K +13.3% $40.31 +48.1%
852 KNF KNIFE RIVER CORP Basic Materials 8,077.0 $659K 0.01% +1K +16.2% $81.65 -9.8%
853 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,901.0 $659K 0.01% +636.0 +19.5% $169.02 +38.2%
854 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,188.0 $657K 0.01% +1K +20.9% $91.37 -16.3%
855 PEGA PEGASYSTEMS INC Technology 15,427.0 $657K 0.01% +3K +26.1% $42.56 -19.5%
856 FCN FTI CONSULTING INC Industrials 3,703.0 $655K 0.01% +892.0 +31.7% $176.77 -13.3%
857 SON SONOCO PRODS CO Consumer Cyclical 11,957.0 $647K 0.01% +3K +30.3% $54.09 -11.3%
858 SIGI SELECTIVE INS GROUP INC Financial Services 8,548.0 $644K 0.01% +1K +15.5% $75.39 +18.3%
859 ACWI ISHARES TR 4,655.0 $644K 0.01% +3K +133.6% $138.37 +12.5%
860 BDC BELDEN INC Technology 5,578.0 $641K 0.01% +792.0 +16.6% $114.83 -8.7%
Page 43 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%