BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 50 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LYFT LYFT INC Technology 36,223.0 $482K 0.00% +10K +40.4% $13.30 +1.4%
982 SEALED AIR CORP NEW 11,441.0 $481K 0.00% +3K +40.7% $42.05
983 AUB ATLANTIC UN BANKSHARES CORP Financial Services 13,451.0 $481K 0.00% +2K +19.0% $35.74 +5.4%
984 ABCB AMERIS BANCORP Financial Services 6,163.0 $481K 0.00% +924.0 +17.6% $77.99 +8.7%
985 KGS KODIAK GAS SVCS INC Energy 8,183.0 $477K 0.00% +1K +21.0% $58.32 +24.1%
986 MAC MACERICH CO Real Estate 25,103.0 $474K 0.00% +4K +21.3% $18.90 +18.4%
987 CRC CALIFORNIA RES CORP Energy 6,850.0 $474K 0.00% +757.0 +12.4% $69.22 -10.1%
988 AVNT AVIENT CORPORATION Basic Materials 13,038.0 $473K 0.00% +2K +16.6% $36.30 -6.0%
989 CPB THE CAMPBELLS COMPANY Consumer Defensive 21,202.0 $472K 0.00% +4K +26.5% $22.27 -10.0%
990 BBWI BATH & BODY WORKS INC Consumer Cyclical 25,284.0 $472K 0.00% +6K +29.4% $18.67 -7.2%
991 TREX TREX INC Industrials 12,949.0 $472K 0.00% +3K +30.7% $36.42 +5.0%
992 YOU CLEAR SECURE INC Technology 9,726.0 $471K 0.00% +1K +17.2% $48.41 +28.1%
993 CWST CASELLA WASTE SYS INC Industrials 5,925.0 $470K 0.00% +946.0 +19.0% $79.34 +9.9%
994 ECG EVERUS CONSTR GROUP Industrials 3,965.0 $468K 0.00% +1K +42.4% $118.06 +27.7%
995 WLK WESTLAKE CORPORATION Basic Materials 3,988.0 $466K 0.00% +887.0 +28.6% $116.82 -24.2%
996 LNC LINCOLN NATL CORP IND Financial Services 13,092.0 $465K 0.00% +3K +36.1% $35.50 +1.4%
997 EXPO EXPONENT INC Industrials 7,100.0 $463K 0.00% +989.0 +16.2% $65.25 -12.6%
998 KBH KB HOME Consumer Cyclical 8,933.0 $462K 0.00% +1K +15.4% $51.75 -7.2%
999 KMX CARMAX INC Consumer Cyclical 11,085.0 $461K 0.00% +3K +41.8% $41.58 -6.4%
1000 TERN TERNS PHARMACEUTICALS INC Healthcare 8,709.0 $459K 0.00% +2K +30.4% $52.72 +0.4%
Page 50 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%