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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 53 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 4,961.0 $407K 0.00% +1K +34.6% $82.13 -17.8%
1042 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3,926.0 $406K 0.00% +685.0 +21.1% $103.50 +7.7%
1043 FOLD AMICUS THERAPEUTIC Healthcare 28,053.0 $406K 0.00% +5K +19.2% $14.46 +0.2%
1044 CORZ CORE SCIENTIFIC INC NEW Technology 27,087.0 $405K 0.00% +4K +18.3% $14.96 +65.9%
1045 IESC IES HOLDINGS INC Industrials 849.0 $405K 0.00% +133.0 +18.6% $476.47 +36.0%
1046 RIOT RIOT PLATFORMS INC Financial Services 32,680.0 $404K 0.00% +5K +19.0% $12.36 +91.5%
1047 EBC EASTERN BANKSHARES INC Financial Services 20,644.0 $404K 0.00% +3K +17.9% $19.56 +1.5%
1048 AIR AAR CORP Industrials 3,675.0 $402K 0.00% +621.0 +20.3% $109.46 -0.8%
1049 CRSP CRISPR THERAPEUTICS AG Healthcare 8,436.0 $401K 0.00% +2K +22.1% $47.57 +4.9%
1050 ITRI ITRON INC Technology 4,473.0 $401K 0.00% +596.0 +15.4% $89.63 -8.7%
1051 BILL BILL HOLDINGS INC Technology 10,463.0 $401K 0.00% +2K +29.1% $38.30 -4.8%
1052 MWA MUELLER WTR PRODS INC Industrials 14,554.0 $400K 0.00% +2K +18.8% $27.49 -8.6%
1053 ICICI BANK LIMITED 15,446.0 $400K 0.00% +4K +37.0% $25.90
1054 ACIW ACI WORLDWIDE INC Technology 9,751.0 $400K 0.00% +2K +19.1% $41.01 +3.7%
1055 WTM WHITE MTNS INS GROUP LTD Financial Services 182.0 $400K 0.00% +59.0 +48.0% $2196.96 -2.4%
1056 CAR AVIS BUDGET GROUP INC Industrials 2,731.0 $398K 0.00% +425.0 +18.4% $145.85 +8.1%
1057 SRRK SCHOLAR ROCK HLDG CORP Healthcare 8,091.0 $398K 0.00% +2K +24.6% $49.16 -1.6%
1058 MC MOELIS & CO Financial Services 6,945.0 $396K 0.00% +1K +17.8% $57.00 +15.2%
1059 OSIS OSI SYSTEMS INC Technology 1,490.0 $396K 0.00% +208.0 +16.2% $265.51 -21.7%
1060 LOAR LOAR HOLDINGS INC Industrials 6,902.0 $395K 0.00% +913.0 +15.2% $57.29 +9.2%
Page 53 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%