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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 62 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CALX CALIX INC Technology 5,656.0 $277K 0.00% +867.0 +18.1% $48.99 -21.6%
1222 SPLV INVESCO EXCH TRADED FD TR II 3,778.0 $276K 0.00% +402.0 +11.9% $73.14 +0.8%
1223 VCTR VICTORY CAP HLDGS INC DEL Financial Services 4,210.0 $276K 0.00% +698.0 +19.9% $65.48 +27.7%
1224 FIBK FIRST INTST BANCSYSTEM INC Financial Services 8,249.0 $276K 0.00% +1K +16.5% $33.40 +5.4%
1225 LCII LCI INDS Consumer Cyclical 2,232.0 $274K 0.00% +358.0 +19.1% $122.98 -11.2%
1226 NMIH NMI HLDGS INC Financial Services 7,308.0 $274K 0.00% +1K +18.2% $37.51 +0.7%
1227 LEU CENTRUS ENERGY CORP Energy 1,579.0 $274K 0.00% +253.0 +19.1% $173.59 +2.1%
1228 ACLS AXCELIS TECHNOLOGIES INC Technology 2,940.0 $274K 0.00% +396.0 +15.6% $93.08 +63.8%
1229 SLG SL GREEN RLTY CORP Real Estate 7,396.0 $273K 0.00% +1K +18.0% $36.94 +12.2%
1230 DORM DORMAN PRODS INC Consumer Cyclical 2,610.0 $272K 0.00% +427.0 +19.6% $104.36 +13.7%
1231 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 16,306.0 $272K 0.00% +3K +26.2% $16.70 -0.9%
1232 SBCF SEACOAST BKG CORP FLA Financial Services 8,977.0 $272K 0.00% +2K +30.2% $30.29 +1.1%
1233 LXP INDUSTRIAL TRUST 5,877.0 $272K 0.00% +906.0 +18.2% $46.26
1234 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 40,912.0 $271K 0.00% +5K +15.1% $6.63 -11.5%
1235 SFNC SIMMONS FIRST NATL CORP Financial Services 13,931.0 $271K 0.00% +2K +21.6% $19.45 +9.4%
1236 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4,565.0 $271K 0.00% +647.0 +16.5% $59.27 -18.6%
1237 PLUG PLUG PWR INC Industrials 119,488.0 $270K 0.00% +31K +34.8% $2.26 +46.5%
1238 GGB GERDAU SA Basic Materials 74,669.0 $270K 0.00% +54K +263.0% $3.61 +30.2%
1239 MGEE MGE ENERGY INC Utilities 3,471.0 $268K 0.00% +576.0 +19.9% $77.29 -1.7%
1240 CUSHMAN AND WAKEFIELD LTD 21,865.0 $268K 0.00% +3K +19.1% $12.26
Page 62 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%