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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 64 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 INSP INSPIRE MED SYS INC Healthcare 4,817.0 $248K 0.00% +674.0 +16.3% $51.58 -13.3%
1262 SOUN SOUNDHOUND AI INC Technology 36,126.0 $248K 0.00% +6K +21.9% $6.87 +23.0%
1263 WIT WIPRO LTD Technology 117,063.0 $248K 0.00% +39K +50.1% $2.12 -7.1%
1264 PUK PRUDENTIAL PLC Financial Services 8,727.0 $248K 0.00% +2K +28.3% $28.43 +9.9%
1265 ADT ADT INC DEL Industrials 37,488.0 $246K 0.00% +12K +44.5% $6.57 +6.5%
1266 NMR NOMURA HLDGS INC Financial Services 31,197.0 $246K 0.00% +7K +28.6% $7.89 +4.2%
1267 APLE APPLE HOSPITALITY REIT INC Real Estate 21,249.0 $245K 0.00% +3K +19.6% $11.51 +26.1%
1268 CXT CRANE NXT CO Industrials 5,971.0 $242K 0.00% +1K +31.2% $40.59 -1.3%
1269 UE URBAN EDGE PPTYS Real Estate 12,101.0 $242K 0.00% +2K +20.3% $19.98 +10.0%
1270 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 2,766.0 $242K 0.00% +454.0 +19.6% $87.40 -0.4%
1271 AKR ACADIA RLTY TR Real Estate 12,568.0 $240K 0.00% +2K +20.6% $19.12 +14.1%
1272 COLD AMERICOLD REALTY TRUST INC Real Estate 20,961.0 $240K 0.00% +7K +47.2% $11.46 +26.0%
1273 CVBF CVB FINL CORP Financial Services 12,356.0 $240K 0.00% +2K +19.2% $19.39 +4.8%
1274 HMC HONDA MOTOR CO LTD Consumer Cyclical 9,808.0 $238K 0.00% +2K +19.8% $24.31 +8.0%
1275 BRBR BELLRING BRANDS INC Consumer Defensive 14,803.0 $238K 0.00% +3K +26.8% $16.09 -43.8%
1276 GEF GREIF INC Consumer Cyclical 3,549.0 $238K 0.00% +421.0 +13.5% $67.07 -4.4%
1277 NG NOVAGOLD RESOURCES INC Basic Materials 26,467.0 $238K 0.00% +3K +11.9% $8.98 -13.6%
1278 VRNS VARONIS SYS INC Technology 11,010.0 $236K 0.00% +2K +19.5% $21.47 +44.9%
1279 ABM ABM INDS INC Industrials 6,067.0 $234K 0.00% +890.0 +17.2% $38.52 +4.2%
1280 SHOO MADDEN STEVEN LTD Consumer Cyclical 6,800.0 $231K 0.00% +1K +19.9% $33.92 +19.3%
Page 64 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%