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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 67 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 NWBI NORTHWEST BANCSHARES INC Financial Services 14,171.0 $180K 0.00% +3K +23.2% $12.69 +10.1%
1322 GNL GLOBAL NET LEASE INC Real Estate 19,181.0 $180K 0.00% +4K +22.4% $9.36 +0.2%
1323 WT WISDOMTREE INC Financial Services 11,973.0 $174K 0.00% +2K +19.5% $14.56 +32.0%
1324 MPT MEDICAL PROPERTIES TRUST INC Financial Services 36,751.0 $170K 0.00% +12K +45.9% $4.63 +11.4%
1325 ITUB ITAU UNIBANCO HLDG S A Financial Services 19,616.0 $164K 0.00% +3K +21.1% $8.38 -4.5%
1326 DV DOUBLEVERIFY HLDGS INC Technology 17,053.0 $162K 0.00% +3K +20.6% $9.50 +0.2%
1327 UNIT UNITI GROUP LLC Real Estate 17,203.0 $161K 0.00% +4K +30.6% $9.38 +16.7%
1328 MGNI MAGNITE INC Communication Services 13,486.0 $160K 0.00% +2K +21.5% $11.88 +11.0%
1329 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 17,530.0 $158K 0.00% +3K +21.7% $9.01 +17.1%
1330 HLMN HILLMAN SOLUTIONS CORP Industrials 18,832.0 $157K 0.00% +3K +20.9% $8.32 -12.9%
1331 PTON PELOTON INTERACTIVE INC Consumer Cyclical 36,476.0 $156K 0.00% +5K +15.1% $4.29 +20.5%
1332 NVTS NAVITAS SEMICONDUCTOR CORP Technology 17,587.0 $154K 0.00% +5K +40.0% $8.77 +178.0%
1333 FRSH FRESHWORKS INC Technology 19,129.0 $154K 0.00% +3K +20.5% $8.03 +13.0%
1334 NOK NOKIA CORP Technology 18,942.0 $152K 0.00% +5K +39.4% $8.04 +76.4%
1335 DEI DOUGLAS EMMETT INC Real Estate 15,707.0 $148K 0.00% +3K +21.8% $9.42 +21.7%
1336 BORR DRILLING LTD 25,602.0 $148K 0.00% +5K +23.8% $5.77
1337 OCUL OCULAR THERAPEUTIX INC Healthcare 17,107.0 $145K 0.00% +2K +16.9% $8.47 -3.0%
1338 BBAI BIGBEAR AI HLDGS INC Technology 40,089.0 $141K 0.00% +6K +16.6% $3.52 +19.3%
1339 EOSE EOS ENERGY ENTERPRISES INC Industrials 28,253.0 $140K 0.00% +4K +16.5% $4.96 +64.7%
1340 ABR ARBOR REALTY TRUST INC Real Estate 17,934.0 $138K 0.00% +3K +16.2% $7.71 -23.3%
Page 67 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%