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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 68 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ARI APOLLO COML REAL ESTATE FIN Real Estate 12,781.0 $135K 0.00% +2K +16.8% $10.56 +3.7%
1342 MQ MARQETA INC Technology 33,075.0 $135K 0.00% +4K +14.2% $4.08 -3.2%
1343 DHC DIVERSIFIED HEALTHCARE TR Real Estate 20,100.0 $133K 0.00% +3K +16.8% $6.64 +34.0%
1344 LYG LLOYDS BANKING GROUP PLC Financial Services 26,306.0 $132K 0.00% +6K +30.6% $5.03 +7.6%
1345 ARDX ARDELYX INC Healthcare 22,000.0 $132K 0.00% +3K +16.1% $5.99 +6.0%
1346 AVPT AVEPOINT INC Technology 13,487.0 $128K 0.00% +2K +17.1% $9.51 +7.7%
1347 RLAY RELAY THERAPEUTICS INC Healthcare 12,852.0 $128K 0.00% +2K +16.8% $9.95 +30.9%
1348 WEN WENDYS CO Consumer Cyclical 18,352.0 $128K 0.00% +3K +21.2% $6.95 +11.5%
1349 HLX HELIX ENERGY SOLUTIONS GRP I Energy 12,833.0 $127K 0.00% +2K +16.7% $9.89 +1.5%
1350 RXRX RECURSION PHARMACEUTICALS IN Healthcare 41,246.0 $127K 0.00% +10K +31.6% $3.07 -3.6%
1351 QUBT QUANTUM COMPUTING INC Technology 18,435.0 $126K 0.00% +3K +16.8% $6.85 +39.6%
1352 LEG LEGGETT & PLATT INC Consumer Cyclical 12,743.0 $126K 0.00% +2K +14.6% $9.88 +1.6%
1353 PAYO PAYONEER GLOBAL INC Technology 25,623.0 $124K 0.00% +4K +16.1% $4.83 +3.5%
1354 TIC TIC SOLUTIONS INC Industrials 18,270.0 $120K 0.00% +3K +17.0% $6.58 +30.5%
1355 JBLU JETBLUE AIRWAYS CORP Industrials 27,144.0 $120K 0.00% +4K +16.8% $4.42 +13.3%
1356 WEBULL CORP 24,827.0 $119K 0.00% +4K +17.2% $4.80
1357 KOS KOSMOS ENERGY LTD Energy 42,733.0 $119K 0.00% +6K +16.5% $2.78 +12.2%
1358 NWL NEWELL BRANDS INC Consumer Defensive 33,326.0 $114K 0.00% +10K +41.2% $3.43 +4.4%
1359 ORC ORCHID IS CAP INC Real Estate 16,220.0 $114K 0.00% +4K +34.9% $7.03 -2.8%
1360 NEXT NEXTDECADE CORP Energy 14,847.0 $114K 0.00% +4K +40.4% $7.66 +10.3%
Page 68 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%