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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 70 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 PDM PIEDMONT REALTY TRUST INC Real Estate 12,795.0 $84K 0.00% +1K +13.2% $6.57 +23.0%
1382 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 13,846.0 $84K 0.00% +2K +15.5% $6.05 -0.8%
1383 BUR BURFORD CAPITAL LIMITED Financial Services 18,454.0 $83K 0.00% +3K +16.7% $4.52 +4.0%
1384 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 14,325.0 $83K 0.00% +2K +18.3% $5.80 +7.4%
1385 VYX NCR VOYIX CORPORATION Technology 12,693.0 $80K 0.00% +2K +14.7% $6.33 +2.2%
1386 ACCO ACCO BRANDS CORP Industrials 26,383.0 $79K 0.00% +1K +4.1% $3.00 +28.3%
1387 COUR COURSERA INC Consumer Defensive 12,862.0 $75K 0.00% +2K +14.5% $5.82 -10.0%
1388 TE T1 ENERGY INC Industrials 16,839.0 $74K 0.00% +6K +62.5% $4.39 +98.2%
1389 GERN GERON CORP Healthcare 48,319.0 $72K 0.00% +5K +12.6% $1.49 -15.4%
1390 BFLY BUTTERFLY NETWORK INC Healthcare 17,803.0 $72K 0.00% +3K +16.4% $4.04 +10.9%
1391 SVRA SAVARA INC Healthcare 12,746.0 $70K +2K +16.0% $5.46 -7.0%
1392 RWT REDWOOD TRUST INC Real Estate 12,323.0 $69K +2K +14.1% $5.61 -5.7%
1393 TALK TALKSPACE INC Healthcare 13,075.0 $68K +2K +16.0% $5.17 +0.3%
1394 MNKD MANNKIND CORP Healthcare 27,486.0 $67K +4K +15.4% $2.45 +35.1%
1395 ESRT EMPIRE ST RLTY TR INC Real Estate 12,662.0 $66K +1K +12.7% $5.20 +8.5%
1396 LZ LEGALZOOM COM INC Industrials 11,572.0 $66K +1K +14.8% $5.67 +13.8%
1397 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 11,649.0 $65K +2K +15.3% $5.60 +1.8%
1398 ABEV AMBEV SA Consumer Defensive 22,266.0 $65K +2K +12.6% $2.92 +12.0%
1399 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 36,915.0 $65K +5K +15.3% $1.76 +104.5%
1400 ACVA ACV AUCTIONS INC Consumer Cyclical 15,190.0 $64K +2K +15.3% $4.24 +39.2%
Page 70 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%