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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CNI CANADIAN NATL RY CO Industrials 2,359 $234K 0.00% SOLD
42 REV GROUP INC 3,811 $232K 0.00% SOLD
43 BRZE BRAZE INC Technology 6,743 $231K 0.00% SOLD
44 AMBA AMBARELLA INC Technology 3,248 $230K 0.00% SOLD
45 KMPR KEMPER CORP Financial Services 5,635 $228K 0.00% SOLD
46 BL BLACKLINE INC Technology 4,118 $228K 0.00% SOLD
47 BN BROOKFIELD CORP Financial Services 4,705 $216K 0.00% SOLD
48 CIVITAS RESOURCES INC 7,786 $211K 0.00% SOLD
49 AVADEL PHARMACEUTICALS PLC 9,763 $210K 0.00% SOLD
50 INTA INTAPP INC Technology 4,508 $207K 0.00% SOLD
51 XMTR XOMETRY INC Industrials 3,408 $203K 0.00% SOLD
52 FUBOTV INC 26,988 $68K 0.00% SOLD
53 APARTMENT INVT & MGMT CO 10,471 $62K SOLD
54 TELEFONICA S A 10,008 $41K SOLD
55 AGILON HEALTH INC 24,287 $17K SOLD
Page 3 of 3  ·  55 positions
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%