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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 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STC STEWART INFORMATION SVCS COR Financial Services 4,497.0 $277K 0.00% NEW $61.58 +10.6%
42 TWST TWIST BIOSCIENCE CORP Healthcare 5,770.0 $274K 0.00% NEW $47.52 +12.9%
43 INSW INTERNATIONAL SEAWAYS INC Energy 3,758.0 $274K 0.00% NEW $72.88 +16.8%
44 FFBC 1ST FINL BANCORP Financial Services 9,791.0 $273K 0.00% NEW $27.88 +10.0%
45 POWI POWER INTEGRATIONS INC Technology 5,272.0 $270K 0.00% NEW $51.20 +35.0%
46 SEADRILL LTD 5,920.0 $269K 0.00% NEW $45.50
47 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 7,902.0 $266K 0.00% NEW $33.67 +2.8%
48 KMT KENNAMETAL INC Industrials 7,335.0 $265K 0.00% NEW $36.13 -2.5%
49 HCC WARRIOR MET COAL INC Energy 2,823.0 $263K 0.00% NEW $93.15 -8.3%
50 UCTT ULTRA CLEAN HLDGS INC Technology 4,188.0 $260K 0.00% NEW $62.18 +29.0%
51 PLAB PHOTRONICS INC Technology 6,407.0 $259K 0.00% NEW $40.41 +23.3%
52 NIC NICOLET BANKSHARES INC Financial Services 1,742.0 $259K 0.00% NEW $148.62 -4.2%
53 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 11,804.0 $257K 0.00% NEW $21.75 +27.1%
54 USAR USA RARE EARTH INC Basic Materials 16,613.0 $251K 0.00% NEW $15.14 +49.1%
55 DK DELEK US HLDGS INC NEW Energy 5,516.0 $249K 0.00% NEW $45.07 -6.6%
56 HTO H2O AMERICA Utilities 4,204.0 $247K 0.00% NEW $58.67 -1.9%
57 IVT INVENTRUST PPTYS CORP Real Estate 8,090.0 $246K 0.00% NEW $30.46 +7.6%
58 IX ORIX CORP Financial Services 8,213.0 $246K 0.00% NEW $29.99 +30.9%
59 PHIN PHINIA INC Consumer Cyclical 3,595.0 $246K 0.00% NEW $68.44 +8.9%
60 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 2,620.0 $245K 0.00% NEW $93.48 -5.5%
Page 3 of 9  ·  171 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%