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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FIRST HAWAIIAN INC 9,167.0 $226K 0.00% NEW $24.64
82 TRMK TRUSTMARK CORP Financial Services 5,296.0 $223K 0.00% NEW $42.14 +5.0%
83 MAREX GROUP PLC 4,990.0 $222K 0.00% NEW $44.58
84 BHE BENCHMARK ELECTRS INC Technology 3,954.0 $222K 0.00% NEW $56.06 +47.1%
85 DYN DYNE THERAPEUTICS INC Healthcare 12,208.0 $221K 0.00% NEW $18.13 -4.2%
86 MCY MERCURY GENL CORP NEW Financial Services 2,505.0 $221K 0.00% NEW $88.15 +16.1%
87 SNY SANOFI SA Healthcare 4,550.0 $219K 0.00% NEW $48.18 -7.3%
88 ANDE ANDERSONS INC Consumer Defensive 3,045.0 $219K 0.00% NEW $71.78 -2.1%
89 KEP KOREA ELEC PWR CORP Utilities 15,285.0 $218K 0.00% NEW $14.25 -7.2%
90 BANF BANCFIRST CORP Financial Services 1,997.0 $217K 0.00% NEW $108.50 +2.6%
91 FBNC FIRST BANCORP N C Financial Services 3,845.0 $217K 0.00% NEW $56.35 +4.1%
92 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 9,388.0 $215K 0.00% NEW $22.95 +5.1%
93 FBK FB FINL CORP Financial Services 4,147.0 $215K 0.00% NEW $51.94 +1.3%
94 TNGX TANGO THERAPEUTICS INC Healthcare 10,238.0 $214K 0.00% NEW $20.92 +0.8%
95 MTX MINERALS TECHNOLOGIES INC Basic Materials 2,993.0 $212K 0.00% NEW $70.92 +6.3%
96 SAM BOSTON BEER INC Consumer Defensive 918.0 $212K 0.00% NEW $230.40 -20.4%
97 NBTB NBT BANCORP INC Financial Services 4,934.0 $210K 0.00% NEW $42.58 +7.7%
98 KNTK KINETIK HOLDINGS INC Energy 4,339.0 $210K 0.00% NEW $48.41 +3.6%
99 NTCT NETSCOUT SYS INC Technology 6,605.0 $210K 0.00% NEW $31.79 +24.1%
100 CSGS CSG SYS INTL INC Technology 2,624.0 $210K 0.00% NEW $79.94 +0.9%
Page 5 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%