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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VSH VISHAY INTERTECHNOLOGY INC Technology 11,610.0 $209K 0.00% NEW $18.00 +123.1%
102 SKM SK TELECOM CO LTD Communication Services 7,111.0 $208K 0.00% NEW $29.29 +29.6%
103 NWN NORTHWEST NAT HLDG CO Utilities 3,910.0 $208K 0.00% NEW $53.22 -6.4%
104 KN KNOWLES CORP Technology 8,095.0 $208K 0.00% NEW $25.68 +37.2%
105 CHEF CHEFS WHSE INC Consumer Defensive 3,484.0 $207K 0.00% NEW $59.45 +31.3%
106 NTB BANK OF N T BUTTERFIELD & SO Financial Services 3,927.0 $206K 0.00% NEW $52.48 +6.9%
107 CNR CORE NATURAL RESOURCES INC Energy 1,964.0 $206K 0.00% NEW $104.73 -19.8%
108 IMNM IMMUNOME INC Healthcare 9,385.0 $205K 0.00% NEW $21.87 +5.0%
109 FEDERATED HERMES INC 3,605.0 $204K 0.00% NEW $56.71
110 BUSE FIRST BUSEY CORP Financial Services 8,088.0 $204K 0.00% NEW $25.27 +6.2%
111 HLIO HELIOS TECHNOLOGIES INC Industrials 3,128.0 $202K 0.00% NEW $64.71 +20.5%
112 BOKF BOK FINL CORP Financial Services 1,578.0 $202K 0.00% NEW $128.06 +1.3%
113 HAYW HAYWARD HLDGS INC Industrials 14,689.0 $197K 0.00% NEW $13.38 +2.2%
114 CAI CARIS LIFE SCIENCES INC Healthcare 10,921.0 $195K 0.00% NEW $17.88 -10.8%
115 LUNR INTUITIVE MACHINES INC Industrials 10,386.0 $193K 0.00% NEW $18.56 +84.5%
116 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 10,134.0 $188K 0.00% NEW $18.52 -9.9%
117 SOC SABLE OFFSHORE CORP Energy 11,324.0 $187K 0.00% NEW $16.52 -8.9%
118 LIBERTY GLOBAL LTD 15,091.0 $182K 0.00% NEW $12.09
119 AMPX AMPRIUS TECHNOLOGIES INC Industrials 10,702.0 $180K 0.00% NEW $16.86 -9.3%
120 FCF FIRST COMWLTH FINL CORP PA Financial Services 10,126.0 $178K 0.00% NEW $17.58 +6.6%
Page 6 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%