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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 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FMC FMC CORP Basic Materials 10,279.0 $177K 0.00% NEW $17.22 -24.4%
122 DXC DXC TECHNOLOGY CO Technology 13,017.0 $164K 0.00% NEW $12.57 -26.6%
123 HUN HUNTSMAN CORP Basic Materials 12,278.0 $163K 0.00% NEW $13.31 +8.0%
124 AUPH AURINIA PHARMACEUTICALS INC Healthcare 10,947.0 $162K 0.00% NEW $14.82 +4.3%
125 PENN PENN ENTERTAINMENT INC Consumer Cyclical 10,429.0 $157K 0.00% NEW $15.03 +11.1%
126 LC LENDINGCLUB ISSUANCE TR SER Financial Services 10,895.0 $156K 0.00% NEW $14.32 +10.1%
127 SONO SONOS INC Technology 11,435.0 $153K 0.00% NEW $13.40 +12.1%
128 SMR NUSCALE PWR CORP Utilities 13,878.0 $150K 0.00% NEW $10.84 -4.2%
129 LIBERTY GLOBAL LTD 12,378.0 $145K 0.00% NEW $11.73
130 ECVT ECOVYST INC Basic Materials 10,508.0 $135K 0.00% NEW $12.86 +3.7%
131 PEB PEBBLEBROOK HOTEL TR Real Estate 10,491.0 $133K 0.00% NEW $12.63 +17.7%
132 KSS KOHLS CORP Consumer Cyclical 10,024.0 $129K 0.00% NEW $12.90 -1.6%
133 BRIGHTSTAR LOTTERY PLC 10,081.0 $128K 0.00% NEW $12.74
134 HOPE HOPE BANCORP INC Financial Services 11,422.0 $128K 0.00% NEW $11.17 +11.5%
135 SFL SFL CORPORATION LTD Industrials 11,726.0 $127K 0.00% NEW $10.79 +17.9%
136 FLYW FLYWIRE CORPORATION Technology 10,785.0 $126K 0.00% NEW $11.64 +38.8%
137 EFC ELLINGTON FINANCIAL INC Real Estate 10,558.0 $125K 0.00% NEW $11.85 +14.5%
138 UPWK UPWORK INC Industrials 11,353.0 $124K 0.00% NEW $10.96 -21.0%
139 KW KENNEDY-WILSON HOLDINGS INC Real Estate 11,043.0 $119K 0.00% NEW $10.82 +1.7%
140 ATEC ALPHATEC HLDGS INC Healthcare 10,722.0 $117K 0.00% NEW $10.88 -24.4%
Page 7 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%