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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GSM FERROGLOBE PLC Basic Materials 10,659.0 $44K NEW $4.12 -0.2%
162 MDXG MIMEDX GROUP INC Healthcare 10,723.0 $42K NEW $3.95 -8.6%
163 AIOT POWERFLEET INC Technology 11,186.0 $34K NEW $3.08 +6.5%
164 ALT ALTIMMUNE INC Healthcare 10,783.0 $33K NEW $3.08 -4.9%
165 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 10,875.0 $30K NEW $2.79 +15.1%
166 EVH EVOLENT HEALTH INC Healthcare 10,524.0 $24K NEW $2.28 +68.4%
167 DDD 3D SYS CORP DEL Technology 12,545.0 $24K NEW $1.88 +59.0%
168 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 11,303.0 $20K NEW $1.76 +138.6%
169 EVGO EVGO INC Consumer Cyclical 11,503.0 $20K NEW $1.72 +9.3%
170 XRX XEROX HOLDINGS CORP Technology 10,578.0 $14K NEW $1.29 +96.9%
171 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 10,317.0 $9K NEW $0.89 -23.9%
Page 9 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%