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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 13 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HIG HARTFORD INSURANCE GROUP INC Financial Services 65,781.0 $8.9M 0.06% +9K +16.5% $135.23 +0.6%
242 AXON AXON ENTERPRISE INC Industrials 20,871.0 $8.9M 0.06% +2K +9.9% $424.69 -8.2%
243 STT STATE STR CORP Financial Services 69,882.0 $8.8M 0.06% +7K +11.2% $126.56 +21.7%
244 EXPE EXPEDIA GROUP INC Consumer Cyclical 37,903.0 $8.8M 0.06% $230.89 -5.5%
245 HST HOST HOTELS & RESORTS INC Real Estate 449,975.0 $8.6M 0.06% +4K +0.9% $19.16 +17.0%
246 EBAY EBAY INC. Consumer Cyclical 94,480.0 $8.6M 0.06% +3K +3.8% $91.02 +28.7%
247 PSA PUBLIC STORAGE OPER CO Real Estate 31,232.0 $8.5M 0.06% +3K +12.4% $270.88 +11.8%
248 EW EDWARDS LIFESCIENCES CORP Healthcare 105,038.0 $8.4M 0.06% +17K +19.2% $80.08 +3.9%
249 NDAQ NASDAQ INC Financial Services 99,082.0 $8.4M 0.06% +9K +10.4% $84.89 +6.5%
250 NU NU HLDGS LTD Financial Services 579,996.0 $8.3M 0.06% +72K +14.1% $14.37 -8.4%
251 F FORD MTR CO Consumer Cyclical 720,035.0 $8.3M 0.06% +96K +15.3% $11.54 +18.5%
252 TER TERADYNE INC Technology 28,023.0 $8.3M 0.06% +4K +18.7% $296.46 +16.2%
253 WAB WABTEC Industrials 33,116.0 $8.3M 0.06% +4K +14.1% $249.91 +3.7%
254 NUE NUCOR CORP Basic Materials 48,754.0 $8.2M 0.06% +5K +12.0% $169.10 +33.9%
255 RBLX ROBLOX CORP Technology 144,219.0 $8.2M 0.06% +13K +9.8% $56.56 -19.0%
256 XEL XCEL ENERGY INC Utilities 102,383.0 $8.1M 0.06% +13K +15.0% $79.44 +0.5%
257 ED CONSOLIDATED EDISON INC Utilities 71,854.0 $8.1M 0.06% +11K +18.0% $113.18 -5.1%
258 TPR TAPESTRY INC Consumer Cyclical 56,911.0 $8.0M 0.06% +4K +8.5% $141.11 -3.8%
259 BDX BECTON DICKINSON & CO Healthcare 50,985.0 $8.0M 0.06% +7K +15.3% $157.23 -7.0%
260 CARR CARRIER GLOBAL CORPORATION Industrials 141,613.0 $8.0M 0.06% +18K +14.6% $56.31 +10.4%
Page 13 of 85  ·  1,686 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%