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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 18 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 60,697.0 $5.5M 0.04% -53K -46.4% $90.11 +14.1%
342 CBOE CBOE GLOBAL MKTS INC Financial Services 19,439.0 $5.5M 0.04% +2K +14.0% $281.07 +25.2%
343 HAL HALLIBURTON CO Energy 139,388.0 $5.4M 0.04% -46K -24.7% $38.99 +7.6%
344 AEE AMEREN CORP Utilities 49,344.0 $5.4M 0.04% +7K +15.2% $109.92 -0.1%
345 CORPAY INC 18,576.0 $5.4M 0.04% +1K +8.1% $290.99
346 BR BROADRIDGE FINL SOLUTIONS IN Technology 33,262.0 $5.4M 0.04% +3K +8.9% $162.48 -7.7%
347 OTIS OTIS WORLDWIDE CORP Industrials 70,071.0 $5.4M 0.04% +9K +15.3% $77.08 -7.1%
348 CNP CENTERPOINT ENERGY INC Utilities 124,744.0 $5.4M 0.04% +14K +12.6% $43.16 -1.6%
349 EVEREST GROUP LTD 16,409.0 $5.4M 0.04% +7K +78.5% $326.85
350 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 18,416.0 $5.4M 0.04% -295.0 -1.6% $290.70 -12.6%
351 DECK DECKERS OUTDOOR CORP Consumer Cyclical 53,408.0 $5.3M 0.04% +6K +13.6% $100.09 +2.5%
352 DOV DOVER CORP Industrials 25,604.0 $5.3M 0.04% +3K +14.9% $208.45 -0.3%
353 FE FIRSTENERGY CORP Utilities 103,260.0 $5.2M 0.04% +11K +12.1% $50.66 -10.2%
354 CASY CASEYS GEN STORES INC Consumer Cyclical 7,131.0 $5.2M 0.04% +3K +78.0% $727.86 +13.3%
355 MELI MERCADOLIBRE INC Consumer Cyclical 2,979.0 $5.2M 0.04% +33.0 +1.1% $1729.02 -3.0%
356 LULU LULULEMON ATHLETICA INC Consumer Cyclical 33,398.0 $5.1M 0.04% +3K +8.6% $153.10 -17.2%
357 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 76,037.0 $5.1M 0.04% +10K +15.6% $67.07 +25.0%
358 AWK AMERICAN WTR WKS CO INC NEW Utilities 37,457.0 $5.1M 0.04% +7K +25.0% $136.09 -9.0%
359 VLTO VERALTO CORP Industrials 57,441.0 $5.1M 0.04% +6K +11.2% $88.42 -2.5%
360 MSTR STRATEGY INC Technology 40,620.0 $5.1M 0.04% +9K +29.1% $124.80 +32.1%
Page 18 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%