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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 19 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FIS FIDELITY NATL INFORMATION SV Technology 107,849.0 $5.1M 0.04% +12K +12.1% $46.91 -7.0%
362 HUBB HUBBELL INC Industrials 10,297.0 $5.1M 0.04% +1K +14.6% $490.74 -6.1%
363 PPL PPL CORP Utilities 132,013.0 $5.0M 0.04% +15K +13.0% $38.20 -7.2%
364 PSTG EVERPURE INC Technology 85,392.0 $5.0M 0.04% +9K +12.0% $59.04 +41.9%
365 MAS MASCO CORP Industrials 82,817.0 $5.0M 0.04% +53K +177.6% $60.37 +11.2%
366 EXR EXTRA SPACE STORAGE INC Real Estate 37,110.0 $4.9M 0.04% +5K +15.5% $131.13 +9.7%
367 BIIB BIOGEN INC Healthcare 26,456.0 $4.9M 0.03% +3K +14.8% $183.33 +3.3%
368 OMC OMNICOM GROUP INC Communication Services 64,287.0 $4.8M 0.03% +812.0 +1.3% $75.31 -2.0%
369 IQVIA HLDGS INC 28,373.0 $4.8M 0.03% +4K +15.9% $170.54
370 BBY BEST BUY INC Consumer Cyclical 74,811.0 $4.8M 0.03% +9K +14.2% $64.20 -4.8%
371 EIX EDISON INTL Utilities 64,381.0 $4.7M 0.03% +9K +16.2% $73.18 -3.9%
372 STLD STEEL DYNAMICS INC Basic Materials 26,088.0 $4.7M 0.03% +3K +13.9% $180.00 +26.8%
373 BE BLOOM ENERGY CORP Industrials 34,374.0 $4.7M 0.03% +4K +15.0% $135.49 +127.2%
374 SMURFIT WESTROCK PLC 115,958.0 $4.6M 0.03% +25K +27.6% $39.85
375 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 7,782.0 $4.6M 0.03% +1K +16.8% $592.98 -4.9%
376 TDY TELEDYNE TECHNOLOGIES INC Technology 7,578.0 $4.6M 0.03% +410.0 +5.7% $605.01 +1.5%
377 NTRS NORTHERN TR CORP Financial Services 32,837.0 $4.6M 0.03% +4K +15.1% $139.57 +19.7%
378 FLEX FLEXTRONICS INTL LTD Technology 69,918.0 $4.6M 0.03% +10K +17.3% $65.46 +100.2%
379 ULTA ULTA BEAUTY INC Consumer Cyclical 8,747.0 $4.6M 0.03% +963.0 +12.4% $522.71 -5.7%
380 DG DOLLAR GEN CORP Consumer Defensive 38,416.0 $4.6M 0.03% +5K +15.3% $118.73 -11.5%
Page 19 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%