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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 20 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RF REGIONS FINANCIAL CORP NEW Financial Services 174,275.0 $4.6M 0.03% -18K -9.2% $26.12 +5.4%
382 ROL ROLLINS INC Consumer Cyclical 84,627.0 $4.5M 0.03% +7K +9.5% $53.41 -0.3%
383 CW CURTISS WRIGHT CORP Industrials 6,594.0 $4.5M 0.03% +3K +90.5% $681.12 +6.7%
384 LVS LAS VEGAS SANDS CORP Consumer Cyclical 82,797.0 $4.5M 0.03% +8K +10.8% $53.88 -8.2%
385 NTAP NETAPP INC Technology 43,278.0 $4.4M 0.03% +4K +11.2% $102.39 +21.1%
386 CMS CMS ENERGY CORP Utilities 57,086.0 $4.4M 0.03% +7K +14.4% $77.58 -5.1%
387 WSM WILLIAMS SONOMA INC Consumer Cyclical 24,140.0 $4.4M 0.03% +3K +14.2% $182.33 -1.1%
388 CHD CHURCH & DWIGHT CO INC Consumer Defensive 46,872.0 $4.4M 0.03% +6K +15.4% $93.32 +2.5%
389 RJF RAYMOND JAMES FINL INC Financial Services 30,145.0 $4.4M 0.03% +4K +15.6% $144.79 +5.0%
390 Q QNITY ELECTRONICS INC Technology 37,621.0 $4.3M 0.03% +5K +15.8% $115.38 +32.6%
391 HEICO CORP NEW 20,525.0 $4.3M 0.03% +3K +19.1% $211.09
392 CFG CITIZENS FINL GROUP INC Financial Services 72,110.0 $4.3M 0.03% +10K +16.2% $59.97 +4.7%
393 CINF CINCINNATI FINL CORP Financial Services 27,282.0 $4.3M 0.03% +5K +24.1% $157.35 +7.0%
394 ANGLOGOLD ASHANTI PLC 44,013.0 $4.3M 0.03% +13K +40.3% $97.36
395 CTRA COTERRA ENERGY INC Energy 121,506.0 $4.3M 0.03% +17K +16.2% $35.14 -7.3%
396 HOLOGIC INC 56,417.0 $4.3M 0.03% +5K +9.2% $75.59
397 ON ON SEMICONDUCTOR CORP Technology 68,869.0 $4.3M 0.03% +9K +14.7% $61.92 +77.0%
398 CPNG COUPANG INC Consumer Cyclical 225,353.0 $4.3M 0.03% +26K +12.9% $18.88 -16.7%
399 NI NISOURCE INC Utilities 90,762.0 $4.2M 0.03% +11K +14.0% $46.66 +2.3%
400 EFX EQUIFAX INC Industrials 23,488.0 $4.2M 0.03% +3K +12.6% $180.07 -9.4%
Page 20 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%