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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 29 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 UDR UDR INC Real Estate 61,727.0 $2.1M 0.01% +4K +6.8% $33.78 +12.0%
562 CLX CLOROX CO DEL Consumer Defensive 20,103.0 $2.1M 0.01% -1K -5.4% $103.63 -8.2%
563 MKSI MKS INC. Technology 9,061.0 $2.1M 0.01% +2K +32.4% $229.81 +36.3%
564 CNH INDL N V 189,109.0 $2.1M 0.01% +43K +29.7% $11.00
565 GEN GEN DIGITAL INC Technology 109,944.0 $2.1M 0.01% +14K +15.2% $18.83 +32.0%
566 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 26,332.0 $2.1M 0.01% -4K -13.3% $78.03 -2.2%
567 EFAX SPDR INDEX SHS FDS 41,164.0 $2.0M 0.01% +992.0 +2.5% $49.77 +8.1%
568 TKO TKO GROUP HOLDINGS INC Communication Services 10,159.0 $2.0M 0.01% +1K +14.2% $201.65 -3.7%
569 AIZ ASSURANT INC Financial Services 9,357.0 $2.0M 0.01% +5K +113.8% $217.81 +17.4%
570 THC TENET HEALTHCARE CORP Healthcare 10,752.0 $2.0M 0.01% +2K +29.3% $188.71 -0.7%
571 OVV OVINTIV INC Energy 33,842.0 $2.0M 0.01% +11K +45.1% $59.36 -0.8%
572 RVMD REVOLUTION MEDICINES INC Healthcare 20,603.0 $2.0M 0.01% +12K +133.4% $97.25 +54.6%
573 RL RALPH LAUREN CORP Consumer Cyclical 5,816.0 $2.0M 0.01% +1K +21.0% $343.99 -4.3%
574 IONS IONIS PHARMACEUTICALS INC Healthcare 26,384.0 $2.0M 0.01% +3K +15.0% $75.09 +0.9%
575 ITT ITT INC Industrials 10,395.0 $2.0M 0.01% +2K +30.8% $190.53 +1.1%
576 MRNA MODERNA INC Healthcare 38,551.0 $2.0M 0.01% +8K +27.1% $50.80 -7.0%
577 APG API GROUP CORP Industrials 47,400.0 $1.9M 0.01% +11K +30.0% $40.52 +2.4%
578 TW TRADEWEB MKTS INC Financial Services 16,300.0 $1.9M 0.01% +2K +18.0% $117.66 -9.3%
579 FOX FOX CORP Communication Services 35,973.0 $1.9M 0.01% +5K +15.1% $53.10 +8.5%
580 MUSA MURPHY USA INC Consumer Cyclical 3,845.0 $1.9M 0.01% +528.0 +15.9% $493.97 +10.2%
Page 29 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%