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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 33 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ELAN ELANCO ANIMAL HEALTH INC Healthcare 59,866.0 $1.4M 0.01% +13K +27.4% $23.93 -10.9%
642 IONQ IONQ INC Technology 49,149.0 $1.4M 0.01% +5K +12.2% $28.83 +104.3%
643 WTRG ESSENTIAL UTILS INC Utilities 35,073.0 $1.4M 0.01% -7K -17.1% $40.27 -9.3%
644 DY DYCOM INDS INC Industrials 4,163.0 $1.4M 0.01% +709.0 +20.5% $338.82 +22.3%
645 SPXC SPX TECHNOLOGIES INC Industrials 7,032.0 $1.4M 0.01% +1K +17.0% $199.94 +2.8%
646 SCI SERVICE CORP INTL Consumer Cyclical 17,011.0 $1.4M 0.01% +4K +28.6% $82.51 -6.0%
647 WBS WEBSTER FINL CORP Financial Services 19,887.0 $1.4M 0.01% +4K +29.2% $69.42 +5.3%
648 BROS DUTCH BROS INC Consumer Cyclical 27,059.0 $1.4M 0.01% +9K +52.0% $50.66 +5.5%
649 DINO HF SINCLAIR CORP Energy 21,935.0 $1.4M 0.01% +4K +25.6% $62.39 +9.6%
650 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 18,288.0 $1.4M 0.01% +2K +13.1% $74.38 -32.5%
651 CHWY CHEWY INC Consumer Cyclical 50,280.0 $1.4M 0.01% +8K +18.1% $27.00 -26.2%
652 FHN FIRST HORIZON CORPORATION Financial Services 59,525.0 $1.4M 0.01% +13K +28.8% $22.76 +5.9%
653 EVR EVERCORE INC Financial Services 4,537.0 $1.4M 0.01% +1K +29.5% $298.51 +16.0%
654 GTLS CHART INDS INC Industrials 6,550.0 $1.4M 0.01% +1K +20.8% $206.75 +0.7%
655 TTEK TETRA TECH INC NEW Industrials 44,932.0 $1.4M 0.01% +11K +32.0% $30.12 -8.9%
656 DAR DARLING INGREDIENTS INC Consumer Defensive 21,835.0 $1.4M 0.01% +3K +15.8% $61.85 -6.5%
657 CRBG COREBRIDGE FINL INC Financial Services 56,220.0 $1.3M 0.01% +7K +13.4% $23.86 +15.9%
658 SF STIFEL FINL CORP Financial Services 18,115.0 $1.3M 0.01% +9K +94.7% $73.92 -1.1%
659 RMBS RAMBUS INC DEL Technology 15,331.0 $1.3M 0.01% +2K +16.0% $86.03 +55.2%
660 BSY BENTLEY SYS INC Technology 37,289.0 $1.3M 0.01% -4K -9.2% $35.12 -5.1%
Page 33 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%