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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 34 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ONON ON HLDG AG Consumer Cyclical 38,364.0 $1.3M 0.01% +5K +14.0% $34.02 +15.2%
662 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 23,028.0 $1.3M 0.01% +5K +28.4% $56.49 -4.2%
663 ALGN ALIGN TECHNOLOGY INC Healthcare 7,586.0 $1.3M 0.01% +2K +25.4% $171.43 -4.9%
664 CELH CELSIUS HLDGS INC Consumer Defensive 36,623.0 $1.3M 0.01% +4K +13.4% $35.48 -16.3%
665 ARMK ARAMARK Industrials 31,676.0 $1.3M 0.01% +7K +29.9% $40.54 +27.4%
666 SR SPIRE INC Utilities 14,118.0 $1.3M 0.01% +7K +98.7% $90.54 -4.2%
667 RRC RANGE RES CORP Energy 28,264.0 $1.3M 0.01% +7K +30.7% $45.18 -6.9%
668 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 15,643.0 $1.3M 0.01% +2K +14.1% $81.23 -0.4%
669 GNRC GENERAC HLDGS INC Industrials 6,453.0 $1.3M 0.01% +1K +28.1% $195.33 +26.9%
670 PCOR PROCORE TECHNOLOGIES INC Technology 22,100.0 $1.3M 0.01% +4K +23.5% $57.00 -18.6%
671 BLD TOPBUILD COR Industrials 3,578.0 $1.3M 0.01% +778.0 +27.8% $351.30 +17.0%
672 FRT FEDERAL RLTY INVT TR NEW Real Estate 11,724.0 $1.2M 0.01% +5K +68.0% $106.21 +11.7%
673 ORA ORMAT TECHNOLOGIES INC Utilities 11,068.0 $1.2M 0.01% +2K +16.9% $111.92 +19.6%
674 GL GLOBE LIFE INC Financial Services 8,892.0 $1.2M 0.01% +2K +28.0% $139.17 +12.5%
675 ARW ARROW ELECTRS INC Technology 8,604.0 $1.2M 0.01% +2K +28.9% $143.41 +48.4%
676 HLI HOULIHAN LOKEY INC Financial Services 8,585.0 $1.2M 0.01% +1K +20.6% $143.62 +5.5%
677 AAON AAON INC Industrials 14,857.0 $1.2M 0.01% +2K +13.3% $82.75 +60.0%
678 EHC ENCOMPASS HEALTH CORP Healthcare 12,703.0 $1.2M 0.01% +3K +28.6% $96.73 +8.0%
679 H HYATT HOTELS CORP Consumer Cyclical 8,502.0 $1.2M 0.01% +1K +15.1% $143.79 +22.1%
680 WMS ADVANCED DRAIN SYS INC DEL Industrials 8,901.0 $1.2M 0.01% +2K +35.4% $137.13 -0.2%
Page 34 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%