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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 35 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CHDN CHURCHILL DOWNS INC Consumer Cyclical 13,498.0 $1.2M 0.01% +2K +14.9% $89.83 -5.2%
682 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 19,311.0 $1.2M 0.01% +9K +85.1% $62.70 +19.5%
683 DCI DONALDSON INC Industrials 14,234.0 $1.2M 0.01% +3K +29.6% $84.87 -1.4%
684 SWK STANLEY BLACK & DECKER INC Industrials 16,961.0 $1.2M 0.01% +4K +28.8% $71.06 +7.6%
685 ATR APTARGROUP INC Healthcare 9,559.0 $1.2M 0.01% +2K +31.7% $126.01 -7.8%
686 EGP EASTGROUP PPTYS INC Real Estate 6,481.0 $1.2M 0.01% +2K +31.2% $185.09 +10.8%
687 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,512.0 $1.2M 0.01% +1K +29.5% $265.32 +15.7%
688 AHR AMERICAN HEALTHCARE REIT INC Real Estate 24,984.0 $1.2M 0.01% +12K +87.0% $47.16 +6.4%
689 WTS WATTS WATER TECHNOLOGIES INC Industrials 4,054.0 $1.2M 0.01% +536.0 +15.2% $290.29 +4.2%
690 OGE OGE ENERGY CORP Utilities 24,356.0 $1.2M 0.01% +6K +31.1% $47.96 +1.2%
691 AYI ACUITY INC Industrials 4,161.0 $1.2M 0.01% +865.0 +26.2% $280.22 +2.6%
692 MOOG INC 3,984.0 $1.2M 0.01% +2K +80.7% $292.64
693 GLOBUS MED INC 13,527.0 $1.2M 0.01% +3K +30.0% $86.16
694 CTRE CARETRUST REIT INC Real Estate 31,740.0 $1.2M 0.01% +14K +78.9% $36.65 +12.3%
695 UMBF UMB FINL CORP Financial Services 10,278.0 $1.2M 0.01% +1K +16.4% $112.79 +16.3%
696 FLS FLOWSERVE CORP Industrials 15,721.0 $1.2M 0.01% +4K +29.8% $73.51 -5.3%
697 GAMESTOP CORP 49,972.0 $1.2M 0.01% +12K +30.0% $23.04
698 WAL WESTERN ALLIANCE BANCORP Financial Services 16,240.0 $1.2M 0.01% +3K +21.9% $70.85 +10.9%
699 FLR FLUOR CORP Industrials 24,588.0 $1.1M 0.01% +5K +25.8% $46.65 -3.8%
700 AMH AMERICAN HOMES 4 RENT Real Estate 41,044.0 $1.1M 0.01% -10K -18.8% $27.92 +15.6%
Page 35 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%