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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 36 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SAIA SAIA INC Industrials 3,259.0 $1.1M 0.01% +754.0 +30.1% $351.28 +29.9%
702 EXLS EXLSERVICE HLDGS INC Technology 37,428.0 $1.1M 0.01% +449.0 +1.2% $30.45 -3.1%
703 IDCC INTERDIGITAL INC Technology 3,771.0 $1.1M 0.01% +2K +84.5% $302.00 -13.6%
704 BBIO BRIDGEBIO PHARMA INC Healthcare 15,328.0 $1.1M 0.01% +3K +22.3% $74.26 -6.9%
705 OSK OSHKOSH CORP Industrials 7,711.0 $1.1M 0.01% +2K +29.7% $147.21 -12.7%
706 CRWV COREWEAVE INC Technology 14,599.0 $1.1M 0.01% +5K +51.6% $77.47 +36.2%
707 DVA DAVITA INC Healthcare 7,345.0 $1.1M 0.01% +777.0 +11.8% $153.69 +29.2%
708 AES AES CORP Utilities 79,797.0 $1.1M 0.01% $14.09 +4.2%
709 SCCO SOUTHERN COPPER CORP Basic Materials 6,530.0 $1.1M 0.01% +2K +40.5% $172.07 +4.4%
710 CYTK CYTOKINETICS INC Healthcare 17,036.0 $1.1M 0.01% +3K +18.4% $65.91 +16.7%
711 TTC TORO CO Industrials 12,009.0 $1.1M 0.01% +3K +29.6% $93.44 -2.8%
712 VNOM VIPER ENERGY INC Energy 23,854.0 $1.1M 0.01% +7K +41.2% $46.99 -0.2%
713 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 19,459.0 $1.1M 0.01% +4K +29.4% $57.58 +21.8%
714 NWS NEWS CORP NEW Communication Services 39,027.0 $1.1M 0.01% +4K +12.8% $28.51 +4.1%
715 WTFC WINTRUST FINL CORP Financial Services 8,000.0 $1.1M 0.01% +2K +30.0% $138.94 +7.9%
716 SOUTHSTATE BK CORP 12,001.0 $1.1M 0.01% +3K +29.1% $92.52
717 HRL HORMEL FOODS CORP Consumer Defensive 48,626.0 $1.1M 0.01% +7K +16.1% $22.65 -6.2%
718 ORI OLD REP INTL CORP Financial Services 27,568.0 $1.1M 0.01% +6K +30.0% $39.90 -1.4%
719 ONB OLD NATL BANCORP IND Financial Services 49,492.0 $1.1M 0.01% +7K +16.4% $22.10 +8.3%
720 OC OWENS CORNING NEW Industrials 10,078.0 $1.1M 0.01% +2K +19.8% $108.22 +8.5%
Page 36 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%