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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 38 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MDLN MEDLINE INC Healthcare 22,732.0 $1.0M 0.01% NEW $44.50 -16.8%
742 CR CRANE COMPANY Industrials 5,912.0 $1.0M 0.01% +1K +30.6% $171.00 +5.1%
743 CUBE CUBESMART Real Estate 27,487.0 $1.0M 0.01% +6K +30.3% $36.65 +9.3%
744 PCTY PAYLOCITY HLDG CORP Technology 9,309.0 $1.0M 0.01% +1K +14.4% $108.04 +4.6%
745 CFR CULLEN FROST BANKERS INC Financial Services 7,332.0 $1.0M 0.01% +2K +28.3% $137.08 +1.7%
746 OWL BLUE OWL CAPITAL INC Financial Services 109,748.0 $1.0M 0.01% +14K +14.6% $9.13 +10.2%
747 VVV VALVOLINE INC Energy 29,599.0 $997K 0.01% +4K +14.9% $33.68 -0.3%
748 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 24,109.0 $995K 0.01% +4K +20.4% $41.27 +26.0%
749 BXP BXP INC Real Estate 19,120.0 $992K 0.01% -3K -15.1% $51.90 +16.2%
750 AVT AVNET INC Technology 16,007.0 $986K 0.01% -242.0 -1.5% $61.62 +39.4%
751 PRI PRIMERICA INC Financial Services 3,924.0 $983K 0.01% +882.0 +29.0% $250.48 +11.7%
752 HSIC SCHEIN HENRY INC Healthcare 13,299.0 $980K 0.01% +3K +26.4% $73.70 +0.7%
753 COLB COLUMBIA BKG SYS INC Financial Services 35,609.0 $977K 0.01% +7K +22.9% $27.43 +8.4%
754 SLAB SILICON LABORATORIES INC Technology 4,662.0 $970K 0.01% +663.0 +16.6% $208.15 +4.5%
755 KEX KIRBY CORP Industrials 7,301.0 $970K 0.01% +2K +28.9% $132.88 +7.9%
756 CHRD CHORD ENERGY CORPORATION Energy 6,821.0 $970K 0.01% +2K +30.2% $142.18 +1.3%
757 AAL AMERICAN AIRLINES GROUP INC Industrials 90,287.0 $970K 0.01% +17K +23.3% $10.74 +29.0%
758 TEX TEREX CORP NEW Industrials 16,405.0 $970K 0.01% +8K +89.9% $59.10 -2.3%
759 BAX BAXTER INTL INC Healthcare 57,649.0 $969K 0.01% -23K -28.9% $16.80 +14.2%
760 CMC COMMERCIAL METALS CO Basic Materials 15,701.0 $965K 0.01% +2K +13.9% $61.43 +17.0%
Page 38 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%