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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 47 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 QIAGEN NV 15,491.0 $620K 0.00% NEW $40.04
922 BIO BIO RAD LABS INC Healthcare 2,225.0 $620K 0.00% +527.0 +31.0% $278.75 +3.2%
923 CUZ COUSINS PPTYS INC Real Estate 27,441.0 $619K 0.00% +3K +12.1% $22.57 +17.4%
924 CWAN CLEARWATER ANALYTICS HLDGS I Technology 26,141.0 $618K 0.00% +4K +18.7% $23.65 +2.8%
925 LUMN LUMEN TECHNOLOGIES INC Communication Services 88,903.0 $618K 0.00% +13K +17.1% $6.95 +35.4%
926 RLI RLI CORP Financial Services 10,821.0 $617K 0.00% +2K +27.8% $57.04 -7.9%
927 M MACYS INC Consumer Cyclical 34,063.0 $616K 0.00% +7K +27.3% $18.09 +14.2%
928 BCO BRINKS CO Industrials 5,920.0 $613K 0.00% +857.0 +16.9% $103.63 +1.1%
929 OPCH OPTION CARE HEALTH INC Healthcare 22,748.0 $612K 0.00% +3K +16.6% $26.92 -22.3%
930 HIMS HIMS & HERS HEALTH INC Healthcare 29,405.0 $610K 0.00% +4K +16.9% $20.76 +14.4%
931 DBX DROPBOX INC Technology 26,822.0 $609K 0.00% +5K +20.9% $22.72 +20.7%
932 FSS FEDERAL SIGNAL CORP Industrials 5,628.0 $609K 0.00% +892.0 +18.8% $108.14 +4.1%
933 ASB ASSOCIATED BANC-CORP Financial Services 23,509.0 $608K 0.00% +3K +16.7% $25.86 +8.3%
934 MTCH MATCH GROUP INC NEW Communication Services 19,681.0 $604K 0.00% -3K -12.1% $30.71 +16.6%
935 KRYS KRYSTAL BIOTECH INC Healthcare 2,339.0 $604K 0.00% +380.0 +19.4% $258.32 +15.9%
936 LKQ LKQ CORP Consumer Cyclical 20,546.0 $603K 0.00% +719.0 +3.6% $29.37 -7.6%
937 ERIE ERIE INDTY CO Financial Services 2,391.0 $601K 0.00% +52.0 +2.2% $251.31 -10.8%
938 KBR KBR INC Industrials 16,192.0 $597K 0.00% +4K +28.0% $36.86 -9.2%
939 TCBI TEXAS CAP BANCSHARES INC Financial Services 6,288.0 $597K 0.00% +716.0 +12.8% $94.88 +4.8%
940 BEPC BROOKFIELD RENEWABLE CORP Utilities 14,874.0 $592K 0.00% +4K +43.2% $39.83 -5.8%
Page 47 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%