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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 63 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CRGY CRESCENT ENERGY COMPANY Energy 23,347.0 $315K 0.00% +5K +27.4% $13.50 -3.0%
1242 STEP STEPSTONE GROUP INC Financial Services 6,602.0 $315K 0.00% +1K +19.4% $47.72 +9.0%
1243 ALHC ALIGNMENT HEALTHCARE INC Healthcare 17,839.0 $314K 0.00% +4K +33.0% $17.62 -7.1%
1244 TMDX TRANSMEDICS GROUP INC Healthcare 3,161.0 $314K 0.00% +514.0 +19.4% $99.41 -31.6%
1245 APOGEE THERAPEUTICS INC 3,733.0 $314K 0.00% +718.0 +23.8% $84.17
1246 GSAT GLOBALSTAR INC Communication Services 4,724.0 $314K 0.00% +748.0 +18.8% $66.42 +24.5%
1247 BOX BOX INC Technology 13,243.0 $313K 0.00% +2K +19.1% $23.64 +7.4%
1248 STNG SCORPIO TANKERS INC Energy 4,179.0 $312K 0.00% NEW $74.66 +9.4%
1249 CC CHEMOURS CO Basic Materials 14,148.0 $312K 0.00% +2K +19.1% $22.03 -2.7%
1250 TXG 10X GENOMICS INC Healthcare 14,678.0 $312K 0.00% NEW $21.23 +13.0%
1251 GPOR GULFPORT ENERGY CORP Energy 1,471.0 $311K 0.00% +234.0 +18.9% $211.57 -15.4%
1252 YELP YELP INC Communication Services 12,563.0 $311K 0.00% -759.0 -5.7% $24.74 -9.2%
1253 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,348.0 $310K 0.00% +2K +37.9% $42.24 +3.7%
1254 WSBC WESBANCO INC Financial Services 8,982.0 $310K 0.00% +1K +19.7% $34.49 -0.9%
1255 ASH ASHLAND INC Basic Materials 5,566.0 $310K 0.00% +1K +31.2% $55.61 +1.2%
1256 LASR NLIGHT INC Technology 5,423.0 $309K 0.00% NEW $57.02 +34.0%
1257 CENX CENTURY ALUM CO Basic Materials 5,262.0 $309K 0.00% NEW $58.69 +3.0%
1258 RRR RED ROCK RESORTS INC Consumer Cyclical 5,781.0 $308K 0.00% +736.0 +14.6% $53.36 -1.7%
1259 CATY CATHAY GEN BANCORP Financial Services 6,178.0 $308K 0.00% +900.0 +17.1% $49.86 +14.8%
1260 XRAY DENTSPLY SIRONA INC Healthcare 26,470.0 $307K 0.00% +6K +28.8% $11.60 -15.2%
Page 63 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%