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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 70 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 APLE APPLE HOSPITALITY REIT INC Real Estate 21,249.0 $245K 0.00% +3K +19.6% $11.51 +26.1%
1382 TRN TRINITY INDS INC Industrials 7,580.0 $244K 0.00% NEW $32.18 +4.9%
1383 CXT CRANE NXT CO Industrials 5,971.0 $242K 0.00% +1K +31.2% $40.59 -1.3%
1384 UE URBAN EDGE PPTYS Real Estate 12,101.0 $242K 0.00% +2K +20.3% $19.98 +10.0%
1385 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 2,766.0 $242K 0.00% +454.0 +19.6% $87.40 -0.4%
1386 NGVT INGEVITY CORP Basic Materials 3,376.0 $240K 0.00% NEW $71.23 -8.5%
1387 AKR ACADIA RLTY TR Real Estate 12,568.0 $240K 0.00% +2K +20.6% $19.12 +14.1%
1388 COLD AMERICOLD REALTY TRUST INC Real Estate 20,961.0 $240K 0.00% +7K +47.2% $11.46 +26.0%
1389 CVBF CVB FINL CORP Financial Services 12,356.0 $240K 0.00% +2K +19.2% $19.39 +4.8%
1390 FCPT FOUR CORNERS PPTY TR INC Real Estate 10,122.0 $239K 0.00% NEW $23.65 +5.7%
1391 HMC HONDA MOTOR CO LTD Consumer Cyclical 9,808.0 $238K 0.00% +2K +19.8% $24.31 +8.0%
1392 SEI SOLARIS ENERGY INFRAS INC Energy 4,219.0 $238K 0.00% NEW $56.51 +26.4%
1393 BRBR BELLRING BRANDS INC Consumer Defensive 14,803.0 $238K 0.00% +3K +26.8% $16.09 -43.8%
1394 CURB CURBLINE PPTYS CORP Real Estate 9,232.0 $238K 0.00% NEW $25.79 +11.2%
1395 GEF GREIF INC Consumer Cyclical 3,549.0 $238K 0.00% +421.0 +13.5% $67.07 -4.4%
1396 NG NOVAGOLD RESOURCES INC Basic Materials 26,467.0 $238K 0.00% +3K +11.9% $8.98 -13.6%
1397 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,341.0 $238K 0.00% NEW $54.75 +10.6%
1398 BEACON FINANCIAL CORP. 7,889.0 $237K 0.00% NEW $30.00
1399 VRNS VARONIS SYS INC Technology 11,010.0 $236K 0.00% +2K +19.5% $21.47 +44.9%
1400 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 10,956.0 $235K 0.00% NEW $21.45 +19.3%
Page 70 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%