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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 72 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FIRST HAWAIIAN INC 9,167.0 $226K 0.00% NEW $24.64
1422 RXO RXO INC Industrials 15,362.0 $225K 0.00% +3K +19.5% $14.62 +63.1%
1423 ADNT ADIENT PLC Consumer Cyclical 11,098.0 $224K 0.00% +838.0 +8.2% $20.21 +3.9%
1424 TRMK TRUSTMARK CORP Financial Services 5,296.0 $223K 0.00% NEW $42.14 +5.0%
1425 BANC BANC OF CALIFORNIA INC Financial Services 12,687.0 $223K 0.00% +3K +25.6% $17.58 +7.0%
1426 MAREX GROUP PLC 4,990.0 $222K 0.00% NEW $44.58
1427 BHE BENCHMARK ELECTRS INC Technology 3,954.0 $222K 0.00% NEW $56.06 +47.1%
1428 DYN DYNE THERAPEUTICS INC Healthcare 12,208.0 $221K 0.00% NEW $18.13 -4.2%
1429 MCY MERCURY GENL CORP NEW Financial Services 2,505.0 $221K 0.00% NEW $88.15 +16.1%
1430 SNY SANOFI SA Healthcare 4,550.0 $219K 0.00% NEW $48.18 -7.3%
1431 ANDE ANDERSONS INC Consumer Defensive 3,045.0 $219K 0.00% NEW $71.78 -2.1%
1432 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 17,556.0 $218K 0.00% +6K +48.1% $12.43 -0.1%
1433 KEP KOREA ELEC PWR CORP Utilities 15,285.0 $218K 0.00% NEW $14.25 -7.2%
1434 BANF BANCFIRST CORP Financial Services 1,997.0 $217K 0.00% NEW $108.50 +2.6%
1435 FBNC FIRST BANCORP N C Financial Services 3,845.0 $217K 0.00% NEW $56.35 +4.1%
1436 BEAM BEAM THERAPEUTICS INC Healthcare 9,069.0 $216K 0.00% +1K +19.7% $23.83 +16.1%
1437 VRRM VERRA MOBILITY CORP Technology 15,112.0 $216K 0.00% +2K +19.7% $14.29 -7.1%
1438 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 9,388.0 $215K 0.00% NEW $22.95 +5.1%
1439 FBK FB FINL CORP Financial Services 4,147.0 $215K 0.00% NEW $51.94 +1.3%
1440 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 5,916.0 $215K 0.00% +949.0 +19.1% $36.39 +2.0%
Page 72 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%