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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 73 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 NMRK NEWMARK GROUP INC Real Estate 14,310.0 $215K 0.00% +3K +23.4% $14.99 -3.1%
1442 DNOW DNOW INC Energy 18,000.0 $214K 0.00% +3K +19.4% $11.91 +8.2%
1443 TNGX TANGO THERAPEUTICS INC Healthcare 10,238.0 $214K 0.00% NEW $20.92 +0.8%
1444 IMMUNITYBIO INC 27,849.0 $214K 0.00% +5K +20.2% $7.67
1445 ZD ZIFF DAVIS INC Communication Services 5,076.0 $213K 0.00% -3K -34.6% $41.96 +0.9%
1446 MTX MINERALS TECHNOLOGIES INC Basic Materials 2,993.0 $212K 0.00% NEW $70.92 +6.3%
1447 NVO NOVO-NORDISK A S Healthcare 5,772.0 $212K 0.00% +1K +32.8% $36.75 +20.8%
1448 TBBK BANCORP INC DEL Financial Services 3,937.0 $212K 0.00% +613.0 +18.4% $53.73 +2.2%
1449 SAM BOSTON BEER INC Consumer Defensive 918.0 $212K 0.00% NEW $230.40 -20.4%
1450 NBTB NBT BANCORP INC Financial Services 4,934.0 $210K 0.00% NEW $42.58 +7.7%
1451 KNTK KINETIK HOLDINGS INC Energy 4,339.0 $210K 0.00% NEW $48.41 +3.6%
1452 NTCT NETSCOUT SYS INC Technology 6,605.0 $210K 0.00% NEW $31.79 +24.1%
1453 CSGS CSG SYS INTL INC Technology 2,624.0 $210K 0.00% NEW $79.94 +0.9%
1454 QS QUANTUMSCAPE CORP Consumer Cyclical 32,831.0 $209K 0.00% +10K +46.0% $6.38 +20.2%
1455 VSH VISHAY INTERTECHNOLOGY INC Technology 11,610.0 $209K 0.00% NEW $18.00 +123.1%
1456 SKM SK TELECOM CO LTD Communication Services 7,111.0 $208K 0.00% NEW $29.29 +29.6%
1457 HURN HURON CONSULTING GROUP INC Industrials 1,633.0 $208K 0.00% +268.0 +19.6% $127.49 -17.4%
1458 NWN NORTHWEST NAT HLDG CO Utilities 3,910.0 $208K 0.00% NEW $53.22 -6.4%
1459 KN KNOWLES CORP Technology 8,095.0 $208K 0.00% NEW $25.68 +37.2%
1460 NIO NIO INC Consumer Cyclical 34,428.0 $208K 0.00% +24K +219.9% $6.03 -7.1%
Page 73 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%