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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 77 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 DEI DOUGLAS EMMETT INC Real Estate 15,707.0 $148K 0.00% +3K +21.8% $9.42 +21.7%
1522 BORR DRILLING LTD 25,602.0 $148K 0.00% +5K +23.8% $5.77
1523 LIBERTY GLOBAL LTD 12,378.0 $145K 0.00% NEW $11.73
1524 OCUL OCULAR THERAPEUTIX INC Healthcare 17,107.0 $145K 0.00% +2K +16.9% $8.47 -3.0%
1525 BBAI BIGBEAR AI HLDGS INC Technology 40,089.0 $141K 0.00% +6K +16.6% $3.52 +19.3%
1526 EOSE EOS ENERGY ENTERPRISES INC Industrials 28,253.0 $140K 0.00% +4K +16.5% $4.96 +64.7%
1527 ABR ARBOR REALTY TRUST INC Real Estate 17,934.0 $138K 0.00% +3K +16.2% $7.71 -23.3%
1528 ECVT ECOVYST INC Basic Materials 10,508.0 $135K 0.00% NEW $12.86 +3.7%
1529 ARI APOLLO COML REAL ESTATE FIN Real Estate 12,781.0 $135K 0.00% +2K +16.8% $10.56 +3.7%
1530 MQ MARQETA INC Technology 33,075.0 $135K 0.00% +4K +14.2% $4.08 -3.2%
1531 DHC DIVERSIFIED HEALTHCARE TR Real Estate 20,100.0 $133K 0.00% +3K +16.8% $6.64 +34.0%
1532 PEB PEBBLEBROOK HOTEL TR Real Estate 10,491.0 $133K 0.00% NEW $12.63 +17.7%
1533 LYG LLOYDS BANKING GROUP PLC Financial Services 26,306.0 $132K 0.00% +6K +30.6% $5.03 +7.6%
1534 GTM ZOOMINFO TECHNOLOGIES INC Technology 22,075.0 $132K 0.00% -9K -28.6% $5.98 -40.3%
1535 ARDX ARDELYX INC Healthcare 22,000.0 $132K 0.00% +3K +16.1% $5.99 +6.0%
1536 KSS KOHLS CORP Consumer Cyclical 10,024.0 $129K 0.00% NEW $12.90 -1.6%
1537 BRIGHTSTAR LOTTERY PLC 10,081.0 $128K 0.00% NEW $12.74
1538 AVPT AVEPOINT INC Technology 13,487.0 $128K 0.00% +2K +17.1% $9.51 +7.7%
1539 RLAY RELAY THERAPEUTICS INC Healthcare 12,852.0 $128K 0.00% +2K +16.8% $9.95 +30.9%
1540 HOPE HOPE BANCORP INC Financial Services 11,422.0 $128K 0.00% NEW $11.17 +11.5%
Page 77 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%