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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 78 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 WEN WENDYS CO Consumer Cyclical 18,352.0 $128K 0.00% +3K +21.2% $6.95 +11.5%
1542 HLX HELIX ENERGY SOLUTIONS GRP I Energy 12,833.0 $127K 0.00% +2K +16.7% $9.89 +1.5%
1543 RXRX RECURSION PHARMACEUTICALS IN Healthcare 41,246.0 $127K 0.00% +10K +31.6% $3.07 -3.6%
1544 SFL SFL CORPORATION LTD Industrials 11,726.0 $127K 0.00% NEW $10.79 +17.9%
1545 QUBT QUANTUM COMPUTING INC Technology 18,435.0 $126K 0.00% +3K +16.8% $6.85 +39.6%
1546 LEG LEGGETT & PLATT INC Consumer Cyclical 12,743.0 $126K 0.00% +2K +14.6% $9.88 +1.6%
1547 FLYW FLYWIRE CORPORATION Technology 10,785.0 $126K 0.00% NEW $11.64 +38.8%
1548 EFC ELLINGTON FINANCIAL INC Real Estate 10,558.0 $125K 0.00% NEW $11.85 +14.5%
1549 UPWK UPWORK INC Industrials 11,353.0 $124K 0.00% NEW $10.96 -21.0%
1550 PAYO PAYONEER GLOBAL INC Technology 25,623.0 $124K 0.00% +4K +16.1% $4.83 +3.5%
1551 TIC TIC SOLUTIONS INC Industrials 18,270.0 $120K 0.00% +3K +17.0% $6.58 +30.5%
1552 JBLU JETBLUE AIRWAYS CORP Industrials 27,144.0 $120K 0.00% +4K +16.8% $4.42 +13.3%
1553 KW KENNEDY-WILSON HOLDINGS INC Real Estate 11,043.0 $119K 0.00% NEW $10.82 +1.7%
1554 WEBULL CORP 24,827.0 $119K 0.00% +4K +17.2% $4.80
1555 KOS KOSMOS ENERGY LTD Energy 42,733.0 $119K 0.00% +6K +16.5% $2.78 +12.2%
1556 ATEC ALPHATEC HLDGS INC Healthcare 10,722.0 $117K 0.00% NEW $10.88 -24.4%
1557 NWL NEWELL BRANDS INC Consumer Defensive 33,326.0 $114K 0.00% +10K +41.2% $3.43 +4.4%
1558 ORC ORCHID IS CAP INC Real Estate 16,220.0 $114K 0.00% +4K +34.9% $7.03 -2.8%
1559 NEXT NEXTDECADE CORP Energy 14,847.0 $114K 0.00% +4K +40.4% $7.66 +10.3%
1560 TRIP TRIPADVISOR INC Consumer Cyclical 10,545.0 $112K 0.00% NEW $10.66 -6.8%
Page 78 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%