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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 79 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 NVAX NOVAVAX INC Healthcare 13,759.0 $112K 0.00% +2K +16.7% $8.14 +10.3%
1562 NAT NORDIC AMERICAN TANKERS LIMI Industrials 18,950.0 $111K 0.00% +3K +19.0% $5.86 -6.1%
1563 ARRY ARRAY TECHNOLOGIES INC Energy 15,358.0 $111K 0.00% +2K +12.6% $7.23 +13.4%
1564 OGN ORGANON & CO Healthcare 18,520.0 $111K 0.00% +5K +39.4% $5.99 +124.0%
1565 DCH DAUCH CORP Industrials 18,686.0 $111K 0.00% NEW $5.93 +3.7%
1566 LILAK LIBERTY LATIN AMERICA LTD Communication Services 12,435.0 $110K 0.00% +2K +23.4% $8.82 -5.6%
1567 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 30,519.0 $107K 0.00% +6K +25.6% $3.51 +5.4%
1568 TROX TRONOX HOLDINGS PLC Basic Materials 10,880.0 $106K 0.00% NEW $9.77 -18.4%
1569 PSKY PARAMOUNT SKYDANCE CORP Communication Services 11,667.0 $105K 0.00% +721.0 +6.6% $9.02 +12.3%
1570 LADR LADDER CAP CORP Real Estate 10,489.0 $102K 0.00% NEW $9.77 +2.1%
1571 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 15,554.0 $102K 0.00% +2K +16.0% $6.58 +47.1%
1572 TTI TETRA TECHNOLOGIES INC DEL Energy 11,631.0 $99K 0.00% +2K +16.2% $8.52 +22.3%
1573 LFST LIFESTANCE HEALTH GROUP INC Healthcare 15,267.0 $97K 0.00% +2K +16.1% $6.37 +17.1%
1574 AI C3 AI INC Technology 11,548.0 $97K 0.00% NEW $8.42 +10.8%
1575 MBC MASTERBRAND INC Consumer Cyclical 11,682.0 $97K 0.00% +2K +15.8% $8.31 -8.5%
1576 TDAY USA TODAY CO INC Communication Services 13,681.0 $96K 0.00% +2K +14.1% $7.05 +5.7%
1577 NUVB NUVATION BIO INC Healthcare 22,035.0 $95K 0.00% +3K +16.2% $4.29 +11.7%
1578 UAMY UNITED STATES ANTIMONY CORP Basic Materials 10,793.0 $94K 0.00% NEW $8.73 -4.6%
1579 HLIT HARMONIC INC Technology 10,243.0 $92K 0.00% NEW $8.98 +41.4%
1580 BTDR BITDEER TECHNOLOGIES GROUP Technology 10,441.0 $90K 0.00% NEW $8.65 +72.5%
Page 79 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%