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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 83 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SANA SANA BIOTECHNOLOGY INC Healthcare 15,080.0 $43K +2K +15.4% $2.88 +8.0%
1642 OPK OPKO HEALTH INC Healthcare 37,294.0 $43K +5K +15.2% $1.14 +12.3%
1643 MDXG MIMEDX GROUP INC Healthcare 10,723.0 $42K NEW $3.95 -8.6%
1644 BDN BRANDYWINE RLTY TR Real Estate 15,621.0 $42K +2K +15.2% $2.71 +10.0%
1645 CLNE CLEAN ENERGY FUELS CORP Energy 15,622.0 $39K +2K +15.4% $2.48 -18.1%
1646 BTBT BIT DIGITAL INC Financial Services 28,828.0 $38K +4K +15.4% $1.31 +48.1%
1647 ABSI ABSCI CORPORATION Healthcare 12,160.0 $36K +2K +15.5% $3.00 +69.7%
1648 IHRT IHEARTMEDIA INC Communication Services 12,398.0 $36K +1K +13.3% $2.92 +67.1%
1649 KOPN KOPIN CORP Technology 15,661.0 $35K +2K +15.0% $2.25 +115.6%
1650 AIOT POWERFLEET INC Technology 11,186.0 $34K NEW $3.08 +6.5%
1651 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 11,559.0 $34K +2K +15.3% $2.94 -5.8%
1652 ALLO ALLOGENE THERAPEUTICS INC Healthcare 13,672.0 $33K +2K +15.8% $2.44 -19.7%
1653 ALT ALTIMMUNE INC Healthcare 10,783.0 $33K NEW $3.08 -4.9%
1654 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 24,777.0 $33K +3K +15.4% $1.32 -5.3%
1655 AKBA AKEBIA THREAPEUTICS INC Healthcare 22,782.0 $32K +3K +14.2% $1.39 -26.6%
1656 RR RICHTECH ROBOTICS INC Industrials 14,867.0 $31K +3K +25.3% $2.09 +17.7%
1657 BLND BLEND LABS INC Technology 18,120.0 $31K +2K +15.0% $1.70 -10.6%
1658 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 23,569.0 $31K +3K +15.3% $1.30 -45.1%
1659 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 10,875.0 $30K NEW $2.79 +15.1%
1660 CERS CERUS CORP Healthcare 16,536.0 $30K +2K +15.5% $1.82 +50.5%
Page 83 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%