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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 85 of 85  ·  1,686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 NFE NEW FORTRESS ENERGY INC Utilities 15,624.0 $9K +2K +14.7% $0.59 +1.6%
1682 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 10,317.0 $9K NEW $0.89 -23.9%
1683 HUMA HUMACYTE INC Healthcare 13,493.0 $8K +2K +16.8% $0.61 +68.1%
1684 SLQT SELECTQUOTE INC Financial Services 12,568.0 $8K +2K +15.5% $0.63 +66.8%
1685 GOSS GOSSAMER BIO INC Healthcare 17,201.0 $6K +2K +15.5% $0.33 -38.8%
1686 FFAI FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 13,449.0 $4K +2K +20.7% $0.27 +27.9%
Page 85 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%