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Portfolio (Quarterly) Guide ↗

XPONANCE LLC

· CIK 0001637541
13F Portfolio $13.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1570 New
Page 45 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LKQ LKQ CORP Consumer Cyclical 19,827.0 $599K 0.00% NEW $30.20 -11.0%
882 SITM SITIME CORP Technology 1,694.0 $598K 0.00% NEW $353.19 +97.3%
883 OLED UNIVERSAL DISPLAY CORP Technology 5,121.0 $598K 0.00% NEW $116.78 -21.6%
884 BROWN FORMAN CORP 22,912.0 $597K 0.00% NEW $26.06
885 AXSM AXSOME THERAPEUTICS INC Healthcare 3,265.0 $596K 0.00% NEW $182.64 +27.9%
886 NJR NEW JERSEY RES CORP Utilities 12,896.0 $595K 0.00% NEW $46.12 +24.0%
887 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,924.0 $594K 0.00% NEW $203.05 -6.7%
888 JHG JANUS HENDERSON GROUP PLC Financial Services 12,473.0 $593K 0.00% NEW $47.57 +8.7%
889 BCO BRINKS CO Industrials 5,063.0 $591K 0.00% NEW $116.73 -10.2%
890 MOD MODINE MFG CO Consumer Cyclical 4,424.0 $591K 0.00% NEW $133.51 +87.3%
891 OZK BANK OZK LITTLE ROCK ARK Financial Services 12,834.0 $591K 0.00% NEW $46.02 +4.7%
892 M MACYS INC Consumer Cyclical 26,752.0 $590K 0.00% NEW $22.05 -6.5%
893 LUMN LUMEN TECHNOLOGIES INC Communication Services 75,911.0 $590K 0.00% NEW $7.77 +21.5%
894 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,114.0 $588K 0.00% NEW $36.49 +3.2%
895 AMKR AMKOR TECHNOLOGY INC Technology 14,889.0 $588K 0.00% NEW $39.48 +66.9%
896 SR SPIRE INC Utilities 7,107.0 $588K 0.00% NEW $82.70 +4.8%
897 CNX CNX RES CORP Energy 15,931.0 $586K 0.00% NEW $36.77 -3.3%
898 SLM SLM CORP Financial Services 21,623.0 $585K 0.00% NEW $27.06 -18.6%
899 BMO BANK MONTREAL QUE Financial Services 4,489.0 $584K 0.00% NEW $130.04 +22.8%
900 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 8,264.0 $583K 0.00% NEW $70.53 -8.0%
Page 45 of 79  ·  1,570 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 38.9%
Consumer Cyclical 11.0%
Communication Services 11.0%
Financial Services 10.7%
Healthcare 9.4%
Industrials 7.3%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 2.1%
Real Estate 1.9%