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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 49 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 KNF KNIFE RIVER CORP Basic Materials 6,949.0 $489K 0.00% NEW $70.35 +4.7%
962 AIR LEASE CORP 7,597.0 $488K 0.00% NEW $64.23
963 CWST CASELLA WASTE SYS INC Industrials 4,979.0 $488K 0.00% NEW $97.94 -10.9%
964 CHRD CHORD ENERGY CORPORATION Energy 5,240.0 $486K 0.00% NEW $92.70 +54.1%
965 BPOP POPULAR INC Financial Services 3,892.0 $485K 0.00% NEW $124.52 +20.0%
966 KRYS KRYSTAL BIOTECH INC Healthcare 1,959.0 $483K 0.00% NEW $246.54 +23.4%
967 FFIN FIRST FINL BANKSHARES INC Financial Services 16,169.0 $483K 0.00% NEW $29.87 +7.8%
968 MFC MANULIFE FINL CORP Financial Services 13,255.0 $482K 0.00% NEW $36.36 +7.4%
969 FCN FTI CONSULTING INC Industrials 2,811.0 $480K 0.00% NEW $170.83 -10.3%
970 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,432.0 $480K 0.00% NEW $64.54 +11.2%
971 INSTALLED BLDG PRODS INC 1,833.0 $475K 0.00% NEW $259.39
972 TRNO TERRENO RLTY CORP Real Estate 8,097.0 $475K 0.00% NEW $58.71 +12.7%
973 GNTX GENTEX CORP Consumer Cyclical 20,412.0 $475K 0.00% NEW $23.27 +0.6%
974 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,800.0 $473K 0.00% NEW $124.56 -8.5%
975 QIAGEN NV 10,500.0 $472K 0.00% NEW $44.97
976 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 15,842.0 $470K 0.00% NEW $29.66 +5.8%
977 XP XP INC Financial Services 28,687.0 $470K 0.00% NEW $16.37 +8.1%
978 PIPER SANDLER COMPANIES 1,382.0 $469K 0.00% NEW $339.71
979 PTCT PTC THERAPEUTICS INC Healthcare 6,172.0 $469K 0.00% NEW $75.96 -6.5%
980 KRC KILROY RLTY CORP Real Estate 12,501.0 $467K 0.00% NEW $37.37 -8.6%
Page 49 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%