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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 54 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SLF SUN LIFE FINANCIAL INC. Financial Services 6,055.0 $378K 0.00% NEW $62.51 +16.8%
1062 SKY CHAMPION HOMES INC Consumer Cyclical 4,470.0 $378K 0.00% NEW $84.50 -17.5%
1063 CSW INDUSTRIALS INC 1,284.0 $377K 0.00% NEW $293.53
1064 CAE CAE INC Industrials 12,370.0 $377K 0.00% NEW $30.45 -11.5%
1065 CIFR CIPHER MINING INC Financial Services 25,433.0 $375K 0.00% NEW $14.76 +45.8%
1066 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,686.0 $374K 0.00% NEW $101.40 -33.4%
1067 SHC SOTERA HEALTH CO Healthcare 21,134.0 $373K 0.00% NEW $17.64 -11.8%
1068 SSRM SSR MINING IN Basic Materials 16,985.0 $372K 0.00% NEW $21.92 +40.2%
1069 PI IMPINJ INC Technology 2,138.0 $372K 0.00% NEW $174.01 -21.2%
1070 ACHR ARCHER AVIATION INC Industrials 49,423.0 $372K 0.00% NEW $7.52 -18.6%
1071 STN STANTEC INC Industrials 3,919.0 $370K 0.00% NEW $94.49 -18.6%
1072 FORM FORMFACTOR INC Technology 6,630.0 $370K 0.00% NEW $55.78 +129.5%
1073 MSM MSC INDL DIRECT INC Industrials 4,383.0 $369K 0.00% NEW $84.10 +26.0%
1074 SNEX STONEX GROUP INC Financial Services 3,872.0 $368K 0.00% NEW $95.13 +18.7%
1075 PL PLANET LABS PBC Industrials 18,656.0 $368K 0.00% NEW $19.72 +116.3%
1076 ALV AUTOLIV INC Consumer Cyclical 3,095.0 $367K 0.00% NEW $118.70 +1.3%
1077 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 7,064.0 $367K 0.00% NEW $51.91 -6.7%
1078 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4,951.0 $367K 0.00% NEW $74.03 +15.9%
1079 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,855.0 $365K 0.00% NEW $75.26 -4.8%
1080 UI UBIQUITI INC Technology 659.0 $365K 0.00% NEW $553.35 +8.3%
Page 54 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%