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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 58 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 EBC EASTERN BANKSHARES INC Financial Services 17,512.0 $323K 0.00% NEW $18.43 +7.7%
1142 TMDX TRANSMEDICS GROUP INC Healthcare 2,647.0 $322K 0.00% NEW $121.65 -44.1%
1143 OI O-I GLASS INC Consumer Cyclical 21,814.0 $322K 0.00% NEW $14.76 -39.0%
1144 LEU CENTRUS ENERGY CORP Energy 1,326.0 $322K 0.00% NEW $242.76 -27.0%
1145 PVH PVH CORPORATION Consumer Cyclical 4,766.0 $319K 0.00% NEW $67.02 +26.3%
1146 SKYW SKYWEST INC Industrials 3,179.0 $319K 0.00% NEW $100.41 -17.0%
1147 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 11,938.0 $317K 0.00% NEW $26.58 +24.0%
1148 VC VISTEON CORP Consumer Cyclical 3,336.0 $317K 0.00% NEW $95.10 +14.8%
1149 ASX ASE TECHNOLOGY HLDG CO LTD Technology 19,699.0 $317K 0.00% NEW $16.10 +102.7%
1150 CPRX CATALYST PHARMACEUTICALS INC Healthcare 13,559.0 $316K 0.00% NEW $23.34 +34.0%
1151 GTM ZOOMINFO TECHNOLOGIES INC Technology 30,905.0 $314K 0.00% NEW $10.17 -64.9%
1152 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 3,342.0 $314K 0.00% NEW $93.95 +21.4%
1153 VISN COMMSCOPE HLDG CO INC Technology 17,314.0 $314K 0.00% NEW $18.13 -35.9%
1154 LAZ LAZARD INC Financial Services 6,454.0 $313K 0.00% NEW $48.56 -1.8%
1155 RRR RED ROCK RESORTS INC Consumer Cyclical 5,045.0 $313K 0.00% NEW $61.95 -15.3%
1156 BRBR BELLRING BRANDS INC Consumer Defensive 11,673.0 $312K 0.00% NEW $26.73 -66.1%
1157 PSN PARSONS CORP DEL Industrials 5,045.0 $312K 0.00% NEW $61.80 -16.4%
1158 VSEC VSE CORP Industrials 1,804.0 $312K 0.00% NEW $172.77 -1.3%
1159 VIAV VIAVI SOLUTIONS INC Technology 17,481.0 $312K 0.00% NEW $17.82 +169.9%
1160 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 35,546.0 $311K 0.00% NEW $8.76 -33.0%
Page 58 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%